Kansas City Chiefs quarterback Patrick Mahomes (15) is sacked by Los Angeles Chargers linebacker Drue Tranquill (49) in the first quarter at Arrowhead Stadium on Thursday, Sept. 15, 2022, in Kansas City, Missouri.
Tammy Ljungblad | Tribune News Service | Getty Images
The National Football League season is heading into Week 6, and it’s still unclear which company will become the new owner of Sunday Ticket rights — the only remaining exclusive broadcast package that hasn’t been renewed until 2030.
Applehas been among the favorites to land the package, in part because the league already has broadcast deals in place with rival bidders, including Disney and Amazon. A partnership with Apple would allow the NFL to build a relationship with the deepest-pocketed company in the world.
But existing restrictions around Sunday Ticket have slowed negotiations between Apple and the NFL in recent months, according to people familiar with the matter. Talks between the league and potential buyers of Sunday Ticket are continuing, the people said.
Spokespeople for Apple and the NFL declined to comment.
The NFL and Apple, two of the most powerful corporate entities in the world, are used to getting what they want.
Apple isn’t interested in simply acting as a conduit for broadcasting games, according to Eddy Cue, Apple’s senior vice president of services. Cue oversees Apple’s media and sports partnerships and its streaming service, Apple TV+. Apple is looking for partnerships with sports leagues in which it can offer consumers more than standard rights agreements — such as having free rein to offer games globally or in local markets. Apple has that type of deal with Major League Soccer, a 10-year partnership that begins in 2023.
“We weren’t interested in buying sports rights,” Cue said this week at a Paley Center for Media panel in New York. “There’s all kinds of capabilities that we’re going to be able to do together because we have everything together. And so if I have a great idea, I don’t have to think about, OK, well, my contract or the deal of interest will allow this.”
The iPhone maker is MLS’s exclusive broadcast partner, though some linear networks may buy simulcast rights to the soccer league’s games. The pact allows Apple to stream every game of every season for the next 10 years globally. It plans to build MLS steaming capabilities into its apps, such as Apple News.
While a “great idea” by Cue could potentially manifest into a practical solution quickly with MLS, the same may not be feasible with the NFL, which has been in business with Fox, Paramount Global, Comcast‘s NBCUniversal and Disney for decades. The league also sold its “Thursday Night Football” package to Amazon.
The NFL last year renewed broadcast TV agreements with both Fox and CBS until 2030. Those deals guarantee exclusivity of local games. Fox and CBS have devised entire corporate strategies around that exclusivity, including buying local TV stations that line up with NFL markets where they own rights. For example, Fox owns local stations in locations including Atlanta, Chicago, Philadelphia, Phoenix, San Francisco, and Washington, D.C. — all places with NFC teams, because Fox owns the NFC Sunday package.
Sunday Ticket is also a U.S.-only product. It remains unclear what the NFL is willing to give Apple to enhance a deal beyond what it’s sold to DirecTV for the past 28 years. Still, NFL Commissioner Roger Goodell told CNBC in July part of the benefit of selling to a streamer is to “innovate beyond where we are today.”
Goodell said he plans to choose a new Sunday Ticket home by fall of this year. On that timeline, a winning bidder should be announced in the next 10 weeks. The NFL wants a buyer for Sunday Ticket to pay between $2 billion and $3 billion annually, CNBC has previously reported. That’s a significant increase from the $1.5 billion DirecTV has been paying since 2015. The league is also looking for a company to purchase a minority stake in NFL Media, which includes linear cable networks RedZone and NFL Network, as well as NFL.com. The NFL has been packing the minority stake with Sunday Ticket, though it could decide to sell each separately, Goodell said.
Beyond its MLS partnership, Apple has been laying breadcrumbs that it wants to take a significant plunge into live sports. Apple struck a deal with Major League Baseball to carry exclusive Friday night games this season. And last month, the NFL announced Apple Music as the new partner for the Super Bowl halftime show.
The longer the NFL waits to reach a deal, the less time a new owner of the rights will have to market the product for next season. DirecTV executives have been waiting for nearly two years for a new partner to be announced and have been surprised with how long it’s taken to find one, according to people familiar with the matter. DirecTV has routinely lost money on Sunday Ticket and isn’t participating in this round of bidding, CNBC reported in June.
The satellite provider would be interested in maintaining its commercial agreement to carry games in bars and restaurants or act as a pass-through for the Sunday Ticket winner, where existing DirecTV customers could continue to get the package through its pay-TV service, CNBC reported in June.
Disclosure: Comcast’s NBCUniversal is the parent company of CNBC.
WATCH: Tech analyst Gene Munster on Apple, tech world
Amazon logo on a brick building exterior, San Francisco, California, August 20, 2024.
Smith Collection | Gado | Archive Photos | Getty Images
Amazon representatives met with the House China committee in recent months to discuss lawmaker concerns over the company’s partnership with TikTok, CNBC confirmed.
A spokesperson for the House Select Committee on the Chinese Communist Party confirmed the meeting, which centered on a shopping deal between Amazon and TikTok announced in August. The agreement allows users of TikTok, owned by China’s ByteDance, to link their account with Amazon and make purchases from the site without leaving TikTok.
“The Select Committee conveyed to Amazon that it is dangerous and unwise for Amazon to partner with TikTok given the grave national security threat the app poses,” the spokesperson said. The parties met in September, according to Bloomberg, which first reported the news.
Representatives from Amazon and TikTok did not immediately respond to CNBC’s request for comment.
TikTok’s future viability in the U.S. is uncertain. In April, President Joe Biden signed a law that requires ByteDance to sell TikTok by Jan. 19. If TikTok fails to cut ties with its parent company, app stores and internet hosting services would be prohibited from offering the app.
President-elect Donald Trump could rescue TikTok from a potential U.S. ban. He promised on the campaign trail that he would “save” TikTok, and said in a March interview with CNBC’s “Squawk Box” that “there’s a lot of good and there’s a lot of bad” with the app.
In his first administration, Trump had tried to implement a TikTok ban. He changed his stance around the time he met with billionaire Jeff Yass. The Republican megadonor’s trading firm, Susquehanna International Group, owns a 15% stake in ByteDance, while Yass has a 7% stake in the company, NBC and CNBC reported in March.
— CNBC’s Jonathan Vanian contributed to this report.
A worker delivers Amazon packages in San Francisco on Oct. 24, 2024.
David Paul Morris | Bloomberg | Getty Images
Amazon on Thursday announced Prime members can access new fixed pricing for treatment of conditions like erectile dysfunction and men’s hair loss, its latest effort to compete with other direct-to-consumer marketplaces such as Hims & Hers Health and Ro.
Shares of Hims & Hers fell as much as 17% on Thursday, on pace for its worst day.
Amazon said in a blog post that Prime members can see the cost of a telehealth visit and their desired treatment before they decide to proceed with care for five common issues. Patients can access treatment for anti-aging skin care starting at $10 a month; motion sickness for $2 per use; erectile dysfunction at $19 a month; eyelash growth at $43 a month, and men’s hair loss for $16 a month by using Amazon’s savings benefit Prime Rx at checkout.
Amazon acquired primary care provider One Medical for roughly $3.9 billion in July 2022, and Thursday’s announcement builds on its existing pay-per-visit telehealth offering. Video visits through the service cost $49, and messaging visits cost $29 where available. Users can get treatment for more than 30 common conditions, including sinus infection and pink eye.
Medications filled through Amazon Pharmacy are eligible for discounted pricing and will be delivered to patients’ doors in standard Amazon packaging. Prime members will pay for the consultation and medication, but there are no additional fees, the blog post said.
Amazon has been trying to break into the lucrative health-care sector for years. The company launched its own online pharmacy in 2020 following its acquisition of PillPack in 2018. Amazon introduced, and later shuttered, a telehealth service called Amazon Care, as well as a line of health and wellness devices.
The company has also discontinued a secretive effort to develop an at-home fertility tracker, CNBC reported Wednesday.
Former U.S. Army intelligence analyst Chelsea Manning says censorship is still “a dominant threat,” advocating for a more decentralized internet to help better protect individuals online.
Her comments come amid ongoing tension linked to online safety rules, with some tech executives recently seeking to push back over content moderation concerns.
Speaking to CNBC’s Karen Tso at the Web Summit tech conference in Lisbon, Portugal, on Wednesday, Manning said that one way to ensure online privacy could be “decentralized identification,” which gives individuals the ability to control their own data.
“Censorship is a dominant threat. I think that it is a question of who’s doing the censoring, and what the purpose is — and also censorship in the 21st century is more about whether or not you’re boosted through like an algorithm, and how the fine-tuning of that seems to work,” Manning said.
“I think that social media and the monopolies of social media have sort of gotten us used to the fact that certain things that drive engagement will be attractive,” she added.
“One of the ways that we can sort of countervail that is to go back to the more decentralized and distribute the internet of the early ’90s, but make that available to more people.”
Nym Technologies Chief Security Officer Chelsea Manning at a press conference held with Nym Technologies CEO Harry Halpin in the Media Village to present NymVPN during the second day of Web Summit on November 13, 2024 in Lisbon, Portugal.
Asked how tech companies could make money in such a scenario, Manning said there would have to be “a better social contract” put in place to determine how information is shared and accessed.
“One of the things about distributed or decentralized identification is that through encryption you’re able to sort of check the box yourself, instead of having to depend on the company to provide you with a check box or an accept here, you’re making that decision from a technical perspective,” Manning said.
‘No longer secrecy versus transparency’
Manning, who works as a security consultant at Nym Technologies, a company that specializes in online privacy and security, was convicted of espionage and other charges at a court-martial in 2013 for leaking a trove of secret military files to online media publisher WikiLeaks.
She was sentenced to 35 years in prison, but was later released in 2017, when former U.S. President Barack Obama commuted her sentence.
Asked to what extent the environment has changed for whistleblowers today, Manning said, “We’re at an interesting time because information is everywhere. We have more information than ever.”
She added, “Countries and governments no longer seem to invest the same amount of time and effort in hiding information and keeping secrets. What countries seem to be doing now is they seem to be spending more time and energy spreading misinformation and disinformation.”
Manning said the challenge for whistleblowers now is to sort through the information to understand what is verifiable and authentic.
“It’s no longer secrecy versus transparency,” she added.