Last week I would have said better than 70% chance of that scenario playing out (PLEs to Netflix, slop to ESPN) but today's news make it clear that Disney is willing to invest in PLEs. All bets are off until the TKO earnings call.
While I know he’s not at the table directly, I think DW recently said that everyone around the world will be able to watch on the one place (which leads me to think Netflix for PLE’s).
Ultimately it may boil down to monetary matters solely (shareholders interests first) and less “strategic”.
And a friendly reminder, that all these crazy figures for rights deals for UFC & WWE, the fighters/talent will not get any portion…. Shocking stuff really.
"Two months ago, we warned you in a highly-explosive article at The MMA Draw that ESPN wanted UFC, boxing, and professional wrestling programming from TKO."
Got this up quick. Great job.
15 mins after the open and stock is back down to $162. (Algos taking profits?!?!?!).
Earnings call this evening will be interesting. Last time Mr. Flywheel said UFC rights will be more “strategic”.
And also Bob Iger confirming that they have given NFL 10% of ESPN in exchange for content.
Give me a % likelihood prediction in relation to my guess-timate of UFC media deal:
Netflix - PLE’s (think massive Spanish investment by Netflix & Ilia go hand-in-hand).
ESPN - Fight Nights & Apex
Last week I would have said better than 70% chance of that scenario playing out (PLEs to Netflix, slop to ESPN) but today's news make it clear that Disney is willing to invest in PLEs. All bets are off until the TKO earnings call.
While I know he’s not at the table directly, I think DW recently said that everyone around the world will be able to watch on the one place (which leads me to think Netflix for PLE’s).
Ultimately it may boil down to monetary matters solely (shareholders interests first) and less “strategic”.
And a friendly reminder, that all these crazy figures for rights deals for UFC & WWE, the fighters/talent will not get any portion…. Shocking stuff really.
We'll hopefully find something out on today's TKO earnings call although I honestly just expect more clues to parse.
It's very hard to tell if Shapiro is as competent as Nick Khan or not.
Can you link the original explosive article on the MMA scene please Zach? Interested to read it!
I think you missed what was right in front of you. There's a massive link to Zach's piece "Where's Big Al Haymon" at nearly the top of the article.
This link: https://www.themmadraw.com/p/wheres-big-al-haymon
Shit you're right, not sure how I missed that. Thanks will look forward to reading it!
Help us out trying to figure out what the story was and we'll search into the archives.
"Two months ago, we warned you in a highly-explosive article at The MMA Draw that ESPN wanted UFC, boxing, and professional wrestling programming from TKO."
This is the one I mean!