Ben Gilbert: evaluation

Transcript context

…And news is coming out now right at the end of the season that from a economics perspective for Amazon and an ad basis, it vastly underperformed expectations. Then Amazon is having to do make goods with the advertisers because Amazon wasn't able to get enough people to watch the streams because frankly, I think a lot of people want to watch the NFL on TV. It's kind of complicated to figure out how to stream it and watch it through Amazon. I know it can just happen on my little set top box and my Apple TV install the app and this, that and the other thing. But you know, it's easier for most people turning on channel three. It's totally fascinating watching the balance of power and the value chain. You might think, huh, well, is the packaging component that the NFL does of the talent and the coaches and creating the storylines actually where all the value lies. It's interesting to me that the players, the NFL PA has managed to negotiate for half the revenue good on the players association for getting that big a piece of the pie because they've actually done a pretty good job of managing to shift some of the value from the NFL even further upstream to the NFL suppliers rather than letting it all sort of collect in the packaging component that the NFL has. Yep. Doing this whole episode has made me really realize that there is a huge amount of value add that the NFL and their partners bring to the product beyond the players. Now, nobody should ever shed a tear for the NFL and the owners at the expense of the players ever. But if you were to make an argument that the players are everything, they are the product, the game on the field that they play is the product full stop, they should get much more. I don't think that's a fair argument. They play a football game, but the NFL's product is sports entertainment.…

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