Broadcast Rights Deadlock for World Cup in India and China
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Should l Buy DIS?
Source: Newsfilter
- Stalemate in Negotiations: Reliance-Disney's joint venture in India has offered $20 million for the 2026 World Cup broadcast rights, significantly lower than FIFA's $100 million demand, resulting in a deadlock that may prevent millions of fans from watching the tournament.
- Lack of Agreement in China: Despite accounting for 49.8% of global digital viewing hours during the 2022 World Cup, China has yet to secure a broadcast deal, with CCTV failing to obtain rights as it has in previous tournaments, potentially impacting promotional efforts and advertising revenue.
- Viewer Base and Economic Considerations: The 2022 World Cup attracted over 110 million digital viewers in India, but Reliance believes viewership will be lower this time due to matches airing past midnight, which has influenced their bid for the rights.
- Football's Market Position in India: Football commands far less commercial value than cricket in India, and an advertising slowdown linked to the Iranian war has further diminished revenue expectations, indicating that football remains a niche segment in the Indian market.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 108.020
Low
123.00
Averages
137.29
High
152.00
Current: 108.020
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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