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Could Paramount Gain Additional NFL Content Through Skydance Merger? New Report Indicates ESPN Talks Stalled

Could Paramount Gain Additional NFL Content Through Skydance Merger? New Report Indicates ESPN Talks Stalled

派拉蒙是否通過與天幕合併獲得額外的NFL內容?新報告顯示ESPN的談判陷入停滯
Benzinga ·  02:25

The National Football League is shopping some of its media assets and Paramount Global (NASDAQ:PARA) (NASDAQ:PARAA) could be a winner thanks to its pending merger with Skydance Media.

美國橄欖球聯盟正在出售其部分媒體資產,Paramount Global (納斯達克:PARA) (納斯達克:PARAA) 由於其即將與Skydance Media完成的合併交易,可能是贏家。

What Happened: The National Football League's media partners, including Paramount's CBS broadcast network and Paramount+ streaming platform, have benefited from strong viewership in recent years.

發生了什麼:美國橄欖球聯盟的媒體合作伙伴,包括Paramount的CBS廣播網和Paramount+流媒體平台,近年來受益於強勁的收視率。

The NFL is in talks with Skydance Media and RedBird Capital Partners, who is an investor in Skydance, over the league's media assets, according to a report from Bloomberg.

據彭博社報道,美國橄欖球聯盟正在與Skydance Media和RedBird Capital Partners進行談判,RedBird Capital Partners是Skydance的投資者,就聯盟的媒體資產進行討論。

The talks include the sale of NFL Media and the NFL Network cable channel, and could also include an acquisition of the league's interest in Skydance Sports by Paramount Global, Bloomberg reports. Skydance Sports is a joint venture between the NFL and Skydance.

據彭博社報道,這些談判包括出售NFL Media和NFL Network有線頻道,還有可能包括Paramount Global收購聯盟對Skydance Sports的利益。Skydance Sports是橄欖球聯盟和Skydance之間的合資企業。

The NFL invested $45 million in Skydance Sports in 2022 and has partnered with the media company on "Hard Knocks" and other content. Skydance Sports is also producing an upcoming documentary series on Dallas Cowboys owner Jerry Jones.

美國橄欖球聯盟在2022年向Skydance Sports投資了4500萬美元,並與這家媒體公司合作製作了《Hard Knocks》等內容。Skydance Sports還在製作一部即將推出的有關達拉斯牛仔隊老闆傑瑞·瓊斯的紀錄片系列。

RedBird is also a partner with the NFL on EverPass Media, which helps the league distribute NFL Sunday Ticket to bars and restaurants.

RedBird也是NFL在EverPass Media的合作伙伴,幫助聯盟向酒吧和餐廳分發NFL Sunday Ticket。

Why It's Important: Paramount's partnership with the NFL includes a change of control provision that could allow the NFL to look for another media partner if the company sees its control change hands, which Paramount investors could closely watch.

爲什麼重要:Paramount與NFL的合作包括一項變更控制條款,如果公司的控制權更換,NFL可以尋找另一家媒體合作伙伴,這可能引起Paramount投資者的密切關注。

Paramount's discussions with the NFL regarding NFL Media assets and potentially the Skydance Sports rights could show an early sign of cooperation between the league and media company despite the provision.

Paramount與NFL就NFL媒體資產以及有可能獲得Skydance Sports權利進行的討論,可能顯示出儘管有該條款,但聯盟與媒體公司之間展現出了早期的合作跡象。

Paramount currently pays over $2 billion annually to the NFL. While the NFL likely won't shop for a new partner, it could look to get more out of Paramount and Skydance with the latest talks, a potential win-win.

派拉蒙目前每年向NFL支付超過20億美元。雖然NFL可能不會尋找新的合作伙伴,但在最新的談判中,NFL可能會希望從派拉蒙和Skydance獲得更多好處,這可能是一種雙贏。

The report said talks between the NFL and ESPN, a unit of The Walt Disney Company (NYSE:DIS), have stalled.

報告稱,NFL與沃爾特迪士尼公司(紐交所:DIS)旗下的ESPN之間的談判已經停滯。

ESPN was previously in talks with the NFL about acquiring the NFL Media assets, including the NFL Network and NFL RedZone. Reports said the league wanted an ownership stake in ESPN, but it is unclear if that led to talks stalling.

ESPN此前與NFL就收購NFL媒體資產進行了談判,其中包括NFL網絡和NFL RedZone。報道稱,聯盟希望在ESPN擁有股權,但目前尚不清楚這是否導致談判停滯。

NFL viewership has been strong in the 2024 season, with an average of 17.9 million viewers per game through the first four weeks of the season, up 4% year-over-year. The viewership marks the best start to the NFL season since 2015.

2024賽季NFL的收視率非常強勁,每場比賽的平均觀衆人數爲1790萬,比去年同期增長4%。這一收視率標誌着NFL自2015年以來最佳的開局。

With strong viewership for NFL games, Paramount would likely jump at the opportunity to get more content if the price is right.

由於NFL比賽的收視率強勁,派拉蒙很可能會抓住機會,如果價格合適,將獲得更多內容。

PARA Price Action: Paramount stock trades at $10.46 versus a 52-week trading range of $9.54 to $17.50. Paramount stock is down 28% year-to-date in 2024.

PARA股價表現:派拉蒙股票目前交易價爲10.46美元,52周交易區間爲9.54美元至17.50美元。派拉蒙股票在2024年至今下跌了28%。

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Photo: Shutterstock

Photo: shutterstock

譯文內容由第三人軟體翻譯。


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