Navigating ESPN's DTC Landscape

Episode 539 of the Sports Media Podcast with Richard Deitsch features Michael Nathanson, a Founding Partner & Senior Research Analyst at MoffetNathanson and Robert Fishman, a senior research analyst at Michael Nathanson. Their firm is a leading independent equity research publisher focusing on the most important companies across the Technology, Media and Telecom landscape. In this podcast, Fishman and Nathanson discuss ESPN acquiring NFL Network and other league-owned media assets in exchange for a 10% equity stake in ESPN; why they believe the deal strengthens ESPN’s negotiating posture with distributors; whether the deal gives Disney a heads up on NFL rights in future negotiations; the NFL Network as an asset in carriage negotiations; YouTube's sports ambitions; the TKO Group and Paramount signing a seven-year, $7.7 billion rights agreement; how consumers should view Netflix when it comes to its sports acquisitions; FOX One and how it relates to sports; the Pay TV universe continuing to shrink, and more. You can subscribe to this podcast on Apple Podcasts, Spotify, and more.

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