Possible scenario
Rights Arms Race
25% Chance
The Disney+ Super Bowl accelerates competition among streamers, broadcasters, and tech platforms for NFL inventory. The league uses the event to increase pricing power and push more premium games into hybrid or exclusive digital packages.
Secondary impacts
- Consumer Services +0.4%
- Telecommunications -0.1%
Tickers
- DIS+2.1%
- NFLX+1.2%
- SKYD-0.7%
- AMZN+0.7%
- -0.6%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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