Shoppers are adding to cart for the holidays

Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.

Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

This Weeks Snapshots

  • Macau Grand Prix breaks records, driving $185–265M in impact and half a million visitors with casino and big-brand support.

  • Franchise valuations soar across padel, F1, Saudi clubs, and crypto-backed football; M&A and club expansion accelerate globally.

  • Live sports media deals surge, Disney-YouTube TV blackout ends, Apple absorbs MLS, and major sponsorships shift at Man United and DP World Tour.

  • Major stadium and tech investments continue with Aviva renewing Dublin naming rights and AWS powering the DP World Tour’s digital transformation.

  • New integrity measures and scandals dominate the news, MLB microbetting cap, British Basketball’s liquidation, UEFA club funding crisis, WNBA CBA talks, and match-fixing investigations reveal industry tensions.

This Weeks Key Market Movers

Walt Disney Company (The) $DIS ( ▼ 0.94% )
$105.69 | -5.38% YTD | -10.4% LTM
Disney’s stock sank nearly 8% this week after disappointing earnings, weak TV and film results, and the YouTube TV blackout drove investor uncertainty.

Under Armour, Inc $UAA ( ▼ 2.07% )
$4.26 | -49.29% YTD | -1.74% LTM
UAA part with Steph Curry and plan to cut costs by $95 million, raising total restructuring costs to $255 million.

Netflix $NFLX ( ▲ 5.97% )
$110.29 | +23.16% YTD | +31% LTM
Netflix stock drops 11%, Trump buys $82 million in bonds.

fuboTV Inc $FUBO ( ▲ 1.72% )
$3.36 | +158.46% YTD | +148% LTM
FuboTV’s stock dropped sharply due to unsustainable content costs, disappointing subscriber growth, and escalating cash burn that triggered liquidity concerns.

Motosports Games Inc. $MSGM ( ▲ 1.11% )
$3.14 | +134.33% YTD | +113% LTM
Driven by the strong performance of their racing simulator game Le Mans Ultimate and a notable increase in gross margin to above 80%.

Netflix is the global leader in on-demand streaming, driven by exclusive original series, international reach, and algorithm-driven user engagement, remaining consistent and stable in subscriber growth. FuboTV specializes in live sports and TV, bundling a vast channel lineup and real-time features, with standout growth potential but ongoing volatility due to costly sports rights and a more niche audience focus.

Story of the Week

The 2025 Macau Grand Prix:

The 72nd Macau Grand Prix (Nov 13–16, 2025) reignited the city’s streets in a four-day festival of speed and commerce. Operating at an estimated cost of US$30 million (MOP 240 million), it drew 500,000 visitors, packed stands, and global attention cementing its legacy as Asia’s “Monte Carlo.”

First run in 1954, the event evolved from a local road race over dirt tracks into one of the world’s most storied urban motorsport fixtures. The Guia Circuit’s tight corners and high walls have crowned future icons from Ayrton Senna to John MacDonald, making Macau both a finishing school and launchpad for global racing talent.

Sponsorship and Commercial Model:

  • Casino Sponsorship Core: Macau’s six major casino groups, Galaxy Entertainment, Melco Resorts, MGM China, Sands China, SJM Resorts, Wynn Macau each contribute US$2.5 million (MOP 20 million), totaling US$15 million, or 40%+ of the total budget. In return, they dominate trackside branding, hospitality suites, and luxury positioning.

  • Brand Integration: Partners like BMW (safety car), Air Macau (official airline), and beverage, hotel, and automotive brands use the event for VIP activations, launches, and travel tie-ins.

  • ROI & Media Multiplier: Hotels hit 90% occupancy and consumer spending exceeded US$11.6 million (restaurants: US$6M, transport: US$1.5M). The event’s overall value is estimated at US$185–265 million (MOP 1.5–2.3 billion), one of Macau’s strongest non-gaming returns.

Asia’s Investment Engines:

Macau and Singapore both stand out, not in rivalry, but in strategic complementarity.

  • Singapore F1: Draws 250,000+ international visitors, generates US$130+ million annually in tourism, costs US$78–140 million, and is backed by government and top-tier global sponsors.

  • Macau GP: Costs US$30 million, driven by casino funding, attracts 500,000 visitors, and delivers up to US$265 million in total impact, prioritizing VIP client engagement and regional motorsport growth.

2025 Race Winners:

🏁FIA Formula Regional World Cup: Théophile Naël (France), KCMG ENYA Pinnacle Motorsport
🏁FIA GT World Cup: Antonio Fuoco (Italy), Ferrari AF Corse
🏁FIA Formula 4 World Cup: Jules Roussel (France), R-ace GP
🏁Macau Motorcycle Grand Prix (57th): Davey Todd (UK), BMW
🏁FIA TCR World Tour (Macau Guia Race): Josh Buchan (Australia), HMO Customer Racing (Hyundai)

This Weeks Global Sport, Business of Sport and Sports Investment News

Sports Investment & M&A:

Padel on the Rise:

Franchise values in the North American Pro Padel League have surged from $200,000 entry fees in 2023 to more than $10 million in recent deals, led by the Los Angeles Beat acquisition. The league has raised over $2 million to date and is offering a $4 million season prize pool, a sign of investor confidence despite the sport’s small U.S. footprint of roughly 700 courts. PPL’s strategy blends international expansion and media monetisation, streaming on YouTube, the Tennis Channel, and Telemundo while courting paid rights deals in markets like Mexico. Viewership is climbing even as domestic TV interest remains muted. With another funding round planned, the league is targeting cash-flow positivity by pairing profitable territories with long-term growth markets.

From Wall Street to the Saudi Pro League:

American investor Ben Harburg has acquired Saudi Pro League side Al-Kholood, with plans to turn it into a sustainable mid-tier club modeled after Brentford and Brighton. Harburg is applying a data-led, Moneyball-style approach focused on value talent, efficient spending, and academy development for future transfer profits. Newly promoted and sitting 10th in the table, Al-Kholood has already added players like Ramiro Enrique, John Buckley, and Abdulaziz Al-Aliwa under coach Des Buckingham. Harburg sees the project as part of Saudi football’s “true privatisation” phase, shifting from state-backed marquee deals toward investor-led, performance-based ownership.

The ‘Bitcoin Club’ Targeting the Premier League:

Real Bedford, backed by the Winklevoss twins’ $4.5 million Bitcoin investment and led by Peter McCormack, has powered through English non-League tiers with ambitions to reach the EFL and even the Premier League. The club’s novel model blends crypto-backed sponsorships, including a £500,000 Gemini shirt deal paid entirely in Bitcoin, driving last season’s turnover to £640,000, though costs soared to £1.3 million with expanded player and infrastructure investment. Despite projecting up to £900,000 in losses this year amid Bitcoin market swings, club assets now exceed £6 million through crypto appreciation. Rival Bedford Town, by contrast, relies on traditional community support and recent infrastructure spending, resisting merger talks over divergent philosophies. The standoff underscores the clash between crypto-fueled disruption and grassroots values in English football’s emerging financial landscape.

Mercedes in Talks to Sell Stake:

Mercedes F1 CEO Toto Wolff is reportedly in advanced negotiations to sell approximately a 5% stake in the team to CrowdStrike co-founder and CEO George Kurtz, potentially valuing the team at a record $6 billion. The transaction would involve Kurtz joining the holding company that owns Wolff’s existing 33% share, with Wolff retaining his roles as CEO and team principal. This deal builds on the established commercial partnership between CrowdStrike and Mercedes F1.

Sunderland AFC Selling Women’s Team Stake:

Sunderland AFC is currently engaged in negotiations to sell a stake in its women's team, with discussions involving three potential investors. One interested party proposed acquiring stakes in both the men's and women's teams at an approximate valuation of $593 million, but this offer was declined. Since May 2023, co-owners Kyril Louis-Dreyfus and Juan Sartori have maintained a firm position on selling only a stake in the women's team.

Teams & Franchises:

F1 Team Valuations (provided by Sportico):

Formula One team valuations have soared, with the average now at $3.42 billion, doubling over two years and rising 48% since 2024. Ferrari tops the chart at $6.4 billion, ahead of Mercedes at $5.88 billion and McLaren $4.73 billion, which leads valuation growth with a 203% two-year surge, outpacing Red Bull’s 79% climb to $4.32 billion. Aston Martin, benefitting from backing by Arctos Partners and HPS Investment Partners under Lawrence Stroll, is valued at $3 billion. Other teams, from Williams to Haas, have also seen marked gains, buoyed by the grid’s scarcity, only ten teams currently, with an eleventh set to join via Cadillac after a $450 million anti-dilution fee. Leadership signals no further expansion, cementing F1’s exclusivity, with only the NFL and NBA surpassing its average team worth in global sport.

NFL Growing in Spain:

The Madrid Bravos, founded in 2023, have rapidly grown their fanbase, with average game attendance tripling to 3,000 as Spain’s interest in American football surges, bolstered by the NFL staging a landmark regular-season game at Real Madrid’s Bernabeu. The franchise targets 5,000 fans per game and a potential venue upgrade, capitalizing on momentum and U.S. talent with NFL-linked players and coaches. Within the expanding 16-team European League of Football, the Bravos’ rise highlights both promise and ongoing challenges: teams are pushing for financial and structural reforms to improve economic fairness and professional standards. The ELF is driving sustainable growth by capping foreign player slots and investing in local development, offering new career pathways for European athletes while positioning the sport for long-term commercial viability.

Women’s Football Dominating in Canada:

The inaugural Northern Super League (NSL), Canada’s first professional women’s soccer league, concluded its first season with the Vancouver Rise winning the championship. The league, which launched in April with six teams and secured sponsorships from Coca-Cola, Toyota, and DoorDash, attracted significant fan engagement including over 14,000 attendees at its opening game. The Canadian government committed up to CAD 5.45 million to support facility upgrades aimed at fostering NSL growth and regional economic development. The league plans to expand by adding a seventh team next season, reflecting strategic efforts to build pathways for women’s sports and capitalize on this rapidly growing sector within Canada’s sports industry.

India Women’s Cricket Win is Expanding Commercial Opportunities:

India’s women’s cricket team accelerated its brand value after clinching the 50-over World Cup at home, a breakthrough moment transforming women’s sports marketing in the country. Top stars like Harmanpreet Kaur and Smriti Mandhana have signed a wave of endorsement deals spanning real estate, FMCG, automotive, and banking, with some signing long-term partnerships even before the final. Commercial valuations have jumped 20–300%, reflecting the endorsement market’s rapid pivot to women athletes after a decisive semi-final win over Australia, which marketers call a “commercial inflection point” surpassing traditional, male-focused categories. With experts now urging brands to invest for the long haul, women’s cricket is positioned as a major growth story in India’s sports business landscape.

Sports Broadcasting & Media:

YouTube & Disney End 15-Day Standoff:

Disney and YouTube TV finalized a deal reinstating ESPN, ABC, and other Disney-owned channels for 10 million U.S. subscribers following a nearly two-week blackout that disrupted major live sports, including college football and Monday Night Football. The new agreement includes ESPN’s “Unlimited” direct-to-consumer service in YouTube TV’s base package at no extra cost, expanding premium sports content access, particularly for WWE fans. The restoration adds stability to YouTube TV, now the third-largest cable-like U.S. provider, as subscriber numbers are set to surpass traditional cable. The negotiation drew national attention, with subscriber compensation offered and FCC pressure assisting a swift resolution.

Apple TV x Major League Soccer:

Apple is set to enhance its Apple TV offering by integrating all Major League Soccer (MLS) content into its core subscription starting with the 2026 season, including regular-season games, tournaments, playoffs, and special events. This move eliminates the standalone MLS Season Pass subscription after 2025 and provides subscribers access to comprehensive live MLS coverage at no extra cost, with no blackout restrictions across more than 100 countries. The integration aims to increase Apple TV’s appeal among soccer fans by simplifying access to live sports content and strengthening Apple's position in the competitive live sports streaming market.

ATP Media x Sony:

ATP Media has entered a multiyear partnership with Sony to enhance tennis broadcasting through advanced technologies including Hawk-Eye Innovations’ HawkAR overlays, HawkVISION visualizations, and 5G camera deployments, with these features rolling out across top ATP events starting in 2026 alongside a new Tennis TV mobile app.

Sponsorships & Partnerships:

Manchester United Lose £20m-a-Year Kit Deal:

Manchester United are set to lose their £20 million-per-year sleeve sponsorship deal with DXC Technology at the end of the 2025/26 season, marking the conclusion of a four-year partnership that began in 2022. DXC has been a key partner not only through financial backing but also by enhancing the club’s global digital engagement and data analytics capabilities, helping Manchester United optimize fan interaction worldwide. This sponsorship deal forms part of the club’s commercial machine, which has faced notable shifts recently, including the expiration of a £24 million-per-year training kit sponsorship with Tezos earlier in 2025 and Marriott International choosing not to renew its partnership. Under the evolving leadership of Sir Jim Ratcliffe and the INEOS group, Manchester United is reassessing its commercial strategy, focusing on efficiency and innovation.

DP World Tour x AWS

The DP World Tour has partnered with Amazon Web Services to overhaul operations through advanced cloud, AI, and analytics solutions, a move set to modernize broadcast quality, boost fan engagement, and streamline business functions. Tournament apps and data will migrate to AWS, enabling generative AI-powered highlights, real-time translation, and a dynamic content archive accessible to fans and media worldwide. Onsite, AWS will deliver “virtual twin” hole visualizations and predictive analytics using over one million data points per event, while real-time agentic AI will optimize crowd management and operational decisions. Sustainability is center stage, AWS’s Green Drive Live will track and cut carbon, energy, and waste, supporting the tour’s net zero pledge. The global rollout lines up DP World Tour with major leagues using AWS to drive sports’ next digital transformation.

Stadiums & Infrastructure:

Aviva Extension on Ireland’s Aviva Stadium:

Aviva Ireland has renewed its naming rights for Dublin’s Aviva Stadium through 2030 in a five-year extension valued at around €26 million (USD 30 million), continuing its role as lead sponsor of Irish rugby and football via partnerships with the IRFU and FAI. Since 2010, the stadium has hosted over 11.5 million fans for more than 350 major events, including record-breaking women’s football attendances and historic rugby victories. The new agreement also supports grassroots initiatives such as the IRFU Mini Rugby National Festival and the FAI’s ‘In Her Boots’ program, cementing Aviva’s venue-led sponsorship approach now visible in deals like Manchester’s Aviva Studios. Executives from Aviva, IRFU, and FAI underscored the partnership’s value in advancing Irish sport from youth to elite level, while delivering world-class experiences for fans.

Crunch Time

MLB Slaps $200 Cap on Pitch Microbets in Wake of Gambling Scandal:
Major League Baseball set a $200 maximum on pitch-level bets and banned them from parlays after two Guardians pitchers were indicted for alleged match-fixing and bribery. The clampdown aims to cut incentives for manipulation and safeguard game integrity; MLB says 98% of U.S. sportsbooks are on board and will flag suspicious activity. The accused face federal wire fraud and could see up to 65 years in prison if convicted.

British Basketball Federation Liquidates Amid Governance Turmoil:
The British Basketball Federation has gone into liquidation after an unexpected income collapse and soaring costs, freezing its operations and raising fresh doubts about the sport’s future in the UK. FIBA and UK Sport have stepped in to stabilize national teams and keep Britain in international play, while governance disputes, legal wrangling over licensing, and financial uncertainty cloud the domestic basketball scene.

UEFA Nixes €6 Billion Fund & Clubs Eat €200M Losses:
UEFA’s move to scrap a €6B rescue fund means clubs now lose up to €200 million annually, per McKinsey, missing out on cheap 1% loans against Champions League media rights. Clubs are forced to tap private lenders like Apollo and Ares at 9–12% rates, Nottingham Forest pays 8.75% on an £80M loan, while elite teams with secured assets keep rates low. The shakeup exposes European football’s dependence on costly private debt as interest rates climb and market conditions tighten.

WNBA CBA Talks Drive Giant Pay Leap and Expansion:
WNBA is pushing for a landmark labor deal to boost player pay as franchise values surge past $250–500M and the NBA-negotiated $2.2B media rights deal brings $200M+ per year. The league will expand from 12 to 18 teams by 2030, with new clubs paying a record $250M entry fee, some above $300M including facilities. Major owners want aggressive investment, while independents push for cost control and parity. The final CBA is set to redefine roster rules, team flexibility, and league economics as the union and management debate salary structure, flying charters, and benefits before the November 30 deadline.

Betting Scandals Expose Sport’s Double Standard:
Referee betting scandals in Türkiye, mass bans in football, and federal arrests of NBA coaches and players for illegal gambling reveal deep contradictions as sports leagues face integrity crises, yet still ink major deals with gambling brands. With 65% of Turkish pro referees found holding betting accounts and NBA figures like Chauncey Billups and Terry Rozier indicted for fraud schemes, enforcement and commercial interests collide head-on. Despite headline-making sanctions, sports continue leveraging betting partnerships for revenue, underlining the sector’s unresolved tension between safeguarding integrity and maximizing profits.

Sports to Watch This Week

🏟️ World Abilitysport Games, Thailand
17–24 November
Para-athletes from across the globe compete in athletics, swimming, and wheelchair fencing.

♟️ Chess World Cup, Goa India
1–26 November
Global knockout chess tournament enters decisive rounds for World Championship qualification.

🏸 Australia Open Badminton, Sydney, Australia
18–23 November
BWF World Tour’s premier Australian tournament brings top singles and doubles action.

🏁 Formula 1 Las Vegas Grand Prix, Las Vegas, USA
20–22 November
F1 night-race spectacle through the heart of Las Vegas; drivers race for crucial points.

🥋 World Taekwondo Grand Prix, Manchester, UK
21–24 November
Year-end Grand Prix gathers the Olympic taekwondo elite for ranking points and a final showdown.

🏏 The Ashes, 1st Test: Australia vs England, Perth, Australia
21–25 November
Cricket’s iconic rivalry launches in Perth with the opening multi-day Test clash.

🏀 FIBA 3x3 World Tour Final, Abu Dhabi, UAE
21–22 November
Season finale to crown global basketball champion in a dramatic, fast-paced contest.

🥊 Wrestling World Cup - Men’s Greco-Roman, Baku, Azerbaijan
22–23 November
World’s best Greco-Roman wrestlers battle for team glory and individual accolades.

⛷️ FIS Freestyle Skiing World Cup - Slopestyle, Stubai Glacier, Austria
21–22 November
Freestyle ski stars push limits with tricks and aerials at the slopestyle opener.

⛵ iQFOIL Sailing European Championships, Portimão, Portugal
22–29 November (Opening Days)
Europe’s top windsurfers chase medals in speed, tactics, and high-tech racing.

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