Dallas Cowboys wide receiver Brandon Smith during the game between the Dallas Cowboys and the Jacksonville Jaguars
Matthew Pearce | Icon Sportswire | Getty Images
Amazon is in talks to acquire the rights for the National Football League’s “Sunday Ticket” package and is seen as the front-runner by others involved in talks with the league, according to people familiar with the matter.
Amazon has a serious interest in the multiyear package of out-of-market games, said the people, who asked not to be named because the discussions are private. Amazon in May agreed to pay about $1 billion per year to become the exclusive provider of Thursday Night Football games beginning next year. That deal made Amazon Prime Video the first-ever streaming service to own an exclusive NFL broadcast package.
An Amazon spokesman declined to comment on “Sunday Ticket” discussions.
The NFL is expected to ask for $2 billion to $2.5 billion per year for the package and wants to wrap up discussions before the season ends in February, two of the people said. “Sunday Ticket” has been owned by DirecTV for the past 27 years. Talks are progressing with interested parties, suggesting the league is getting closer to choosing a new provider, said the people.
NFL Commissioner Roger Goodell told CNBC on Wednesday the out-of-market Sunday game package “maybe will be more attractive on a digital platform” as streaming platforms continue to add subscribers at the expense of traditional pay-television. Goodell also suggested to CNBC that the league is looking for one strategic partner to acquire not only “Sunday Ticket” rights but to also invest in NFL Network, which airs NFL content all year, and NFL RedZone, which shows live footage of game action when teams are close to scoring touchdowns. The NFL currently owns both NFL Network and NFL RedZone.
Amazon has competition for the Sunday game rights. ESPN Chairman Jimmy Pitaro told Bloomberg this week that “Sunday Ticket” is “an incredibly valuable product” and acknowledged that Disney has had exploratory conversations with the league. The Information news site reported that Apple has also expressed interest in the package. NBCUniversal’s Peacock is not expected to bid for the rights, according to a person familiar with the matter.
Several media executives involved in the discussions told CNBC they viewed Amazon as the favorite to win the rights to the package. NBC News reported Amazon and ESPN’s early interest in the package in July.
DirecTV’s tenure
DirecTV is still considering its options but may not have the balance sheet to compete with Amazon or Apple, whose market valuations are close to or above $2 trillion, two of the people said.
DirecTV has paid about $1.5 billion per year for “Sunday Ticket” for the past seven seasons and currently charges about $300 for the package as an add-on. The satellite TV provider also now offers “Sunday Ticket” as a component of its “Choice,” “Ultimate,” and “Premier” pay-TV packages.
DirecTV has lost money on “Sunday Ticket” for many years. At its current $300 price point, DirecTV would need 5 million subscribers to break even. DirecTV has averaged closer to 2 million “Sunday Ticket” subscribers for many years, according to a person familiar with the matter. Executives at DirecTV and its majority owner AT&T have argued that “Sunday Ticket” has become increasingly diluted over the years as the NFL removes Sunday games and adds Thursday, Saturday and Monday Night games.
Still, DirecTV was willing to use “Sunday Ticket” as a loss leader if it turned subscribers into year-long satellite-TV customers. That way, the company could recoup some of its losses by collecting monthly pay-TV fees during the NFL season and its seven-month-long offseason.
Why Amazon makes sense
The NFL may be able to significantly expand the audience for “Sunday Ticket” by separating the product from DirecTV. The satellite-TV provider allows customers to stream “Sunday Ticket” without becoming a DirecTV customer only if they live in areas where they don’t have access to DirecTV. A streaming service would allow anyone access to “Sunday Ticket” without the additional restriction of having to switch one’s pay-TV provider to DirecTV. That could unlock the product to millions of Americans who buy cable TV service bundled with broadband. DirecTV doesn’t offer high-speed Internet service.
Amazon Web Services has also been the NFL’s technology provider in the development of Next Gen Stats, which has analyzed and stored data on every NFL player and play since 2017. The NFL has a history of working with broadcast partners with which it has established relationships. The league re-upped broadcast deals with all of its existing media partners earlier this year. While Apple’s spending power rivals Amazon’s, Apple doesn’t share the same relationship history with the NFL.
Buying live sports rights also allows Amazon to expand its business while regulators crackdown on big technology acquisitions. Amazon has previously been able to grow into new businesses by acquiring companies Whole Foods, Ring and Zappos. That avenue may be temporarily restricted as new FTC Chair Lina Khan, who has been critical of Amazon’s growing market power and influence on the economy, examines Amazon’s deals. How regulators view Amazon’s pending MGM deal will be a window into Khan’s thinking.
— CNBC’s Jabari Young assisted with this story.
Disclosure: NBCUniversal is the parent company of CNBC.
Salesforce CEO Marc Benioff participates in an interview at the World Economic Forum in Davos, Switzerland, on Jan. 22, 2025.
Chris Ratcliffe | Bloomberg | Getty Images
Salesforce has cut 4,000 of its customer support roles, CEO Marc Benioff recently said while discussing how artificial intelligence has helped reduce the company headcount.
Benioff revealed the layoffs during an interview published Friday on The Logan Bartlett Show podcast.
“I’ve reduced it from 9,000 heads to about 5,000, because I need less heads,” Benioff said while discussing the impact of AI on Salesforce operations.
Salesforce has been on the front lines of the AI revolution and has built what it calls an “Agentforce” of customer service bots.
“Because of the benefits and efficiencies of Agentforce, we’ve seen the number of support cases we handle decline and we no longer need to actively backfill support engineer roles,” Salesforce said in a statement Tuesday to NBC Bay Area.
Laurie Ruettimann, a human resources consultant, said AI is affecting jobs in several industries.
“There have been layoffs all over America directly attributed to AI,” Ruettimann said, adding anyone who wants to stay employed or looking for work needs to learn new skills.
“If your network could get you a job, it would have done it already. It would have done it yesterday,” Ruettimann said. “It’s on you to expand your vision, to expand your horizons and to meet new people.”
Analyst Ed Zitron said AI is being blamed by tech companies that over hired during the pandemic. The companies are now looking to lure investors by claiming to be more efficient, Zitron said.
“It’s just a growth at all costs mindset,” Zitron said. “The only thing that’s important is growth, even if it ruins people’s lives. Even if it makes the company worse and provides an inferior product.”
Tim Cook, CEO of Apple Inc., during the Apple Worldwide Developers Conference at Apple Park campus in Cupertino, California, on June 9, 2025.
David Paul Morris | Bloomberg | Getty Images
Apple shares rose more than 3% in extended trading Tuesday after a federal judge ruled that Alphabet may continue making payments to preload Google Search onto the iPhone.
Although Apple wasn’t a party in the search monopoly trial, the judge was considering remedies that would bar Google from paying billions per year to Apple to be the default search engine on the Safari browser on iPhones, Macs and iPads.
“Google will not be barred from making payments or offering other consideration to distribution partners for preloading or placement of Google Search, Chrome, or its GenAI products,” Judge Amit Mehta wrote in his decision.
“Cutting off payments from Google almost certainly will impose substantial — in some cases, crippling — downstream harms to distribution partners, related markets, and consumers, which counsels against a broad payment ban,” the decision continued.
The landmark case focused on Google’s dominance of the general search market, Google’s violations of the Sherman Act and the barriers to entry that the search engine erected.
However, the judge said that Google will be barred from entering or maintaining “any exclusive contract” related to preloading its search engine or key apps on devices, specifying that Google can’t bundle its Android services with Google search or condition revenue share agreements on the acceptance of other Google apps or services.
The decision said that Apple’s deal with Google to be the default search engine was “exclusive” because it established Google as the default out-of-the-box search engine.
But while Mehta put restrictions on Google making payments to ensure its products receive exclusive distribution, he fell short of banning those payments entirely, leaving open the possibility that the two companies could strike a new deal. The remedies would limit any revenue-sharing agreement to one year, according to the Department of Justice.
Apple did not immediately respond for a request for comment.
“Now the Court has imposed limits on how we distribute Google services, and will require us to share Search data with rivals,” Google said in a blog post. “We have concerns about how these requirements will impact our users and their privacy, and we’re reviewing the decision closely.”
The U.S. Department of Justice filed its suit against Google in 2020, alleging that Google kept its share of the general search market by erecting strong barriers for challengers, such as its default search deals. The U.S. District Court in Washington ruled last August that Google violated Section 2 of the Sherman Act. Eddy Cue, Apple’s senior vice president of software and services, testified on Google’s behalf about potential remedies.
Tuesday’s filing was the first time the judge had detailed his proposed remedies.
Analysts previously said that it may take years before Apple is forced to make changes in response to a Google suit ruling. Google has said it will appeal the ruling, and analysts say any remedies trial could last for up to two years. Google can also appeal the outcome of the remedies trial, and the Supreme Court can choose take a look at it once appeals are exhausted.
Google CEO Sundar Pichai (L) and Apple CEO Tim Cook (R) listen as U.S. President Joe Biden speaks during a roundtable with American and Indian business leaders in the East Room of the White House on June 23, 2023 in Washington, DC.
Anna Moneymaker | Getty Images
Default agreements
While Google contracts with companies such as Samsung and browser-maker Mozilla to be the default search engine on their platforms, the most important and biggest such “default agreement” deal is with Apple. Google paid all partners $26 billion in total to be the default search engine in 2021, according to documents discussed in court.
Google paid because it funnels traffic from Apple’s 1 billion iPhone users to its search engine, and the revenue is critical for the growth of Apple’s services business, which investors love because it is so much more profitable than hardware sales.
In addition to the licensing payments, Apple says that it uses Google because it’s the best search engine and that its priority is to offer the best tools to its customers.
Apple also has options if it cannot make Google the default search engine. Earlier this year, for example, Apple’s Cue said in court as a witness for Google that the iPhone maker is also considering adding AI search engines as options to its software.
“Cue’s testimony establishes that Google’s high revenue share payments deterred Apple from trying to capture for itself all the advertising rents that flow through the Safari browser’s default search box,” the judge wrote in Tuesday’s filing.
Apple’s revenue from Google is reported in its financials as advertising revenue, which is reported as part of the company’s Services business, which also includes AppleCare warranties, cloud services like iCloud, and digital content like apps and Apple Music.
Waymo partners with Uber to bring robotaxi service to Atlanta and Austin.
Uber Technologies Inc.
Alphabet’s Waymo unit will begin test drives of its robotaxis in Denver and Seattle this week, with humans behind the wheel, the company said Tuesday.
“We will begin driving manually before validating our technology and operations for fully autonomous services in the future,” a company spokesperson said in an email. Waymo announced the tests in blog posts.
The autonomous vehicle venture aims to expand its driverless, ride-hailing service across the U.S. after already launching commercial operations in Austin, Texas, as well as Atlanta, San Francisco, Phoenix and Los Angeles.
In some markets, including Austin and Atlanta, Waymo’s driverless rides can only be hailed through the Uber app. In others, riders must use the company’s stand-alone Waymo One app to book a robotaxi.
Safety drivers, who are employees of Waymo, will man the steering and braking behind the test vehicles in Denver and Seattle. The company is also running similar tests with its robotaxis in New York, having recently obtained permits in the biggest U.S. market.
The company’s test fleet in Denver and in Seattle will include a mix of their fully electric Jaguar iPace and Geely Zeekr AVs.
Waymo told CNBC that it will have up to a dozen cars each in Denver and Seattle to start testing.
Waymo’s primary competition on the global stage is Baidu-owned Apollo Go in China, which operates driverless ride-hailing services across Asia. Meanwhile, Tesla has obtained a permit to operate a ride-hailing business in Texas, and is testing a manned robotaxi service in Austin and another in San Francisco.