Football returns, ad dollars pour in
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 4 September 2025
⏱️ 7 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Thanks for joining us on this Thursday, September 4th. I'm Julie Morgan. |
| 0:13.4 | Here's what we're following this morning. Football season kicks off with big money on the line. |
| 0:19.1 | American Eagle finds its stride with star power, |
| 0:22.6 | and gold just keeps on climbing. Let's begin with football. The NFL season kicks off tonight |
| 0:29.9 | with the reigning Super Bowl champions versus America's team. The Philadelphia Eagles will host the |
| 0:35.9 | Dallas Cowboys in a game that is far too late for me to watch, |
| 0:39.2 | but of course I'll be watching with an 820 kickoff on Peacock and NBC. Advertisers have obviously |
| 0:46.1 | been getting ready for the start of the season as NBC Universal confirmed on Wednesday that |
| 0:51.6 | spots for the NFL season are 90% sold out and the |
| 0:55.9 | 2026 Super Bowl is already fully booked. The Comcast property will air tonight's opening |
| 1:01.6 | matchup as well as Sunday night football broadcasts in Super Bowl 60 in early February. After |
| 1:08.3 | tonight, Thursday night football will stream on Prime Video. NBC executive vice president |
| 1:14.1 | Peter Lazarus said in a statement that the demand for advertisers across the Super Bowl and the |
| 1:19.9 | 20th season of Sunday night football has made this NFL season their highest grossing to date. |
| 1:26.2 | Of course, football and betting also go hand in hand. |
| 1:29.8 | Americans are expected to place an estimated $30 billion in legal sports bets on the 2025 |
| 1:35.9 | NFL season through U.S. sports books such as Draft Kings, Fandul, and BetMGM. |
| 1:42.0 | If you like the football talk, we're taking a deeper dive into the economics |
| 1:46.0 | of football in today's edition of the Wall Street Breakfast newsletter. Sticking with the topic of |
| 1:52.6 | advertising, an ad campaign that sparked controversy has given one brand and business a reset. |
| 1:59.2 | American Eagle Outfitters is up 24% in pre-market action, |
... |
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