{"id":70794,"date":"2023-10-10T00:39:43","date_gmt":"2023-10-10T04:39:43","guid":{"rendered":"https:\/\/ifintechworld.com\/investing\/should-the-nfl-buy-abc-from-disney-one-analyst-makes-the-case\/"},"modified":"2023-10-10T00:39:46","modified_gmt":"2023-10-10T04:39:46","slug":"should-the-nfl-buy-abc-from-disney-one-analyst-makes-the-case","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=70794","title":{"rendered":"Should the NFL buy ABC from Disney? One analyst makes the case."},"content":{"rendered":"
\n

As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the future?<\/p>\n

Needham analyst Laura Martin made the case Monday for why the NFL should buy ABC from Walt Disney Co.
\n DIS,
\n +2.12%<\/bg-quote>,<\/span>
\n which reportedly is contemplating shedding some of its traditional television assets. <\/p>\n

\n

\u201cThe NFL is standing by and witnessing the destruction of the linear TV ecosystem, with its powerful economics that largely flow to the NFL and other sports leagues,\u201d Martin wrote. \u201cThe NFL is fiddling while Rome burns, in our view.\u201d<\/p>\n

Don\u2019t miss: <\/strong>Disney\u2019s stock is worth a buy despite linear challenges, says this new bull<\/p>\n

Martin figures that NFL executives see a safe viewership situation over the next nine years owing to their current contractual relationships, but the bankruptcy of Diamond Sports Corp posed problems for Major League Baseball and is a cautionary tale for the NFL, in her assessment. <\/p>\n

Beyond that, she questions how robust the bidding will be for NFL rights come 2032. Amazon.com Inc.
\n AMZN,
\n +0.23%<\/bg-quote>
\n could end up the only bidder, she reasons, given that Disney has outlined a 10-year plan for robust theme-park investments while Paramount Global
\n PARA,
\n +1.18%<\/bg-quote>
\n and Warner Bros. Discovery Inc.
\n WBD,
\n +2.43%<\/bg-quote>
\n \u201care too small and too over-levered\u201d to outbid Amazon.<\/p>\n

Read:<\/strong> Why Disney\u2019s \u2018inevitable\u2019 move to stand-alone ESPN streaming service would bring \u2018little risk, ample reward\u2019<\/p>\n

\u201cA single bidder is always bad for content-creator economics because that distributor has many incentives to bid low,\u201d Martin wrote. \u201cMore granularly, [Amazon] Prime Video would be a bad buyer for the NFL (our view) because Prime Video primarily reaches rich US homes (>$75K median US household income) that also buy e-commerce goods.\u201d<\/p>\n

She thinks that the NFL should strive to reach all viewers and take steps to avoid being \u201cheld hostage\u201d by a distributor down the line. \u201cIf the NFL buys ABC from [Disney] (or CBS from Paramount), that would guarantee its reach into 100% of US homes for the long term,\u201d she said. <\/p>\n

At its core, she wrote, \u201ccontent without any distribution is worthless, no matter how good.\u201d<\/p>\n

See also: <\/strong>Apple buying Disney? Analyst explains why they\u2019re \u2018worth more together\u2019<\/p>\n<\/p><\/div>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the future? Needham analyst Laura Martin made the case Monday for why the NFL should buy ABC from Walt Disney Co. DIS, +2.12%, which reportedly is contemplating shedding some of its […]<\/p>\n","protected":false},"author":1,"featured_media":70795,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[239],"tags":[83],"class_list":["post-70794","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-investing","tag-featured","post_format-post-format-video"],"yoast_head":"\nShould the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld<\/title>\n<meta name=\"description\" content=\"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ifintechworld.com\/?p=70794\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Should the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld\" \/>\n<meta property=\"og:description\" content=\"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ifintechworld.com\/?p=70794\" \/>\n<meta property=\"og:site_name\" content=\"iFintechWorld\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-10T04:39:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-10T04:39:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/10\/1696912784_social.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"640\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"News Room\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"News Room\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/ifintechworld.com\/?p=70794#article\",\"isPartOf\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=70794\"},\"author\":{\"name\":\"News Room\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61\"},\"headline\":\"Should the NFL buy ABC from Disney? One analyst makes the case.\",\"datePublished\":\"2023-10-10T04:39:43+00:00\",\"dateModified\":\"2023-10-10T04:39:46+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=70794\"},\"wordCount\":383,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/ifintechworld.com\/#organization\"},\"keywords\":[\"Featured\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/ifintechworld.com\/?p=70794#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ifintechworld.com\/?p=70794\",\"url\":\"https:\/\/ifintechworld.com\/?p=70794\",\"name\":\"Should the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld\",\"isPartOf\":{\"@id\":\"https:\/\/ifintechworld.com\/#website\"},\"datePublished\":\"2023-10-10T04:39:43+00:00\",\"dateModified\":\"2023-10-10T04:39:46+00:00\",\"description\":\"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the\",\"breadcrumb\":{\"@id\":\"https:\/\/ifintechworld.com\/?p=70794#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ifintechworld.com\/?p=70794\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ifintechworld.com\/?p=70794#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ifintechworld.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Should the NFL buy ABC from Disney? One analyst makes the case.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ifintechworld.com\/#website\",\"url\":\"https:\/\/ifintechworld.com\/\",\"name\":\"Repay Down\",\"description\":\"Latest Personal Finance News, Tips and Updates\",\"publisher\":{\"@id\":\"https:\/\/ifintechworld.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ifintechworld.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ifintechworld.com\/#organization\",\"name\":\"Repay Down\",\"url\":\"https:\/\/ifintechworld.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png\",\"contentUrl\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png\",\"width\":558,\"height\":90,\"caption\":\"Repay Down\"},\"image\":{\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61\",\"name\":\"News Room\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifintechworld.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png\",\"contentUrl\":\"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png\",\"caption\":\"News Room\"},\"sameAs\":[\"https:\/\/ifintechworld.com\"],\"url\":\"https:\/\/ifintechworld.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Should the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld","description":"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ifintechworld.com\/?p=70794","og_locale":"en_US","og_type":"article","og_title":"Should the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld","og_description":"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the","og_url":"https:\/\/ifintechworld.com\/?p=70794","og_site_name":"iFintechWorld","article_published_time":"2023-10-10T04:39:43+00:00","article_modified_time":"2023-10-10T04:39:46+00:00","og_image":[{"width":1280,"height":640,"url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/10\/1696912784_social.jpeg","type":"image\/jpeg"}],"author":"News Room","twitter_card":"summary_large_image","twitter_misc":{"Written by":"News Room","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/ifintechworld.com\/?p=70794#article","isPartOf":{"@id":"https:\/\/ifintechworld.com\/?p=70794"},"author":{"name":"News Room","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61"},"headline":"Should the NFL buy ABC from Disney? One analyst makes the case.","datePublished":"2023-10-10T04:39:43+00:00","dateModified":"2023-10-10T04:39:46+00:00","mainEntityOfPage":{"@id":"https:\/\/ifintechworld.com\/?p=70794"},"wordCount":383,"commentCount":0,"publisher":{"@id":"https:\/\/ifintechworld.com\/#organization"},"keywords":["Featured"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/ifintechworld.com\/?p=70794#respond"]}]},{"@type":"WebPage","@id":"https:\/\/ifintechworld.com\/?p=70794","url":"https:\/\/ifintechworld.com\/?p=70794","name":"Should the NFL buy ABC from Disney? One analyst makes the case. | iFintechWorld","isPartOf":{"@id":"https:\/\/ifintechworld.com\/#website"},"datePublished":"2023-10-10T04:39:43+00:00","dateModified":"2023-10-10T04:39:46+00:00","description":"As the linear television ecosystem crumbles, does the National Football League need to consider a dramatic move to ensure it has ample viewers in the","breadcrumb":{"@id":"https:\/\/ifintechworld.com\/?p=70794#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ifintechworld.com\/?p=70794"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/ifintechworld.com\/?p=70794#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ifintechworld.com\/"},{"@type":"ListItem","position":2,"name":"Should the NFL buy ABC from Disney? One analyst makes the case."}]},{"@type":"WebSite","@id":"https:\/\/ifintechworld.com\/#website","url":"https:\/\/ifintechworld.com\/","name":"Repay Down","description":"Latest Personal Finance News, Tips and Updates","publisher":{"@id":"https:\/\/ifintechworld.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ifintechworld.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ifintechworld.com\/#organization","name":"Repay Down","url":"https:\/\/ifintechworld.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/","url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png","contentUrl":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/rep-logo-dark.png","width":558,"height":90,"caption":"Repay Down"},"image":{"@id":"https:\/\/ifintechworld.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/6224724fd4116361255b179dc5c70b61","name":"News Room","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifintechworld.com\/#\/schema\/person\/image\/","url":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png","contentUrl":"https:\/\/ifintechworld.com\/wp-content\/uploads\/2023\/04\/avatar_user_1_1682606986-96x96.png","caption":"News Room"},"sameAs":["https:\/\/ifintechworld.com"],"url":"https:\/\/ifintechworld.com\/?author=1"}]}},"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/70794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=70794"}],"version-history":[{"count":1,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/70794\/revisions"}],"predecessor-version":[{"id":70796,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/posts\/70794\/revisions\/70796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=\/wp\/v2\/media\/70795"}],"wp:attachment":[{"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=70794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=70794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifintechworld.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=70794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}