EPISODE · Aug 14, 2024 · 45 MIN
Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate
from The Dan Rayburn Podcast · host Dan Rayburn
This week, we recap the key points from Q2 earnings among media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and media stocks' performance over the past 12 months. We also explain crucial financial terms such as GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their financial results to Wall Street.On the vendor side, we detail how security and compute revenue now represent 66% of Akamai’s total revenue, Fastly cutting full-year guidance and laying off 11% of the company, Brightcove and Kaltura’s revenue growth being flat and the challenges some vendors are having in growing their media businesses while continuing their efforts to keep costs down. Podcast produced by Security Halt Media
What this episode covers
This week, we recap the key points from Q2 earnings among media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and media stocks' performance over the past 12 months. We also explain crucial financial terms such as GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their financial results to Wall Street. On the vendor sid...
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Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate
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