The Best One Yet - 👨‍🦲👨 “Peyton & Eli, Inc.” — Manningcast’s media strategy. Uber’s epic ride. Pfizer’s franchise shot.

Episode Date: November 2, 2022

Peyton and Eli Manning have retired from the NFL, but are thriving in Media — Because the Manningcast has high RoT (“Omahaaaaaa”). Uber just had its best quarter ever… because you’re moving and eating… and moving and eating… more than ever. And Pfizer just revealed that its Covid vaccine is a franchise — bigger than Star Wars and Marvel combined. $UBER $DIS $PFEFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeWant a Shoutout on the pod? Fill out this formGot the Best Fact Yet? We got a form for that tooLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

What's your favorite free wedding merch? The water bottle you'll never lose, use. The towel you'll never, you'll toss away. One time I got like a painted stone. A painted stuff. They gave you a pet rock and a wedding jack. What kind of a couple is this? Were they geologists?

No, like rocks on the beach was a big theme of the wedding. Like no two rocks for a life. Okay, there's a lot of ways this could go. In the meantime, ready, here we go. Three, two. This is Nick. This is Jack. It's Wednesday, November 2nd, and today's pod is the best one yet.

Before we hit that, Nick, do you want to keep your Twitter verified status? I'd like to keep our Twitter verified status. I like that blue checkmark. Well, Elon just tweeted that that is now a product that costs eight bucks a month. Anyone can do it? We're not to pay $8 for this thing, man. More to unpack on that story. Let's hit our TV.

boy. Jack, what's our first story? Uber just announced that its business has never been doing better. Recession's not a bad thing for Uber, because Uber is a downturned diva. For our second story, Peyton and Eli Manning are retired from the NFL, but they're just getting started in media. The Manning cast, it is transforming how we watch TV. And our third and final story is Pfizer. Pfizer just said their COVID vaccine is a franchise. Like a Marvel superhero franchise. COVID shots, they are bigger than Star Wars. I'm sorry, I'm sorry. Star Wars, they are bigger than Jack. But Yeties, before we hit that fantastic man. It's a wonderful mix, man. I'm curious what the Manning brothers are going to think. Have you noticed there's a lot of weddings happening lately? Jack,

have you noticed you got more wedding invites up in that fridge than last year? Are you wearing more chiffon than you ever thought you would? A little bit softer now? A little more often now. Yeties, we already knew 2022 was the year of weddings. All right, but Jack and I just, discovered, we just had the day of the weddings within the year of the weddings. Get this. According to whoever keeps track, the most popular wedding day of the year was this past October 22nd. Apparently more people said I do on 1022 than any other day of the year. 90,000 American couples got hitched on 1022 this year. 90,000 you smooches were smooched on October 22nd this year.

But it's not just the 22nd day of the month that made this wedding magic. All right, this is the shocker. Three out of the five most popular wedding dates, what month are they in, Jack? October. They're in October. Is it the fall foliage? Jack, maybe it's the pumpkin spice up your relationship? There's something in the air in October.

During October, it's not the bugs. It's probably the open bar. So if anyone objects to this wedding statistic. Yes, Jack. Speak now or forever hold your peace. We now pronounce October 22nd. The most romantic day of the year. So, Jack, what's the takeaway for all our buddies who want to get married on October 22nd?

Go snag next year's October 22nd. 1022, 23, it's already sold out. Let's hear our three stories. 15 years before this song, two boys from the Northeast met in the dorm. They had an idea that caused a cultural storm. It's the best 50%. That's a fat tip. Tea Boy City on your at list.

If you know, you know, because we're ready to go. We can't wait no more. So just start the show. For our first story, Uber literally surged 12% yesterday. Like the stock, the stock literally searched 12%. Because Uber just revealed, it's a downturn diva. It's a downturn diva. All right, Jack, can I vent for a second?

Go ahead. That's what I'm here for. Tuesday morning, the price of an Uber X to go like one and a half miles from Pacific Heights to downtown San Francisco? How much? $42. Is this in a helicopter to the Hamptons? Yetis, have you noticed that your Uber prices are popping more than usual?

Besties, have you noticed that Silver Prius showed up a little bit later than expected yesterday? Yes and yes, because Uber's earnings just confirmed. Get this, surge levels are up 30% from last year. Brutal. The average ETA for your ride to pick you up has risen from five minutes to six minutes. I don't act spoiled, but like that one minute kind of matters. I really appreciate that minute. We are waiting more.

We are paying more. And Uber is a love it every minute. out of it. So Jack and I jumped in T-boy style to Uber's earnings, and we noticed they sounded less like a Honda Civic, more like a Cadillac escalate. The CEO, Dara Kosra Shahi, sounded like he just finished bench pressing a lift. The quotes? Can we talk about the quotes?

First of all, Dara said, travel is booming for us. Said there's no signs of a slowdown. Then our personal favorite. Right now, frankly, we're not seeing any signs of consumer weakness. No signs? of weakness? Not even a single sign, Jack. You don't even have to ask again. None. They even said lower income passengers are ordering more Ubers than ever right now. In this economy? In this economy, man. Yet he's a whopping two billion rides were hailed on the Uber app last quarter. Helping the

rides revenue jumped 73%. Sit down, stand up and sit in the back of that Camry again. Okay, but Jack, here's the other big question. People are going out more. You're hitting the restaurants. What about food delivery? Food delivery is. crushing it as well. Oh my, are you kidding me? Revenue for Uber Eats also jumped, not as much as the ride's business, but up by 24%. Pad tie Tuesday is killing it. So Jack, add it all up and what are we seeing over at Uber? October, which wasn't included in the earnings report, is looking like Uber's best month ever for both mobility and total bookings. So Jack, what's the takeaway for our buddies over at Uber? Uber is officially a downturn diva. Now, yeah,

Eddie's, all of that intrigued us, but what Jack and I thought was the most powerful part of the earnings call happened at the very end. CEO Daracosha Shahi said, the macroeconomic environment is actually helping us. As in recession-like conditions are making Uber's business better. Because the number one thing Uber needs right now and the big issue it's had during the whole pandemic, it needs more drivers. Well, 70% of new Uber drivers say inflation and job. insecurity are what pushed them into Uber. If the recession gets bad and unemployment rises, that could boost the supply of available Uber drivers even higher. Plus, Uber now offers so many price points. They're not worried about losing riders these days. Because a downturn would give

it more drivers, which would keep the prices of rides more affordable. So yeah, most businesses, they suffer during a recession. But a few, like Uber, are downturn divas. Dara is a fierce downturn diva jack. For our second story, the Manning brothers, Peyton and Eli, are building a media empire beyond football. The MVP example of return on talent. Are you talking about ROT, Jack? The old ROT? The old ROT.

Actually, the brand new ROT, because we just came up with the term. It is a new thing. We just created it yesterday. Now, Edie's the Manning brothers. The Manning brothers, two brothers, four Super Bowls, three four heads between the two of them. We should clarify, Pete Manning has appeared a more Super Bowl. commercials. Then he has appeared in Super Bowl. What do I got to do to get you into this master card, Jack? That's right. You haven't launched a product unless a Manning brother has endorsed it on TV.

The Manning brothers just sat down for an interview with our buddy Kendall Baker on their brand new startup. And Jack, what's it called? It's a couple years old. Omaha. Omaha. Omaha production. If you hear a Manning yell Omaha, you're like about to bust a vertebrate. You just want to be careful when that happens. Actually, your defense is about to get split by a seam right up the go lines. It's not a good thing. Actually, it means there's a gap in your defense, and the mannings are about to exploit it. We're going to toss the whiteboard aside for the second. In the meantime, Yetis, here's what Jack and I found fascinating about this story.

There's a new trend happening, because when athletes used to retire, they used to, like, go to Disney World and play golf for six years. Now when athletes are retiring, they're launching media startups. For example, LeBron James's Spring Hill Entertainment is worth $725 million. Tom Brady's media company just raised $50 million. Kevin Durant. He has a media company called 35 Ventures, Investimedia. Steph Curry has a media company called Unanimous. We should point out, none of those four guys is retired. They've all got some gray hair, though, and we think this is their post-game plan. The Mannings, however, are retired, and they have Omaha production.

Which is famous for having two digital shows right now. Two key shows, Peyton's Places, and the Manning cast. And the way Jack and I see it, we think their core show, the Manning cast, actually reveals an interesting media. insight right now. The Manning cast is a simulcast of Monday Night Football. That is key. Because if you want to watch like your classic play-by-play with like Al Michaels

yelling about the second down for the second time for the second straight minute on Monday night football, you can just watch that on classic ESPN. But Jack, if you want something totally different, you could watch ESPN simulcast with the Manning Brothers. It's probably on ESPN 2 or

streaming on ESPN Plus. Now, yeties, if you haven't watched the Manning cast, it is an alternative feed of that same football. The game is on the screen, like the game between the Giants and the Jets or whatever, but the two Manning brothers are chatting. They're just watching the game and chatting. Like, they're hanging out on a couch. It's just us, you and them.

And the Mannings also invite some buddies over for like the third quarter. For example, last week, the Manning's had President Barack Obama hanging out with them watching the show. Yeah, his favorite team, the Chicago Bears. That was the Manning cast last week. So the Manning cast brings the casualness of social media and like an Instagram live. with the distribution of legacy media like ESPN. So Jack, what's the takeaway for our media buddies, the Manning brothers?

Low production budget, high viewership, that is return on talent. Return on talent, the old ROT. If you want some bang for your buck in media these days, pay a star who doesn't need any CGI graphics. Pay some talent who can just be themselves and compel people to watch the product. The big budget, Lord of the Rings, and like the House of Dragon. on HBO, yeah, that gets the most headlines. But the biggest return goes to much smaller productions than those.

For example, cable gets ROT return on talent with reality TV. It's way cheaper to let singles mingle on Love Island than to pay the whole cast of friends to come back to the set. Streaming like Netflix gets return on talent with comedy specials. Pay Amy Schumer for a two-hour stand-up special. That's way cheaper than producing a whole movie. And now Live Sports is getting return on talent. with multi-cass.

The Manning Brothers got paid or reported $15 million this season to do that Monday night football simulcast. That's it, just $15 million bucks. That's less than $1 million a game and their talent got President Obama to join. Low production budget, high viewership, Jack,

what is that formula? Return on talent. R-O-T. The old R-O-T. Now, a word about our sponsor, Robin Hood. You know, honestly, your salad, it says so much about you. Nick, you like to.

to blaze your own trail at the salad bar. Yeah, I'm ordering a salad. I go off menu, man, like a combo of kale and croutons that has never been made before. Me? I'm not reinventing the wheel. I like to go classic. You're squeakerian thinks it's a good combo. Jack's not going to change that.

Kind of like investing strategies. Some want to build a custom portfolio of stocks, crypto, and options. Others don't want to reinvent. Just give me the most standard ETF. Whether you're tweaking your one-of-a-kind portfolio every day, or prefer a more hands-off approach, Robinette has the tools. If you're not investing on Robin Hood yet, to get started, go to robin hood.com slash t-boy to choose your free stock. That's robinood.com slash TBOI. Limitations apply.

Stocks offered by Robin Hood Financial LLC, member SIPC. Crypto offered through Robin Hood, all investments involve risk. By the way, this podcast is not owned or part of Robin Hood, and we are not employees of Robin Hood. For our third and final story, Pfizer just announced it expects, you know what, they just expect an insane number. We'll share it with you in a bit. But they just told us how much money they're going to make on COVID vaccines. It's a lot. Pfizer also just announced a new franchise to rival Disney's.

Jack, can we talk about New York City pharmaceutical phenom Pfizer? The New York City pharmaceutical company just beat expectations and increase the forecast for the rest of the year. The key here, Yetis, Pfizer is pumping out drugs freakishly fast. You would not believe this. Pfizer said they're going to drop 19 brand new. new drugs in the next 19 months. Including they've got positive developments on the new RSV vaccine. That would be nice to all the concerned parents out there.

But honestly, besties, the way Jack and I see it, it's not really about those 19 new drugs in 19 months. It's just about one drug. Yes, it is. The COVID-19 vaccine. Because the COVID vaccine may not be top of mind for you right now, but, uh... It is for Pfizer. It is for Pfizer.

Now, yet, here's what Jack and I find fascinating about this story. When we were checking out the earnings, we noticed they said the word franchise 15 times. Franchise? Franchise? Like the quarterback that Chicago Bears need? Franchise? Like the new McDonald's store that opened up around the corner? No, they're actually talking about their old vaccine. Yeah.

They're talking about the COVID-19 vaccine. Literally, they said, we believe our COVID-19 franchises will remain multi-billion dollar revenue generators for the foreseeable future. Now, Pfizer announced that they sold fewer doses of their COVID-vaccs. compared to last year. But they sold those vaccines at a way higher price jack. Last year, they sold COVID vaccines for 30 bucks a shot. There was a public pressure to keep the prices down during the pandemic. But today, they don't sell to the government anymore. They're in the private market. And so they jacked up the price to over 100 bucks a shot. A hundred bucks a shot. So like, yeah,

Pfizer, they're selling fewer COVID shots than they used to. But they're selling them for four times the price. Add up that jacked up price. and wow. Get this. Pfizer expects to make $56 billion in COVID vaccine and COVID antiviral pill sales this year. Okay, that is $56 billion on a single vaccine. That's a huge number. And they're going to continue making that huge number every year for the foreseeable future, according to the CEO.

And they can see pretty far. So, Jack, what's the takeaway far? buddies over at Pfizer. Pfizer's COVID franchise is worth more than the superhero franchises. More specifically, Yetis, Pfizer's COVID drugs are worth more than the Marvel and Star Wars movies combined. $56 billion a year. That's a big number, but you want to know how big.

We do want to know how big, Jack. So you do know the movie franchise is Marvel, right? Yeah, like Iron Man Classics. I know what you're talking about. And you also know Lucasfilm. You've been watching since you were a kid. The Skywalker, the lightsaber is all. all that stuff. Marvel and Lucasfilm are the left and right biceps of Disney's movie studio and their

streaming service. And those franchises bring in, you guessed it, $56 billion in the past 12 months for Disney World. We were shocked, but Pfizer's COVID vaccine brings in the same dollar amount of revenue as Disney's movie and Disney Plus streaming division. Jack, Pfizer is like literally Dr. Strange. That is who they are. So this one COVID vaccine and that one pill is a, a stronger franchise than Marvel and Star Wars combined. Yeah, Thor, you got your hammer. Pfizer, they got their shots. Jack, can you whip up the takeaways for us over there?

Uber just said they've never had more business. And Uber admitted they're a downturned diva. For our second story, the mannings are no longer under center, but they're sitting shotgun in the media industry. Return on talent, Jack, what's the formula? Low production budget, high viewership. That is returning. on town. The whole ROT. Our third and final story is Pfizer's COVID franchise. It brings in

$56 billion of revenue per year. The COVID shot franchise is bigger than Disney's franchises. Now time for the best fact yet. This one sent in by Alexander and his brother Nicholas down in Odessa, Florida. Push and play. Let's do it. My name is Alexander Lopez Roveta and I am nine years old. My best fact yet is about chocolate. Did you know that in Latin, cow tree means the abalemacher cow, which means a food of the gods. So next time you have chocolate, you should feel like a god. That makes so much sense. This is why trick-or-treating is a religious experience, Jack.

I bet Alexander dressed up as a chocolate bar on Halloween. I bet Alexander is getting involved in some leftover Halloween. candy right now too. I think he's got a pillowcase stuffed full of Snickers bars. You got to share it with Nicholas. That's the only rule. In the meantime, Yetis, you look

fantastic today. And if you want to help grow the pod, remember to rate us and review us here on Spotify or Apple. We'll take it. That's how we grow out the show. And Nick and I, we'll see you tomorrow. Five stars, if you know, you know.

And before we go, happy 28th birthday to dish Lamachane, who's in San Francisco, but his girlfriend Camilla has a surprise for them. We heard you've been long distance between Philadelphia and Columbia for a while. So? Hope you're free this weekend. She's taking you to Napa. You're going to enjoy some pinos and some profit puppies. Sip well, waft twice. Drink once. And Daniela and Rudy Pierce,

two expats living in Malacca, Malaysia. Happy four-year wedding anniversary. Congratulations to Adriana, who's getting certified as a money coach in Montreal, Canada. And Mia Panzer, the Middlebury Panther. Happy birthday from From Cohasset by the sea. Right outside of Boston and lives right down the hall from a sophomore year. True story. And Zana Mood, happy birthday in Amman, Jordan. And happy birthday to Mary G.

He's celebrating her birthday with a safari trip to Zambia. That sounds amazing. Yeah, and Shelby H., happy birthday in Edmonds, Washington. Happy birthday to Captain Mike Carlin in St. Louis, Missouri. And we got a birthday for Joe Walker over in St. Louis, Missouri, too. And Alexis Linda Lamore Santiago. Happy birthday and Happy Day the Dead in D.C. And Drew Gupta, happy birthday in Clarksville, Maryland.

Happy 12th birthday to Casey Ganta in Corning, New York. And a happy birthday to Michael and James Finlayson both turning three, the Finn Twins, in Lake Orion, Michigan. And to anyone else, celebrate something today, make it a T-Boy. Celebrate the wins. This is Jack. I own stock of Disney and Netflix, and Nick and I both own stock of Robin Hood.

Now a word about our sponsor, Robin Hood. Okay, so Jack and I both. worked in finance for a while. And we know the six-monitor Bloomberg jockey with charts, numbers, balances, and more charts. They got coffees in both hands while they're executing some complex trade on a soybean future. Well, we're not trying to impress with our mission control trading center. Just give us an app, please. Robin Hood, with its mobile first and intuitive design, it lets you trade with just a few quick taps on their app. And even if things still don't seem easy, Robin Hood has your back 24-7 with its live and robust customer support. If you're not investing on

Robin Hood yet. To get started, go to Robinhood.com slash T-Boy and choose your free stock. That's Robinhood.com slash T-B-L-Y. Limitations apply. Robin Hood Financial LLC, member SIPC, all investments involved for us. By the way, this podcast is not owned by or part of Robin Hood, and we are not employees of Robin Hood.