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☆ Google considers subscription business models for its new AI offerings
▼ + stars: | 2023-10-25 | by ( Alistair Barr | ) www.businessinsider.com time to read: +3 min

The CEO said subscription business models are "a possible path" for Google's AI products. AdvertisementAdvertisementGoogle CEO Sundar Pichai suggested the company could embrace subscription business models for some of its new AI products. With AI, the CEO said there's an opportunity to evolve Search and the Google Assistant service over the next decade. Wall Street is nervous about any big changes to Google Search because Search ads are so lucrative. Google's "other" revenue rose 21% year-on-year in the third quarter, led by strong growth in YouTube subscription revenue.

Persons: Pichai, Bard, —, Sundar Pichai, Morgan Stanley, Brian Nowak, Nowak, Google Bard, there's, they're Organizations: Service, Google, YouTube, NFL, NFL Sunday

☆ Selling Alphabet shares after the tech giant missed on cloud numbers is shortsighted
▼ + stars: | 2023-10-24 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

GOOGL YTD mountain Alphabet YTD Bottom line Lower-than-expected operating income for the third quarter and a Google Cloud miss dragged Alphabet shares lower by more than 6% in after-hours trading. The Google Cloud performance was particularly disappointing given the strength we saw when Microsoft (MSFT) also reported its Azure numbers on Tuesday evening. Quarterly commentary Despite the topline outperformance, seen in the earnings table above, segment sales at Google Network, Google Cloud and Other Bets came up short. Operating income and quarterly operating margin were also short of expectations as total Traffic Acquisition Costs (TAC) were marginally above expectations. Expenses in Google Cloud and Other Bets were higher than expected, and the company took charges associated with workforce and office space reductions.

Persons: Wall, Jim Cramer's, Jim Cramer, Jim, Leonardo Munoz Organizations: Google, LSEG, Microsoft, Google Services, Management, Google Network, YouTube, NFL, TAC, Capital, CNBC, View, Getty Locations: New York City

☆ How options traders are setting up for the major tech earnings this week
▼ + stars: | 2023-10-23 | by ( Michael Khouw | ) www.cnbc.com time to read: +15 min

Big Tech earnings This week is less about reading between the lines/through results, and contextualizing management comments, but rather it's about the market itself. AI - AI - AI! The options market is implying an earnings related move of 4.7%. Our options market sentiment score for GOOG/GOOGL is 80th percentile - which one may think of like a score/grade, so a B- in terms of options sentiment. Call open interest is 15% higher than put open interest, our options market sentiment score is 83% so B/B- territory.

Persons: ChatGPT, Bing, it's, AMZN, Mark Zuckerberg's, Zuckerberg, one's Organizations: Cambridge, JPMorgan Chase, Citigroup, Bank of America, BlackRock, Goldman, Equity, Big Tech, Microsoft, Apple, Nvidia, Inc, Investors, YouTube, Amazon, Google, Gaming, Activision, Logistics, Federal Express, CNBC, ExxonMobil, Chevron, Visa, Mastercard, Merck, Co Locations: financials, Wells Fargo

☆ Paramount's Shari Redstone is open for business, but business may not be open for her
▼ + stars: | 2023-10-22 | by ( Alex Sherman | ) www.cnbc.com time to read: +11 min

Paramount Global 's controlling shareholder is open to a merger or selling the company at the right price, according to people familiar with her thinking. Spokespeople for Redstone and Paramount Global declined to comment. Paramount Global's market value was below $8 billion as of Friday. Discovery could merge with Paramount Global, though putting together Warner Bros. and Paramount Pictures may hold up deal approval with U.S. regulators. Paramount Global isn't actively working with an investment bank on a sale, according to people familiar with the matter.

Persons: Shari Redstone, David A, CNBC Shari, Jon Miller, SpongeBob, Guggenheim, Michael Morris, Morris, Warren Buffett, Berkshire Hathaway, Bob Bakish, Bakish, Wells, Steven Cahall, Cahall, CNBC's David Faber, Lina Khan, Laura Martin, haven't, Simon, Simon & Schuster, Sumner Redstone, NAI, Jim Cramer Organizations: National Amusements, Paramount Global, Allen & Company Sun Valley, Grogan, CNBC, Paramount, Redstone, Integrated Media, Advancit, Paramount Pictures, CBS, MTV, Nickelodeon, Comedy Central, BET, Showtime, NFL, Champions League, Viacom, Berkshire, Paramount Global's, Tech, Apple, YouTube, National Football, Federal Trade, Big Tech, Comcast, NBC, Fox, Disney, Needham & Co, Netflix, Bain, Co, Warner Bros, Sky, Scripps, Discovery, Simon &, MSD Partners Locations: Sun Valley , Idaho, Los Angeles , California, U.S

☆ NBA can shift the balance of power in media with its next rights deal
▼ + stars: | 2023-10-06 | by ( Alex Sherman | ) www.cnbc.com time to read: +10 min

Every media rights renewal for the NBA is an important event because it only happens about once a decade. But with the National Football League's media rights locked up until 2033, the NBA has a unique opportunity to play media kingmaker. CNBC first reported NBCUniversal's interest in again airing NBA games earlier this year. Carving up the piewatch nowThe NBA will have to balance demand against restricting supply to maximize the price for rights. Discovery's TNT, NBA TV, NBA League Pass or a regional sports network.

Persons: Jimmy Butler, Jamal Murray, Justin Edmonds, clamor, John Skipper, Ted Sarandos, Netflix hasn't, We've, Sarandos, that's, Netflix's Ted Sarandos, Jeff Kravitz, That's, Serbian Nikola Jokić, Victor Wembanyama, It's, Peacock, Michael Jordan, Discovery's Max, Aurelien Meunier, Kevin Durant Organizations: Miami Heat, Denver Nuggets, Ball Arena, Getty, Basketball, Comcast, Google, Apple, Netflix, YouTube, NBA, Disney, Warner Bros, Discovery, National Football, ESPN, Global, Slovenian Luka Dončić, Dallas Mavericks, San Antonio Spurs, NBCUniversal, NBC, CNBC, U.S, Metropolitans, Nielsen, Major League Soccer, Major League Baseball, ABC, TNT, NBA TV, Twitter Locations: Denver , Colorado, NBCUniversal, Hollywood , California, Australia, Brazil, Canada, France, Germany, Italy, Japan, Korea, Mexico, Spain, United Kingdom, United States, Slovenian, Serbian, Levallois, Perret, U.S

☆ 3 ways YouTube and Amazon are changing how brands advertise on the NFL
▼ + stars: | 2023-09-08 | by ( Lauren Johnson | ) www.businessinsider.com time to read: +4 min

Brands have to change their NFL advertising expectations on streamers like YouTube and Amazon. That's no longer the case, as platforms like YouTube and Amazon influence how some NFL ads are bought and evaluated. Here are three ways YouTube and Amazon are changing how brands advertise against the NFL. YouTube TV has over five million subscribers, its chief Neal Mohan said during a MoffettNathanson conference in May. YouTube is betting on promotions to juice YouTube TV subscribers.

Persons: YouTube —, Kasha Cacy, Neal Mohan, Jonathan Schaaf, Schaaf, Mike McHale Organizations: NFL, Brands, YouTube, Amazon, Verizon, Stagwell Media Networks, Consumers, Disney, Noble

☆ NFL viewing schedule 2023: It'll be more confusing than ever
▼ + stars: | 2023-09-07 | by ( Nathaniel Meyersohn | ) edition.cnn.com time to read: +4 min

The NFL season kicks off Thursday night with the reigning Super Bowl champion Kansas City Chiefs hosting the Detroit Lions on NBC and its Peacock app. Long gone are the days when NFL games were shown on one or two networks. They are showing more NFL games on streaming platforms, including games exclusively, to try to entice people to sign up. “The NFL is the biggest driver of network ratings and advertising dollars during the fall TV season,” the analysts said. ESPN will air “Monday Night Football” games on ESPN and ESPN+.

Persons: New York CNN —, Long, ABC —, MoffettNathanson, “, Fox, Roger Goodell Organizations: New, New York CNN, National Football League, NFL, Super Bowl, Kansas City Chiefs, Detroit Lions, NBC, Fox, CBS, ESPN, ABC, YouTube, Paramount, Disney, Comcast, Amazon, Football, NBC’s, National Football Conference, American Football Conference, Nickelodeon, Amazon Prime, Google, DirecTV, “ Locations: New York

☆ NFL games are shifting away from traditional TV. Are you ready to stream some football?
▼ + stars: | 2023-09-06 | by ( Lillian Rizzo | ) www.cnbc.com time to read: +2 min

On any given Sunday, there will be more National Football League games available on streaming services than ever before — some even exclusively. The NFL season kicks off Thursday with the Super Bowl champions Kansas City Chiefs hosting the Detroit Lions. Google's YouTube TV and the NFL's streaming service will also become bigger players in the streaming game. When media giants signed NFL media rights deals in 2021, valued at more than $100 billion, more of those deals included the rights to streaming games. Plus, in this past year, the NFL sold the media rights to its "Sunday Ticket" to Google 's YouTube TV for about $2 billion annually, shifting access to the package of out-of-market games to a streaming-only audience.

Persons: Aaron Rodgers, Comcast's, Peacock, Roger Goodell Organizations: New York Jets, New York Giants, MetLife, National Football League, NFL, Super Bowl, Kansas City Chiefs, Detroit Lions, Paramount Global, Disney, ESPN, Disney's ESPN, YouTube, Charter Communications, Google Locations: East Rutherford , New Jersey

☆ YouTube Promotes NFL Sunday Ticket in Las Vegas Sphere’s First Paid Ad
▼ + stars: | 2023-09-02 | by ( Katie Deighton | ) www.wsj.com time to read: 1 min

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/youtube-promotes-nfl-sunday-ticket-in-las-vegas-spheres-first-paid-ad-15c6b40a

Persons: Dow Jones

☆ Tom Rogers on NFL's streaming kick-off: This is the year YouTube becomes a TV powerhouse
▼ + stars: | 2023-09-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTom Rogers on NFL's streaming kick-off: This is the year YouTube becomes a TV powerhouseTom Rogers, Newsweek editor-at-large and former NBC Cable president, joins 'Squawk Box' to discuss Charter's distribution fight with Disney over ESPN, the state of sports streaming with NFL Sunday ticket moving to streaming on YouTube TV, and more.

Persons: Tom Rogers Organizations: YouTube, Newsweek, NBC Cable, Disney, ESPN, NFL Sunday

☆ Here's a rapid-fire update on all 36 stocks in the Club's portfolio, including 2 recent buys
▼ + stars: | 2023-08-17 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 36 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Apple remains an "own it, don't trade it" stock, Jim said. Halliburton (HAL): Given we just added a new stock to the portfolio, Jim said Halliburton may be the stock we look to cut ties with. The lesson with P & G is that, sometimes, there's nothing to do but hold a stock, Jim said. Stanley Black & Decker (SWK): The maker of DeWalt and Craftsman tools is one of the best bargains in our portfolio, Jim said.

Persons: Jim Cramer's, Jim, it's, We're, —, he's, he'll, we're, Dupont, Walt Disney, Estee Lauder, Locker, Mary Dillon's, Halliburton, Humana, Humana's, Linde, Eli Lilly, there's, Mark Zuckerberg's, Jim said, Morgan Stanley, James Gorman, Nikesh Arora, Elliott Management's, Elliott, Stanley Black, Decker, It's, Wells Fargo, Wells, Charlie Scharf —, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Nvidia, Amazon, Federal, Bausch Health, Caterpillar, Costco, Coterra Energy, DuPont de Nemours, Comcast, Emerson, Emerson Electric, Ford, United Auto Workers, GE HealthCare Technologies, Big Tech, NFL, Halliburton, HAL, Texas, Honeywell International, Honeywell, Linde, LIN, Facebook, Reality Labs, Microsoft, Oracle, Palo Alto Networks, Procter & Gamble, Natural Resources, Starbucks, Constellation Brands, TJX, Goods, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: Bausch, China, Hulu, NBCUniversal, Palo, Macao

Media and entertainment deal-making has slowed, but private equity players are still betting big on the space. Middle Eastern sources are still providing funding to media, which could fuel deals in the months ahead. Media deal volume has actually increased, just not as fast; PwC recorded media deals rose 3% (to 326) in the six months through May, down from a 7% increase in the previous six months. And beyond private equity, legacy players could shed properties they consider non-core: Paramount is trying to offload BET while Warner Bros. Insider's list of top private equity players in media and entertainment highlights 17 firms, from heavy hitters to smaller upstarts, based on our reporting and conversations with investors and insiders.

Persons: PwC, Hollywood —, Ryan, Morgan Stanley, Sherrese Clarke Soares Organizations: Media, Hollywood, RedBird Capital Partners, NFL, Company, Qatar Investment Authority, Yahoo, ESPN, Paramount, BET, Warner Bros, Discovery, Equity Partners Locations: Providence, BlackRock

☆ Disney is open to finding a new strategic partner for ESPN, Iger says
▼ + stars: | 2023-07-13 | by ( Alex Sherman | ) www.cnbc.com time to read: +4 min

Disney has held off from putting its prime ESPN content on its ESPN+ streaming service as it continues to make billions of dollars in revenue each year through traditional cable TV. Disney has held early conversations with potential partners that could improve an ESPN streaming service by extending its distribution and adding content, Iger said. Disney is open to potentially selling an equity stake in ESPN and is looking for a strategic partner in the business as it prepares to transition the sports network to streaming, CEO Bob Iger said Thursday. But in the traditional cable TV business model, ESPN made money per cable subscriber — whether a person watched or not. In addition to finding a strategic partner for ESPN, Iger said he was open to selling or spinning off Disney's legacy cable networks, including FX and NatGeo, and its broadcast group, ABC Networks.

Persons: Iger, CNBC's David Faber, Bob Iger, Brian Roberts, Bob Chapek Organizations: Disney, ESPN, Hearst Communications, CNBC, FX, ABC Networks, Comcast, Apple, Google, Amazon, National, YouTube, Major League Soccer Locations: Sun Valley , Idaho, Hulu

☆ DirecTV reaches deal to provide NFL 'Sunday Ticket' to bars and restaurants
▼ + stars: | 2023-05-25 | by ( Alex Sherman | ) www.cnbc.com time to read: +3 min

DirecTV has struck a multiyear deal to continue broadcasting the National Football League's "Sunday Ticket" package to commercial establishments, including bars and restaurants. The NFL sold the "Sunday Ticket" commercial rights to EverPass Media, a joint venture owned by private equity firm RedBird Capital Partners and the NFL, earlier this year. The companies confirmed the "Sunday Ticket" deal on Thursday afternoon. Bars and restaurants, such as Buffalo Wild Wings and Hooters, rely on "Sunday Ticket" to bring in big crowds on Sundays during the NFL season. The NFL signed a seven-year deal with Google 's YouTube TV for the residential "Sunday Ticket" broadcast rights in December.

☆ YouTube's subscription business is already a third the size of Netflix
▼ + stars: | 2023-05-19 | by ( Ryan Joe | ) www.businessinsider.com time to read: +3 min

YouTube's subscription revenue is a third the size of Netflix's, according to asset management firm AllianceBernstein. Asset management firm AlliacneBernstein did the math and noticed that YouTube's last four quarters of ad revenue was $29 billion, which puts its subscriptions revenue at $11 billion. YouTube's ad revenue had declined for three consecutive quarters, dipping 2.6% to $6.7 billion in the last quarter. "We really want to be a platform for all things video," Mohan said. Bolstering the creator aspect around NFL Sunday Ticket will also help YouTube's ad business, Mohan said.

☆ YouTube's top exec Neal Mohan revealed its total revenues were $40 billion last year
▼ + stars: | 2023-05-18 | by ( Ryan Joe | ) www.businessinsider.com time to read: +3 min

YouTube's revenue last year was $40 billion mostly from ads, its chief Neal Mohan said at a recent conference. Newly appointed YouTube chief Neal Mohan said the company's revenue was $40 billion in revenue over the last twelve months. He declined to split out YouTube's revenue between ads and subscription products, like YouTube TV, Premium, and Music. YouTube's ad revenue had declined for three consecutive quarters, dipping 2.6% to $6.7 billion in the last quarter. Bolstering the creator aspect around NFL Sunday Ticket will also help YouTube's ad business, Mohan said.

☆ NFL Sunday Ticket Package Is About to Get Costlier
▼ + stars: | 2023-04-11 | by ( Joe Flint | ) www.wsj.com time to read: 1 min

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/nfl-sunday-ticket-package-is-about-to-get-costlier-eb8019a2

☆ YouTube reveals prices of NFL Sunday Ticket subscription
▼ + stars: | 2023-04-11 | by ( ) www.reuters.com time to read: +1 min

April 11 (Reuters) - Alphabet Inc's (GOOGL.O) YouTube said on Tuesday its pricing plans for the Sunday Ticket package of National Football League (NFL) games will be between $249 and $489. In a blog post, YouTube said the full season of Sunday Ticket will be available for a presale offer price of $249 - $100 cheaper than the retail price - for people who subscribe to YouTube TV's base video-service plan. Consumers who want the Sunday games package without a subscription to YouTube TV's other offerings will have to pay $449, while a bundle consisting of Sunday Ticket and NFL Redzone is available at a retail price of $489 for the season. Joining deep-pocketed companies that sought to grow their dominance in live sports streaming, YouTube in December signed a multi-year deal to exclusively stream the NFL's Sunday Ticket package of games in the United States. Sunday Ticket lets subscribers watch all local and out-of-market U.S. games of the day, while football fans otherwise in any given market can only watch a limited number of games.

☆ Here's what NFL 'Sunday Ticket' will cost through YouTube TV
▼ + stars: | 2023-04-11 | by ( Lillian Rizzo | ) www.cnbc.com time to read: +3 min

For those who already subscribe to YouTube TV, which costs $72.99 a month, the base "Sunday Ticket" package will cost an additional $349 for the season. And though you can bypass the YouTube TV subscription and still snag Sunday Ticket, it will come at a cost. YouTube TV became the newest home of the Sunday Ticket package in December, in a deal that will see the tech giant shell out roughly $2 billion annually for the rights, CNBC previously reported. There was a real opportunity to price this in a smart way, and we worked really closely with the NFL," Oestlien said. The package cost $79.99 a month for the base option, or $149.99 a month for extra features, on top of a DirecTV subscription.

☆ YouTube has revealed its NFL Sunday Ticket pricing — and it won't come cheap
▼ + stars: | 2023-04-11 | by ( Will Gendron | ) www.businessinsider.com time to read: +3 min

Last year, YouTube secured the rights to NFL Sunday Ticket. Pricing will begin at $249 for YouTube TV subscribers and go up to $489 for non-subscribers. In a press release, YouTube announced that it is offering pre-sale packages to Sunday Ticket starting at $249 for YouTube TV subscribers and going up to $349 for non-subscribers. Afterwards, the price jumps up by $50 for YouTube TV subscribers and $100 for non-subscribers. Here is a breakdown of the pricing structure:Sunday Ticket via YouTube TV: $349/season ($249 presale)Sunday Ticket + NFL RedZone via YouTube TV: $389/season ($289 presale)Sunday Ticket via YouTube Primetime Channels: $449/season ($349 presale)Sunday Ticket + NFL RedZone via YouTube Primetime Channels: $489/season ($389 presale)YouTube TV subscribers can also get access to RedZone through the Sports Plus add-on, which costs $10.99 per month.

☆ NFL, RedBird Team Up to Distribute Sunday Ticket Games to Bars, Restaurants
▼ + stars: | 2023-03-29 | by ( Joe Flint | ) www.wsj.com time to read: 1 min

The NFL decided during negotiations that it would be better to have a distributor devoted exclusively to commercial establishments—which display multiple games at once on various TV screens. The National Football League and private-equity firm RedBird Capital Partners are creating a venture to stream NFL games and eventually other live sports and events to commercial establishments such as bars and restaurants. Starting with the 2023-24 season, the new venture, named EverPass Media, will be the commercial distributor for the NFL’s Sunday Ticket, a subscription-only package popular with sports bars that gives access to all Sunday afternoon games for out-of-market teams, the NFL and RedBird said.

☆ Google raises price of YouTube TV to $73 a month, blaming content costs
▼ + stars: | 2023-03-16 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Google announced a price increase for its YouTube TV subscription on Thursday. It's increasing from $65 per month to $73 per month starting in April, according to an email sent to subscribers on Thursday. YouTube TV is Google's cable replacement. Google hasn't announced pricing for its Sunday Ticket bundle, but it cost $80 per month under its previous owner, DirecTV. Google will also lower the price of an add-on to access higher-resolution 4K streams from $20 per month to $10 per month, according to the email.

☆ Why the Super Bowl still matters: Football is 'the glue' holding network TV together
▼ + stars: | 2023-02-11 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +3 min

And it came on top of a 9% bump in viewership during the 2021-22 football season, he said. Nathanson said the NFL is the biggest single driver of network ratings — and ultimately advertising dollars — during the fall TV season. "Sunday Night Football" is aired on NBC, while Disney, which owns ESPN and ABC, has the rights to show "Monday Night Football." Amazon has the rights to "Thursday Night Football" through 2033 . All this is to say, that there is a reason why advertisers still care about putting their commercials on during football games.

☆ A Rocky NFL Season Reaches the Super Bowl
▼ + stars: | 2023-02-08 | by ( Andrew Beaton | Louise Radnofsky | ) www.wsj.com time to read: 1 min

PHOENIX—When this Super Bowl between the Kansas City Chiefs and Philadelphia Eagles ends in a shower of confetti, it will mark the end of a season that magnified the most prominent features—and problems—of America’s most popular sport. The National Football League dominated television ratings, inked a lucrative new deal for its Sunday Ticket package and continued to rake in ever-larger sums of money. The business of professional football has never been more lucrative or more global.

Companies Alphabet Inc FollowFeb 8 (Reuters) - The U.S. National Football League (NFL) must face a $6 billion class action alleging it unlawfully limited televised games and drove up the cost of its "Sunday Ticket" package, a U.S. judge ruled on Tuesday. A spokesperson for the NFL on Wednesday did not immediately respond to a message seeking comment. Google-owned YouTube (GOOGL.O) in December signed a multi-year deal for exclusive streaming of Sunday Ticket package games. Google did not immediately respond to a message seeking comment. Lawyers for the plaintiffs did not immediately respond to a message seeking comment.

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