My bosses at the NFL have told me that the red zone component of the Disney NFL deal is the most complex part of the deal because Disney will ultimately be distributing Red Zone linearly, but the NFL will own and operate Red Zone as is. So, let me put it in in in in the easiest way I can for the viewers who are concerned about Red Zone. Red Zone is going nowhere.You will look at it. It will look 90% the same as it always has before. I'm staying the host.It's the same sta sound stage, everything else like th ...

The college season for 2025 has already just kicked off, but I am absolutely interested. I love college football every bit as much as I love pro football. My back to my media wall over here on on a college football Saturday, I cycle through the best five games every three hours. I've got the best five college games on.And uh and and I I I love consuming all of that as I'm studying my NFL red zone notes. I think college football red zone would be huge. I would love to host it.There are some tricks that I'm s ...

Scott, a a little birdie told me that uh you have uh interest in inviting Disney CEO Bob Iger into the studio. Is is that right. Can you uh help help with the details on that.100%. In fact, if if Mr. . Iger is watching, Bob, you your family welcome to come into our studio any given time.We're right down the road in Englewood, right next to Sofi Stadium. I mean, might as well see what you just bought into. So, uh, I understand that he has, uh, two sons that are big Red Zone fans, like through the Grapevine a ...

NFL RedZone Will Have Commercials This Season, Host Scott Hanson Sayshttps://t.co/6ZTF3DefMq https://t.co/IeToq20Wby ...

>> Coming in hot right now. Sports broadcasting rights getting a huge shakeup this week with ESPN and Fox announcing they are teaming up to create a single streaming service. Also Paramount now striking a $7.7% billion rights deal with the UFC.Lots going on in sports and live sports in particular. Here to talk about that and so much more. Rich Kleiman is boardrooms co-founder and CEO.Good morning to you, sir. Good morning guys. We've got a big event coming up in September which we'll promote and talk about ...

Core Insights - The Walt Disney Company reported third-quarter fiscal 2025 results, beating earnings estimates but missing revenue expectations, leading to a nearly 3% drop in shares [1] - Disney announced a strategic acquisition of key assets from the National Football League, which is expected to impact ETFs heavily invested in the company [2][7] Earnings Performance - Earnings per share reached $1.61, surpassing the Zacks Consensus Estimate of $1.46, and reflecting a 15.8% increase year-over-year [3] - Revenues increased by 2.1% year-over-year to $23.6 billion, but fell short of the Zacks Consensus Estimate of $23.67 billion [3] Streaming Business Growth - The streaming segment showed continued growth, with Disney+ and Hulu adding 183 million subscriptions, an increase of 2.6 million from fiscal Q2 [4] - Disney+ alone gained 128 million subscribers, up 1.8 million from fiscal Q2 [4] - The company anticipates over 10 million new subscriptions for Disney+ and Hulu in the ongoing fiscal fourth quarter, primarily driven by Hulu's expanded Charter deal [5] Strategic Initiatives - Disney is confident in its strategic initiatives, including the integration of Hulu into Disney+ and global expansion of its parks and experiences, aiming for sustained growth [6] - The full-year earnings forecast was raised to $5.85 per share from $5.75, indicating an 18% year-over-year growth in earnings [6] NFL Acquisition Details - Disney's ESPN will acquire NFL Network, NFL RedZone, and NFL Fantasy in exchange for a 10% equity stake in ESPN, marking a significant shift in sports media [7] - ESPN will fully integrate NFL Network into its new direct-to-consumer streaming service, launching at $29.99 per month [8] - The deal includes airing three additional regular-season NFL games per year on NFL Network and streaming the 2026 Super Bowl on Disney+ for the first time [9] ETFs Impacted - Several ETFs with significant allocations to Disney include Vanguard Communication Services ETF (VOX), Communication Services Select Sector SPDR Fund (XLC), Fidelity MSCI Communication Services Index ETF (FCOM), Invesco S&P 500 Equal Weight Communication Services ETF (RSPC), and First Trust S-Network Streaming & Gaming ETF (BNGE) [2][10][11][12][13][14]

Group 1 - The NFL is selling most of its media assets to Disney in exchange for a 10% stake in ESPN, strengthening the strategic relationship between the league and its broadcasting partner [1] - The assets involved in the transaction include the subscription-based service NFL RedZone and the NFL Network cable channel, along with additional broadcasting rights for NFL games [1] - Disney is launching a new streaming service named "ESPN" priced at $30 per month, allowing sports fans to access all traditional ESPN channels [1] Group 2 - Disney plans to offer a bundled package that includes the new ESPN, Hulu, and Disney+ for $36 per month, with a promotional price of $30 for the first year [1] - ESPN is jointly owned by Disney and Hearst Communications, with Disney holding an 80% stake and Hearst holding 20% [1] - The NFL's average viewership last season was over 17 million, a decrease of 2.2% compared to the previous year, but it remains the highest-rated sports league in the U.S. [2]