FLY, EAGLES FLY!
After an electric Super Bowl victory, Marion and Evan return to their mics to explore how streamers like Netflix and Amazon are shifting to mass-market content in a bid to capture advertising dollars—raising the question of, "Are streamers becoming the new traditional broadcasters?" With insights into the challenges of live sports streaming and the evolving strategies of media giants, this episode is all about the way we watch our teams.
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Since we recorded, DAZN shared their latest results and posted a 830M operating loss. Len Blavatnik injected another 827M$ into DAZN. Profitability feels like a distant future
WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/gcKfiFjy6ok
00:00 Cold Open and Introduction
00:43 Super Bowl Victory and Episode Overview
01:08 Shoutout to Los Angeles and World Central Kitchen
01:52 Basketball Talk and Personal Stories
02:52 Impact of Sports Rights on Streaming
04:57 Netflix and the Changing Content Landscape
11:34 Streamers Shifting to Traditional TV Models
14:09 Sports Bundles and Market Fragmentation
19:01 Fragmentation in Media and Sports Broadcasting
20:14 The Impact of Streaming on Traditional Broadcasting
22:07 Technical Challenges in Streaming Major Events
26:08 The Rise of Women's Sports
32:05 The Financial Viability of Sports Streaming Services
36:05 Piracy and Pricing Issues in Sports Broadcasting
36:53 Concluding Thoughts and Future Outlook
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Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/
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Evan Shapiro - https://eshap.substack.com/