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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成员简介埃迪和仙人掌杰克

Netflix 正在成长,而迪斯尼正在稳扎稳打。Netflix 和 Disney Plus 之间即将展开的争夺战将成为流媒体 22 年历史上的关键时刻。两家巨头正在争夺之前没有垄断的领域。或者说,事实真的如此吗?流媒体娱乐领域的先驱受到了娱乐和知识产权领域的历史宠儿的挑战。但是,消费者以前见过这样的对比。

本会员简报专为以下人士设计 执行委员为了方便加入,您可以点击下面的链接,获取数百份报告、我们的 DTC 权力清单和其他工具,帮助您做出高水平的决策。

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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:

本会员简报专为以下人士设计 执行委员为了方便加入,您可以点击下面的链接,获取数百份报告、我们的 DTC 权力清单和其他工具,帮助您做出高水平的决策。

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