Company Overview - Taboola is the largest performance advertising technology company driven by AI outside of major platforms like Google and Meta, providing a non-walled garden option for businesses seeking growth in performance advertising [1] - The company has been operational for over a decade, generating approximately $2 billion in revenue, with around $700 million in ex-TAC (revenue retained after sharing with publisher partners) and over $200 million in adjusted EBITDA [1] Unique Partnerships - Taboola collaborates with notable partners such as Yahoo!, Apple News, Microsoft, Disney, NBC, and USA Today, which have chosen Taboola exclusively as their performance advertising engine [2] - These exclusive partnerships provide predictability in inventory, enhancing the company's ability to deliver consistent advertising performance [2]

ESPN employees have lamented living in Bristol, Conn., practically since the company was founded in 1979. “It’s definitely not the sexiest place.” https://t.co/biC9J8eOOx ...

ESPN employees have lamented living in Bristol, Conn., practically since the company was founded in 1979. “It’s definitely not the sexiest place.” 🔗 https://t.co/cmCG9aWXDa https://t.co/onY1RfZmpO ...

Media Rights Deals - Major League Baseball (MLB) is nearing deals for linear and streaming rights through 2028 with ESPN, NBC Universal, and Netflix [1] - The deals are still in progress and may not close or may not close with those terms [4] ESPN Deal - MLB is nearing a finalized agreement with ESPN for a package of rights for $550 million [1] - ESPN's old set of MLB rights was worth the same amount of money, but these are different rights [2] - About $450 million is to license MLB TV for streaming out of market games [2] - The remainder of the ESPN deal would cover in-market games for five local teams and a new midweek package of national games [2] NBC Universal Deal - NBC Universal will acquire all Sunday night games and wildcard games for about $200 million per year for a three-year period [3] Netflix Deal - Netflix is set to secure the rights for the Home Run Derby for as much as about $50 million a year for three years [3]

Financial Agreement - Major League Baseball and ESPN are nearing a new three-year agreement valued at approximately $16.5 亿 (billion) [1] - The agreement involves ESPN carrying Major League Baseball games [1] Contractual Context - The new agreement follows a shortened previous agreement between Major League Baseball and ESPN [1]

Core View - Major League Baseball (MLB) is nearing a finalized agreement with ESPN, NBC Sports, and Netflix for new three-year media rights deals for live game packages [2][5]. Group 1: Media Rights Agreements - ESPN opted out of its previous $550 million-per-year deal for Sunday Night Baseball, which will be split into two parts for the 2026-2028 seasons if a deal is finalized [1]. - NBC is expected to acquire all of MLB's Sunday games and Wild Card playoff games for approximately $200 million per year [3]. - Netflix will secure the rights to the Home Run Derby for about $50 million annually [3]. - ESPN is set to receive a new package of rights valued at $550 million, which includes approximately $450 million for MLB TV, the league's digital out-of-market package [4]. Group 2: Future of Media Rights - The new agreements will allow MLB to reorganize its media rights after the 2028 season [5]. - MLB Commissioner Rob Manfred indicated that ESPN requested a reduction in payment for MLB content, suggesting that a smaller deal would not be beneficial for the league [5].

Before we end here, I did want to come to some some controversy at least. Jimmy, let me ask you this Spike Lee Colin Kaepernick documentary that apparently was sheld or has been shelved. Given the current political climate, there are those who believe, well, that timing is kind of strange.Uh, was it perhaps a result of you're not wanting to anger the Trump administration that you're no longer pursuing that. >> No, absolutely not. We we made that decision many months prior to the NFL announcements.I I I thin ...

Core Insights - ESPN is launching a new $30/month streaming app while securing digital rights for out-of-market MLB games and local games for five franchises [2][3] - The new deal positions ESPN as baseball's primary digital distributor for out-of-market games for the next three years, following the expiration of a previous $550 million annual deal with MLB [3][4] - The agreement includes local rights for five smaller franchises, addressing their struggles with video distribution amid the decline of regional sports networks [4][5] Industry Dynamics - MLB Commissioner Rob Manfred is attempting to centralize video rights to improve the financial situation of smaller franchises, facing resistance from larger franchises with lucrative local deals [6] - The new framework agreement allows ESPN's cable channel to continue airing about 30 games a year, although on different nights than Sunday, with finalization expected by September [7] - ESPN's recent strategic moves include acquiring additional NFL game rights and a significant NBA TV rights package, indicating a trend towards consolidating valuable sports content [8][9] Competitive Landscape - Fox is launching its own sports streaming app, Fox One, priced at $19.99/month, which will offer a variety of live sports programming [10][11] - The competitive environment for sports streaming is intensifying, with multiple players vying for valuable live content [7][10]

Streaming & Access Costs - Accessing all NFL games via streaming services could cost consumers approximately $1,000 [1] - Additional costs, such as $11 for a single exclusive game, may apply [2] - Amazon Prime and Netflix memberships are also relevant costs for comprehensive streaming access [2] Value of Traditional Pay TV - Traditional ecosystems like Comcast, Charter, or digital MVPDs still hold significant value [1] - Pay TV bundles continue to provide value to satisfied customers [3] ESPN's Strategy - The primary goal is to drive all users to the ESPN app for an enhanced sports experience [3] - ESPN aims to offer a superior sports experience through its app, accessible via direct subscription or through MVPD/digital MVPD authentication [4]

Uh, you can't just lose people from the cable bundle who then go to the ESPN. You've got to get people who never had cable, I guess, to some extent. >> Is that the audience here.I know it was sort of when venue was up, at least as a thought, that was the thought. It's going to be people who are never, you know, never cord, so to speak. Uh, is that who you're going after.>> That is definitely the strategy. The the marketing is focusing on people that are on the sidelines. People who have cut the cord are peo ...