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Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta

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Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their quality. I detail the report that Disney's exclusive NFL game on ESPN+ peaked at only 1.8M viewers and Roku's decision to stop reporting quarterly updates on streaming households and, by extension, ARPU, beginning with Roku's Q1 2025 earnings results.
- Peacock added 3M subscribers, but 𝗹𝗼𝘀𝘁 $𝟰𝟯𝟲𝗠
- Fubo's Sports FAST channel 𝗿𝗲𝗮𝗰𝗵𝗲𝗱 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 in Q3
- Verizon, Comcast and Charter 𝗹𝗼𝘀𝘁 𝟳𝟮𝟳,𝟬𝟬𝟬 𝗽𝗮𝘆 𝗧𝗩 subs in Q3
- AWS hit $𝟭𝟬𝟬𝗕 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 for the past 12 months
- As Amazon builds out for AI, it 𝘀𝗽𝗲𝗻𝘁 $𝟮𝟮.𝟲𝗕 𝗶𝗻 𝗰𝗮𝗽𝗲𝘅, up 81% YoY
- The average Roku household streams 𝟰.𝟭 𝗵𝗼𝘂𝗿𝘀 𝗽𝗲𝗿 𝗱𝗮𝘆
- Since 2020, Meta's Reality Labs unit has an operating 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻
- 𝟯𝟱% 𝗼𝗳 𝘁𝗶𝗺𝗲 spent on YouTube watching the Olympics was on TV screens
- Sky UK had an 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗹𝗼𝘀𝘀 𝗼𝗳 £𝟮𝟮𝟰𝗠, nearly doubling its 2022 loss of £111M
- Samsung says it has 𝟴𝟴𝗠 𝗠𝗔𝗨𝘀 for its Samsung TV Plus FAST service
- Fubo had a 𝗻𝗲𝘁 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟰.𝟳𝗠 in Q3, up from a net loss of $25.8M in Q2

Podcast produced by Security Halt Media

  continue reading

145 episodes

Artwork
iconShare
 
Manage episode 448488763 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their quality. I detail the report that Disney's exclusive NFL game on ESPN+ peaked at only 1.8M viewers and Roku's decision to stop reporting quarterly updates on streaming households and, by extension, ARPU, beginning with Roku's Q1 2025 earnings results.
- Peacock added 3M subscribers, but 𝗹𝗼𝘀𝘁 $𝟰𝟯𝟲𝗠
- Fubo's Sports FAST channel 𝗿𝗲𝗮𝗰𝗵𝗲𝗱 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 in Q3
- Verizon, Comcast and Charter 𝗹𝗼𝘀𝘁 𝟳𝟮𝟳,𝟬𝟬𝟬 𝗽𝗮𝘆 𝗧𝗩 subs in Q3
- AWS hit $𝟭𝟬𝟬𝗕 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 for the past 12 months
- As Amazon builds out for AI, it 𝘀𝗽𝗲𝗻𝘁 $𝟮𝟮.𝟲𝗕 𝗶𝗻 𝗰𝗮𝗽𝗲𝘅, up 81% YoY
- The average Roku household streams 𝟰.𝟭 𝗵𝗼𝘂𝗿𝘀 𝗽𝗲𝗿 𝗱𝗮𝘆
- Since 2020, Meta's Reality Labs unit has an operating 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻
- 𝟯𝟱% 𝗼𝗳 𝘁𝗶𝗺𝗲 spent on YouTube watching the Olympics was on TV screens
- Sky UK had an 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗹𝗼𝘀𝘀 𝗼𝗳 £𝟮𝟮𝟰𝗠, nearly doubling its 2022 loss of £111M
- Samsung says it has 𝟴𝟴𝗠 𝗠𝗔𝗨𝘀 for its Samsung TV Plus FAST service
- Fubo had a 𝗻𝗲𝘁 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟰.𝟳𝗠 in Q3, up from a net loss of $25.8M in Q2

Podcast produced by Security Halt Media

  continue reading

145 episodes

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