The Margin is a podcast from MGI Research that explores the evolving world of business monetization. Hosted by MGI Managing Directors Andrew Dailey and Igor Stenmark, the show features candid conversations with founders, CEOs, product leaders, and industry experts at the forefront of pricing, billing, and revenue operations. Each episode dives deep into the strategies, technologies, and trends shaping how companies generate, capture, and grow revenue—from subscription and usage-based models  ...
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Usage Based Pricing Podcasts
Welcome to Electricity Consumption and Prices, your go-to podcast for understanding electricity pricing and usage in Pakistan. In each episode, we dive into the details of electricity unit prices based on different consumption rates, breaking down tariff slabs and the factors influencing costs. Whether you’re a homeowner looking to lower your monthly bills or a business owner managing energy expenses, we’ve got you covered with practical advice. From the latest updates on electricity tariffs ...
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Although subscription-based models have been a huge success, today, customers are more interested (and comfortable) in making payments based on their usage – rather than paying fixed, subscription prices. This has caused the sudden rise in the consumption-based economy, compelling businesses to move from subscription-based billing models towards consumption-based billing models to satisfy these newfound needs of customers. This podcast series will prepare you for the future pricing models ar ...
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Unpack Pricing deconstructs the dark arts of SaaS pricing and packaging. Hosted by Scott Woody, founder and CEO of Metronome, the show features in-depth conversations with the best leaders in tech who are turning pricing into a key driver for revenue growth. Learn more: https://metronome.com/podcast/unpack-pricing
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Welcome to The Data For Subscriptions by DigitalRoute, a podcast helping you master the business of subscription and as a service. This podcast will provide you with forward-thinking strategies, and guidance on how companies are capitalizing on the growing wave of usage-based business models. Join us and industry experts as we challenge the traditional thinking surrounding data for subscriptions and as a service. Find us on your favorite podcast app to unlock the secrets of consumption-based ...
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Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.
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To inspire technology entrepreneurs in Europe with stories and practical strategies from other successful entrepreneurs. If you are a CEO, founder, or work in sales or marketing, and your company is based in Europe or is looking to expand into Europe, then this podcast is for you.
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{Unofficial} Dive into the intricate world of HubSpot with Huble, your trusted partner in business evolution. Join Huble as we unravel the strategies that push the boundaries of what's possible with HubSpot. Every episode promises insightful discussions, innovative approaches, and illuminating case studies. Designed for marketing, sales, and technology leaders across various sectors, this podcast explores the practicalities of leveraging HubSpot for business growth. The information and conte ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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Tien Tzuo on Total Monetization: The Next Evolution Beyond Subscriptions
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21:03In this episode of The Margin, Andrew Dailey, Managing Director of MGI Research, sits down with Zuora CEO and founder Tien Tzuo, the originator of the “subscription economy,” to explore his latest vision: Total Monetization. They discuss how modern business models are shifting from static pricing to dynamic, relationship-based monetization strategi…
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Episode 149: Netflix's Earnings and Gen AI Usage; Latest WBD News and Max Price Increases; NBA Streaming Across Peacock and Prime
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36:14This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers that matter most —revenue, debt, and financial metrics. Also discussed is the new NBA season, with the NBA …
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Episode 148: Review of Amazon's New Vega OS-based Fire TV Stick; Latest News from Apple/F1, WBD, Netflix, Roku, and Ad Tech Industry Challenges
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39:40This week, we highlight my review of Amazon's new Vega OS-based Fire TV Stick, which claims to offer "remarkably fast app launches,” but when tested against the Fire TV Stick Max, I found there was no difference in speed. We also detail all the news from Apple regarding its deal with F1, Apple's services chief discussing how Apple approaches the li…
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In this episode of The Margin Podcast, Andrew Dailey of MGI Research speaks with Jagan Reddy, Founder and CEO of RightRev, about the mounting pressure on finance teams as businesses adopt consumption-based models. Drawing on decades of experience in revenue automation, Reddy explores the collapse of spreadsheet-based rev rec, the hidden risks of po…
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Episode 147: Netflix's CEO on Gaming, WBD and UI/UX; News Roundup from Ad Week NYC; DAZN Financial Details
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49:18This week, we highlight all of the comments from Netflix's co-CEO regarding its upcoming release of five Party Games designed for connected TVs. We also detail his remarks on why Netflix doesn't bid for an entire season of NFL games, why Netflix doesn't want to acquire WBD, the impact of their new UI/UX and why trying to copy YouTube is the "dumbes…
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Episode 146: Media Stocks up 25% in the Past Six Months; Latest News from Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV
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1:01:43This week, we highlight the stocks of WBD, Disney, Roku, Paramount, Apple, Fubo, and others, which have all increased by at least 25% over the past six months, with WBD leading the way at 112%. We detail all the latest news related to Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV, as well as rumors that Yahoo is in …
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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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54:50This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalization, debt, cash, and profit and loss statements, as we examine some of the high-level rumors of mergers in the industry, where no one seems to be considering the financials. We also discuss Disney's DTC price increases and the ridiculous comparis…
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Pricing as a Growth Engine: Vendavo’s Vision with Eric Carrasquilla
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37:06In this episode of The Margin, Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability. Eric shares how generative AI is transforming price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volat…
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Episode 144: Debunking AI News; The Challenges in Live Viewership Data; Versant Discloses Revenue; NBA Invests in MediaKind
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46:01This week, I highlight where the hype lies in AI, where there is opportunity, and why an "AI-first native strategy" by vendors is the wrong approach. I also explain the importance of AI use cases that help boost efficiency, versus those that are more disruptive to a given industry and how AI is truly upending the news media industry. I detail the n…
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Episode 143: YouTube's NFL Stream Viewership Numbers; Latest WBD News; Vimeo To Be Acquired
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37:17This week, I cover the viewership stats from YouTube’s exclusive NFL live global stream, breaking down what the numbers really mean, since many in the media misreported them. I discuss the challenges that the NFL, FOX and ESPN say they have in working with Nielsen, who once again, announced it is changing the way it measures viewership, which is ab…
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Special Podcast: New OpenMOQ Software Consortium Launches, to Advance MOQ-based technology
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26:18The OpenMOQ Software Consortium has launched as a new effort among vendors and content owners, focused on advancing MOQ-based technology through open-source software. The consortium is tasked with developing high-performance software that will enable the next generation of media contribution, distribution, and playback. OpenMOQ is a collaborative e…
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Adam Howatson on Why the Future Is Usage-Based
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41:08In this episode of The Margin, Andrew Dailey of MGI Research speaks with Adam Howatson, CEO of LogiSense, about the rising shift from subscription to usage-based pricing models. As the architect behind the “usage economy,” Howatson shares what businesses gain when they move away from flat-fee pricing—highlighting customer retention, monetization fl…
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Grant Peterson on Generative AI, CLM, and the Future of Contracting
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38:38In this episode of The Margin, Igor Stenmark speaks with Grant Peterson, Chief Product Officer at Conga, about how generative AI is reshaping Contract Lifecycle Management (CLM). Grant shares his perspective on where GenAI adds real value, where it falls short, and how companies can responsibly integrate AI into their workflows. Drawing on his expe…
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In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark explore one of the hottest, and most misunderstood, topics in enterprise tech: AI in billing. They break down real-world use cases for generative AI and machine learning, assess what’s table stakes versus experimental, and explain how AI is already impact…
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Jane Koltsova on Turning Finance into a Strategic Growth Engine
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30:38In this episode of The Margin, Andrew Dailey of MGI Research sits down with Jane Koltsova, Sr. Director of Finance Operations and Order to Cash Transformation at Medidata Solutions. Drawing on her experience at Salesforce and PagerDuty, Jane unpacks the critical, but often overlooked, role finance plays in scaling SaaS businesses. From revenue reco…
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Episode 142: News Recap from FOX, Disney, Fubo, Apple TV, BritBox, Netflix, and Upcoming Layoffs from Paramount
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20:43This week, I cover the launch of Fox One and ESPN Unlimited, which appeared to go smoothly, with few user issues reported. I detailed the news of the week, including price increases for Apple TV+ and BritBox, the launch of a new $20 bundle from Sling TV, and news from Netflix, YouTube, MLB, Fubo and NBC Sports. Finally, I discuss the expected upcom…
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Pricing as Product: The Monetization Operating Model in Action
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52:03In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, is interviewed by Chris Kent, SVP Marketing at Metronome.Scott Woody examines AI's transformation of software from seat-based access to agentic work performance, ushering in a "third era" demanding consumption-based pricing. Unlike monopolistic power companies, custome…
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Executive Interview: Hydrolix's CEO Details the Changing Economics of Big Data and Real-Time Observability for Streaming
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30:24Marty Kagan, co-founder and CEO of Hydrolix, joined me for a detailed conversation on the importance of delivering better end-user QoE with real-time telemetry and the challenges that come with CDN observability. Marty highlights why more hot data is crucial for AIOps and challenges that M&E customers face today, including the need to discard data …
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Episode 141: Paramount's UFC Deal; Disney and FOX Bundle; Starz Declining Subs; New Features Coming to Sky Sports Premier League Coverage
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58:06This week, we detail Paramount Global's seven-year deal with TKO for the rights to stream UFC fights, the impact on ESPN+ and UFC's approach to move away from PPV to expand its audience. We also discussed the new Disney and Fox bundle launching on October 2nd, which combines ESPN+ and Fox One for a discounted rate. Additionally, we list out why not…
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Episode 140: Disney Earnings and NFL/ESPN News; Latest Numbers from WBD, Fubo, Altice and FOX One Launch
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45:37This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or ARPU numbers for Disney+ and Hulu, and will cease reporting ESPN+ numbers as of next month. We also discuss …
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Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon
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32:59This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 b…
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Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount
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46:57This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue on YouTube, up 13% YoY and Alphabet's plan to increase capex investment in 2025 to approximately $85 bill…
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Pricing as Product: How Snowflake Aligns Strategy, Execution, and Customer Value
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1:02:34In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, talks with Ryan Campbell, Director of Product Finance at Snowflake.Ryan shares how Snowflake has evolved pricing from a cost-plus infrastructure model to a sophisticated usage-based platform, requiring fundamental changes to their pricing philosophy and implementation.…
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Episode 137: Detailing Netflix's Q2 Earnings; Deltatre Plans to Acquire Endeavor Streaming
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57:35This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team re…
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Episode 136: Disney's Latest Content Deals; Apple and F1 Rumors; Ultra Low Latency Deployments
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50:54This week, we highlight Disney's new content bundling deals with Charter and ITV, as well as Paramount's new agreement with DIRECTV. We discuss Amazon's investment in AI to help remaster SD content into HD, and what we think the impact of AI can be in the video streaming workflow. We also discuss why the media is getting it wrong when they suggest …
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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations
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26:10Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…
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Special CDN Podcast: The Latest on Delivery Pricing, Capacity Planning, DIY, Latency and Bitrate Trends
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35:52This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content owners perform capacity planning at the ASN level, leaching, latency, and why multicasting and P2P won't po…
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Episode 135: Disney Layoffs; Sports Streaming News; BBC Low Latency Trial; Wowza Makes AI Tech Acquisition
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43:34This week, we highlight all the sports news from Peacock, Pac-12, ESPN, Optus Sport, Amazon, IMG, and NASCAR, detailing viewership stats and new licensing deals. We also cover the recent layoffs at Disney, the BBC's low latency live streaming trial, and the current ad loads of Max, Prime Video and Peacock. Finally, we cover some vendor news, includ…
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Zaponomics at work: How Zapier turns customer value into revenue growth with Giang Hoang
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50:03In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, talks with Giang Hoang, Director of Business Operations at Zapier. Giang shares how Zapier has evolved pricing from a single product PLG motion to a multi-product platform with an enterprise motion, requiring fundamental changes to their pricing and packaging strategy.…
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Episode 134: Recapping News From WBD, Disney, Netflix, YouTube, Amazon, F1 and Streaming Vendors Qwilt, Phenix and Brightcove
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48:01This week, we cover a lot of news, stats and numbers across WBD, Disney, Netflix, YouTube, MGM, Amazon, F1, DAZN, NFL, Verizon, Starz, Roku, TikTok, Apple TV, Premier League, JioHotstar, Paramount and other sports and OTT services. We also discuss the changes taking place at Qwilt, including the appointment of a new CEO, the assets of Phenix Real T…
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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY
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46:49In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…
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Beyond the seat model: How usage-based pricing is transforming product teams with product leaders Brandon Walsh of Hubspot & James Brown of Metronome
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59:38In this episode of Unpack Pricing, James Brown, Chief Product Officer at Metronome, hosts a product leader-to-product leader conversation with Brandon Walsh, Director of PM, FinTech & Billing at HubSpot. Drawing on his experience at Intercom leading monetization, Brandon explains why usage-based billing fundamentally transforms product management, …
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BDL a value play? Plus thoughts on SG & BLMN
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22:20Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …
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Episode 133: New Ad Tier User Numbers; FOX and ESPN DTC News; YouTube Gets Exclusive NFL Game
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30:26This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DTC offerings from ESPN and FOX, as well as YouTube's plans to stream an exclusive NFL game for free in Sept…
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Episode 132: Key Q1 Earnings Numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare
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34:15This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundling, capex and content spend, and the impact of earnings on stock prices. We also break out the 1.73M cord…
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Episode 131: Key Takeaways from Roku, Fubo, Amazon, Apple, and Harmonic's Q1 2025 Earnings
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44:15This week, we detail Roku's revenue growth of 16% YoY, with the number of streaming hours growing by 5.1B hours YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its content row in Q1, with a total of more than 125 million people every day. We detail Fubo's earnings, with Nor…
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Breaking pricing inertia: building an experimentation culture with Tomas Lorinc, Temporal
1:01:57
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1:01:57In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, talks with Tomas "Tlo" Lorinc, Head of Monetization at Temporal Technologies, the leading open-source Durable Execution platform. They discuss how to overcome the inherent fear companies have around changing prices and why building your "pricing muscle" through regular…
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Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown
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37:03This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks…
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Five Cyclically Adjusted Valuation Frameworks
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20:04Description: Learn more about the Market and stocks through CAEE™ Dale’s Solo Investors Podcast LLC provides educational content and financial market analysis powered by our proprietary process called CAEE™ . CAEE™ is a unique analytical framework designed to help market participants, researchers, and learners better understand index performance an…
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Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals
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44:56This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix'…
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Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE™ — Patent Pen…
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BFH , Credit card duopolies , retail stocks benefit?
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23:14Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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Episode 128: NAB Show 2025 Recap and Key Takeaways
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34:48For this special podcast, Mark Donnigan and I recap key takeaways from the 2025 NAB Show in Las Vegas, discussing what we heard on the show floor and in sessions. We detail the NAB’s attendance numbers and the impact I saw on the number of attendees due to the uncertainty in the financial market. We also highlight the many different metrics that ex…
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Gitlab's playbook for running PLG and Enterprise motions with Justin Farris
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51:29In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, talks with Justin Farris, VP of Product and Monetization at GitLab, a DevSecOps platform. They discuss how GitLab successfully unified product-led growth, pricing strategy, and core systems under a single leader. Justin (ex-Zillow) shares why treating pricing as a prod…
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Episode 127: MLB Opening Day Outage; More RSN Streaming Options; EdgeCast Relaunch; Bitmovin Reaches Free Cash Flow
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33:10This week, we highlight DIRECTV's expanding RSN bundling options, which cover 18 MLB, 16 NBA, and 10 NHL franchises and the addition of Max Basic with Ads to its MyEntertainment Genre Pack. We also highlight the MLB TV streaming outage on opening day, JioHotstar's announcement that JioHotstar now has over 100 million subscribers, and Netflix's news…
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Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F f…
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Episode 126: JioHotstar’s 60M Concurrent Cricket Stream; F1 TV’s New 4K Tier; Why Apple TV+ Losses Don’t Matter; Max Platform Updates
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41:45This week, we discuss JioHotstar's live stream of the ICC Champions Trophy Final, with a reported 60 million concurrent streams and why the industry needs to stop putting so much clout on concurrent or AMA numbers without any other details on the quality of the stream. We also detail the F1 TV Premium tier, offering 4K video and multiview functiona…
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Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Dem…
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Episode 125: Hulu's Oscars Stream; MSG Networks Likely Bankruptcy; CTV Botnet Discovery; MLB's Streaming Challenges
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34:22This week, we talk about the problems with Hulu's Oscars live stream and why streaming cannot take the place of broadcast distribution in terms of scalability and dependability. We also point out the likelihood of MSG Networks and/or its affiliates declaring bankruptcy and the potential consequences for their streaming business. We discuss the anno…
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How Writer is winning enterprise AI deals with Matan-Paul Shetrit
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46:00In this episode of Unpack Pricing, Scott Woody, co-founder and CEO of Metronome, talks with Matan-Paul Shetrit, Director of Product at Writer, a full-stack generative AI platform for enterprises. They explore the evolving landscape of AI pricing, where rapid model advancements and enterprise adoption create pricing challenges. Matan (ex-Brex, Squar…
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