2025-11-13

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Finance & Investments

  • Growth is driven by a new 11-year, $76B media rights deal. Each team's national

  • TV revenue increases from $103M to $143M this season.

  • Last season, team revenues ranged from $833M (Warriors) to $301M (Grizzlies).

  • The new funding includes $15M from PSG Equity and $20M in venture debt.

  • The company is on pace to stream 1.5 million games across 14 sports this year.

  • Dynasty manages ~$5B in athlete wealth out of ~$125B total client assets.

  • Driven by the believe that sports leagues need new liquidity solutions as team valuations soar.

  • The firm previously backed the Alex Rodriguez-led bid to buy the NY Mets in 2020.

  • New funding will aid global expansion, event production, media, and partnerships.

  • New investors include 359 Capital, BITKRAFT Ventures, and WISE Ventures.

  • The 2025-26 season starts Dec 4-6, 2025, in China; broadcast on NBC Sports.    

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Media, Broadcasting & Sponsorships

  • Morgan Stanley estimates Disney is losing $30M per week from the carriage dispute.

  • YouTube TV is issuing $20 credits to its 10M subscribers, risking a nine-figure revenue hit.

  • Viewership impact is mixed; Monday Night Football fell 21% one week but rose 70% the next.

  • Piracy threatens the £1.6B per season from Sky and TNT Sports deals.

  • The Premier League is considering a direct-to-consumer streaming platform.

  • However, no significant change to the UK rights model is expected before 2029.

  • Games average 2.0M viewers across NBCUniversal, ESPN, and Prime Video through week three.

  • Prime Video averages 1.12M viewers, down 7% from equivalent ESPN windows last year.

  • Regional sports networks and over-the-air games see 13% ratings, 8% viewership increases.

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Teams & Leagues

  • Premier League clubs are scheduled to vote on the 'anchoring' proposal on November 21st.

  • The proposed hard cap links team spending to a multiple of the lowest club's broadcast revenue.

  • The players' union and at least a quarter of the league's clubs oppose the measure.

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Miscellaneous

  • The standalone "FanDuel Predicts" app will offer contracts on oil, gold, crypto, and sports.

  • The product is regulated by the Commodity Futures Trading Commission, not state-by-state.

  • Rival DraftKings plans a similar platform; both firms hold over 65% sports betting market share.

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