RT Marc Colcer (@marccolcer)NFL IS BACK [Week 12] show w/ @sunnymaanzBrought to you by @BlockBetGG0:15 - @sunnymaanz's $101 Parlay on @BlockBetGG- Packers ML- Patriots ML- Browns ML- Lions ML- Chiefs ML- 49ers ML+8911:30 - @marccolcer's parlay on @BlockBetGG- Lions [-12.5]- Steelers [+3]- Cardinals [+3]+5163:26 - @marccolcer's TD Parlay on @BlockBetGG- Amon-ra St. Brown TD- Travis Kelce TD- Jacoby Brissett Over 1.5 TDs- Matthew Stafford 3+ TDs+1967 ...

CRYPTO MEETS FANTASY SPORTS | Live Pack Opening | Sport Fun NFL RELEASE! https://t.co/x43DzfzDTQ ...

The deal increases Netflix’s live sports portfolio after adding the NFL and WWE. The 2026 World Baseball Classic will mark the first time Netflix will stream a live event in Japan. (Photo: Eric Espada via Getty Images) https://t.co/iyxVuG9CRw https://t.co/welFLx7o6H ...

Competitive Landscape - The price of sports rights is increasing, with competitors like Amazon, Apple, Alphabet, and Netflix [1] - ESPN views itself as the leader in sports rights and engagement, with competitors envying its position [2] - Competition for sports rights, especially for valuable leagues like the NFL and NBA, is expected to continue [3] - The industry believes ESPN has the ecosystem and ability to monetize sports content across multiple platforms [4][5] - There are limited major sports properties available for acquisition in the next 5-7 years [6][8][10] - Amazon's promotion of the NFL through Thursday Night Football is seen as beneficial for the broader football ecosystem, including ESPN [9] ESPN's Position and Strategy - ESPN intends to maintain and grow its position in television sports through digital initiatives, new rights acquisitions, and deals like the one with the NFL [4] - ESPN has the best rights portfolio in its 46-year history and feels confident about its prospects in the direct-to-consumer market [10] - ESPN is positioned to engage with sports fans on a higher level using technology [12] - The company acknowledges competition but believes it is extremely well-positioned [13]

Season Preparation & Insights - The industry prepares extensively before and during the football season, receiving daily updates and articles on each team [1][3] - Analysts conduct conference calls with teams (lasting approximately 2 to 25 hours) and private calls with players for deeper research [4] - Social media has transformed the news cycle, making it a 24-hour operation [4][12] Key Storylines & Team Dynamics - Key storylines include the Eagles' ability to repeat their success, the health of key players like Saquon Barkley, and the development of teams like Pittsburgh [6][8] - The performance and body language of teams like the Kansas City Chiefs, especially after significant events like the Super Bowl, are closely observed [7] - Contract negotiations, such as Micah Parsons' situation in Dallas, are significant storylines for networks like Fox [8] Broadcasting & Analyst Perspective - Analysts emphasize the importance of staying neutral and avoiding predictions due to the unpredictable nature of the NFL [11][12] - Collaboration with experienced figures like Tom Brady provides unique insights and perspectives [9][10]

Media Landscape & Consolidation - Regulatory changes are expected to loosen broadcast ownership rules, enabling streamlined ownership and scale in broadcast stations [2] - Scale is crucial in today's media world, with local broadcasting playing a major role in ensuring news remains a key element of the local media diet [3][4] - NextStar's potential acquisition of Techno would be a major transaction, helping to preserve local media [6] - Potential mergers by other major groups may occur, with NextStar leading the industry [6] Paramount Sky Dance & Streaming Strategy - Paramount Sky Dance is signaling aggressive spending, moving away from short-term earnings to long-term growth in the streaming market [8] - Owning major sports rights is critical for growth, as demonstrated by legacy firms [9] - Paramount is likely to see aggressive spending in sports, entertainment, and technology [10] - Paramount's acquisition of UFC rights makes UFC more accessible to viewers through Paramount Plus, with a monthly subscription fee of $77.99 on an advertising supported basis, and major events on CBS [6][13] Sports Rights & NFL Negotiation - The NFL contract, the most significant of all sports rights, is up for renegotiation, potentially establishing new pricing for sports [14][15]

Acquisition Deals - ESPN and Disney both struck MEGA acquisition deals this week [1] - The deals involve NFL and WWE assets [1] Industry Expert - @joepompliano provides insights on the deals [1]

You mentioned two things. I want to ask questions about both. One is the NFL.Uh my understanding has been and I know this there was a change in control provision uh at uh CBS in terms of the ownership there that the NFL could come to you and say, "Hey, we're going to get out of the deal unless you give us more." My understanding is you have reached a deal with the NFL. I don't know what you're paying them. Is that is that correct.You have reached a deal and can you tell us what it cost you. So, so, so what ...

Business Performance - General revenue growth was slightly amiss at just 2% [1] - Traditional business segments, including movie studio, cable, and broadcast channels, continue to decline [1] - Growth in streaming and parks has somewhat offset the decline in traditional business [2] Strategic Initiatives - ESPN is being developed into a preeminent digital sports platform, with a direct-to-consumer sports offering launching on August 21st [3] - A deal with the NFL will expand ESPN's programming and content offerings, with the NFL getting a stake in ESPN [3][4] - ESPN will gain control of some of the NFL's media properties, including Red Zone NFL Network, and will get more NFL games [4] - A deal with WWE will bring big live events, including WrestleMania, to bolster the new ESPN product [5][6] - The company aims to grow advertising revenue in streaming through live events [4] Regulatory and Succession Concerns - Regulatory approval may be required for the sports deals, which could present challenges [7] - The succession issue for Bob Iger remains a focus for investors, and the company needs to ensure a successful transition [9][10]

Disney's Strategic Positioning - Disney's alignment with the NFL is a significant win for ESPN, securing a long-term partnership with a key IP in US media [3] - ESPN is well-positioned with the launch of its DTC platform, marking a pivot towards direct-to-consumer offerings for its TV assets [4] - Hulu will be integrated into Disney Plus, consolidating the streaming video product [5] Key Growth Drivers - DTC and parks are highlighted as the key drivers for Disney's future earnings potential [7] - Strong performance and stability in parks are expected to continue, presenting an upside opportunity despite competitive pressures [7][8] - Investors are anticipated to be excited about Disney's pivot to streaming and the potential upside to margins from the consolidated app [8][9] Financial Outlook - Disney increased its guidance to the upper end of the range for the year after a strong third quarter in the domestic parks business [11] - Upside potential in the DTC story is crucial, requiring investor confidence in the longer-term margin outlook [12] - The collective performance of all Disney assets, including the studio, is expected to drive the stock price higher [12]