WWE merger analysis with Brandon Ross of LightShed | POST x Wrestlenomics
POST Wrestling
POST Wrestling
4.8 • 1.1K Ratings
🗓️ 13 April 2023
⏱️ 51 minutes
🧾️ Download transcript
Summary
John Pollock and Brandon Thurston welcome Brandon Ross of LightShed Partners with his reaction to the WWE-UFC merger, reaction from Wall Street & the major questions moving forward.
The two go over the merger announcement, the many personalities involved, the value Nick Khan has brought to WWE, the volatility of Vince McMahon, WWE’s streaming and domestic television rights, the impact the NBA rights could have, the PLE strategy, and next month’s WWE earnings call.
The LightShed Podcast with Brandon Ross is available on Spotify
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Transcript
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| 0:00.0 | And we are alive. It is John Pollock joined as always by Brandon Thurston of Russell Nomics. |
| 0:06.4 | It is another edition of Pollock and Thurston interview joining us today in the hot seat. |
| 0:13.0 | A man that I'm sure many people that are interested in this subject matter very familiar with. |
| 0:18.2 | A familiar voice on WWE earnings calls a analyst at lightshed. It's a pleasure to welcome |
| 0:24.4 | Brandon Ross to the program. Brandon, how are you doing today? Thank you so much for joining us and |
| 0:29.3 | taking some time to chat with us. I'm good. It's great to be here guys. TKO |
| 0:34.7 | earnings calls now, right? That is right. It'll take about nine months or so before that |
| 0:40.5 | deals close, but it'll be a lot of fun to have these two companies together and get to look at |
| 0:46.9 | these two businesses, UFC business and the WWE business under the same umbrella, at least for |
| 0:52.9 | the analysts. I don't know about exactly what's going to happen in terms of the dynamics internally. |
| 1:00.7 | We'll see as that unfolds. Well, do you've had some time to digest this, Brandon? I mean, |
| 1:06.0 | you had been one of the people at the forefront looking at this as endeavour being a very logical |
| 1:12.1 | option for a landing spot, but this is a lot of interesting personalities all under one roof. |
| 1:19.2 | And from a commercial standpoint, Vince McMahon, a Dana White, how have you sort of assessed |
| 1:25.4 | just some of the dynamics that come with a merger like this and a lot of powerful figures that |
| 1:30.7 | have typically run their companies and now you are working in concert with one another? |
| 1:36.2 | Great opportunity for shoulder content. That's what I know. I think honestly these two businesses |
| 1:44.6 | will probably, while they're under the same umbrella, and they'll have the ability to share |
| 1:49.9 | some costs and do some cross promotion and kind of take the expertise out of each other's |
| 1:58.6 | businesses. They'll probably be run pretty separately. I mean, you already see the management |
| 2:03.2 | structure where Nick is going to run WWE. Dana is going to run UFC. I expect those to be |
| 2:11.0 | pretty siloed fiefdoms where most of the crossover happens through strategic meetings. |
... |
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