Analyst Urges NFL To Buy ABC From Disney, Instead Of Watching 'Destruction' Of Linear TV
Portfolio Pulse from Chris Katje
Needham analyst Laura Martin suggests that the National Football League (NFL) should buy ABC from The Walt Disney Company (NYSE:DIS) to protect its economics and the value of NFL teams. Martin warns that the NFL could face a similar problem to Major League Baseball, which saw its deals with regional sports networks owned by Sinclair Inc (NASDAQ:SBGI) go bankrupt. She also suggests that Amazon.com Inc (NASDAQ:AMZN) could be the only return bidder for NFL rights, and that Apple Inc (NASDAQ:AAPL) and Netflix Inc (NASDAQ:NFLX) are likely less interested due to their global scale.
October 11, 2023 | 3:32 pm
News sentiment analysis
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NEGATIVE IMPACT
Current rights partners like Paramount Global could be forced out of bidding from Amazon.
The suggestion that Paramount Global could be forced out of bidding from Amazon could potentially impact Paramount's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
NEGATIVE IMPACT
Current rights partners like Paramount Global could be forced out of bidding from Amazon.
The suggestion that Paramount Global could be forced out of bidding from Amazon could potentially impact Paramount's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
NEGATIVE IMPACT
Analyst warns NFL could face a similar problem to MLB with its deals with Sinclair Inc.
The warning that NFL could face a similar problem to MLB with its deals with Sinclair Inc could potentially impact Sinclair's assets and partnerships. However, this is just a warning and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
NEUTRAL IMPACT
Analyst suggests that Apple Inc is likely less interested in NFL rights due to their global scale.
The suggestion that Apple Inc is likely less interested in NFL rights due to their global scale could potentially impact Apple's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
NEUTRAL IMPACT
Analyst suggests NFL should buy ABC from Disney, potentially impacting Disney's assets and partnerships.
The suggestion that NFL should buy ABC from Disney could potentially impact Disney's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Analyst suggests that Netflix Inc is likely less interested in NFL rights due to their global scale.
The suggestion that Netflix Inc is likely less interested in NFL rights due to their global scale could potentially impact Netflix's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Analyst suggests that Amazon.com Inc could be the only return bidder for NFL rights.
The suggestion that Amazon.com Inc could be the only return bidder for NFL rights could potentially impact Amazon's assets and partnerships. However, this is just a suggestion and there is no concrete action taken yet.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70