First Look: How big an NFL player will YouTube be by the end of the decade?
Sports Media with Richard Deitsch
Audacy
4.5 • 757 Ratings
🗓️ 25 August 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Here’s a short clip from our upcoming interview with Michael Nathanson and Robert Fishman of MoffettNathanson, one of the leading independent equity research publishers focusing on the most important companies across the Technology, Media and Telecom landscape. In this clip, Fishman and Nathanson address how pro leagues should think about business with YouTube. You can subscribe to this podcast on Apple Podcasts, Spotify, and more.
Transcript
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| 0:00.0 | Welcome to the sports media podcast. I'm your host, Richard Dyche. My producer Patrick Antonetti. This is the first look where we give you a little slice of an interview |
| 0:21.6 | that's coming up. And if you are in a sports business, this will be a can't miss interview. |
| 0:29.4 | I have Michael Nathanson, who is a founding partner and senior research analyst at Moffat Nathanson, |
| 0:34.6 | which is a well-known independent equity research publisher that |
| 0:39.4 | focuses on major companies in tech, media, telecom, ESPN, Fox, Paramount Skydance, etc. |
| 0:47.0 | Michael's joined by Robert Fishman, who is a senior research analyst. |
| 0:50.8 | And these are two of the sharpest observers and analysts when it comes to research and |
| 0:55.1 | insights for media companies, particularly media companies that have a big, big sports presence. |
| 1:00.8 | The full interview will be out on Tuesday. This first look is about YouTube. And I asked |
| 1:09.5 | Robert Fishman and Michael Nathanson |
| 1:12.3 | how big a player do they expect YouTube to be |
| 1:17.0 | when the NFL rights come up at the end of the decade. |
| 1:21.8 | Michael Nathanson, Robert Fishman, |
| 1:24.5 | coming up on first look and check out the full interview |
| 1:27.3 | with the two analysts |
| 1:29.2 | from Moppa Nathanson on Tuesday. |
| 1:35.2 | So let me go to you, Robert. |
| 1:37.0 | It's, you know, I see all this stuff from Nielsen like you guys do about YouTube, |
| 1:41.5 | leader of engagement. |
| 1:42.3 | Every single time Nielsen comes out with um you know sort of |
| 1:46.7 | another report or antenna the levels of engagement on YouTube go up you know it's very very clear |
| 1:52.0 | it's probably you know I think you guys might have uh I think this is from you guys like |
... |
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