DIRECTV unlikely to keep NFL Sunday Ticket

[Jimbo]

Thanks for the info guy, sorry I've been so confused about it.

 

[Juan]

Why can't the NFL just build their own app and just bill customers directly?..Without all the billion dollar contract mumbo jumbo..sounds like a better plan to me

Oh wait..you need customers to pay $300 for sunday ticket to work and they probably won't find $2.5 billion worth of customers..so squeezing a billion dollar streaming company is the best option

 

[SamCdbs]

Also, who has said you have to pay $5 a month for AppleTV to get NFLST, there are many services you can subscribe to via Apple that does not require that monthly charge, MLB Extra Innings for one example, HBOMAX, Paramount+, Disney+, etc, etc.

Who says?

Basic economics.

MLBEI, or any other out-of-market sports package, or things like Paramount Plus, etc. are sold by Apple, and dozens of other providers AT A PROFIT.

ST is totally different. Apple (probably, or whoever get it, doesn’t matter) is paying MORE for it than it can make in subscriptions. That simple.

Like DirecTV before it, Apple HAS to use ST as a sort of “loss leader”, It has to predicate the ability to buy ST on first buying something else. This might be Apple TV +, this might be an I-phone, or a computer, or whatever else Apple makes, but they CANNOT sell it a la carte. Won’t work. Basic business. Economics 101.

 

[Joe The Dragon]

but forcing bars to buy apple tv hardware for just NFL ST and it better have have Ethernet and keep it with new hardware as 6-8+ boxes on wifi in the same small rack may not work good.
But the BIG cost may be an new bigger Matrix Switcher

 

[meStevo]

but forcing bars to buy apple tv hardware for just NFL ST and it better have have Ethernet and keep it with new hardware as 6-8+ boxes on wifi in the same small rack may not work good.
But the BIG cost may be an new bigger Matrix Switcher

How are bars handling MLB on Apple TV+ ?

Sunday Ticket isn't the first exclusive sports streaming deal, and won't be the last. This is a problem that will have a solution for business applications, and yeah, in some instances it'll involve investment in infrastructure, no doubt.

 

[Juan]

but forcing bars to buy apple tv hardware for just NFL ST and it better have have Ethernet and keep it with new hardware as 6-8+ boxes on wifi in the same small rack may not work good.
But the BIG cost may be an new bigger Matrix Switcher

Or just buy a bunch of roku streaming sticks dirt cheap

 

[cosmo_kramer]

I just Googled the term “rampant speculation” and it directed me to this thread…..

 

[SamCdbs]

How are bars handling MLB on Apple TV+ ?

Well the MLB on Apple TV+ is one or two games, on Friday nights. Meaning the local team is probably only going to be on it twice or thrice a year. Likewise the Peacock Plus games are going to be 11:30 AM or Noon ET Sunday starts, when many (most) states wouldn’t let bars be open anyway.

So a lot of bars are probably just saying “we can’t get the (whatever team) game tonight”. More are probably doing what the places I frequent do with all internet content. Which is just use somebody’s home account and watch for spies. Haven’t been caught yet. Won’t ever be.

But I don’t know if Apple TV+ even has a commercial account. Google takes me to pages about buying ads on Apple TV +, but the T&C page strictly says “for non commercial us only”.

Peacock’s T&C clearly says not for public use, and redirects bar owners to “NBC Pub Pass” which sells its Euro soccer, rugby and cricket content. No mention of MLB, or of the single exclusive Notre Dame game or the Indy Car race.

So, rampant speculation:

- ST makes no economic sense unless bundled with something else.
- There isn’t a lot else on Apple TV+, or anything else Apple sells that small local bars, cigar stores, lounges, etc, really would want or need.
- HD video quality internet is really not something many such places want or need.

Therefore, I believe that commercial accounts will be sub-let to DirecTV.

That said Apple is going to have to really work on its easily spoofed geolocation function.

 

[Bruce]

There isn’t a lot else on Apple TV+, or anything else Apple sells that small local bars, cigar stores, lounges, etc, really would want or need.

Apple sells all the Sports Packages ( MLB Extra Innings for example) via itunes, I wonder what would prevent them from selling to businesses ( at a much higher cost of course), is there laws in place that would prevent or allow?

Therefore, I believe that commercial accounts will be sub-let to DirecTV.

The one problem with that is does DirecTV want the commercial accounts, there has not been one news story that says DirecTV wants to keep NFLST in any form, they have been losing $600-800 million on NFLST a year for the last few years and that is with Personal and Business Accounts.

Also, if Apple does get the rights, they will just not give away the Commercial Rights, they will want a good amount of $$$, so would the NFL.

DirecTV are in pinching pennies mode because the new investors want to sell ( already reported), hence why all the new merger talks, there are no new Boxes in development, no new satellites planned, nothing, no extra $$$ being spent beyond day to day operations, if the Commercial Accounts are offered to them, they will not want to spend much.

This is why I believed Amazon was a better fit, they already have a business division that could of handled the Commercial Accounts.

 

[Joe The Dragon]

Or just buy a bunch of roku streaming sticks dirt cheap

and have the bandwidth to feed 20+ tv's?

 

[Juan]

and have the bandwidth to feed 20+ tv's?

You can get 1gig internet quite easily for about $100 a month

Broadband High-Speed & Fiber Internet Plans Near You | Optimum

Optimum offers broadband high-speed internet plans in your area with our 100% fiber internet network. Learn more about the fastest home internet available.

www.optimum.com

 

[Joe The Dragon]

Apple sells all the Sports Packages ( MLB Extra Innings for example) via itunes, I wonder what would prevent them from selling to businesses ( at a much higher cost of course), is there laws in place that would prevent or allow?

The one problem with that is does DirecTV want the commercial accounts, there has not been one news story that says DirecTV wants to keep NFLST in any form, they have been losing $600-800 million on NFLST a year for the last few years and that is with Personal and Business Accounts.

Also, if Apple does get the rights, they will just not give away the Commercial Rights, they will want a good amount of $$$, so would the NFL.

DirecTV are in pinching pennies mode because the new investors want to sell ( already reported), hence why all the new merger talks, there are no new Boxes in development, no new satellites planned, nothing, no extra $$$ being spent beyond day to day operations, if the Commercial Accounts are offered to them, they will not want to spend much.

This is why I believed Amazon was a better fit, they already have a business division that could of handled the Commercial Accounts.

well with the Sports Packages? why can't NFL ST be like MLB EI / NBA LP / NHL CI (all systems can have it)

Now with Commercial Rights what is Amazons plan for TNF? (out of home markets)?

Also the places that may want to get all games are the sports books.
Now can an bar show an in the clear C-band wildfeed if they can get one?

 

[Joe The Dragon]

You can get 1gig internet quite easily for about $100 a month

Broadband High-Speed & Fiber Internet Plans Near You | Optimum

Optimum offers broadband high-speed internet plans in your area with our 100% fiber internet network. Learn more about the fastest home internet available.

www.optimum.com

+ running cables to each tv / and or buying wifi hardware to cover your full location (one AP may not be able to handle 20+ HD / 4k steams)

 

[Juan]

+ running cables to each tv / and or buying wifi hardware to cover your full location (one AP may not be able to handle 20+ HD / 4k steams)

Really?

With roku wifi streaming sticks about $20 a pop..really not an issue...you could probably get a professional router for about $700

eero - Finally, wifi that works

Finally, WiFi that works

eero.com

 

[Bruce]

+ running cables to each tv / and or buying wifi hardware to cover your full location (one AP may not be able to handle 20+ HD / 4k steams)

How much does it cost a business for all those DirecTV boxes every month, how about the install, I would assume a bunch of Rokus Sticks and a Mesh System would be a lot cheaper in the short run.

 

[SamCdbs]

well with the Sports Packages? why can't NFL ST be like MLB EI / NBA LP / NHL CI (all systems can have it)

Because the other leagues’ out-of-market packages are sold under a totally different economic model. The provider (cable co, satellite co, whatever) sells these packages at a profit. NFLST costs money on a cash basis. Because DirecTV, and now maybe Apple, are paying MORE to the NFL than what every willing subscriber would pay the NFL if it were available on “every” provider. That simple.

Now with Commercial Rights what is Amazons plan for TNF? (out of home markets)?

Prime Viedo’s T&C also clearly say that it is for “home viewing only”. See my earlier response for what will probably be the case. Most people will just use a personal Amazon account, and I would bet that DirecTV gets the commercial rights and carries the games.

 

[SamCdbs]

You can get 1gig internet quite easily for about $100 a month

Broadband High-Speed & Fiber Internet Plans Near You | Optimum

Optimum offers broadband high-speed internet plans in your area with our 100% fiber internet network. Learn more about the fastest home internet available.

www.optimum.com

IF you live in the service area of that particular cable company, Altice, which has 3.3M subscribers under all its brands, including Suddenlink which does not offer such a package

And if the business has access to cable in the first place. Many bars, cigar stores, lounges, etc. are located in areas where the cable company never wired up the commercial property.

 

[Juan]

IF you live in the service area of that particular cable company, Altice, which has 3.3M subscribers under all its brands, including Suddenlink which does not offer such a package

And if the business has access to cable in the first place. Many bars, cigar stores, lounges, etc. are located in areas where the cable company never wired up the commercial property.

Comcast amongst others have similar deals

If your gonna have a sports bar with 20 tvs..you have to assume they are in a good size town with cable internet...someone out in the boonies wouldn't have 20 tvs

 

[SamCdbs]

Comcast amongst others have similar deals

If your gonna have a sports bar with 20 tvs..you have to assume they are in a good size town with cable internet...someone out in the boonies wouldn't have 20 tvs

I certainly don’t live in the “boonies” but I know of many places, both in genuinely urban street locations, and in strip malls without cable. The cable in the residential neighborhoods is just fine, by cable standards, but they never wired up places that were zoned commercial, unless one of the businesses in the strip mall wanted to pay for wiring from the nearest node or whatever into the strip mall.

 

[Juan]

I certainly don’t live in the “boonies” but I know of many places, both in genuinely urban street locations, and in strip malls without cable. The cable in the residential neighborhoods is just fine, by cable standards, but they never wired up places that were zoned commercial, unless one of the businesses in the strip mall wanted to pay for wiring from the nearest node or whatever into the strip mall.

Where would that be?...