In our annual media update, we detail our perspectives on what the end of the Streaming Wars means for the media business and its implications for sports rights.
We explore several themes, including the painful reality of legacy media streaming economics and what that means for the future of the business, the challenge of Big Tech, and both the near-term stress and, in our view, likely positive long-term future of local sports. All are connected to the same set of drivers, in our view. Those same forces provide a blueprint for both our outlook for sports rights and our advice for teams and leagues.
You can find the piece here (Password: Arctos1!). Please reach out with any questions.