Streaming is shifting from growth-at-all-costs to profitability, with ARPU, content spend, and ad revenue as critical investor metrics amid declining transparency. Industry expert Dan Rayburn shares why 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.
Listen to the full episode or read the transcript:
#streaming #Netflix #Apple #Disney #Hulu #Amazon #AmazonPrime #Google #AppleTV #YouTube #investors #media #stocks
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