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More Sports Are Streaming, LionTree Bets Ad Dollars Will Follow

  • Live-streaming ad-tech firm Transmit gets growth investment from LionTree.
  • Transmit’s technology already utilized by Paramount, Univision and the NHL.
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The days of only being able to watch sports on network and cable TV are over.

Google and Amazon each have exclusive NFL rights, Apple TV+ has every MLS match for the next 10 years, and the NBA will likely get a multibillion-dollar haul from a streamer in its next media rights negotiations.

As one of the last bastions of appointment viewing, live sports have a built-in, diehard audience advertisers can count on.

Live-streaming ad tech firm Transmit is at the forefront of this shift, and now they have one of the world’s biggest financial institutions backing them.

An investor group led by a fund managed by LionTree, in partnership with existing Transmit investor SC Holdings, has made a majority growth investment in the company, valuing it at $350 million, according to the Wall Street Journal.

Transmit — which counts Paramount, Univision, YES Network and the NHL among its customers and has worked with Comcast, Nike, and AT&T to leverage live sports — will use the funds to enhance its tech and expand globally. 

Everyone’s Adding Ads

Streaming’s heavy hitters are finally embracing ads.

In 2022, Disney+ introduced an ad-supported tier, plus a bundle with ESPN+ and Hulu with ads. It also collected a record $9 billion in upfront ad purchases, with 40% of that sum going to streaming and digital advertising.

  • In November, Netflix debuted an ad-supported tier for $6.99.
  • Peacock has had an ad-supported option since the service launched in 2020.
  • Paramount+ and HBO Max offer ad-supported tiers, as well. 

The Transmit deal marks another major sports-adjacent investment for LionTree.

In December, the bank participated in a $700 million round for Fanatics that valued the digital sports platform and retail heavyweight at $31 billion.

Editor’s Note: SC Holdings is an investor in Front Office Sports.

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