Friday, September 23, 2022

Amazon Prime Video and exclusive live sports - updated

Amazon Prime Video and the NFL:


Conclusions:
  • The deal ranks as the #2 acquisition in Amazon's history.
  • The US market is ready for streaming-only of live sports.
  • There are lots of synergistic effects: Prime sign-ups, the use of Alexa, Audible sponsorship, partnership for betting, etc.
  • Exclusive live sports is a major content category.
  • Amazon is willing to invest heavily in Prime Video because it drives the Prime membership.
  • Amazon may export the strategy to other countries where scale is sufficient and where the market is ripe for streaming-only (or streaming-first).


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