CA - Super Bowl Streaming Disney Deep Dive And Why Numbers Don't Lie

2024-02-13 15:30:00 ET

Summary

• Paramount's positive Super Bowl streaming numbers. Contextualizing bad press.
• Disney's recent earnings, ESPN and sports joint venture.
• Disney's deal with Epic Games shows focused approach to integrating their brands into the popular Fortnite game.

Listen here or on the go via Apple Podcasts or Spotify .

Dan Rayburn talks overall positive Super Bowl streaming numbers (1:00). Contextualizing Paramount's bad press (3:15). Disney's recent earnings, ESPN and sports joint venture (10:45). Integration between betting and streaming sports. (45:20).

Transcript

Rena Sherbill: Dan Rayburn, welcome back to Investing Experts Podcast. Welcome back to Seeking Alpha. Always great to get your takes on things. So, welcome back, day after the Super Bowl. Great to have you.

Dan Rayburn: Yeah, thanks for having me. I mean, there's so much going on lately with the Disney ( DIS ) news, with the JV for sports. Disney put out a lot of news during earnings last week, plus, you mentioned the Super Bowl yesterday, which overall worked really well from a streaming standpoint.

When it comes to streaming, sports is definitely one of the hottest topics out there. One that the majority of users out there want to know what's taking place because it is so complicated.

RS : It's so complicated, a little bit disappointing, a little bit frustrating at times, but as you mentioned, some nice news from yesterday's game. Last time you were on, we were talking sports. So, I think this is a nice addendum to that episode for those that missed it.

A lot of great takes there, but if you would catch listeners up on what happened last night and how you're seeing things on the NFL side of the sports game?

DR : Sure. So, Paramount ( PARA ) had the Super Bowl last night and they did the stream across Paramount+. Overall, it worked really well. There were some users online that were reporting some issues here and there, and I was live blogging the game as well, and I had some issues, but just based from the details that I know, less than 1% of all those viewing the Super Bowl stream had a problem of some kind. So, that's great, that's a good number. We always expect in any live event there's going to be a portion of viewers who have issues for all kinds of different reasons....

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