DIRECTV unlikely to keep NFL Sunday Ticket

[navychop]

IOW, who knows?

 

[Bruce]

So can someone dumb this down to me, if Apple gets it, as reported, does that mean no more TV portion for people like myself with crappy internet?

NFL really is money hungry, don't care that not everyone can get the high speed internet, our only choice is Spectrum, and they suck, or we could go DSL LMAO, so ridiculous.

Spectrum has bad internet?

I have had them for almost 2 years in Florida and it has been great, only 1 extended outage and that was for about 2-3 hours.

 

[Jimbo]

Spectrum has bad internet?

I have had them for almost 2 years in Florida and it has been great, only 1 extended outage and that was for about 2-3 hours.

You know service varies for all companies from city to city ....
Sometimes neighborhood to neighborhood.

 

[robjlevin]

Wow. I'm kinda spoiled here in Fios territory with an old, out-of-contract triple play. Gig internet (up and down), phone, and crap TV plan that I don't even use. $70/month and it's rock-solid. I'd cancel the phone and tv but the price would go up.

 

[Jimbo]

Wow. I'm kinda spoiled here in Fios territory with an old, out-of-contract triple play. Gig internet (up and down), phone, and crap TV plan that I don't even use. $70/month and it's rock-solid. I'd cancel the phone and tv but the price would go up.

I wouldn't touch it, keep everything the way you have it ....

 

[Juan]

For what its worth

Amazon really screwed up their Yankee game with just regular sports fans..not the super nerdy streaming clique

Fans rip ultra-exclusive Yankees-Guardians broadcast on Amazon Prime

The Yankees’ Amazon Prime debut left many fans missing the action.

nypost.com

 

[meStevo]

For what its worth

Amazon really screwed up their Yankee game with just regular sports fans..not the super nerdy streaming clique

Fans rip ultra-exclusive Yankees-Guardians broadcast on Amazon Prime

The Yankees’ Amazon Prime debut left many fans missing the action.

nypost.com

Yeah, not worth much in the context of NFL rights. With nothing expected to change for home market broadcasts many of those complaints don't apply.

 

[Juan]

Yeah, not worth much in the context of NFL rights. With nothing expected to change for home market broadcasts many of those complaints don't apply.

Except they share the same joe 6pack fans..its not gonna be a easy transition..if it happens at all
Most people watch sports to enjoy it
Not spend hours trying to figure out all the technical glitches
Blackout rules are simple with cable and satellite companies..but when a third party such as amazon interprets them..chaos will ensue...if you base it solely on ip addresses it all depends where your ISP is located..as you can tell the NY metro area is huge and the Tankees territory infringes on the dead sox..there is no clear demarcation point...just the arbitrary one AMAZON created

The best example is that Comcast placed the amazon prime app on their streaming cable boxes . When customers went to stream the Yankee game..they were blocked
Because comcast servers are located in Philly...quite hilarious..meanwhile firetv and other devices worked fine
Thousands and thousands of pissed off yankee fans

 

[meStevo]

Except they share the same joe 6pack fans..its not gonna be a easy transition..if it happens at all
Most people watch sports to enjoy it
Not spend hours trying to figure out all the technical glitches
Blackout rules are simple with cable and satellite companies..but when a third party such as amazon interprets them..chaos will ensue...if you base it solely on ip addresses it all depends where your ISP is located..as you can tell the NY metro area is huge and the Tankees territory infringes on the dead sox..there is no clear demarcation point...just the arbitrary one AMAZON created

The best example is that Comcast placed the amazon prime app on their streaming cable boxes . When customers went to stream the Yankee game..they were blocked
Because comcast servers are located in Philly...quite hilarious..meanwhile firetv and other devices worked fine
Thousands and thousands of pissed off yankee fans

There will be challenges, but this is largely an invented problem because it doesn't apply to the NFL.

Funny how multiple times you've said we shouldn't speculate, but if you can figure out some FUD you're all into that.

 

[Juan]

Not

There will be challenges, but this is largely an invented problem because it doesn't apply to the NFL.

Funny how multiple times you've said we shouldn't speculate, but if you can figure out some FUD you're all into that.

Really?
Sunday ticket doesn't have blackouts?

Thanks for the clarification

I guess we can assume that cable and satellite companies won't carry an ap for whatever streaming service carries sunday ticket!! That eliminates the cable tv crowd.. awesome

The more complicated..the better

 

[meStevo]

Not

Really?
Sunday ticket doesn't have blackouts?

Thanks for the clarification

I guess we can assume that cable and satellite companies won't carry an ap for whatever streaming service carries sunday ticket!! That eliminates the cable tv crowd.. awesome

The more complicated..the better

As usual, you continue to just kind of make things up.

 

[Juan]

As usual, you continue to just kind of make things up.

Huh
I was merely pointing out mlb sports streaming issues can apply to the NFL..if amazon can't handle a couple yankee games..they don't need the nfl..im sure they will figure it out but it was fun to watch them crash and burn

 

[Bruce]

found this-

Less Than a Quarter of DirecTV Subscribers Pay for NFL Sunday Ticket - Kagan

Survey explains why satellite TV operator isn't anxious to renew a 28-year-old partnership with the league that costs it $1 billion a season

www.nexttv.com

This article uses real bad math, example-

DirecTV was spun off from AT&T last year and had a reported 14.6 million remaining subscribers across its satellite- and IP-based services at the end of 2021. NFL Sunday Ticket pricing ranges from $293.96 to $395.99 for the "Max" plan, with customers able to sign up as the NFL regular season progresses at prorated cost.

14.6 Million was true, but it included DirecTV, the streaming versions and Uverse, the problem is that DirecTV Stream and Uverse do not get NFLST, the estimated DirecTV Sat sub count was roughly 11 million.

Doing the basic math, if 23% of AT&T's base (around 3.35 million customers) pay $300, DirecTV is just about breaking even each season on its Sunday Ticket licensing

Right now, if 23% of Sat Subs ( 2.53 million ) pay $300, that is $759 million, which I believe to be close since all the news stories has said they make between $600-800 million ( but paying $1.5 Billion).

The article also said 16% get it free, that is another 1.76 million, so over 4 million get NFLST, how many of those will leave after ST is gone after next season.

 

[Juan]

found this-

Less Than a Quarter of DirecTV Subscribers Pay for NFL Sunday Ticket - Kagan

Survey explains why satellite TV operator isn't anxious to renew a 28-year-old partnership with the league that costs it $1 billion a season

www.nexttv.com

This article uses real bad math, example-

DirecTV was spun off from AT&T last year and had a reported 14.6 million remaining subscribers across its satellite- and IP-based services at the end of 2021. NFL Sunday Ticket pricing ranges from $293.96 to $395.99 for the "Max" plan, with customers able to sign up as the NFL regular season progresses at prorated cost.

14.6 Million was true, but it included DirecTV, the streaming versions and Uverse, the problem is that DirecTV Stream and Uverse do not get NFLST, the estimated DirecTV Sat sub count was roughly 11 million.

Doing the basic math, if 23% of AT&T's base (around 3.35 million customers) pay $300, DirecTV is just about breaking even each season on its Sunday Ticket licensing

Right now, if 23% of Sat Subs ( 2.53 million ) pay $300, that is $759 million, which I believe to be close since all the news stories has said they make between $600-800 million ( but paying $1.5 Billion).

The article also said 16% get it free, that is another 1.76 million, so over 4 million get NFLST, how many of those will leave after ST is gone after next season.

Depends if they really lose it

 

[slice1900]

I'm actually surprised at how many are paying for it. That means they're making $1 billion a year just from residential. Short of what they're paying (though probably close once you add the commercial revenue) but not as bad I was assuming.

That's enough that it would be worth it for Directv to pursue not only keeping a commercial exclusive I expect them to keep, but maybe seek some sort of deal with Apple or whoever ends up getting the residential rights to allow them to continue offering it to existing subscribers as a way to reduce customer losses.

Whether such a thing would make sense for Apple, and how much they'd want to charge Directv per subscriber who knows, but it would be worth Directv's time to at least talk to whoever wins it.

 

[Bruce]

I'm actually surprised at how many are paying for it. That means they're making $1 billion a year just from residential. Short of what they're paying (though probably close once you add the commercial revenue) but not as bad I was assuming.

Where did you get a Billion from?

And I really doubt they make up the difference from Commercial Customers, there are only 1,218 Sports Bars ( in 2018) in the United States, even if each one paid $10,000 ( way too high), this is only a tad over $12 million, there would even be less regular Bars/Restaurants that might Subscribe to it.

Sports Bars Hit a Home Run

Sports Bars Hit a Home Run

fesmag.com

That's enough that it would be worth it for Directv to pursue not only keeping a commercial exclusive I expect them to keep, but maybe seek some sort of deal with Apple or whoever ends up getting the residential rights to allow them to continue offering it to existing subscribers as a way to reduce customer Who’s there

Again Commercial is not as much as you think, Residential is where the real money is, based on the volume of customers.

DirecTV Satellite is losing 1-2 million a year in subscribers ( they lost 1 million in the first and second quarter of 2021, third and fourth is a guess), they are in major cost savings mode while waiting for that day they can be sold off to someone or merged with Dish, they have no plans to bid on NFLST because their customer base is shrinking quite quickly and the NFL wants over $2 Billion Dollars for it.

Whether such a thing would make sense for Apple, and how much they'd want to charge Directv per subscriber who knows, but it would be worth Directv's time to at least talk to whoever wins it.

Everyone in these News Stories, including Roger Goodell has said it will be a exclusive deal and wants ST to go streaming because it is the future, to stay on DirecTV would be a step backwards.

 

[meStevo]

found this-

Less Than a Quarter of DirecTV Subscribers Pay for NFL Sunday Ticket - Kagan

Survey explains why satellite TV operator isn't anxious to renew a 28-year-old partnership with the league that costs it $1 billion a season

www.nexttv.com

This article uses real bad math, example-

DirecTV was spun off from AT&T last year and had a reported 14.6 million remaining subscribers across its satellite- and IP-based services at the end of 2021. NFL Sunday Ticket pricing ranges from $293.96 to $395.99 for the "Max" plan, with customers able to sign up as the NFL regular season progresses at prorated cost.

14.6 Million was true, but it included DirecTV, the streaming versions and Uverse, the problem is that DirecTV Stream and Uverse do not get NFLST, the estimated DirecTV Sat sub count was roughly 11 million.

Doing the basic math, if 23% of AT&T's base (around 3.35 million customers) pay $300, DirecTV is just about breaking even each season on its Sunday Ticket licensing

Right now, if 23% of Sat Subs ( 2.53 million ) pay $300, that is $759 million, which I believe to be close since all the news stories has said they make between $600-800 million ( but paying $1.5 Billion).

The article also said 16% get it free, that is another 1.76 million, so over 4 million get NFLST, how many of those will leave after ST is gone after next season.

This ignores other revenue those customers generate that wouldn't exist if they didn't have Sunday Ticket on the service though, right? Sunday Ticket doesn't just drive revenue for Sunday Ticket, it creates a customer who is paying for a core package and ancillary services, fees, PPVs, etc.

 

[slice1900]

Where did you get a Billion from?

And I really doubt they make up the difference from Commercial Customers, there are only 1,218 Sports Bars ( in 2018) in the United States, even if each one paid $10,000 ( way too high), this is only a tad over $12 million, there would even be less regular Bars/Restaurants that might Subscribe to it.

Sports Bars Hit a Home Run

Sports Bars Hit a Home Run

fesmag.com

Again Commercial is not as much as you think, Residential is where the real money is, based on the volume of customers.

Its called math. Multiply 3.35 million people by $300 per year and tell me how you get a number other than a billion.

And your number for "sports bars" is laughable. The fact that article claimed only one sports bar in the country have revenues between $2.5 and $5 million shows how poor their data is. I haven't ever quite reached that but I've come close, and I know of two other places in two that are bigger operations than me that I'm sure easily exceed $2.5 million a year in revenue. Both carry NFLST, though neither advertises themselves as a "sports bar".

I can google and find a bunch of different numbers for the number of sports bars, bars, taverns etc., but the biggest reason I know your number is bull* is that Directv has an app that lets you find places near you that subscribe to NFLST. I live in Iowa, not even in one of the most populated areas, and there are 60 within 30 miles of me!

And they pay way way more than $1000 each for NFLST. The average is probably $6000 at least. I pay $10K+. I know one guy who owns several, the largest of which pays twice what I do.

 

[Bruce]

Its called math. Multiply 3.35 million people by $300 per year and tell me how you get a number other than a billion.

Except it is not 3.35 million, which I pointed out in my post, read this from the link-

DirecTV was spun off from AT&T last year and had a reported 14.6 million remaining subscribers across its satellite- and IP-based services at the end of 2021. NFL Sunday Ticket pricing ranges from $293.96 to $395.99 for the "Max" plan, with customers able to sign up as the NFL regular season progresses at prorated cost.

Doing the basic math, if 23% of AT&T's base (around 3.35 million customers) pay $300, DirecTV is just about breaking even each season on its Sunday Ticket licensing

That 3.35 million is from the total of TV Subs and says so in the link, not just Satellite Subs and we all know streaming and Uverse, which is included in that total, does not get NFLST.

And your number for "sports bars" is laughable. The fact that article claimed only one sports bar in the country have revenues between $2.5 and $5 million shows how poor their data is. I haven't ever quite reached that but I've come close, and I know of two other places in two that are bigger operations than me that I'm sure easily exceed $2.5 million a year in revenue. Both carry NFLST, though neither advertises themselves as a "sports bar".

I did not even bring up how much revenue a Sports Bar brings in, only a total of them.

I can google and find a bunch of different numbers for the number of sports bars, bars, taverns etc., but the biggest reason I know your number is bull* is that Directv has an app that lets you find places near you that subscribe to NFLST. I live in Iowa, not even in one of the most populated areas, and there are 60 within 30 miles of me!

Ok, I will double the number of Sports Bars in my link if that will make you happy, see the results of the math under the last quote.

And they pay way way more than $1000 each for NFLST. The average is probably $6000 at least. I pay $10K+. I know one guy who owns several, the largest of which pays twice what I do.

First off, I said $10,000 to be fair since I have no idea, but since you claim a different number, I will use your amount of $6000.00 and double the sports bars to be fair.

2436 Sports Bars times $6000 is a tad over $14 million, so even if DirecTV was getting a billion from residential and maybe $85 million ( way too high) from other Businesses ( Casinos for example), that is $1.1 billion, that means a least a loss of $400 million a year on the current contract and a would be loss of anywhere from $900 million to $1.4 billion based on the current asking price of $2-2.5 billion a year for Sunday Ticket if DirecTV renewed the deal.

That is why DirecTV is not even mention as potential home for NFLST in any news story.

 

[Bruce]

This ignores other revenue those customers generate that wouldn't exist if they didn't have Sunday Ticket on the service though, right? Sunday Ticket doesn't just drive revenue for Sunday Ticket, it creates a customer who is paying for a core package and ancillary services, fees, PPVs, etc.

That mattered when they were gaining subs, but now when they have lost about 10 million in 6 years and still are losing 1-2 million a year, they no longer have enough customers to support a $2-2.5 billion deal, especially by the end of the contract.

Also, they would not want a deal like that on the books when they are trying to sell or merge, TPG Capital want their investment back and are pushing the merger with Dish.

Report: Dish, DirecTV Merger Getting Second Wind - Media Play News

U.S. satellite-based pay-TV operators Dish and DirecTV have oft been the speculation of a merger, with politics and government regulation impeding a deal. But with the satellite TV market continuing … Continue reading "Report: Dish, DirecTV Merger Getting Second Wind"

www.mediaplaynews.com

I read a story a few months ago ( I need to find it again) that said DirecTV estimated they will lose about 1 million more subs because of the loss of ST, if that 1 million pay $150 a month each, that is $1.8 billion in a year, that less then the new deal for ST by $200-700 million.