YouTube wants sports rights in bulk, such as every local game or a full tournament, to sell its $15.99 Premium tier, according to people cited by CNBC. Leagues that can sell one platform a complete set of games gain a bidder, if the NBA and NFL will package their rights that way.
Publishers:cnbc.com · qz.com Reality
- Evidence45
- Adoption30
- Hype gap+15
- Incentives
- Insufficient
- Confidence55
Four raises worth $7.7 billion landed in one week, and the largest is not a fund with an exit clock. Thrive's roll-up vehicle sold roughly a sixth of itself at a $12 billion valuation.
Perspective Coverage
3 publishers
- Builder
- Builder 3%
- Operator
- Operator 27%
- Investor
- Investor 70%
Reality
- Evidence50
- Adoption
- Insufficient
- Hype gap+35
- Incentives60
- Confidence55
At a Los Angeles event Snap wired its $2,200 glasses to HBO Max, Spotify, an NBA shooting drill and enterprise partners including Amazon, Salesforce and Nvidia. The demo that explained the pitch featured a repair job.
Reality
- Evidence42
- Adoption10
- Hype gap+45
- Incentives68
- Confidence55
Fortune reports Hugh Johnston sees live sports as a driver of customer lifetime value, and sports advertising did rise 5% while entertainment advertising fell 1%. The segment itself added about $170m of revenue against streaming's $550m.
Reality
- Evidence58
- Adoption58
- Hype gap+32
- Incentives72
- Confidence55
The second NBA control change in a week is a reordering of an existing cap table rather than an auction. The number nobody published is what the buyer is actually paying.
Reality
- Evidence42
- Adoption
- Insufficient
- Hype gap+18
- Incentives74
- Confidence55
WNBA players won the biggest pay jump in U.S. pro sports history, taking the average salary to $564,000. Anyone pricing a women's sports asset is now underwriting a different business.
Reality
- Evidence42
- Adoption58
- Hype gap+24
- Incentives62
- Confidence45
Jeanie Buss says a co-trustee veto blocks her siblings from selling the family's last 17.8% to Kushner and Iger. The letter also warns anyone who helps them.
Reality
- Evidence60
- Adoption30
- Hype gap+15
- Incentives80
- Confidence55
Joshua Kushner and Bob Iger's record bid is being read by outside analysts as a non-passive shield against carried interest. The pricing logic may sit in the tax code.
Reality
- Evidence36
- Adoption
- Insufficient
- Hype gap+38
- Incentives66
- Confidence44