>>13115080Let's break it down
>The value of the brand and revenue increased 60% last year>The value of the brand up 60%Based on internal valuations, worthless nonsense startups do to court investors
>Revenue is up 60%That's good ... unless my costs are scaling with revenue so if sega sells a million dreamcasts inJapan, but those machines are sold at a loss with a low attach rate, well then I might be accumulating a lot of debt by selling more machines. Without knowing costs an unanswered revenue number is worthless. Cool you made more revenue, but you can always increase revenue by selling at a loss.
>Will almost certainly increase this year between escalating TV right and 52 weeks of a new show as wellHe's assuming that even with its diminishing ratings and lack of growth its ordained that AEW will get more money for its TV deals based on other sports deals because he thinks AEW is on par with the NHL and not the USFL
>As Well as more PPVsIf I was looking at AEW as a business knowing that they are having more PPVs is worthless unmoored from the overhead costs and net returns from said PPVs
>Certainly with streaming rightsWhat streaming rights? Have they sold the catalogue? What is the current streaming rights deal and do you expect them to make more?
>And three TV shows to sell this yearDave restating his 52 weeks of a show comment because he does not actually understand business, but to belabor the point, you had three shows for half of 2023. With the 2023 deal did they add a show without an increase in their deal? If they were willing to do that what Television executive is going to look at the situation and say "They work for peanuts, let's give them more money"
>certainly the hope is to greatly increase media rightsThe thesis is that AEW hopes to make more money, great business insight Dave.
>It's not complicatedThe tweet was rambling lies meant to obfuscate that they are hemoraging money
