Investing.comCodex · 实盘不做把握 3/10
北京时间·🕒 发布 00:04:36时区推断·⟳ 抓取 00:06:01·⚡ 决策 07-29 00:06:46 +45s·91.1 天前
Prime Video 与 Rogers 签署加拿大 NHL 周三夜赛 12 年转播协议
该协议属于体育内容转播/分授权安排,未披露金额、利润分成或订阅增量,难以量化为 Rogers Communications(RCI.US)或 Amazon(AMZN.US)的短周期业绩重定价。
📄 原文Investing.com↗ 原文
Prime Video secures 12-year NHL deal for Wednesday night games
Nasdaq turns green as extended oil slide, post-earnings moves offset chip stocks TORONTO - Prime Video and Rogers Commu…
不做 Rogers Communications(RCI.US)
体育转播合作未披露金额,且 Rogers 仍保留核心 NHL 权利,无法证明短周期收入或利润重定价,不做。
不做 Amazon(AMZN.US)
Prime Video 内容合作属于超大市值软催化,未披露订阅、广告或利润增量,相对 Amazon 市值过小,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 该协议属于体育内容转播/分授权安排,未披露金额、利润分成或订阅增量,难以量化为 Rogers Communications(RCI.US)或 Amazon(AMZN.US)的短周期业绩重定价。
- 正文同时说明 Rogers 仍保留超过 500 场 NHL 全国赛事及多数季后赛权利,Prime Video 获得的是部分周三常规赛和部分季后赛系列,边际影响偏业务宣传而非重大财务催化。
主要风险
- 若后续披露高于预期的版权费用、订阅转化或广告收入承诺,可由新信号重新评估;当前文本没有这些关键量级。
原文全文
展开原文 · 1,855 字
Nasdaq turns green as extended oil slide, post-earnings moves offset chip stocks
TORONTO - Prime Video and Rogers Communications announced Monday a 12-year agreement for Prime Video to exclusively broadcast Wednesday night regular-season NHL games in Canada, starting with the 2026-2027 season.
The deal includes at least 26 national regular-season games in English and French, beginning September 30, available at no additional cost to Prime members in Canada. Prime Video also acquires exclusive rights to select Stanley Cup Playoff series annually, comprising two First Round series and one Second Round series.
"Our partnership with Prime Video builds on the strong foundation we have established together and reinforces NHL hockey as the most valuable sports content in Canada," said Tony Staffieri, President and CEO of Rogers.
Rogers Communications shares trade on the Toronto Stock Exchange under TSX:RCI.A and TSX:RCI.B, and on the New York Stock Exchange under NYSE:RCI.
Jay Marine, Head of Global Sports at Prime Video, said the agreement expands the company’s partnership with the NHL and Rogers. Gary Bettman, NHL Commissioner, stated that Prime Video has been part of the NHL’s media lineup in Canada for the past two years.
Sportsnet, owned by Rogers, retains exclusive English-language rights to more than 500 national NHL games per season, including Monday and Saturday night games and most Stanley Cup Playoff series, excluding those sublicensed to Prime Video.
Rogers and the NHL announced a 12-year agreement last year for national media rights to NHL games on all platforms in Canada from the 2026-27 through 2037-38 seasons.
The information is based on a press release statement from Rogers Communications and Prime Video.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
TORONTO - Prime Video and Rogers Communications announced Monday a 12-year agreement for Prime Video to exclusively broadcast Wednesday night regular-season NHL games in Canada, starting with the 2026-2027 season.
The deal includes at least 26 national regular-season games in English and French, beginning September 30, available at no additional cost to Prime members in Canada. Prime Video also acquires exclusive rights to select Stanley Cup Playoff series annually, comprising two First Round series and one Second Round series.
"Our partnership with Prime Video builds on the strong foundation we have established together and reinforces NHL hockey as the most valuable sports content in Canada," said Tony Staffieri, President and CEO of Rogers.
Rogers Communications shares trade on the Toronto Stock Exchange under TSX:RCI.A and TSX:RCI.B, and on the New York Stock Exchange under NYSE:RCI.
Jay Marine, Head of Global Sports at Prime Video, said the agreement expands the company’s partnership with the NHL and Rogers. Gary Bettman, NHL Commissioner, stated that Prime Video has been part of the NHL’s media lineup in Canada for the past two years.
Sportsnet, owned by Rogers, retains exclusive English-language rights to more than 500 national NHL games per season, including Monday and Saturday night games and most Stanley Cup Playoff series, excluding those sublicensed to Prime Video.
Rogers and the NHL announced a 12-year agreement last year for national media rights to NHL games on all platforms in Canada from the 2026-27 through 2037-38 seasons.
The information is based on a press release statement from Rogers Communications and Prime Video.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。