EPISODE · Jul 29, 2026 · 28 MIN
Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo
from The Dan Rayburn Podcast · host Dan Rayburn
This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadband residential customers, with total company revenue down 1.2% YoY.I discuss the news that Roku is raising the MSRP of its streaming sticks and boxes from $10-$50, depending on the model, noting that the largest portion of Roku's overall device unit volume comes from the sale of third-party Roku-made TVs by OEM partners, not Roku boxes.Finally, I detail the final FIFA World Cup viewership numbers from YouTube, Cazé TV, TikTok, Fox/FOX One, and Telemundo/Peacock, highlighting the different measurement methodologies used, and mention Telemundo becoming the exclusive U.S. Spanish-language rights holder for the next UEFA men's club competitions.Podcast produced by Security Halt Media
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This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadband residential customers, with total company revenue down 1.2% YoY. I discuss the news that Roku is raising the MSRP of its streaming sticks and boxes from $10-$50, depending on the model, noting that the largest portion of Roku's overall device unit v...
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Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo
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