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CBS is walking away from the SEC effective 2023

That’s nothing for Disney, Star Wars earnings from this movie alone should fund about 4 years of that. But to your original point, yes, the P12 should jump on this.
 
It would be nice if cbs showed more games. So we could take over their 5:30-6pm games and the other conferences could take over their 1:30 slot.
 
also, saw a report, maybe wilner, that scott is talking to apple about distribution too.

there could be some big changes coming. i wonder who will go first in the direct to consumer war? i had sorta assumed it would be the nfl. i hope at the very least, the p12 can negotiate some better carriage fees. a straight ott deal with apple would have to be huge to match that and wouldn't garner the eyeballs especially out of the conf footprint.
 
Liver said:
also, saw a report, maybe wilner, that scott is talking to apple about distribution too.

there could be some big changes coming. i wonder who will go first in the direct to consumer war? i had sorta assumed it would be the nfl. i hope at the very least, the p12 can negotiate some better carriage fees. a straight ott deal with apple would have to be huge to match that and wouldn't garner the eyeballs especially out of the conf footprint.
Click to expand...

Its gotta be college football. The NFL could expand their regular season by another week, but I don't see the structure of the NFL schedule (One game on Thursday, One game on Monday, everything else on Sunday) changing.
 
Liver said:
also, saw a report, maybe wilner, that scott is talking to apple about distribution too.

there could be some big changes coming. i wonder who will go first in the direct to consumer war? i had sorta assumed it would be the nfl. i hope at the very least, the p12 can negotiate some better carriage fees. a straight ott deal with apple would have to be huge to match that and wouldn't garner the eyeballs especially out of the conf footprint.
Click to expand...

****. Apple?

Criminy, all these ****ing streaming services are going to make cutting the cord more expensive than cable.
 
Alfred91 said:
****. Apple?

Criminy, all these ****ing streaming services are going to make cutting the cord more expensive than cable.
Click to expand...

yep. this was predicted by many. the revenue streams are going to shift to multiple providers.
 
Alfred91 said:
****. Apple?

Criminy, all these ****ing streaming services are going to make cutting the cord more expensive than cable.
Click to expand...
TSchekler said:
And then some company will eventually figure out a way to bundle all these services and charge a higher monthly fee, almost like.... cable/satellite.
Click to expand...
I feel like someone has said this before.
AeroBuff99 said:
One day your streaming device will collect all your programming and show you what is available, organized by service (lets call these channels) and also display live events. One day streaming will look almost like cable is today and cost the same.
Click to expand...
Ah, yes there.
 
Liver said:
also, saw a report, maybe wilner, that scott is talking to apple about distribution too.

there could be some big changes coming. i wonder who will go first in the direct to consumer war? i had sorta assumed it would be the nfl. i hope at the very least, the p12 can negotiate some better carriage fees. a straight ott deal with apple would have to be huge to match that and wouldn't garner the eyeballs especially out of the conf footprint.
Click to expand...

I have it on good authority that Apple is making HUGE moves to provide a major string of content to subscribers. I’m not so sure that it won’t be a great place to be for the P12 in a couple of years.
 
TSchekler said:
And then some company will eventually figure out a way to bundle all these services and charge a higher monthly fee, almost like.... cable/satellite.
Click to expand...
Like all emerging markets as the new wave happens, we will have a period of multiple competitors and start-ups. At a certain point, we’ll see consolidation. I think at the end of the day we’ll see the tech giants dominate distribution (Apple, Google, Amazon, maybe Microsoft/Xbox) with the media giants going back to being content providers that will start bundling their stuff for the various platforms.

Biggest snag right now seems to be figuring out how to get us the local stations (PBS & Network) through the streams.
 
Liver said:
also, saw a report, maybe wilner, that scott is talking to apple about distribution too.

there could be some big changes coming. i wonder who will go first in the direct to consumer war? i had sorta assumed it would be the nfl. i hope at the very least, the p12 can negotiate some better carriage fees. a straight ott deal with apple would have to be huge to match that and wouldn't garner the eyeballs especially out of the conf footprint.
Click to expand...
Direct to Consumer is not going to pay leagues $300m per season.

With p-12 up for renewal in 2022 hopefully CBS steps in with an offer. Even if it’s for less money it puts the conference on TV earlier and more often. People bitch about the late kickoff times which are a product of the ESPN beast needing to fill time slots late at night on ESPNU. CBS will not have that issue.
 
the data is a month-old but here's some things to think about:

www.cnet.com

Disney Plus has more than 10 million subscribers

Disney says that's the last number it'll give out for months.
www.cnet.com www.cnet.com

disney+ launched with 10mm+ subscribers. and they are clearly much larger now a month later.

hulu (which disney controls) took ten years to get to 28mm subs. a lot of their initial lack of traction was due to competing content owners. disney took control and solved that problem.

netflix has 150mm+ subs.

comcast owns nbc and universal.

amazon continues to grow and operates twitch and prime.

google has youtube and a few other growth initiatives.

facebook has built a large video platform business.

traditional distributors include cable (comcast and time warner dominate the space). satellite (directv and dish). and the telecoms. these guys effectively own the pipes that any OTT solution will ride on. at least for now.

broadcast networks (abc is owned by disney, nbc is owned by comcast, cbs is indy, and fox is in play again and almost all of fox's core content is now owned by disney (20th century fox)).

these are the players. the NFL already has its own network and bundled offers they distribute through cable, sat, and broadcast, along with experimenting with OTT.

@MiamiBuffs thinks the traditional will win the next round through rights deals.
@Buffnik thinks the tech giants will win.

i believe it is still very uncertain. but, if i had to bet, i would bet that the companies that control the pipes but not content will lose content rights over time and will raise fees for internet access. i would bet that direct to consumer plays continue to grow, with folks subscribing to multiple diff services along with whomever they get their bandwidth from. MLB still derives a majority of its revenue from the gate, not tv rights. the NFL is in the catbird seat right now. disney has a ****-ton of leverage, as do comcast, google, and amazon.

broadcasters are a tier down, along with maybe microsoft, facebook. maybe sony can get involved too.

this is a long-winded way of saying that college football rights are seriously in play and it could break a whole bunch of different ways. their best bet would be super-conferences, extended playoffs, and negotiating an NFL style deal across the board.
 
How many unlimited data customers does Verizon have, cuz we get Disney+ free for a year. I'll be dropping it then, and it'll be interesting to watch that next year around this time.
 
Liver said:
the data is a month-old but here's some things to think about:

www.cnet.com

Disney Plus has more than 10 million subscribers

Disney says that's the last number it'll give out for months.
www.cnet.com www.cnet.com

disney+ launched with 10mm+ subscribers. and they are clearly much larger now a month later.

hulu (which disney controls) took ten years to get to 28mm subs. a lot of their initial lack of traction was due to competing content owners. disney took control and solved that problem.

netflix has 150mm+ subs.

comcast owns nbc and universal.

amazon continues to grow and operates twitch and prime.

google has youtube and a few other growth initiatives.

facebook has built a large video platform business.

traditional distributors include cable (comcast and time warner dominate the space). satellite (directv and dish). and the telecoms. these guys effectively own the pipes that any OTT solution will ride on. at least for now.

broadcast networks (abc is owned by disney, nbc is owned by comcast, cbs is indy, and fox is in play again and almost all of fox's core content is now owned by disney (20th century fox)).

these are the players. the NFL already has its own network and bundled offers they distribute through cable, sat, and broadcast, along with experimenting with OTT.

@MiamiBuffs thinks the traditional will win the next round through rights deals.
@Buffnik thinks the tech giants will win.

i believe it is still very uncertain. but, if i had to bet, i would bet that the companies that control the pipes but not content will lose content rights over time and will raise fees for internet access. i would bet that direct to consumer plays continue to grow, with folks subscribing to multiple diff services along with whomever they get their bandwidth from. MLB still derives a majority of its revenue from the gate, not tv rights. the NFL is in the catbird seat right now. disney has a ****-ton of leverage, as do comcast, google, and amazon.

broadcasters are a tier down, along with maybe microsoft, facebook. maybe sony can get involved too.

this is a long-winded way of saying that college football rights are seriously in play and it could break a whole bunch of different ways. their best bet would be super-conferences, extended playoffs, and negotiating an NFL style deal across the board.
Click to expand...

I think this stuff is interesting as hell. Any thoughts on how blockchain technology affects all of this?
 
zbuff said:
How many unlimited data customers does Verizon have, cuz we get Disney+ free for a year. I'll be dropping it then, and it'll be interesting to watch that next year around this time.
Click to expand...

they aren't breaking that number out yet for obvious reasons. once they have hit whatever internal growth target they want (and they are likely to hit or vastly exceed that target, imho) then i suspect they will break out the numbers.

SBP said:
I think this stuff is interesting as hell. Any thoughts on how blockchain technology affects all of this?
Click to expand...

imho, no short to mid term impact. where it can be useful is basically creating a unique forever identifier for content assets, which has amazing potential to enable markets for games and movies and music, etc. it can also be useful for UGC and p2p purposes.

with respect to the next wave of content rights negotiations, no impact. these negotiations will reshape conferences, leagues, distribution, etc. and we'll see some new winners and losers. imho.
 
MiamiBuffs said:
Direct to Consumer is not going to pay leagues $300m per season.

With p-12 up for renewal in 2022 hopefully CBS steps in with an offer. Even if it’s for less money it puts the conference on TV earlier and more often. People bitch about the late kickoff times which are a product of the ESPN beast needing to fill time slots late at night on ESPNU. CBS will not have that issue.
Click to expand...

This conference's leadership needs to start engaging CBS ASAP. Their first call (assuming they want to stay in CFB) will be the Big 10.
 
just spitballing here, but let's say apple and p12 have legit mutual interest. the payday would have to be outsized but i can squint my eyes and see how that is possible-- forward thinking company, great in footprint, with the league of champions. it works.

if you take away the guaranteed money obstacle, then it is about making sure the conference gets OOC eyeballs, press, and recognition. some of that can be bought through various channels. assume for a minute that apple really, really wants a live sports anchor partner. they could fund a lot of exposure tools to help to offset the eyeballs, press, and recognition issues.

it wouldn't be the safest play but if they can make the money right, it could be a really forward thinking idea. and scott has expressed interest in capitalizing on the next wave, not just monetizing current structures.

hell, you could even put some games in front of a paywall to drive audience or do a secondary distribution deal through the networks. the possibilities are endless.

first and foremost, who will deliver certainty (a reasonably termed length of deal) and a boat load of cash (on par or better than the sec). if you get past that, the rest can be addressed.
 
I’d still love to see a college sports network. I think the P12 net could be that, but a partnership with CBS and P12 net could accomplish the same thing. Basically put all your content on P12 and CBS. All of it. See if you can get the ACC or B12 (or both) to sign on and provide a source for 2/3 of all college sporting televised events. I know it would be complicated as Hell to pull off, with distribution contracts being what they are and different existing relationships with different distributors, but in my mind, that’s the direction we should be heading.
 
Liver said:
@MiamiBuffs thinks the traditional will win the next round through rights deals.
@Buffnik thinks the tech giants will win.

i believe it is still very uncertain. but, if i had to bet, i would bet that the companies that control the pipes but not content will lose content rights over time and will raise fees for internet access. i would bet that direct to consumer plays continue to grow, with folks subscribing to multiple diff services along with whomever they get their bandwidth from. MLB still derives a majority of its revenue from the gate, not tv rights. the NFL is in the catbird seat right now. disney has a ****-ton of leverage, as do comcast, google, and amazon.
Click to expand...

CBS was paying tens of millions per season of SEC football.

CBS was offering hundreds of millions per season for future rights. 😮

Rghts deals from the big broadcasters aren't going down. Theyre going up.

I think good things happen for P12 in 2022
 
One thing about live sports is advertisers love it as sports are more or less immune to delayed viewing and scanning through commercials. This is a very lucrative market for distributors so I imagine they'll all want a piece of it.
 
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