The DirecTV Gambit & Bundle Extinction Events

Jon Kelly, co-founder of Puck and a keen observer of media and sports, dives into the intense Disney-DirecTV showdown impacting NFL fans. He discusses the shifting sands of cable bundling, emphasizing how streaming options are reshaping viewer preferences. Jon also highlights Amazon’s evolving strategies for its Thursday Night Football broadcasts, focusing on subscriber retention. The talk further touches on the growing influence of private equity in NFL ownership and the implications for future team valuations and franchises.