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Variety
  • 1 year ago
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00:00What's next? I mean, obviously, bowl season's coming up.
00:04That's a big deal for you.
00:06So exciting. Yes.
00:07So we've expanded our SEC partnership,
00:10expanded rights amongst that big conference,
00:13which is so important to college football fans.
00:15And now the college football playoff has expanded to 12 teams.
00:18Yeah, super exciting.
00:20We've been talking to the marketers that have been in it with us from day one.
00:23And a lot of them are they're all super excited about what's to come.
00:27And the college football playoff,
00:29the championship game is coming up in mid-January.
00:32So lots to talk about and think about.
00:36The other key thing that we're incorporating into a lot of our longer term deals,
00:40because those are longer term deals, are our first party, as we were talking about.
00:44So we have about 60 million registered users on ESPN
00:48that have told us who their favorite teams are, who their favorite athletes are.
00:53What are they fans of?
00:54And the conversation and messaging can continue beyond the game.
00:58So how do they maintain that relationship with that consumer after the game is over?
01:03They can reach them all year long because we know
01:06their behaviors in a privacy focused way, of course.
01:09And they can continue that fan relationship throughout the year.
01:12So lots of exciting things to come with college football and all of our sports.
01:17You know, and another really interesting thing in sports is the rise of women's sports.
01:21Yes.
01:22You know, college basketball, WNBA.
01:25Yes.
01:26Soccer.
01:27I mean, is there a limit to the amount of sports people will watch?
01:34Is there a ceiling?
01:35Hopefully not.
01:36No, definitely not.
01:37It just seems like the number of hours spent viewing sports continues to go up.
01:42It does.
01:43What's it taking share from?
01:44Sports is a huge, huge passion point.
01:47I think people are spending more time with media.
01:50If you look at the amount of time that people are spending across all of our platforms,
01:54and ESPN is a platform, it's definitely increasing,
01:58but it's not taking away from entertainment.
02:00It's additive.
02:01So we're seeing incremental audiences.
02:03When you think about the social scale that ESPN has,
02:0738 consecutive months of being the number one sports offering in social.
02:11I think it's taking away from sleep.
02:13I mean, it might be taking away from sleep, but like on the entertainment side,
02:17like Danielle was saying,
02:18it's really not taking away from our eyeballs either and our consumption.
02:21Like when you think about specials,
02:24we had a really good year with some of our major specials from the CMAs
02:28to the New Year's Rockin' Eve to Oscars to Emmys,
02:31all double digits up in terms of the consumers,
02:34as well as on the commercial side of the business.
02:37And we have those upcoming again,
02:40which we're really, really excited about.
02:43And then on our streaming platforms, right?
02:45So like Disney, we now have Hulu on Disney Plus.
02:48So there's overall, you're seeing that consumption
02:51across our general entertainment on Disney Plus.
02:54ESPN is coming to Disney Plus.
02:57Disney Plus is going to be that immersive experience
02:59where consumers are going to spend even more time.
03:03They're going to sleep less.
03:05They're going to sleep less.
03:05And we haven't even started talking about that.
03:07ESPN flagship, sorry.
03:08It's a flagship coming next year.
03:10Yeah, I was going to say.
03:10Which is going to be a really amazing immersive experience for consumers.
03:16It's going to be the place to get everything that you need in sports.
03:20I think ESPN already does an amazing job of that, of course,
03:22but it's going to be even more in hand.
03:24And that's another arrow in your quiver to sell to a brand partner.
03:28Absolutely.
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