David Karnofsky

Media analyst at JPMorgan focused on media and entertainment finance, providing Wall Street perspectives on rights deals, distribution, and sector trends.

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Jan 1, 2026 • 28min

NBA gives more thoughtful Christmas presents; Will DAZN pull the trigger on Main Street?

David Karnofsky, a media analyst at JPMorgan, and Naveen Sarma from S&P Global dive into the dynamic world of sports media. They assess the NBA's standout Christmas offerings compared to the NFL and the implications of a potential DAZN-FanDuel partnership. The analysts discuss YouTube's deal with Disney and impact on streaming platforms, while evaluating the challenges faced by traditional cable in light of cord-cutting trends. They also explore the significance of the NFL for broadcasters and ESPN's new app driving deeper fan engagement.

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