It hasn’t dawned on B12 execs that whatever the P12 is doing it might actually benefit the B12 down the road in terms of deal innovation and opening up new media partners. Instead we get hot takes on Twitter.
It hasn’t dawned on B12 execs that whatever the P12 is doing it might actually benefit the B12 down the road in terms of deal innovation and opening up new media partners. Instead we get hot takes on Twitter.
So either this is great news because it means the P12 and the ACC are combining on CW or it is horrible news as the P12 is incompetent and got scooped by a different inferior conference and we're doomed!
This is a mess. I have no idea what is going on, but the optics are terrible for the P12-2. They look like the blind man on the corner with a tin cup selling pencils at this point.
Hopefully, something good is cooking and those of us, like me, who are beginning to think disaster is looming, will get to eat crow.
I would like the Buffs to stay in the P12-2 over the Buc-ee's conference , but not if that means no $$ and TV exposure.
So either this is great news because it means the P12 and the ACC are combining on CW or it is horrible news as the P12 is incompetent and got scooped by a different inferior conference and we're doomed!
It's roughly one game a week. PLENTY of room.With this deal only bring 13 football games in both afternoon and evening timeslots that leaves them plenty of room to pick up some games from another conference.
ACC sold everything to ESPN in 2010.The CW and ACC thing is interesting. I thought ESPN had exclusive rights to ACC? Does that mean they sold those games to CW, and is that because between the entire SEC slate, majority ACC and half the Big 12, they had too much inventory? Or are they making room for adding a handful of Pac 12 inventory?
ACC sold everything to ESPN in 2010.
ACC wanted to loop Raycom in who was a longtime partner and also had Swofford's son employed.
ESPN sublicenses to Raycom and that sublicense runs out in 27' at which point ESPN takes the rights back and probably pushes them to ESPN+.
So ACC technically sold everything to ESPN but this roughly 1 football game per week and some MBB/WBB has been resold to Raycom until 2027.
I’m just the messenger here but this was just posted.
OTOH, I bet Apple would be willing to sacrifice some of that fat margin for a larger services market. Services are extremely profitable but device sales (primarily the iPhone) still drive the bus. Apple has been very vocal about the future being service.I don't see Apple all that interested in getting way deep into streaming. Apple has always wanted to be the high end player in their businesses. They have 71% margins in their services business. Also Apple getting involved with ESPN would be bad for a PAC12 deal - ESPN already has a plethora of sports media rights.
The way I see it, if Apple was going to get further involved in Sports streaming they would go for high margin areas. I think the NBA contract will be when we see who is interested in Sports streaming. I think the real players are Alphabet and Amazon. Alphabet went in on NFL Sunday Ticket and Amazon on Thursday Night Football.
I think Bob is fishing for a buyer. It seems like he doesnt want to sell ESPN but he also doesnt want the crappy cash flow hes going to be stuck with for a few years.
Bob Iger went on CNBC and floated balloons on restructuring Disney’s ENTIRE MEDIA BUSINESS, with a push to get everything closer to the end-consumer.
• $DIS will buy Hulu from $CMCSA
• Will sell or exit linear networks like ABC. I called it.
• ESPN is strategic, but $DIS is open to partnerships
• Marvel and Star Wars will make less content going forward
Iger’s 2-year contract extension makes sense in this light: he plans to do all of this before he retires (again…lol!).
The global media landscape will be redefined in the next few years.
Relevant to $CMCSA $DIS $WBD $PARA (and maybe $AMZN $GOOG & $APPL)
It hasn’t dawned on B12 execs that whatever the P12 is doing it might actually benefit the B12 down the road in terms of deal innovation and opening up new media partners. Instead we get hot takes on Twitter.
That tight rope is hard to walk. He has to be able leave Sat/Cable business at the same time he goes live with DTCSees ESPN going DTC. Didn’t give timeline.
I think he’s courting AmazonThat tight rope is hard to walk. He has to be able leave Sat/Cable business at the same time he goes live with DTC
So either this is great news because it means the P12 and the ACC are combining on CW or it is horrible news as the P12 is incompetent and got scooped by a different inferior conference and we're doomed!
To summarize your position: The CW is a disaster and the worst possible thing possible for the PAC-12, except for maybe Apple (aka the most valuable company in the world), but the ACC getting some of their inventory on the CW is further proof of the Pac-12's incompetence.Up to this point the PAC has been totally incompetent. Should anyone be surprised ?
I could care less if Apple is the most valuable company in the world. If the PAC puts all their eggs in that basket there will be a bunch of unknownsTo summarize your position: The CW is a disaster and the worst possible thing possible for the PAC-12, except for maybe Apple (aka the most valuable company in the world), but the ACC getting some of their inventory on the CW is further proof of the Pac-12's incompetence.
And how quickly that image changes if the conference pulls off a lucrative, market disruptive media deal while having the most teams in the preseason top 25 of any conference for the majority of sportswriters.I could care less if Apple is the most valuable company in the world. If the PAC puts all their eggs in that basket there will be a bunch of unknowns
and hedging of bets.
I don't believe the CW is great and find it funny that the ACC signed on with them. Good, bad or indifferent, the the PAC image right now is amateur hour.
Maybe GK can pull a rabbit of out of his ass. Going to be fascinating to find out.
and why this is so freaking exciting to find out what happens...And how quickly that image changes if the conference pulls off a lucrative, market disruptive media deal while having the most teams in the preseason top 25 of any conference for the majority of sportswriters.
* couldn’tI could care less if Apple is the most valuable company in the world. If the PAC puts all their eggs in that basket there will be a bunch of unknowns
and hedging of bets.
I don't believe the CW is great and find it funny that the ACC signed on with them. Good, bad or indifferent, the the PAC image right now is amateur hour.
Maybe GK can pull a rabbit of out of his ass. Going to be fascinating to find out.