Fanatics CEO Michael Rubin on FIFA partnership
CNBC Television
|
May 07, 2026 at 02:15 PM UTC
Bullish
80% Confidence
Watch on YouTube
Key Points
- Fanatics Collectibles is projected to reach $5 billion in revenue this year, contributing to Fanatics' total $14 billion revenue.
- FIFA's collectibles business is estimated at $1.5 billion per cycle.
- Fanatics will assume the FIFA collectibles partnership from 2031 onwards.
- Rubin is 'very bullish' on applying Fanatics' successful playbook of product innovation, marketing, and athlete involvement to FIFA and global football.
AI Summary
Fanatics CEO Michael Rubin details the company's financial performance, with Fanatics Collectibles approaching $5 billion in revenue and overall Fanatics at $14 billion this year. He announces a new partnership with FIFA, taking over its $1.5 billion collectibles business starting in 2031, expressing strong optimism for growth by leveraging Fanatics' successful strategies.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 80% |
| Consensus | Bullish | 80% |