Landon Capital Published Research, The Streaming Wars Reignited: Sports, Ads, and the Battle for Viewership
Analyst Muhammad Saqib of Landon Capital, authored the research report uncovering an in-depth look into the streaming market and the companies within the space
In the report analyst Muhammad Saqib indicates that the streaming landscape is entering its most competitive phase yet. While Netflix once pioneered the shift away from traditional TV with on-demand content, and Disney redefined bundling for the digital age, the real battle now lies in the monetization of live content, particularly sports. With more than 69 million U.S. households projected to be without traditional pay-TV by the end of 2025, and over $34 billion spent on sports rights in 2024 alone, the race to secure viewership, advertising revenue, and long-term loyalty has shifted to a game of scale, rights acquisition, and ad-supported content. The report explores the structural evolution of the streaming industry, dissects the shifting economics behind live sports in streaming, and evaluates the strategic positioning of key players like Disney, Fox Corporation, Netflix, Warner Bros. Discovery, Amazon, and Apple. The research report can be found on FactSet, Refinitiv, and Alpha Sense.
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Landon Capital was founded in 2017 and has assisted hundreds of emerging growth companies increase their shareholders and build relationships on Wall Street. We design customized programs to increase the market’s interest in your company. For more information, please visit https://landoncapital.net
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