Daily MIC: Netflix Nears Deal to Air NFL Honors; Upfront Updates: YouTube Eyes Social Budgets, OpenAI Expands AdTech Partnerships, Disney Hypes Super Bowl, WBD Talks Programmatic

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Daily MIC: Netflix Nears Deal to Air NFL Honors; Upfront Updates: YouTube Eyes Social Budgets, OpenAI Expands AdTech Partnerships, Disney Hypes Super Bowl, WBD Talks Programmatic

Media, Internet & Communications Daily May 13, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com Daily MIC: Netflix Nears Deal to Air NFL Honors;

Michael Morris, CFA Upfront Updates: YouTube Eyes Social Budgets, michael.morris@guggenheimpartners.com

804 253 8025 OpenAI Expands AdTech Partnerships, Disney Hypes

Curry Baker Super Bowl, WBD Talks Programmatic curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Key News Flow: NFLX, CMCSA, GOOG/L, MSFT, CRTO, TTD, DIS, WBD, META, Taylor Manley AMZN, SNAP, RDDT, TikTok, LYFT, WMG, UMG.AS taylor.manley@guggenheimpartners.com

804 253 1336

Upcoming Events:

Grayson Glenn

grayson.glenn@guggenheimpartners.com May 19: Serve Robotics (New York, NY) - Guggenheim Analyst Taylor Manley will be

804 253 8053 hosting a product demo/meeting with Brian Read, Chief Financial Officer and Sheldon

Hanai, Investor Relations.

May 26-27: Media Bus Tour (Los Angeles, CA) - Guggenheim Analysts Michael Morris

and Curry Baker will be hosting a series of meetings with company management and

thought leaders.

Please contact your Guggenheim Sales Representative for additional details.

KEY NEWS FLOW

NFLX, CMCSA: NFL Honors Expected to Move to Netflix (Front Office Sports) - Netflix is

closing in on a deal to air the NFL Honors ceremony in 2027, sources told Front Office

Sports. Last year, the Super Bowl week event—which commemorates NFL awards winners

such as MVP, Offensive and Defensive Rookie of the Year, and Coach of the Year—aired on