Streaming reality vs fantasy with Dan Rayburn

"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).Show Notes:Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In JeopardyParamount jumps as narrower streaming losses drive Q3 beatDisney earnings call: Focusing streaming, paving ESPN's futureThe Dan Rayburn PodcastEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions