Member Brief: Ted Lasso and Major League Soccer

The origin of Major League Soccer’s exclusive media deal with Apple TV is predictable when you consider the market forces. The MLS needs its “Netflix moment,” and Apple TV needs more streaming subscribers. It’s had some luck with sports so far, sort of. I imagine an initial conversation went something like this:

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Member Brief: Eddie and Cactus Jack

Netflix is growing up and Disney is playing it safe. The impending battle between Netflix and Disney Plus is shaping up to become a pivotal moment in streaming’s 22 year history. Two titans are swinging for a monopoly in a field that had none before it. Or is that the case, after all? The pioneer in streaming entertainment has been challenged by the historical favorite in entertainment and intellectual property. But consumers have seen a contrast like this before.

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Member Brief: Sports Media and Vertical Integration

With news of BuzzFeed considering a merger with Group Nine Media, mergers and acquisitions are suddenly back in the limelight for digital publishers. But the industry that stands to help the most from the current consolidation trend is sports media. The year ahead stands to be one primed for M&A discussion, as three companies have committed to exorbitant spending to capture customer attention: ESPN+, DAZN, and The Athletic. From Aryeh Bourkoff, CEO of LionTree in his year-end letter to investors:

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