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Post by GhostMod 5000 on Jul 28, 2015 9:06:12 GMT -6
On CNBC this morning, Disney CEO Bob Iger gave some enlightening comments envisioning a future where ESPN and Disney could restructure their business model by going straight to the consumer.
And keep in mind that ESPN makes 5-6 times more in subscriber fees than any other network, so if they’re feeling the squeeze and looking at alternative future strategies, nothing in the television industry is safe from significant change.
Could you envision a future where ESPN becomes a premium service like HBO? Or maybe they put all of their content online and make it available to anyone regardless of subscription status for $9.99 per month like WWE Network?awfulannouncing.com/2015/disney-ceo-says-espn-could-be-sold-directly-to-the-customer.htmlWould you pay a premium just for ESPN?
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Post by NOTTHOR on Jul 28, 2015 10:23:08 GMT -6
There was a WSJ article two weeks ago about ESPN. They have lost millions of subscribers in the past year. Disney is shitting absolute bricks because ESPN is far and away their most valuable asset, contributing something liek a quarter or third of their profits. Delany needs to renegotiate the Big Ten deal ASAP because I think in a couple of years, content values will revert to a more reasonable pricing structure. The $8.4 billion deal for NASCAR has to be the high water mark for idiotic content bidding.
But to answer your question, no, I wouldn't pay a premium for ESPN. Maybe I would subscribe during football season, but that's it. Live football is the only content they have that I care about.
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Post by NotMyKid on Jul 28, 2015 10:56:10 GMT -6
I think ESPN and Disney are just trying to get out ahead of things. They aren't stupid and see that people are watching more and more shit on ipads, phones and online then they ever have before, that isn't going to change.
They have the numbers in front of them, online advertisers are just going to get bigger and bigger while TV numbers are just going to continue to shrink.
Whatever happens any platform that offers live sporting events is going to be in much better shape then some channel that just plays reruns of Happy Days and 90210 all day. Live sporting events are really the only true must watch live event anymore.
I can't remember the last time my wife and I watched a show on TV that wasn't on our DVR. It just doesn't happen. That is where they still have value and will make ad $$ that other channels just can't.
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Post by NOTTHOR on Jul 28, 2015 11:23:31 GMT -6
I think ESPN and Disney are just trying to get out ahead of things. They aren't stupid and see that people are watching more and more shit on ipads, phones and online then they ever have before, that isn't going to change. They have the numbers in front of them, online advertisers are just going to get bigger and bigger while TV numbers are just going to continue to shrink. Whatever happens any platform that offers live sporting events is going to be in much better shape then some channel that just plays reruns of Happy Days and 90210 all day. Live sporting events are really the only true must watch live event anymore. I can't remember the last time my wife and I watched a show on TV that wasn't on our DVR. It just doesn't happen. That is where they still have value and will make ad $$ that other channels just can't. They aren't ahead of shit, this is totally reactive and not proactive. At this point, they're just hoping to plug a hole. If they move to an online model, it could push more people to cut the cord and as more people cut the cord, cable companies will put way more pressure on ESPN to either drop their price or ditch their absurd bundling terms.
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Post by twinlaker on Jul 28, 2015 11:28:39 GMT -6
There was a WSJ article two weeks ago about ESPN. They have lost millions of subscribers in the past year. Disney is shitting absolute bricks because ESPN is far and away their most valuable asset, contributing something liek a quarter or third of their profits. Delany needs to renegotiate the Big Ten deal ASAP because I think in a couple of years, content values will revert to a more reasonable pricing structure. The $8.4 billion deal for NASCAR has to be the high water mark for idiotic content bidding. But to answer your question, no, I wouldn't pay a premium for ESPN. Maybe I would subscribe during football season, but that's it. Live football is the only content they have that I care about. This
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Post by FoxHuntChampion on Jul 28, 2015 12:14:59 GMT -6
Is that mentored childs cherry about to burst?
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Post by GhostMod 5000 on Jul 28, 2015 12:16:21 GMT -6
I think ESPN and Disney are just trying to get out ahead of things. They aren't stupid and see that people are watching more and more shit on ipads, phones and online then they ever have before, that isn't going to change. They have the numbers in front of them, online advertisers are just going to get bigger and bigger while TV numbers are just going to continue to shrink. Whatever happens any platform that offers live sporting events is going to be in much better shape then some channel that just plays reruns of Happy Days and 90210 all day. Live sporting events are really the only true must watch live event anymore. I can't remember the last time my wife and I watched a show on TV that wasn't on our DVR. It just doesn't happen. That is where they still have value and will make ad $$ that other channels just can't. They aren't ahead of shit, this is totally reactive and not proactive. At this point, they're just hoping to plug a hole. If they move to an online model, it could push more people to cut the cord and as more people cut the cord, cable companies will put way more pressure on ESPN to either drop their price or ditch their absurd bundling terms. I'd be curious to see if ESPN became unbundled from cable packages, what the price of cable/satellite would look like. Live sports is the cash cow in broadcasting, because it's the only event that TV shows that HAS to be viewed live (watching it the next day on Hulu isn't an option), which means the distributor has you by the balls.
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Post by FoxHuntChampion on Jul 28, 2015 12:25:32 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know.
We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands.
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Post by thunderhawk on Jul 28, 2015 12:46:20 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Retinal scans.
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Post by GhostMod 5000 on Jul 28, 2015 12:57:24 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Do your parents know you're still doing that?
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Post by Ginger on Jul 28, 2015 13:02:29 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Do your parents know you're still doing that? His parents are using his bar logins, dummy.
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Post by FoxHuntChampion on Jul 28, 2015 13:15:01 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Do your parents know you're still doing that? That I'm still a baller? I don't know, I haven't taken them to the CC yet.
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Post by FoxHuntChampion on Jul 28, 2015 13:15:24 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Retinal scans. Easily faked. Just ask Tom Cruise.
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Post by GhostMod 5000 on Jul 28, 2015 13:43:49 GMT -6
Do your parents know you're still doing that? His parents are using his bar logins, dummy. Obviously. They're still stuck in BonduFar. I wonder if they need to piggyback on Geoff's cyclones.tv password too?
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Post by Incogayno. on Jul 28, 2015 13:49:52 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Retinal scans. Did someone say rectal scans? ( ͡° ͜ʖ ͡°)
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Post by FoxHuntChampion on Jul 28, 2015 15:08:05 GMT -6
His parents are using his bar logins, dummy. Obviously. They're still stuck in BonduFar. I wonder if they need to piggyback on Geoff's cyclones.tv password too? You obviously haven't been listening to tweets. He knows where they live, what they do, and where they eat. But he no obsessed. No no. Not at all.
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Post by GhostMod 5000 on Jul 28, 2015 15:19:00 GMT -6
Obviously. They're still stuck in BonduFar. I wonder if they need to piggyback on Geoff's cyclones.tv password too? You obviously haven't been listening to tweets. He knows where they live, what they do, and where they eat. But he no obsessed. No no. Not at all. Who the fuck listens to Tweets?
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Post by FoxHuntChampion on Jul 28, 2015 15:20:09 GMT -6
You obviously haven't been listening to tweets. He knows where they live, what they do, and where they eat. But he no obsessed. No no. Not at all. Who the fuck listens to Tweets? I thought you and him were best buds. I coulda swore.
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Post by Presidential Immunity Cock on Jul 28, 2015 23:01:38 GMT -6
ESPN/Disney is WAY overstating the value thinking that cable cutters would happily pay $30-40 per month for their family of networks. Bullshit. $10-15 for everything, maybe. But you can sign up for Sling TV and get that with the main ESPN channels plus far more live events for just $20 a month. People who cut will do what they have been doing and borrow the log in code from a friend/family member and hope they don't cut off cable. And if they charged that much per month, I guarandamntee you that I will be sharing that log in code with my extended family and have everyone chip in so it's just a few bucks a month. And honestly, other than live sports I give a fuck about, 99% of the programming on ESPN is pure shit.
Now, BTN needs to offer a monthly sub and I'd happily sign up for football/basketball season. MLB has it figured out and their streams are pretty damn good. The blackout restrictions do suck, but are easily circumvented for local games. I was shocked that NFL went back to doing the deal with DirectTv again. That would be such a HUGE money maker for them if they offered it to anyone who wanted it.
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Post by NOTTHOR on Jul 28, 2015 23:55:56 GMT -6
ESPN/Disney is WAY overstating the value thinking that cable cutters would happily pay $30-40 per month for their family of networks. Bullshit. $10-15 for everything, maybe. But you can sign up for Sling TV and get that with the main ESPN channels plus far more live events for just $20 a month. People who cut will do what they have been doing and borrow the log in code from a friend/family member and hope they don't cut off cable. And if they charged that much per month, I guarandamntee you that I will be sharing that log in code with my extended family and have everyone chip in so it's just a few bucks a month. And honestly, other than live sports I give a fuck about, 99% of the programming on ESPN is pure shit. Now, BTN needs to offer a monthly sub and I'd happily sign up for football/basketball season. MLB has it figured out and their streams are pretty damn good. The blackout restrictions do suck, but are easily circumvented for local games. I was shocked that NFL went back to doing the deal with DirectTv again. That would be such a HUGE money maker for them if they offered it to anyone who wanted it. I don't know about that DirectTV point. The NFL gets $1.5 billion guaranteed per year from DirectTV. DirectTV bears all of the risk of there not being enough subscribers to justify the payment. I suppose that if Comcast, TWC, etc. had a revenue share deal with NFL, it would probably generate more than DirectTV, but there is no guarantee it would. A billion and a half clams for the out of market and non-marquis games is a lot of fucking cheddar, brah. I'm pretty sure DirectTV would collapse without the NFL deal, so they will gladly pay through the ass for it.
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Post by Presidential Immunity Cock on Jul 29, 2015 1:19:07 GMT -6
True, directTv would be hurt badly by losing the NFL package. I'm sure the NFL has some sort of deal with them that they can only offer that to their subscribers, and not sell the package to others. It's a shame though, they paid out the ass for that deal and I'm sure for the NFL the guarantee of that money is good enough for them to be fine with that decision. Besides, that's only here in the states, and the NFL offers the NFL package in other countries, usually for less than DirectTV sells it to paying subscribers as well. Once upon a time not that long ago there was some european country where it was absolutely free. People would use VPN services to connect to that country to trick the servers and would get all the games for free.
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Post by Stan's Field on Jul 29, 2015 5:28:31 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Shared logins.... Wow
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Post by GhostMod 5000 on Jul 29, 2015 5:47:45 GMT -6
What are they going to do about the multiple households using each other's login? That has to go away at some point - I would assume it wouldn't be too difficult, but I don't know. We share logins from HBO, Amazon, Netflix, MLB, ESPN....among others. Granted, we still have cable because I'm a baller and I don't worry about such things, but the question still stands. Shared logins.... Wow I know. I've heard about people doing this, but I don't know anyone who actually does it. Geoffry just let his prole side peek out.
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Post by Presidential Immunity Cock on Jul 29, 2015 5:56:07 GMT -6
I do it and I'm not ashamed about it. Screw ESPN and big cable.
/allegedly. I mean I never thought of doing anything like this ever.
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Post by GhostMod 5000 on Jul 29, 2015 6:01:38 GMT -6
True, directTv would be hurt badly by losing the NFL package. I'm sure the NFL has some sort of deal with them that they can only offer that to their subscribers, and not sell the package to others. It's a shame though, they paid out the ass for that deal and I'm sure for the NFL the guarantee of that money is good enough for them to be fine with that decision. Besides, that's only here in the states, and the NFL offers the NFL package in other countries, usually for less than DirectTV sells it to paying subscribers as well. Once upon a time not that long ago there was some european country where it was absolutely free. People would use VPN services to connect to that country to trick the servers and would get all the games for free. This article has some interesting insight into the issue: DirecTV signed a deal this past fall with the NFL after drawn-out negotiations, that was estimated to be worth $1.5 billion annually. As part of the deal, DirecTV got additional digital and TV Everywhere rights for games. DTV has had exclusive rights to NFL Sunday Ticket since 1994. Surprisingly, only about 2 million DirecTV subscribers actually subscribe to the NFL package, making it a substantial loss leader for the service provider.
www.ooyala.com/videomind/blog/directv-puts-higher-price-its-nfl-sunday-ticket-package#sthash.KdyKSsYr.dpufThey charge, for the premium service, $350/year for Sunday Ticket, which means the revenue is only half of what they're paying. However, just having the NFL means they can (and do) charge moar for the same service that their competitors provide.
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