netnet Posted April 10, 2017 Share Posted April 10, 2017 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 Link to comment Share on other sites More sharing options...
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