NFL
John Ourand April 13, 2026
Ahead of NFL Kickoff in September, the streaming wolves are circling Sunday Night Football—so media-industry equity research analyst Michael Nathanson stopped by to sketch out what’s at stake for the networks and the league.
NFL
John Ourand April 9, 2026
The D.O.J.’s new investigation into the NFL is ostensibly a major setback for the Shield. And yet, there are some potential upsides to kicking rights negotiations down the road…
ESPN camera
John Ourand April 6, 2026
Layoffs are coming as the sports network deals with cord-cutting, the YouTube TV blackout, and uncertainty around whether Josh D’Amaro is going to spin it off to Wall Street cheers.
Roger Goodell
Matthew Belloni April 3, 2026
For linear television networks, NFL rights have never been less affordable or more vital. The Shield has the networks over a $16 billion barrel, forcing them to cut elsewhere just to stay in the game. Unless Brendan Carr decides to put Roger in his place…


NFL
Eriq Gardner March 30, 2026
The NFL’s bid to fix blown calls with centralized, A.I.-assisted officiating—framed as insurance against a referee lockout—risks morphing into a far messier test case at the intersection of gambling, union power, and the future of human labor on the field.
Roger Goodell
John Ourand March 23, 2026
The NFL wants more money from its broadcast and streaming partners and hasn’t been shy about its desire to rip up its current, and still-young, contract to get it. On the media side, there are quiet but growing questions about whether the league’s ask is too high.
Rupert Murdoch
Eriq Gardner March 10, 2026
News and notes on Fox’s bizarre trademark war in Mexico, a Ninth Circuit appeal that could revive the NFL’s $4.7 billion Sunday Ticket punishment, and why Disney may soon be negotiating streaming bundles with itself.