A few worries I have about $WWE. Empire building is at the top. But I'm also a worried about vision. Recent shift away from their network (first pulling NXT; per Q2'20 call now think about selling) is strange and seems counter to where most media companies want to go.
Putting $WWE's historical growth into perspective
Being on FOX isn't just about a big increase in rights fees (though that definitely helps); it'll have a big boost for the $WWE brand as well
$WWE: 2020 guidance assumes $0 from a new MENA deal. Assumes current India deal doesn't change.
A bit more on why $WWE put NXT on USA
From Q3'19 call: why $WWE is having trouble with MENA / India rights