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Motley Fool Hidden Gems Investing

Unbundle, Re-Bundle, Sell Ads

26 min6 januari 2025

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.


(00:14) Tim Beyers and Dylan Lewis discuss:

- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.

- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.

- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint


(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.


Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD


Host: Dylan Lewis

Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier

Producer:Ricky Mulvey

Engineers: Rick Engdahl


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