AMAZON + TICKETING + ESPORTS = OPPORTUNITY
TNL Take: If you follow me on Twitter, you know I'm fairly obsessed with Amazon - the Holy Trinity potential with Google and Facebook for digital advertising, how they won Whole Foods, a new messaging App called Anytime and a whole lot more.
Naturally when thinking of Amazon, I think of Twitch and the eSports potential and Tweeted this:
There's definitely a huge opportunity in taking on Ticketmaster alone, which generated $1.6B in revenue in 2016 per BTIG's estimates.
But let's look at how Amazon can turn this into an eSports opportunity.
WHO WOULD THEY BUY?
There are plenty of ticketing startups that Amazon could look at. After I sent that tweet, a former MLG colleague of mine alerted me to the The Ticket Fairy.
Just Twitch COO Kevin Lin, Justin Kan and Emmett shear - the co-founders of Twitch - and Y Combinator, which invested in Twitch and gave the incubator a massive return.
This isn't a guarantee that Amazon/Twitch will choose The Ticket Fairy but the investor list overlap is pretty amazing.
WHAT COULD THEY DO?
TwitchCon is the easy first option, the massive event that Twitch has held for the past few years celebrating their influencers, fans and platform.
Now let's go deeper and what I consider one of the most brilliant moves that Amazon has done with Twitch: Twitch Prime
Remember, Twitch Prime is all about driving Amazon Prime memberships overall, as the latter automatically gives you access to the former and increased value to the Prime platform - I don't even want to know how much I've spent using Amazon Prime Now with 2-hour delivery in NYC.
Now imagine this scenario.
Any developer based event that Twitch drives the ticketing platform can be further deeply integrated with both Twitch Prime and Game Sales.
It can go even deeper than that.
What if you got an Exclusive item via Twitch for attending that event that Amazon just sold you a ticket for?
Last month, I analyzed Matcherino's $1.5M round and how that platform helps event organizers crowdfund prize pools and help distribute the winnings.
How does Matcherino work?
Oh you just use your Twitch login and connect your PayPal account.
See it now.
THE ESPORTS TICKETING OPPORTUNITY
Amazon's potential move into ticketing is them disrupting another industry - when will the first Amazon health care facility open?
What's the accretive value to Amazon overall to get into ticketing? Ill let the Wall Street analysts do the math on that one.
But there's a huge play between Amazon, Twitch, eSports and ticketing.