Versant Could Benefit From Sports Rights Market Disruption -- Market Talk

Dow Jones03-31

1040 ET - Versant could be a winner from the disruption to the sports rights market caused by the NFL's desire to renegotiate its long-term contracts, says Seaport Research Partners analyst David Joyce in a note. "We think that opportunities could arise for VSNT to sublicense or otherwise pickup 'secondary' sports rights that other media companies may need to jettison to fund their desire to remain in partnership with the NFL," Joyce says. In such a scenario, Versant could benefit from better trajectories of subscriber retention, affiliate fee growth and advertising, Joyce adds. It could however take three years to reprice contracts with stations to reflect that extra value of more sports rights, he says.(nicholas.miller@wsj.com)

(END) Dow Jones Newswires

March 31, 2026 10:40 ET (14:40 GMT)

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