There Is No Streaming War (undefined:NFLX)

Investing Experts Podcast 11.44K Follower s Subscribe 5 Share Save Comments Summary Netflix remains central in streaming headlines, with potential Warner Bros. Discovery and Paramount deals, but industry expert Dan Rayburn shares why investors should focus only if/when deals close. Streaming is shifting from growth-at-all-costs to profitability, with ARPU, content spend, and ad revenue as critical investor metrics amid declining transparency. Sports streaming is highly fragmented, with exclusive rights driving platform differentiation, but viewership data is inconsistent and often incomparable across providers. Competition, not a 'streaming war,' defines the sector; investors must rely on hard numbers, SEC filings, and context rather than media speculation or headline-driven narratives. Longfin Media/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00) Transcript Rena Sherbill: Dan Rayburn, an expert if there ever was one in the streaming space, in the media space, which encompasses so many things right now. Dan has been on a few times before, he's been writing on, or we've been having his writing offered on Seeking Alpha for quite some time. He runs his own blog, streamingmediablog . He makes copious media appearances on various mainstream networks. Dan, welcome to the show. If you would start us off. What do you feel like is top of mind? Netflix ( NFLX ) is obviously in the headlines a bunch, vis-a-vis Warner Brothers ( WBD ), vis-a-vis the dance with Paramount ( PSKY ), vis-a-vis sports. What is top of mind for you or what are the few things that you're thinking about? Dan Rayburn: There sure is a lot. Netflix is always top of mind and just thanks for having me again. We could do a podcast every single day based on the news that is put out in the industry just around sports streaming, let alone all the other types of streaming business models out there, bundling deals, pricing deals. Sports is always an interesting one, especially because we've got in the last couple quarters, some new deals between Major League Baseball, Apple, naturally with the Formula One deal. Very interesting the fact that the NFL is really leveraging the streaming services in their global reach to expand their footprint as opposed to where the games always were, which were broadcasters, especially on Christmas when it has some of the highest viewing windows out there. All three games are going to be exclusively on Netflix and Prime Video, except in local markets for teams. I would say also for investors, focusing on the financials and what the numbers actually show. And that can be hard to do when there's so much speculation about what will happen with WBD, Paramount, Netflix. It seems to change every day....

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