Wolfe Research analyst Peter Supino discusses the evolving sports media landscape, specifically focusing on Apple's investment in Formula 1 (F1) rights and Paramount's acquisition of UFC rights. The podcast episode analyzes the "insider math" behind these significant streaming sports rights deals.
The immediate signal is that major streaming platforms are still using premium sports rights as strategic tools, with Apple’s Formula 1 deal and Paramount’s UFC purchase presented as case studies in rights valuation. The broader competitive angle is that Apple TV+ and Paramount+ are being discussed through the same lens: how live sports fit into subscription and platform strategy. What to watch next is whether these deals keep surfacing in analyst and industry conversations as examples of the “insider math” behind streaming sports rights pricing.
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