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In Long-Term NFL Extension, Disney Could Start To Do End-Run Around Pay-TV Bundle, Wall Street Analysts Expect

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After the $100 billion-plus rights deals were announced Thursday by the NFL, Wall Street analysts agreed that the league was the big winner.

Still, they do see some rights holders being able to score despite the hefty price.Disney in particular gained attention for paying the lowest increase from the previous deal to the new one and also for securing exclusive streaming and Super Bowl rights.

Monday Night Football will also be able to “flex” more desirable games into its schedule, unlike in the past.While the scenario of ESPN leaving the traditional ecosystem for streaming has been floated for a while – and the company insists it is premature – the new deal could provide a foundation for it.

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