Episode 12: HBO Max Gets Into Live Sports; The Challenges and Opportunities for CTV; Vizio’s AVOD Revenue Growth

This week, we highlight HBO Max's entry into the live sports market, with the news that it will broadcast more than 20 U.S. Men’s and Women’s National Soccer matches each year. We also discuss what Disney’s new ad-supported subscription for Disney+ might look like when the option launches in late 2022. We also break down AppLovin’s acquisition of CTV platform Wurl for $430 million, based on projected 2023 revenue of $75 million and the challenges and opportunities for the entire CTV market going forward. Companies and services mentioned: HBO Max, WarnerMedia, Netflix, Turner Sports, Disney+, Paramount+, Netflix, Vizio, Pluto TV, AppLovin, Wurl, Human, fuboTV, Roku, Samsung, LG, NBC Sports.Articles Mentioned- Vizio Q4 Earnings: Platform+ revenue of $105.1M, up 74%; SmartCast Active Accounts grew 24% to 15.1M; ARPU of $21.68, up 67%; Total revenue of $628.8M, down from $734.3M y/o/y.- Turner Sports and the U.S. Soccer Federation have reached an eight-year multimedia rights agreement that will make TNT/TBS and HBO Max the exclusive English-language home to more than 20 Women’s and Men’s National Team matches each year.Podcast produced by Security Halt Media