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There Is No Streaming War [Seeking Alpha]
Last apple inc. earnings: 4/30 04:30 pm
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US:NASDAQ Investor Relations: investor.apple.com
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
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