Industry expert Rayburn reviews Warner Bros. (WBD.US) Century M&A battle: Streaming without "war," data and profits are key.

At a time when the ownership dispute at the Hollywood film giant Warner Bros. Discovery (WBD.US) is escalating, streaming and media industry authority Dan Rayburn discussed in-depth in a podcast interview the potential deal involving Netflix (NFLX.US) and Paramount (PSKY.US), as well as analyzed several core issues in the current industry, including the impact of sports streaming media, key investment indicators, and the vastly different strategic logic of tech giants. He strongly advised investors to shift their focus away from the "streaming wars" narrative and instead focus on verifiable financial data and business facts. Below is the interview transcript of podcast host Rena Sherbill and Dan Rayburn on December 23: Rena Sherbill: Dan Rayburn, undoubtedly a widely knowledgeable expert in the streaming and media industry. Dan has regularly been a guest on programs, has long contributed to the Seeking Alpha website, operates the personal blog "streamingmediablog," and frequently appears on various major mainstream media platforms. Dan, welcome to the show. Firstly, what are the industry issues that you are currently most focused on? Netflix is undoubtedly a hot topic recently, whether it's the rumors of cooperation with Warner Bros., the standoff with Paramount, or their moves in the sports event field. What are your current key areas of focus? Dan Rayburn: Indeed, there are many topics worth discussing. Netflix has always been the industry focus, and I thank you for the invitation. Just in terms of news from the world of sports streaming media, we could have a podcast every day on that alone, not to mention other types of streaming business models like bundle packages, pricing strategies, etc. Sports events have always been a hot topic in the industry, especially in the past two quarters. The American Major League Baseball (NFL) reaching an agreement with Apple Inc. (AAPL.US), and the streaming rights of Liberty Media Corp. Series C Liberty Formula One(F1) being settled, all these new developments are endless. Of particular interest, NFL is expanding its global reach through streaming platforms, expanding its influence map with the help of streaming media platformsthis is completely different from the traditional broadcasting channel model that sports events have mainly relied on in the past, especially with the upcoming Christmas schedule, which is a peak viewing period. In the five NFL games from December 25th to 27th, except for the local market of the teams, the remaining games will not be broadcast on national televis...