Valuations
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By year-end there should be around 20 tech IPOS, says Barclays' Kristin DeClark
CNBC Television· 2025-09-15 16:07
As tech leads this latest IPO surge here in the US, could China's antitrust decision on Nvidia put a damper on tech deal making overseas. It's one question. Let's bring in Barclay's global head of tech investment banking, Kristen Roth to Clark.It's good to have you back. Welcome. >> Nice to see you.>> I mean, between M&A and IPOs, you must be busy. Level of activity this year now versus where we were last year. I would say the thing we're most excited about is just the level of IPO activity that we've seen ...
We're in a no hiring, no firing economy, says JPMorgan Asset's Phil Camporeale
CNBC Television· 2025-09-10 15:33
try to put together, Phil, uh what 23rd record high for the S&P this year. What are are you thinking about valuations more or is it more about the the potential that names like Oracle are handing us. Yeah, and I think a lot of it has to do, Carl, with the fact that a lot of the things that people were worried about this year that may have kept valuations lower are kind of fading away a little bit here.So, last December 18th, we were here, Federal Reserve told us that they would cut rates twice in 2025. Nine ...
Rishe: Sports architecture sees no end to their opportunities
CNBC Television· 2025-09-05 12:12
NFL Valuation Drivers - NFL values are rising due to predictable revenue streams, attracting private equity and private deals [2] - National media revenue contributes $12 billion to the $22 billion NFL revenue pie [3] - Stability from hard salary cap and cost containment allows for accurate forecasting of IBIDA for NFL teams [3] - Visibility of sports is attractive to corporate America for reaching customers, driving up values [5] Peak Valuation Concerns - Sports economists have been discussing peak valuations for 20 years, but values continue to rise [5] - Cable subscribers are declining due to the rise of streamers, impacting regional media deals [6] New Growth Opportunities - Mixed-use real estate development deals are a growing revenue stream for franchises [6][7] - Franchises aim to build mixed-use real estate developments to generate year-round revenue [6] - Ownership of professional sports includes real estate play, building up real estate around the venue [9] - Multi-use facilities allow venues to be used for various events, generating revenue throughout the year [10]