ESPN Cutting Costs

[Yespage]

Yes, through their new acquisition, a little company called DirecTV.

Well, may be a bit easy to confuse seeing AT&T didn't bid for the rights.

Wrong. Disney/ESPN will be forced to go over the top before all is said and done. Too bad they cannot keep the current model, the cat is out of the bag.

You made it sound like they were going to go OTT because it'd be awesome, not because they were pricing themselves and cable/sat in general out of reach.

No more satellites needed, 90% fewer employees needed, huge fleet cost reductions, greatly reduced call centers and cubicle farm employee's etc. etc.., combine that with the Net Neutrality regs that will allow new small entrants to purchase channels at the same price (average .14 cents) as the big networks.

They average 14 cents due to bulk and other channels that channel provider owns to supplement.

Competitors have been totally locked out from buying the channels due to the cartel that formed in the industry.

The channels support the cartel.

It is a lot easier to slip 20 bucks out of a 80 dollar cable bill vs. the new norm of 8 to 40 bucks for the new internet TV services. ESPN, Dish, Cable cos. everybody in the industry is going to have to adjust. Competition is coming hard and fast.

The competition is from within, not the outside.

 

[ChadT41]

Yespage, you cannot present him with information. He is best friends with the God of TV Charlie Ergen and they talk TV all day. I know I respect Charlie as a businessman, but I find it funny his main source of the TV industry falling apart is the man launching more satellites to offer a new TV experience in 4K(hopefully that is what it will be used for in the long run). As roeviously mentioned to Lue, and completely overlooked, OTT will exist, but will not take over the TV industry, the same way that planes exist, but yet have not killed the auto industry from selling cars that can travel across the country just fine. They work... Wait for it... Symbiotically. And again, why is this in the Dish forum. Please, this crap needs to be in Broadband forum. Where talking about broadband related stuff as the main topic(OTT) is what it is for. We get it Lue. You want to "take back TV"... So really if you want, take it back to the SlingTV forum also. You can dish in there all day, as hey own that OTT service. See where that is going?

 

[Lue]

Cord-Cutting Contagion! Wall Street Bails on Big Media Stocks. Only going to get worse. The elephant in the room can no longer be ignored. This could be the earliest warning of hard times ahead for traditional media broadcasters.

https://recode.net/2015/08/05/cord-cutting-contagion-wall-street-bails-on-big-media-stocks/

Cable TV shares crushed after Disney says ESPN lost subscribers

Sure can see how ESPN has been holding the big Cable/Sat bundles together. Thats on the way out now.

http://www.stltoday.com/business/lo...cle_9a1c3d9a-d618-59e0-b5e9-2d19362a69ff.html

RECKONING: REALITY OF CORD CUTTING DROPS MEDIA STOCKS

http://www.breitbart.com/big-hollyw...g-reality-of-cord-cutting-drops-media-stocks/



As ESPN Loses Viewers, Some on Wall Street Move to Sidelines on Disney

http://blogs.wsj.com/moneybeat/2015...e-on-wall-street-move-to-sidelines-on-disney/

Disney’s Darkened Outlook Leads to Meltdown in Media Stocks
http://www.bloomberg.com/news/artic...ed-outlook-leads-to-bloodbath-in-media-stocks

 

[harshness]

You might want to catch up on the new regs and their effects from the FCC. They will go a long way to fix everything you mentioned.

Name two FCC regulations that truly fixed anything; immediately or long-term.

 

[Lue]

Really nothing else to say

U.S. Stocks Drop on Disney-Led Media Meltdown
http://www.nasdaq.com/article/us-stocks-drop-on-disneyled-media-meltdown-20150806-01017


Wall St. falls as media stocks slump

http://www.reuters.com/article/2015/08/06/us-markets-stocks-idUSKCN0QB18U20150806

Media stocks are getting destroyed
http://www.businessinsider.com/media-stocks-sell-off-2015-8

Cutting the Cord: Sports slowly breaking through the pay-TV mold
http://www.usatoday.com/story/tech/...slowly-breaking-through-pay-tv-mold/30797071/

 

[Lue]

Burnt Toast
http://www.nytimes.com/2015/08/06/b...r-media-investors-worry-about-tvs-future.html

might want to pay attention to the new guys

http://www.forbes.com/sites/maurybr...-is-just-the-beginning-for-bam-tech-spin-off/

http://www.pgatour.com/news/2015/07/28/pga-tour-live-frequently-asked-questions.html

 

[ChadT41]

Name two FCC regulations that truly fixed anything; immediately or long-term.

He won't answer you. It goes against his agenda, and shuts his whole idea down.

 

[whitewolf8214]

Disney down again, -5% amid broad media sell-off
Aug 6 2015, 13:01 ET | By: Jason Aycock, SA News Editor http://seekingalpha.com/news/270478...-percent-amid-broad-media-sell-off#email_link

Disney (NYSEIS) is down another 5.2% today (down 13.7% in two days) amid a deepening media stock sell-off that it seems to have spurred with its Tuesday earnings report, where it took a fair chunk of time on an analyst call acknowledging subscriber losses at ESPN.
Also off broadly at midday: CBS -3.1%; CMCSA -4%; FOXA -9.8%; VIAB -15.6%; TWX -5%; AMCX -9.6%; LGF -6.7%.
The sell-off is affecting several companies with a cable or pay-TV component, as sub losses at ESPN -- the most valuable part of any cable bundle -- point to the effect of cord-cutting.
Analysts are agreeing that the trend of unbundling (or skinny bundling) might threaten the long-term health of the pay TV ecosystem, which has profited from the promise of rising subscription fees from providers. That's dependent on subscriber counts that don't significantly drop off.
A growing pile of reports this week is indicating warning signs for subscriber counts. Dish Network (DISH -2.2%) had "almost certainly the worst quarter" for satellite subscriber losses, analyst Craig Moffett noted, as it merged Sling TV subscriber growth into its overall count, masking the core number. Moffett estimates Dish lost 151K satellite TV customers in Q2.
Subscriber losses mean lower affiliate fees. Disney said in its call "we now expect domestic cable affiliate revenue [growth] to fall short of previous expectation, but still in high single digits."

 

[Lue]

Good article on the imploding sports TV/Cratering cable bundle
these are some of the questions you probably want to ask yourself: How much value do those existing contracts have as the TV market continues to implode? What could potential competitors, including the leagues themselves, do to ESPN’s margins? And if it decides to (or is compelled to) offer its own over-the-top service, how many people would likely subscribe to it directly, andhow much would they be willing to pay?

http://fortune.com/2015/08/05/espn-future/

 

[Lue]

Do you sports fans agree with this?

http://sportsvideo.org/main/blog/20...-customer-surviving-the-unbundling-of-pay-tv/

 

[dare2be]

Carpet bomber finally put on ignore.

 

[KAB]

Yep, toodaloo, Lue!

 

[darrengs]

Carpet bomber finally put on ignore.

Ahh, first ever ignore. Feels kind of liberating.

 

[Bob Haller]

disney will outsource everything it can, heck espn may be moved to another county. all the back office work will be done elsewhere.

if you arent a pub member you may not understand

 

[osu1991]

disney will outsource everything it can, heck espn may be moved to another county. all the back office work will be done elsewhere.

if you arent a pub member you may not understand

Then why bring it up

 

[cosmo_kramer]

disney will outsource everything it can, heck espn may be moved to another county. all the back office work will be done elsewhere.

if you arent a pub member you may not understand

You apparently haven't seen the ESPN campus. It may downsize, but it's not going anywhere.


Sent from my iPhone using Tapatalk

 

[Lue]

disney will outsource everything it can, heck espn may be moved to another county. all the back office work will be done elsewhere.

if you arent a pub member you may not understand

Yep, Writing is on the wall.

Major League Baseball’s technology division built streaming services for HBO and ESPN.

http://www.bloomberg.com/news/articles/2015-07-30/tv-networks-outsource-their-streaming-video

 

[ChadT41]

Ah crap. The two conspiracy theorists have gotten together.

 

[Skytrooper]

Don't know why some members are put on ignore or ask what are considered by some dumb or repetitive questions.We are here to help each other and learn.

 

[Hall]

Then tell Scott to remove the ability to ignore other members.

In this case, "Lue" isn't interested in any "help" from other users.