Analyst Michael Nathanson on how Disney will handle ESPN

Sports Media with Richard Deitsch

Audacy

News, Business News, Sports, Sports News

4.3 • 721 Ratings

🗓️ 25 July 2023

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 319 of the Sports Media Podcast with Richard Deitsch features Michael Nathanson, the co-founder and senior managing director of research firm SVB MoffettNathanson. In this podcast, Nathanson, one of the top analysts in the country when it comes to the media sector, discussed Bob Iger’s comments on CNBC about looking for strategic partners that could help with distribution or content; CNBC reporting ESPN has held early talks about strategic partnerships with the NBA, NFL and MLB that could include the leagues taking an equity stake in the business; Disney discussing selling its linear network such as ABC; the prospect of people cutting a DTC ESPN seasonally; how companies and networks with strong sports-rights portfolios will do in the near-term; Adam Silver’s thinking in terms of NBA media rights; Warner Bros. Discovery interest in the NBA; on Netflix getting into live sports; how he sees the Hollywood Strikes impacting sports; Messi’s impact on Apple/MLS media; the interest in women’s sports; the U.S. television ad market and more. You can subscribe to this podcast on Apple Podcasts, Google Play, Spotify, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0	This Sunday, the race for Premier League glory continues as Manchester City take on Liverpool at the Etihad.
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1:07.3	Hey everybody.
1:08.1	This is Richard Deich and welcome to the sports media podcast.
1:10.3	My producer is Patrick Antonetti. One guest this week, a return guest and an excellent one. Michael Nathanson is the co-founder and senior managing director of the research firm SVB Moffat Nathanson. One of the top analysts in the country when it comes to the media sector and there's a lot of stuff when it comes to how all this impacts of the sports you see someone who covers Disney so Bob Iger's comments on CNBC regarding looking for strategic partners regarding what their plans might be for ESPN,
1:47.1	um, regarding potentially selling a linear network such as ABC. These are all topics I got into
1:53.8	with Michael and they obviously all affect you as ESPN viewers, including, um,
2:06.5	long-term prospect when ESPN ultimately goes direct to consumer with all its big stuff.
	...

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