Analyst Michael Nathanson on the future of sports media rights

Sports Media with Richard Deitsch

Audacy

News, Business News, Sports, Sports News

4.3 • 721 Ratings

🗓️ 17 April 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 294 of the Sports Media Podcast features Michael Nathanson, the co-founder and senior managing director of research firm MoffettNathanson. In this podcast, Nathanson, one of the top analysts in the country when it comes to the media sector, discusses the health of sports rights deals writ large; what the floor is on the number of pay-TV households in America; how 2023 TV advertising spending will impact sports spending; the media rights future of the College Football Playoff; why Michael thinks Fox could be a player for the NBA; why Adam Silver might want to expand reach by going with a broadcast network as one of his upcoming media partners; the rights future of the women’s basketball tournament; how the WWE sets up for media rights; sports as a driver of consumption and consumer spending; the short and medium term outlook for Fox as it relates to sports; whether the YouTubeTV-NFL deal makes sense; why Netflix is likely to enter the sports space; Premier League clubs collectively agreeing to withdraw gambling sponsorship from the front of clubs’ matchday shirts and what it might mean for the U.S. and more. You can subscribe to this podcast on Apple Podcasts, Google Play, Stitcher, 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	Hey, everybody. This is Richard Deich, and welcome to the sports media podcast. My producer is Patrick Antonetti. One guest this week, but it's an excellent one. And if you're interested in the business of sports media, in particular sports media rights, you're going to want to listen to this.
0:22.0	The guest is Michael Nathanson, the co-founder and senior managing director of the research firm Moffitt Nathanson.
0:28.6	He is one of the top analysts in the country when it comes to the media sector and obviously has a specialty in sports.
0:35.5	And we get into many things, including the health of sports right deals.
0:38.8	We're at large where the pay TV universe is going right now, meaning where cable is going
0:44.4	right now and what the floor ultimately will be with court cutting.
0:47.9	The media rights futures of the college football playoffs, the NBA, the WWE, the women's basketball tournament.
0:56.6	A lot of interesting things there.
0:58.8	Get into a little bit of YouTube TV and the NFL deal, as well as gambling and what
1:04.5	that sector holds in relation to spending on the media long term.
1:09.3	So great 50 minutes or so with Michael Nathanson.
1:13.1	One, just disclosure at the top. Michael Nathanson's research from Moffat Nathanson does
1:17.3	have some holdings in some of the companies that he analyzes. But he up front told me that
1:25.5	disclosure as he does, I think when he does any kind of media,
1:28.4	and we appreciate that, and I pass on that disclosure to you. But an excellent 50-something-minute
1:33.7	conversation coming up with Michael Nathanson on the sports media podcast.
1:41.0	All right, as I said at the top, I've been looking forward to this for a while because, while I think people listen to this podcast know that I certainly have a lot of front-facing people on.
1:51.7	And then people who are behind the scenes within sports media, whether they're producers or directors or writers.
1:58.4	It's not, I don't often have people who have a really, I think, instinctive kind of feel for the
2:04.2	the sports media industry, all capital letters writ large.
2:08.6	But my guest here does.
2:10.1	Michael Nathanson is the co-founder and senior managing director of the research firm Moffitt
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