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Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 6 January 2025

⏱️ 25 minutes

🧾️ Download transcript

Summary

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles. - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint (16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar. Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Is cable coming for streaming and ads?

0:07.3

Motleyful money starts now.

0:13.7

I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful analyst Tim Byers.

0:17.3

Tim, thanks for joining me.

0:19.1

Thanks, Dylan.

0:20.0

Not quite caffeinated today because it's not a caffeine day, but I'm still ready to go.

0:25.3

You're still bringing the energy.

0:26.6

You know, it's a caffeine-free Monday.

0:28.3

It's always a coffee morning for me, Tim.

0:31.3

It might be a hot cocoa afternoon with the snow that we've gotten here in Washington, D.C.

0:36.2

I am very excited. I am in the

0:37.9

winter spirit, but we have plenty to talk about before I can go frolic out there in the white

0:43.0

stuff. We got our first preview of some of the things that will be coming for the Consumer

0:47.2

Electronics Show and what's going on in the state of tech streaming this week ahead of the

0:53.1

trade show. Comcast announced its new ad buying

0:55.9

platform, Universal Ads. The company will be using its own properties in a hope to simplify

1:01.2

the ad buying process, in particular for small and medium-sized businesses. Tim, I feel like

1:06.4

there is already a company that does a little bit of ad buying over streaming video. There is. You might

1:13.3

have heard of it. It's called the Trade Desk. This feels like, boy, I don't mean to sound cynical,

1:19.2

Dylan, but does this not sound like a money grab? I mean, this totally sounds like a money grab.

1:25.2

And it's not necessarily a bad thing, although we don't really know too much about the details

1:32.3

of this.

...

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