Sports

Retail media meets live sports: Walmart Connect partners with NBCUniversal for targeted advertising.

On today's episode, we discuss password sharing and live sports on Netflix, what the definition of "convenience" is, if awards shows have turned things around, where we spend time with connected devices, sweetgreen's plan to automate all stores in five years, who invented the card game Uno, and more. Tune in to the discussion with our director of forecasting Oscar Orozco, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

Amazon missed out on billions in football sponsorships: The company’s first year of live sports streaming could foreshadow its competitors’ future.

The PGA and LIV Golf merge in a culture shock for sports: Broadcast partners don’t know if their deals still stand, and brands weigh jumping on board.

On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.

Lululemon’s sales grew 24% in Q1 as demand for premium athleisure stays strong: That same dynamic helped brands like On Running, Hoka, and Vuori record significant growth.

On today's episode, we discuss the significance of Netflix saying it has 5 million monthly active users on its ad tier, the biggest impacts of the new streaming service Max, and how much noise a combined Paramount+ and Showtime offering can make. "In Other News," we talk about the current state of esports and what the best connected TV (CTV) ad formats are. Tune in to the discussion with our director of Briefings Jeremy Goldman.

NBA gears up for upcoming rights negotiations: Potential shift towards multiple partnerships with both traditional broadcasters and digital-first platforms is possible.

Dick’s Sporting Goods continues to outpace the sporting goods market: The retailer’s sales grew 5.3% in Q1, while its net income rose 16.9%.

Strike, streamers, and sports: Programming emerges as a key differentiator to retain subscribers and minimize cancellations

ESPN moves towards standalone streaming: Declining linear TV revenues and growing demand for digital sports content force Disney’s hand.

Disney adapts to industry challenges: House of Mouse emphasizes ESPN's sports offerings and nonscripted content at upfronts.

As Apple TV expands, key leaders leave the company: The head of Apple TV+ and sports, Pete Distad, will leave the company just as its streaming ambitions take off.

Fubo-iSpot partnership will enhance CTV ad measurement: Advertisers stand to make better-informed decisions with their ad budgets.

NFL looks to get younger viewers in its game: League enlists Gen Z influencers to capture Sunday Ticket signups, but it could be a hard sell.

Fubo stock surges 31% on strong earnings: Sports-focused live TV streaming service says it will be cash-flow positive by 2025.

Yahoo is getting into sports betting: The early internet giant acquired Wagr to complement its popular fantasy league service.

Multiview capabilities are entering the sports mainstream: Apple TV 4K’s new feature comes on the heels of YouTube TV launching something similar.

The NBA cuts budgets, freezes hiring due to economic headwinds: This comes ahead of critical media rights negotiations.

On today's episode, we discuss how sports betting in the US became an overnight market and how many folks will own cryptocurrency going forward. "In Other News," we talk about Substack's new tweet-like feature "Notes" and how YouTube is pricing NFL Sunday Ticket. Tune in to the discussion with our director of forecasting Peter Newman and analyst Andrew Spink.