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New episode of The Sports Advisors is out now!
'TV Bundle Economics and the Future of National Rights'
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In the latest episode, @NickKelly, @shrip1220, @johnsbrody, @Aquinas82nd & host @HowieLongShort
explain how the decline in local media rights values to nearly zero for many @MLB, @NBA and @NHL teams —and shrinking spending on entertainment programming— seemingly offers a preview of what a highly consolidated, lower-margin video distribution business is most likely to yield for national sports rights in the years ahead.
Key insights and takeaways from the 55-minute conversation:
- Create New Content Assets to Sell
- AltCast Model Offers Path to Monetization and General Market
- Rethink the Broadcast
- Investing in Fan Identity Infrastructure Can Drive Revenue Growth
youtu.be/yvR9YAc73NQ?si=_X4k…
Rights owners seeking to reduce dependence on media rights revenue would be wise to invest in infrastructure that allows for a single fan profile across every touchpoint.
Having it enables the organization to develop a more complete understanding of who their fans are, how they engage and ultimately spend.
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“One login. Every fan, every door. Tickets, [team] app, [within a] mixed-use [district, at] concession [stands etc].
If you can have one profile that works not only in your walls but those that are associated with you, that's going to [be] the easiest way for everyone to be able to access the data, drive incremental spend, and create an ecosystem effect,” @shrip1220 tells @HowieLongShort.
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JohnWallStreet Sport Advisory Advisor @Aquinas82nd spewing knowledge on @BNNBloomberg on ‘The Battle For Live Sports Rights’
bnnbloomberg.ca/video/shows/…
“Are you willing to change the format of your broadcast, of your live games, to create new revenue opportunities for the broadcasters to justify the investment they're spending with you,” @NickKelly raises to the JWS Sports Advisors & @HowieLongShort.
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Those that are must figure out what the new inventory could look like and how much extra advertisers would pay for it.
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Offering multiple versions of a live game broadcast could create distinct sponsorship opportunities (think: a technology company might be inclined to advertise during an AI-generated cartoon broadcast, while a sports betting brand prefers a @OmahaProd ManningCast-style alternative).
Whether those feeds can attract audiences at scale remains a question. However, that is beside the point.
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"Segmentation and alt-casts, that's the future," @Aquinas82nd tells @HowieLongShort. “Because it opens [the rights owner] up the general market again…. By using your live events as content engines and then engaging [with clipping] on social, you open yourself up to people that don't have to watch your games, but the games still have to be played, [and those clips] can be monetized."
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To capture more sponsor spending, rights owners must deliver more value.
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“Creating other forms of content, shoulder programming, [is likely to be part of the solution.
However, fans] don't want to see coaches' shows,” @johnsbrody says to @HowieLongShort. “Fans want access to players.
They love the @Yankees. They love @TheJudge44 more.
Mic the [athletes. Fans] want to know what's going on in the locker room...So, give them [more of] the things they want...That's how you'll [eventually] get there.”
Read the JohnWallStreet newsletter release ⬇️
johnwallstreet.com/p/new-epi…
The Sports Advisors retweeted
.@FCBayernEN signed two AI partners in less than a calendar month this past summer.
The two pacts make it clear that AI is more than a single sponsorship category.
The question is just how partners can coexist before their deals begin to cannibalize one another? 👇
The JohnWallStreet Sports Advisors are back this Thursday for their 12th episode!
Topic: 'TV Bundle Economics and the Future of National Rights'
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@HowieLongShort @NickKelly @Aquinas82nd @shrip1220 @johnsbrody



