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Greg Maffei (Liberty complex) at Morgan Stanley Conference


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Here are Greg Speicher's notes

  • Formula 1: great international sports franchise; 400 million+ TV audience; many parts of the business are under-exploited such as sponsorships.
  • Chase Carey is a great manager who has brought on some top-tier talent to round out the management team.
  • Race calendar is locked in for 2017 and probably 2018. Sponsorship has the most potential for near-term improvements.
  • The races need to be more interesting. This will take some time.
  • They think the opportunity is bigger than they first thought.
  • Teams have an interest in a more balanced league will make the product more compelling.
  • Best TV deal is in the U.K. There is a lot of potential to improve the TV deal in the U.S.
    Liberty Sirius XM.
  • Pandora is way under monetized. The subscription streaming business does not have very good economics.
  • The free radio market is still a $16 billion market. Perhaps Pandora could help Sirius to go after some of that money.

 

The rest of the notes is at http://gregspeicher.com/?p=4748

To listen to it yourself here: https://cc.talkpoint.com/morg007/022717a_as/?entity=29_8S8DC40

 

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