SBJ Morning Buzzcast: November 19, 2025

Austin Karp, Joe Lemire, Rob Schaefer and Chris Smith look back at the key themes from yesterday's Media Innovators -- including content delivery and the future of sports bundles. The group also looks ahead to today's Dealmakers conference and how private equity will be in the spotlight throughout the day. 

Timestamps

00:06 – Intro: Austin Karp kicks off from Times Square00:32 – Biggest takeaway: Discoverability challenges for sports media01:19 – Wall Street analysts on ESPN-YouTube TV deal & Paramount Global02:03 – Cord-cutting vs cable: Matt Ho’s bullish stance02:31 – AI in sports content: PGA Tour, NBA, and Genius Sports innovations04:32 – Content delivery trends: Ingestion, streaming bundles, TikTok impact05:53 – Spotlight on John Fanta’s broadcasting journey06:29 – Dealmakers preview: Private equity, tech, and new investment ideas07:12 – Heavy hitters panel: Future of Sports Capital with KKR, Sixth Street, Redbird07:46 – Morning sessions: Sports tech disruptors & athlete investment strategies08:56 – Closing thoughts: NBA expansion in Europe and key storylines

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