Core Insights - Limitless X Holdings, Inc. has launched a new Investor Relations website to enhance transparency and communication with investors [1][2] - The company operates through various subsidiaries in Health and Wellness, Film and Television Production, Sports Media, Digital Assets, and Lifestyle Real Estate, positioning itself for multi-vertical growth [1][2][4] Investor Relations Website Features - The new Investor Relations site provides centralized access to financials, shareholder letters, governance, and updates across all operating divisions [1][2] - It aims to empower investors by consolidating shareholder communications, financial reporting, and strategic insights [2][6] Company Overview - Limitless X Holdings is focused on creating a high-growth, value-driven ecosystem that promotes health, wellness, entertainment, and lifestyle innovation [4] - The company is expanding its Direct-to-Consumer eCommerce platform and developing wellness-centered communities and premium lifestyle destinations [4] Strategic Goals - Limitless X is positioned for aggressive international expansion and exceptional customer engagement through a strengthening global distribution network and strategic partnerships [4] - The company emphasizes long-term value creation and transparency in its operations [2][4]

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].

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]

Alex Sherman: Matt, thank you for joining us a little bit of history today. It's Versant's first ever sports media rights deal announced today, renewing with USGA, tell us a little bit about the deal, and does it differ at all in terms of coverage from what the old deal was, because this is sort of a renewal in the sense that golf is coming to both peacock and the cable networks that used to be NBC Universal and now will be a part of versant. Yeah.So first of all, thank you for having me. It's a great deal ...

Group 1 - TKO Group Holdings Inc's stock increased by 8.4%, trading at $177.05, following Paramount Skydance's announcement to acquire U.S. rights to UFC for $7.7 billion over seven years starting in 2026 [1] - The stock is experiencing a significant rise, marking its highest level since July and approaching a record high of $182.60 set on June 30 [4] - TKO has seen a 50% increase in stock price over the last 12 months [4] Group 2 - Options trading activity has surged, with 2,382 and 3,137 contracts exchanged today, which is seven times the average intraday volume [2] - The most popular options contracts are the September 150-strike put and the August 170 put, with positions being sold to open [2] - The stock's 10-day call/put volume ratio stands at 4.66, indicating strong bullish sentiment, ranking higher than 99% of readings from the past year [3]

Distribution Agreement - Starting in 2026, Paramount will exclusively distribute UFC's full slate of 13 marquee numbered events and 30 Fight Nights via its direct-to-consumer streaming platform, Paramount+ [1] - UFC and Paramount will transition from the existing Pay-Per-View model to making these premium events available at no additional cost to Paramount+'s U.S. subscriber base [2] Strategic Importance - The agreement is seen as a significant milestone for UFC, enhancing its position as a leading global sports asset [3] - Paramount's strategy emphasizes live sports as a cornerstone for driving engagement, subscriber growth, and long-term loyalty [3] Financial Terms - The seven-year contract, beginning in 2026, has an average annual value of $1.1 billion, with a payment schedule weighted towards the latter part of the deal [4] UFC Overview - UFC is the world's premier mixed martial arts organization, hosting approximately 43 live events annually and delivering over 350 hours of live content [3] - UFC has around 100 million fans in the U.S. and reaches nearly 950 million households globally across more than 210 countries and territories [3][6] Paramount Overview - Paramount is a leading global media and entertainment company with a diverse portfolio, including Paramount Pictures, CBS, and Paramount+ [5] - The company aims to leverage its extensive reach in both linear and streaming platforms to enhance viewer engagement [3]

Core Insights - SEGG Media Corporation announces the participation of its sponsored drivers in the upcoming Grand Prix of Portland, marking a significant event in the 2025 NTT INDYCAR and INDY NXT series [2] Driver Performance and Expectations - Callum Ilott, part of PREMA Racing, aims to leverage his past experiences at Portland to achieve a standout result, emphasizing the importance of rhythm and team progress [5] - Louis Foster, the leading rookie in the 2025 INDYCAR series, has a strong track record at Portland, having won two out of three races in his junior career, and is focused on converting qualifying positions into podium finishes [6][7] - Seb Murray, coming off a career-best finish of P5 at Monterey, is eager to make his debut at Portland and continue his momentum in the INDY NXT series [9][10] Weekend Schedule and Sponsorship - The weekend schedule includes practice sessions and race events, with specific times outlined for each activity [11][12][15] - Sponsorship visibility is highlighted, with logos from Sports.com and Lottery.com prominently displayed on the drivers' gear and vehicles [11]

Core Viewpoint - Sports.com Studios Ltd has formed a revenue-driven co-production partnership with GOATS Entertainment to create monetizable content based on the legacies of iconic athletes, aiming to generate high-margin revenue streams across various platforms [4][5][6]. Company Overview - Sports.com Studios is the original content division of SEGG Media Corporation, which operates a portfolio of digital assets focused on immersive fan engagement and ethical gaming [11]. - GOATS Entertainment is co-founded by Kevin Kaufman and Joe DiMuro, specializing in sports media and intellectual property, with a significant archive of sports content [8][11]. Partnership Details - The partnership will leverage GOATS Entertainment's extensive archive, including over 90,000 iconic sports photographs and exclusive interviews with more than 25 legendary athletes [6][10]. - Initial projects include docuseries and specials featuring iconic athletes, exclusive streaming rights, limited-edition merchandise, and live events across key global markets [9]. Revenue-Generating Initiatives - The collaboration aims to create high-margin revenue streams through various channels such as OTT, e-commerce, experiential marketing, and licensing [5][8]. - The focus is on understanding the audience to build viral engagement and profitable user acquisition, aligning with the company's revenue-first strategy [8].

Core Insights - Walt Disney reported better-than-expected quarterly results and raised its annual profit forecast, driven by growth in its streaming business, which is central to its future strategy [1][5] - The company entered significant deals with the NFL and WWE to enhance its ESPN streaming service, priced at $29.99 per month, providing access to major sporting events [1][4] Financial Performance - Adjusted earnings per share increased by 16% year-over-year to $1.61, surpassing analyst expectations of $1.47 [2] - For the fiscal year ending in September, Disney projected adjusted EPS of $5.85, a 10-cent increase from previous forecasts [5] Streaming Business Growth - Disney+ and Hulu subscriptions rose by 2.6 million to 183 million, contributing to a 6% revenue increase in the direct-to-consumer segment, which reported an operating income of $346 million, a significant improvement from a loss of $19 million a year ago [8] - The company anticipates adding 10 million Disney+ and Hulu subscribers in the current quarter, primarily through an expanded partnership with Charter [7] Theme Parks and Other Segments - The parks division saw a 13% increase in operating income to $2.5 billion, with domestic parks profits rising by 22% despite new competition from Universal's Epic Universe [9] - Walt Disney World in Orlando achieved record revenue for the quarter [10] Sports Unit Performance - The sports unit's operating income increased by 29% to $1 billion, although domestic ESPN profit fell by 3% due to higher programming and production costs [10]

Core Insights - SEGG Media Corporation has completed a $10 million acquisition of technology assets and an active user base of over 1,000,000 from GXR Racer Holdings Limited, marking its second acquisition in July 2025 with a total pre-money valuation of $20 million [1][8] Group 1: Acquisition and Integration - The integration of the GXR platform with Sports.com will create the Sports.com Super App, which aims to provide a comprehensive digital ecosystem for sports fans, including live streaming, community chat, stats-based social media, e-commerce, real-money and fantasy sports gaming, real-time translations, and sports news [2] - Paul Roy, the Founder and CEO of GXR, will become a Director of a new entity created to manage the Sports.com Super App, bringing over two decades of experience in video gaming, esports, and global sports media to the integration strategy [3] Group 2: Revenue Generation and Launch Plans - Revenue for the Sports.com Super App will be generated through premium subscriptions, in-app advertising, merchandise sales, and gamified challenges, with a phased global launch expected to begin in Q3 2025 [4] - The first confirmed commercial partnership for the Super App includes global streaming of India's Super League Kerala, indicating a focus on regional leagues with global audiences, while SEGG Media is in discussions for exclusive streaming and gaming rights with other premier sports leagues across various regions [5] Group 3: Strategic Vision and Market Positioning - SEGG Media's investment in Veloce Media Group will enhance its expansion into esports, connecting traditional sports engagement with gaming audiences through innovative content [6] - Over the next 18 months, the Sports.com Super App will introduce features designed for digital-native sports fans, including immersive video and real-time interactivity across mobile and smart devices [7] - SEGG Media's leadership emphasizes the strategic importance of recent acquisitions, positioning the Sports.com Super App as a leading platform for sports, esports, and immersive fan experiences globally [8]