Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon

from The Dan Rayburn Podcast · host Dan Rayburn

This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover revenue growth from cloud providers Amazon and Microsoft and break out capex for Meta and the hyperscalers, which total more than $250 billion this year and are driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN's deal with the NHL.Podcast produced by Security Halt Media

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This episode is 32 minutes long.

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This episode was published on August 3, 2025.

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