How much longer will DAZN last?

[RJJ-94-02=GOAT]

You measure success one way. It's not the way most digital disruptors measure success. If they did then we wouldn't have Uber, Afterpay, Amazon, Facebook, Google...

That might be why these people are in this line of business and you're not

There's been plenty of progress. Subscriber growth and retention rates will their biggest measures at this point. I'm certain of that.

The numbers don’t lie. DAZN has not been successful as of late. You don’t need 4 billion injected as part of a recapitalisation strategy if you’re hitting your targets.

[RJJ-94-02=GOAT]

That’s more realistic than them making money on that sparring feast last Saturday

If you can’t recoup on your stars like Canelo, GGG etc that’s worrying. There’ll be some uncomfortable discussions for Hearn, Markowski etc with their higher ups in the coming weeks.

[TMLT87]

Yeah. I heard about that 1.3 billion. Ultimately, the issue is the same: Boxing is a niche sport, and when you are nothing but a boxing platform (no futbol, golf, tennis, etc.), then there's no way to make it profitable.

Pretty much. Realistically they needed to get NFL or NBA rights in America then a few smaller but still significant licences on top of that if they really wanted to make waves.

[TMLT97]

Probably longer than your new alt.

Sorry sir, but this is my first time posting here.

[MulaKO]

If you can’t recoup on your stars like Canelo, GGG etc that’s worrying. There’ll be some uncomfortable discussions for Hearn, Markowski etc with their higher ups in the coming weeks.

All and all the more the merrier for us fans ( not gonna get into the bullchit politics about in house fighting )
But in all reality the more company’s out there the better for us fans and for boxing

[Toffee]

The numbers don’t lie. DAZN has not been successful as of late. You don’t need 4 billion injected as part of a recapitalisation strategy if you’re hitting your targets.

And you don't invest another 4 billion if you're not hitting certain targets... you would fold it.

Subscriber growth and retention rates. People thought Bezos was a fool when Amazon was losing money and all he cared about was subscriber growth and retention rates.

Now the best business schools in the world use Amazon as a case study.

The prize is massive. They're targeting the global sports market. If it was easy it would already be done.

[Mr Giggles]

Hearn is losing them money in bucket loads. So probably not much longer until they ditch him and get someone better

[RJJ-94-02=GOAT]

And you don't invest another 4 billion if you're not hitting certain targets... you would fold it.

Subscriber growth and retention rates. People thought Bezos was a fool when Amazon was losing money and all he cared about was subscriber growth and retention rates.

Now the best business schools in the world use Amazon as a case study.

The prize is massive. They're targeting the global sports market. If it was easy it would already be done.

For every Amazon there’s a Quibi. They also invested billions despite clear red flags the model wasn’t sustainable.

DAZN definitely need an overhaul if they’re to build a sustainable business model. Especially in the US and UK.

[Inspired]

For every Amazon there’s a Quibi. They also invested billions despite clear red flags the model wasn’t sustainable.

DAZN definitely need an overhaul if they’re to build a sustainable business model. Especially in the US and UK.

the net worth of len blavatnik went from 19b to 38b from 2018 to 2022
the one common denominator is his own image/profile has gone up due to dazn's entry into the US via boxing.

think of it like insurance, same way abramovic invested in chelsea, to whitewash his image and for a brand image when he starts floating stock. however you're right in that there is no guarantee. that's pretty much true for everything.


However as far as dazn's accounts go, you have to remember that unlike retail where stocks hold real value, the primary stock here being rights aquired, hold no intrinsic value until the subs come in. So they spend $100m, then get revene of $200m the next year, they really doubled their investment but in the same year would go on to spend $300-400m on rights only to once again take in twice the revenue. on paper that tax year, they'll be $200m down.

whilst covid hit, their rivals also lost more than they did, so they've gone all out aquiring rights given the opportunity.

to me it looks like they're far from losing money and have aquired rights which will pay dividends