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WSJ sources: Amazon has held talks with NBA, MLB, and NFL to stream live sports, and has proposed a premium exclusive sports package through Amazon Prime

Amazon has held talks with the NBA, MLB and NFL and others to stream live sports, The Wall Street Journal reported on Monday.

CNBC Anita Balakrishnan

Context & Ripple Effects

This is an escalation of a push Amazon began two months earlier, when Bloomberg reported it was chasing streaming rights to properties like the French Open and professional rugby for Prime Video. The WSJ report moves the target upmarket: the NBA, MLB, and NFL — the crown-jewel US leagues — plus a proposed premium exclusive sports package sold through Prime itself.

The shift from niche international rights to the major leagues matters because exclusivity, not breadth, is what converts sports into a subscription driver. The leagues' willingness to talk signals that rights sellers now see tech platforms as a genuine counterweight to traditional broadcast buyers.

First-order effects

  • The NBA, MLB, and NFL gain a deep-pocketed fourth bidder alongside incumbent TV networks, giving them leverage to inflate rights fees in upcoming negotiations.
  • Amazon's proposed premium package would make live sports a paid differentiator inside Prime, raising the value of a membership beyond shipping and video catalog.

Second-order effects

  • Incumbent digital bidders get priced out fast — when the NFL deal landed months later, Amazon's $50M for ten Thursday night games ran five times what Twitter had paid the year before, showing how quickly platform competition escalates rights costs.
  • Broadcast and cable networks face a bidding rival that monetizes sports through retail subscriptions rather than ad inventory alone, forcing them to defend league relationships with structural concessions rather than just cash.

Third-order effects

  • If the pattern holds, major-league rights progressively decouple from the pay-TV bundle and migrate toward streaming platforms — a trajectory the corpus keeps confirming, from Amazon's later talks over a streaming ESPN with Disney (early Disney/ESPN discussions) to its negotiations with Diamond Sports Group, the largest regional-sports programmer.
  • Leagues end up selling direct to a handful of tech distributors, concentrating power in platforms that own both the customer relationship and the commerce data around the broadcast.

The trend: Live sports rights are migrating from broadcast networks to streaming platforms, with tech companies' subscription economics resetting the price floor league by league.