EPISODE · Apr 28, 2025 · 37 MIN
Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown
from The Dan Rayburn Podcast · host Dan Rayburn
This week, we detail Comcast's Q1 earnings, including Peacock's subscriber gains thanks to the Charter bundle, with revenue up 16% and an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks' deal with its lender, JPMorgan, which allows the RSN to avoid bankruptcy, as well as the NFL Commissioner's statement that he expects the league to schedule a Christmas Day tripleheader in the future. Finally, we discuss Max's password-sharing crackdown, YouTube's announcement that 20 million videos are uploaded daily, and Twitter's being found guilty of patent infringement related to streaming technology involving Vine and Periscope. Podcast produced by Security Halt Media
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This week, we detail Comcast's Q1 earnings, including Peacock's subscriber gains thanks to the Charter bundle, with revenue up 16% and an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks' deal with its lender, JPMorgan, which allows the RSN to avoid bankruptcy, as well as the NFL Commissioner's statement that h...
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Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown
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