Earnings+More pod #17

Monsieur 10%

1

Welcome to the latest industry ramblings from E+M. This week Scott and Jake discuss Kindred’s Capital Markets Day presentation from yesterday and the company’s comments on the US in light of the news this week of a significant marketing appointment at Fanatics and comments from Bob Chapek at Disney and its plans for an ESPN sports-betting app. Plus, Catena Media, the subject of this week’s Deal Talk edition, and more from Allwyn as it prepares to list in the US later this year.

Close to the edge.


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Further reading

Kindred

Watch the five hours or more of Kindred’s Capital Markets Day presentation in London yesterday. Alternatively, read our summary in the Weekend Edition tomorrow.

Backgrounder: E+M on Kindred’s Q2 earnings.


Fanatics and ESPN

Fanatics gets its man: How the Wall Street Journal (!) broke the news of Fanatics’ recent hire.

Jason White on LinkedIn: “My edge just pushed out a little further.”

Bob Chapek from Disney says it is “working very hard” on an ESPN sports-betitng app.


Deal Talk

Read the September edition of Deal Talk where we discuss Catena Media’s strategic review as well as take a look at the state of play with betting and gaming-related SPACs.

Earnings+More
Deal Talk - September
Welcome to this month’s edition of E+M’s monthly newsletter Deal Talk, discussing what’s being spoken about away from the earnings announcements and analyst calls of the betting and gaming sector. In this issue: Catena Media faces a decision over its future…
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A break

The E+M pod will be taking a break for the next two weeks as we attempt to cover the upcoming SBC Summit in Barcelona next week and iGaming NEXT in Valletta the week after.

  • Look out for our SBC Summit preview edition on Tuesday which will also report on the first day of Gaming in Germany taking place in Berlin on Monday and Tuesday.


Calendar

  • Sep 19-20: Gaming in Germany

  • Sep 21-22: SBC Summit Barcelona


Contact us

  • Scott Longley scott@clearconcisemedia.com

  • Jake Pollard jake@openmediaservices.com