Michael Teich 8/21/20 Michael Teich 8/21/20

Disney Needs the NBA and NFL

Sports fans are loving the overlap of NBA playoff basketball and working from home, but no one loves it more than ESPN and Disney, which is the media company that can gain the most from the return of live sports.

Michael Teich 7/10/20 Michael Teich 7/10/20

No College Sports This Fall Would Hurt These 3 Stocks the Most

The widespread cancellation of all collegiate sports in the fall due to COVID-19 would be most damaging for Disney, Fox, and Viacom, according to Guggenheim Securities.

Michael Teich 6/15/20 Michael Teich 6/15/20

DraftKings vs. FanDuel: The Fight for Market Share

Unsurprisingly, sports betting handle and revenue have cratered significantly as the entire sports industry was sidelined by COVID-19, but the quiet stretch will likely prove to be the calm before the storm between DraftKings and FanDuel.

Michael Teich 5/29/20 Michael Teich 5/29/20

Electronic Arts’ Monopoly on NFL Video Games

Electronic Arts quickly shut down any speculation that Take-Two Interactive would soon be encroaching on its turf in NFL gaming. EA reached an agreement with the NFL on Thursday to extend its exclusive rights to NFL simulation video games through 2026. That means the lucrative Madden franchise will have another few years with zero competition.