JNPO: AEW Q2 investors call with Wrestlenomics’ Brandon Thurston
Josh Nason’s Punch-Out returns for a second installment of the quarterly AEW investors call series, focusing on the second quarter of 2023. The indispensable Brandon Thurston of Wrestlenomics returns to lend his thoughts, numbers, and an exclusive PDF for Wrestlenomics subscribers.
If you’re new, here’s the inspiration:
Roughly a month after every financial quarter ends, WWE (like other publicly traded companies) holds a quarterly call for investors and analysts where they announce how they did financially. The call, and the reports issued prior, include key performance indicators and plenty of detailed information on attendance, merchandise sales, and other interesting factoids if you want to really dive in.
Last year, I jotted down a note that read ‘AEW investors call.’ I had the idea that as viewers and media, we spend a lot of time investing thoughts and words about wrestling’s top challenger brand to WWE so why not do something similar with the information we have available to us?
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On this episode, Brandon and I use perspective to talk about:
- The announcement and impressive on-sale numbers for AEW All In at Wembley Stadium
- The launch of AEW Collision and return of CM Punk after nearly two months of rumors
- Year-over-year Dynamite and Rampage ratings
- PPV sales, revenue and attendance
- Our forecast and speculation for the months ahead including whether the growing unrest around the Punk situation with Collision could cause larger problems for the the company
- My prediction about a change to AEW Dynamite with the next rights deal
Podcast: Play in new window | Download (Duration: 1:13:44 — 50.1MB)