Charting the Industry: Sports in the Streaming Era

Jonathan Carson discusses Antenna's role in analyzing the subscription economy, focusing on sports streaming. He outlines the historical context of sports broadcasting and the shift to streaming models, addressing casual, hometown, and diehard fans. The talk highlights the impact of streaming services like Paramount Plus and ESPN Plus on casual fans, challenges for hometown fans, and the success of direct-to-consumer models for diehard fans. The MLS's partnership with Apple TV and the 'Messi Bump' are explored, along with the NFL's strategic changes, including partnerships with YouTube for Sunday Ticket.

In what ways have diehard fans been catered to by sports leagues?

What is the estimated number of subscribers for NFL Plus as of September?

What are the potential benefits for YouTube from the Sunday Ticket partnership?

How has the introduction of YouTube Primetime Channels affected Sunday Ticket sign-ups?