We have just updated our investor database which includes >150 firms in the sports industry. Scroll to the end of this email for instructions on how to access it.
2025-11-17
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Finance & Investments
The increase is largely driven by rising rights costs for sports like the NBA.
Disney's new 11-year NBA deal will cost $2.6B annually, roughly triple its prior agreement.
The main financial impact of the new NBA contract will be felt in late FY2026.
Walmart heir Rob Walton ($110B, Denver Broncos) and Miriam Adelson ($32.1B, Dallas Mavericks) rank second and third.
Henry Samueli’s Anaheim Ducks valuation grew 1,800% to $1.3B since his 2005 purchase.
The deal would value the golf entertainment business at approximately $1B.
Parent company shares have fallen around 65% since acquiring Topgolf in 2021.
The 2021 acquisition valued the Topgolf business at $2B.
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Media, Broadcasting & Sponsorships
The separation occurs just two years after the two sides announced a long-term extension.
Under Armour's stock is down 52% over the past year and 91% since its 2015 peak.
Curry owns his brand's intellectual property and can sign with a new company immediately.
The dispute resulted in an estimated $60M revenue loss for Disney.
YouTube TV offered customers a $20 credit, a potential $200M revenue impact.
The agreement restores ESPN just before major college football and NFL games.
The new terms pay MLS $200M for 2026 and $275M annually for its final two seasons.
This change coincides with moving all matches from the MLS Season Pass paywall to Apple TV.
MLS will also shift its schedule to a summer-to-spring format for the deal's final years.
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Teams & Leagues
The league could already play up to nine games outside the U.S. next season.
New games are confirmed for Melbourne, Australia, and Rio de Janeiro, Brazil.
The expansion follows a record seven-game slate this year, including a sold-out Spanish debut.
The North Carolina Courage led the league with a 20.8% attendance increase.
Portland Thorns had the highest average attendance with 18,173 fans per game.
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Miscellaneous
Sinner's season earnings reached $19.1M, the second-highest single-season total in ATP history.
Despite the loss, Alcaraz moved to fifth all-time in career earnings with $57.5M.
Sinner's winnings moved him to seventh in all-time career earnings with $56.6M.
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