SBJ Morning Buzzcast: November 19, 2025

Austin Karp, Joe Lemire, Rob Schaefer and Chris Smith look back at the key themes from yesterday's Media Innovators -- including content delivery and the future of sports bundles. The group also looks ahead to today's Dealmakers conference and how private equity will be in the spotlight throughout the day. 

 

Timestamps

00:06 – Intro: Austin Karp kicks off from Times Square
00:32 – Biggest takeaway: Discoverability challenges for sports media
01:19 – Wall Street analysts on ESPN-YouTube TV deal & Paramount Global
02:03 – Cord-cutting vs cable: Matt Ho’s bullish stance
02:31 – AI in sports content: PGA Tour, NBA, and Genius Sports innovations
04:32 – Content delivery trends: Ingestion, streaming bundles, TikTok impact
05:53 – Spotlight on John Fanta’s broadcasting journey
06:29 – Dealmakers preview: Private equity, tech, and new investment ideas
07:12 – Heavy hitters panel: Future of Sports Capital with KKR, Sixth Street, Redbird
07:46 – Morning sessions: Sports tech disruptors & athlete investment strategies
08:56 – Closing thoughts: NBA expansion in Europe and key storylines

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