Impact of thin margins and volume on value allocation in supply chain

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Thin margins in the supply chain require high volume to reallocate profit to content creators, leading to the concentration of value at the creator's end. Similar to the airline industry, media companies acquiring content rights have merged for massive scale to afford any margin. This has likely resulted in worse unit economics for buying rights and selling ads. The NFL benefits from relying on broadcast partners to generate guaranteed revenue while keeping all profits, allowing for multiple resale opportunities.

The NFL — it’s almost synonymous with America today. And its history is a fascinating lens to explore the nation’s development over the last 100 years, from WWII to TV and suburbs to the Internet and social media. What began as a quasi-illicit league in small midwestern towns is now the single largest media property in the world today by revenue. And whether you watch football or not, this is one incredible business story. Acquired is ready for some football — let’s kick this Season off right!

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.