Front Row Report: Sports Media KPIs Tracker, 2Q26

研报英文原文证据摘录

Front Row Report: Sports Media KPIs Tracker, 2Q26

Equity Research

22 July 2026 | 9:34AM EDT

AMERICAS ENTERTAINMENT

Stephen Laszczyk

+1(212)357-9225 |

stephen.laszczyk@gs.com

Goldman Sachs & Co. LLC

Antares Tobelem

+1(212)357-2497 |

antares.tobelem@gs.com

We refresh our quarterly Sports Media KPIs High Frequency Data Tracker

Danni Kennedy(primarily for FWONK & TKO) to maintain detailed builds across key metrics relevant +1(212)902-7178 |

to sports media properties including i) Media Rights contracts, ii) Sponsorship deals, danni.kennedy@gs.comGoldman Sachs & Co. LLC

iii) Viewership & Engagement trends, iv) Live Events volume & pricing (TKO only), and

v) Race Promotion contracts (F1 & MotoGP only). The data below is as available

through the end of June 2026.

Please reach out directly to become a subscriber to these updates, which includes the

underlying excel file to many of the below charts.

Key Sections & Updates:

Industry-level Key Sections:

n Intra-Quarter Headlines. We aggregate major headlines for TKO, MotoGP, and

Formula One and include GS estimates for sponsorship, media rights, and race

promotions deals based on industry press reports and our analysis of precedent

deals.

n Industry Charts. We highlight industry-level data on media rights AAV step-ups,

top TV broadcasts, US TV ad spend on live sports programming, and sports

viewership by league and streaming service. We include our GS Sports Media

Sponsorship framework where we estimate general ranges of sponsorship

revenue by league and venue size/quality.

n M&A Sports Comps. We show M&A transaction comp tables for both individual

sports franchises (EV/Revenue) and for league level transactions and other

media & entertainment deals (EV/EBITDA). Notably, we update our individual