EPISODE · Sep 29, 2025 · 54 MIN
Episode 145: Detailing WBD, Netflix, and Roku's Balance Sheets; Disney's DTC Price Increases; Netflix and MLB News
from The Dan Rayburn Podcast · host Dan Rayburn
This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalizations, debt, cash, and profit and loss statements, as we examine some high-level merger rumors in the industry, where no one seems to be considering the financials. We also discuss Disney's DTC price increases and the ridiculous comparisons about Kimmel's monologue viewership numbers between TV and YouTube, as some claim Disney has seen "mass" cancellations. We cover the unconfirmed news that MLB has agreed to a three-year deal with Netflix for games that include the Home Run Derby and the 2026 opening day game, and highlight how Apple used iPhone 17 Pros to capture and stream live footage of their last Friday Night Baseball game on Apple TV+. Finally, we discuss Roku's unusual comparison, declaring "FAST is the new cable," in their latest report, and highlight the revenue and profit disclosed by vendor Cleeng.Podcast produced by Security Halt Media
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What this episode covers
This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalizations, debt, cash, and profit and loss statements, as we examine some high-level merger rumors in the industry, where no one seems to be considering the financials. We also discuss Disney's DTC price increases and the ridiculous comparisons about Kimmel's monologue viewership numbers between TV and YouTube, as some claim Disney has seen "mass" cancellations. We cover the unconfirmed n...
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Episode 145: Detailing WBD, Netflix, and Roku's Balance Sheets; Disney's DTC Price Increases; Netflix and MLB News
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