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CU has rejoined the Big 12 and broken college football - talking out asses continues

dio said:
I wouldn't mind a streaming only deal, but the money has to be guaranteed and substantial to offset the loss of linear. That doesn't seem to be the case here.
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I like it for new members and the Stanford of the world but I don't get it for Oregon, Washington, and Zona. Even ASU if their president wasn't in bed with Stanford
 
married2abuff said:
If the Pac dissolves due to mass exodus, does Apple approach one of the other conferences as a secondary carrier and sweeten the pot there? It seems like they want to get into the sports game. (I'm not even sure how that would work.)
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They have a massive investment into technology that could potentially revolutionize sports watching, and Apple will want to implement that somewhere. I would bet they see the P12 as an early foot in the door, and are pitching the conference on being part of the "wave of the future"....thus the proposed escalators to achieve target revenue goals of the conference. This structure would help Apple accelerate the distribution of their tech. It's a huge gamble for the conference, but if the conference dissolves, Apple will still be looking for partners to allow the implementation of their tech.
 
So RG knew that the deal was 100% streaming and cited it as a reason for bailing. So this deal can't be a total surprise. Or was GK holding something back before today? Or just waiting because the deal "gets better the longer we wait"?
 
married2abuff said:
If the Pac dissolves due to mass exodus, does Apple approach one of the other conferences as a secondary carrier and sweeten the pot there? It seems like they want to get into the sports game. (I'm not even sure how that would work.)
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No. From what I can tell and heard Apple wants global exclusivity.
 
BuffsNYC said:
The answer to this question appears to be "no." I doubt Apple invests enough hardware into P12 games that it will make any difference during the next cycle of negotiations. Being the first conference to go 100% streaming will not garner any advantage in the future.
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Pac will be the first all streaming, and Apple will use the Pac as the test dummy for a few years to get the product right for when they go to bid on streaming for the B1G in 2029, leaving the Pac stuck in the same place they are today.
 
SuperD said:
Where is the money for an ACC merger coming from with ESPN hemorrhaging cash and Disney tightening down on spending? It really does look like what Klatt stated in his podcast, the traditional networks only had the cash for four decent deals with the SEC and B1G eating the lion share of that money, and the B12 beat the P12 to the punch and they had already irritated the networks by trying to fully retain their rights, so the networks are going save some money by carving out the brands and markets they need from the West and call it a day.

The population disparity really does make a difference. It looks like they’ve figured USC / UCLA will carry football for California, then all they really need is a team for Colorado/Denver, Arizona/Phoenix, Washington/Seattle, and Oregon for their brand power. Everyone else is potentially redundant. We as hardcore football fans may not see it that way, but network execs looking for maximum eyeballs per dollar to sell ads don’t have the same perspective.
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Disney just had another movie totally bomb at the box office. Its like the 10th in a row.
 
Leon Sandcastle said:
They have a massive investment into technology that could potentially revolutionize sports watching, and Apple will want to implement that somewhere. I would bet they see the P12 as an early foot in the door, and are pitching the conference on being part of the "wave of the future"....thus the proposed escalators to achieve target revenue goals of the conference. This structure would help Apple accelerate the distribution of their tech. It's a huge gamble for the conference, but if the conference dissolves, Apple will still be looking for partners to allow the implementation of their tech.
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They have all that with MLS.
 
Buffnik said:
The new math, I believe, is who drives national, regional and time slot ratings and who has engaged fans who will buy app subscriptions. It's not about how many cable homes a school will add at in-market rates.
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The problem is everyone is going to be buying on different apps and the money is not concentrated allowing big deals.

The money you give Netflix gives $0 to sports rights. Amazon gives almost none too. Apple a little more. Google a little more.

Most people only sign up for two?
 
CarolinaBuff said:
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Obviously exaggerating, but if you go by mhver3 (which he's seemed to be pretty close recently) then they would need 110 million subscriptions if they have 10 teams to equal the difference with the escalator. Looked up apple tv subscriptions, there are currently 25 million paid apple TV subscribers, 50 million if you include access via promotion. So they would only need to double to quadruple PAC 6/9 subscriptions to break even. Putting all your eggs in a wildly out of the box idea worked so well for PAC 12 media rights in the past... They're cooked. They'll be lucky to get a 1-2 million bucks a team in escalator money with this deal.

 
Creebuzz said:
The Apple streaming deal could’ve been presented weeks ago, possibly months ago. CU leaving forced Kliavkoff to show his hand. He knew it wasn’t good enough and kept delaying hoping for something better. The big reveal here is that the negotiations were going exactly as reported by industry insiders (and honestly by the blogosphere as well).

A 100% streaming deal means you effectively get zero visibility and few subscribers outside the Pacific Northwest. There is no way Oregon or Washington go for that.
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Im pretty sure GK presented an outline and RG said no to escalators, show me the guaranteed money. Go back and fight harder. I want linear too.
 
Leon Sandcastle said:
Correct. A lot of football fans could give a rip about soccer. Going after football presents a good market segmentation opportunity
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PAC MAN said:
They can just save their money for the NBA too.
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www.macrumors.com

Apple Rules Out Bid for Premier League Football Over Global Rights

Apple services chief Eddy Cue has effectively ruled out the company's rumored bid to obtain the broadcasting rights to the English Premier League...
www.macrumors.com www.macrumors.com

I thought this was interesting.
 
dio said:
I wouldn't mind a streaming only deal, but the money has to be guaranteed and substantial to offset the loss of linear. That doesn't seem to be the case here.
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I think this is where the market is heading. Apple et al are testing the waters vis a vis buying rights because theyre not sure enough subscribers will show up. ESPN was super bold with money back in the day. Today those decisions are hurting them.
 
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So, GK presented something to the ADs where the payouts are solely based on subscriptions and Apple isn't willing to put down a guaranteed amount like they did with MLS? Yikes.

Say they need to get like 250-300m a year from subscriptions ... can they get 2.5m people at 100 USD or 1m at 250 USD?
 
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