DIRECTV unlikely to keep NFL Sunday Ticket

[Jimbo]

Hi, welcome to the Sunday Ticket thread, the package for out of market games.

Actually THIS thread was suppose to be talking about D* KEEPING the ST ... but we all know how that went ...

 

[Bruce]

We have all read the FORMER owner’s claims.

AT&T is still the owner, 70% of it actually, it was just a paper deal for cash and tax purposes.

Fact if DirecTV was originally priced out as a service for rural America. The original investors thought it could take the place of the BUD niche.

Different time then.

No one foresaw it being the fastest consumer product roll out in history.

‘You posted that before and we’re asked for a link, so untrue until you can prove it.

Point is, it still works on a cost basis just for rural folks and to provide sports to the public house segment.

Rural folks would rather have fast broadband.

Therefore, DirecTV will continue to exist, and to launch replacement sats, for many decades to come.

You do understand it takes roughly 5-6 years to design, build, plan and then launch a Satellite, if they have any plans to do so, please post a link.

As far as equipment, waiting on someone to tell me the new features that the current DirecTV boxes lack that they wish they would design in the new ones. Fact is, they have perfected it.

From what I read here, they are getting pretty long in the tooth, getting quite slow, as all electronics do as they get older.

Anyway, most of the do-dad features are for home use. Most bars have very old equipment. All they want to do is set the box on a channel and play the game. They don’t record, time shift, use the apps, They just show ball games.

Yep, they will have to update quite soon no matter what.

You might wish to read the article. DirecTV almost certainly will provide both TNF and ST, no matter which company gets ST, to the public house segment.

Yep, to businesses as it said, but there is still no deal because there is no deal with Sunday Ticket.

But again, not for consumers.

Excellent points. This fall, IMHO, will be when everybody learns just how far from ready the internet is. And remember TNF is one, the lowest rated, game. Multiply by 15 games, all at once, and you start crashing all over. Its just not ready.

Technology gets better every year and NFL Football is already streaming without issues, I just do not know how many are watching.

For example, YTTV has 5 million Subscribers, Sunday and Monday NFL Games
Hulu Live-4 Million Subs, same as above
Paramount+-40 million U.S. Subscribers-all CBS Sunday Games
Peacock-26 Million subs SNF and they had the Super Bowl on, 6 million households, no issues

Super Bowl rating low, viewership high

Super Bowl ratings hit another multi-decade low, but streaming and out-of-home lifted viewership to a five-year high.

www.sportsmediawatch.com

In other words DirecTV gets all the advantages of being a (the for many businesses) source for ST and TNF, without paying for it. Win.

You have no idea what DirecTV is/is not paying, prove it, post a link.

 

[Bruce]

I mean put a antenna up and watch for FREE FREE FREE FREE FREE

I can’t get Detroit on my Antenna..

 

[Bruce]

TPG has No Interest in fixing D*, they put money into it to make money from the investment, not to save the company, they are not going to revive the company, no new Sats or boxes, Unless someone else would buy it, at a substantial discount that would have to be, however, no one has jumped to move that needle either.

No, it has been already reported that TPG wants to make money on their investment, either with a merger or a sale and then out, that is what TPG Capital does, buy companies, chew them up, make as much money as possible and either sell or close them up.

The problem is, the only company that might want a merger has all their capital tied up in a 5G dream.

Selling is also problematic , no one wants to buy a company slowing dying and even so, it is a bad time for a deal because of interest rates being high.

That is why we saw so many deals, easy money with low rates.

Here is the story again about TPG pushing for a merger-

Talks between the satellite-TV giants are being pushed forward by private-equity behemoth TPG Capital, according to sources close to the situation. TPG bought 30 percent of DirecTV from AT&T in a deal last February that gave the struggling company an enterprise value of $16.25 billion.

“TPG is driving the conversations. They want their investment back,” a source close to the situation said.

DirecTV and Dish in merger talks once again despite past antitrust concerns

DirecTV and Dish Network are in fresh talks to merge after years of on-again, off-again wrangling and multiple clampdowns from federal antitrust officials, The Post has learned.

nypost.com

 

[Jimbo]

No, it has been already reported that TPG wants to make money on their investment, either with a merger or a sale and then out, that is what TPG Capital does, buy companies, chew them up, make as much money as possible and either sell or close them up.

The problem is, the only company that might want a merger has all their capital tied up in a 5G dream.

Selling is also problematic , no one wants to buy a company slowing dying and even so, it is a bad time for a deal because of interest rates being high.

That is why we saw so many deals, easy money with low rates.

Here is the story again about TPG pushing for a merger-

Talks between the satellite-TV giants are being pushed forward by private-equity behemoth TPG Capital, according to sources close to the situation. TPG bought 30 percent of DirecTV from AT&T in a deal last February that gave the struggling company an enterprise value of $16.25 billion.

“TPG is driving the conversations. They want their investment back,” a source close to the situation said.

DirecTV and Dish in merger talks once again despite past antitrust concerns

DirecTV and Dish Network are in fresh talks to merge after years of on-again, off-again wrangling and multiple clampdowns from federal antitrust officials, The Post has learned.

nypost.com

I wonder ......
IF DISH bought/merged with D* ....
Would they bring out new boxes ?
They would obviously be better than what D* has been bringing out ...
Fwiw, I have had Good luck with my Genie recvrs, as for the HR24's, they were good as well when they weren't 7-12 years old .... not sure how old the hr24's are, had 20's before that.
Before they got old (5 yrs and up i guess) they were fine.

edit: it looks like the HR24's came out in 2010 ... so those are 12 years old, I have replaced them both previously already.

 

[NashGuy]

I can see maybe an rule saying must be on an PAY ATSC 3.0 channel or must be in the basic level of an pay tv package.

ATSC 3.0 is never going to really catch on. And the networks have no reason to support it, or even want to see their existing local affiliate station system continue on indefinitely. Why share subscription revenue with local affiliates when they can just distribute their own content through their own direct-to-consumer apps and not share the revenue with anyone? Once broadband becomes near-ubiquitous across the nation (through home and/or mobile connections), why would Disney/ABC, Paramount/CBS, Universal/NBC, or Fox (Tubi) need to rely on a whole bunch of local OTA towers to reach anyone with their content? They can just deliver it to them directly via the internet.

 

[NashGuy]

No, it has been already reported that TPG wants to make money on their investment, either with a merger or a sale and then out, that is what TPG Capital does, buy companies, chew them up, make as much money as possible and either sell or close them up.

The problem is, the only company that might want a merger has all their capital tied up in a 5G dream.

Selling is also problematic , no one wants to buy a company slowing dying and even so, it is a bad time for a deal because of interest rates being high.

It would be more a merger than an acquisition. The only cash that would need to be financed would be the amount needed to buy out TPG's 30% share of the DTV side. But the deal would likely be structured as a new privately held LLC that owns and manages the various TV services (DTV, DISH, DTV Stream, Sling), with that LLC being X% owned by AT&T and Y% owned by DISH, with each company appointing members to the board of directors. My guess is that Ergen would insist on having the final say on management issues -- he's far more personally invested (financially and emotionally) in the fate of DISH than anyone at AT&T is with DTV.

 

[NashGuy]

I wonder ......
IF DISH bought/merged with D* ....
Would they bring out new boxes ?
They would obviously be better than what D* has been bringing out ...

My guess (as I've written many times on various threads here before) is that the DISH brand would be the one they would use going forward for all new subscribers. (DIRECTV customers who wished to stay on that service and retain their existing packages and hardware could do so.) But they would tweak the latest generation of DISH boxes so that they could work with either DISH installations (rooftop dishes and wiring) or with DTV installations. Because the DISH satellite fleet is going to wear out this decade, several years before the DTV fleet does. So all new installations going forward would use DTV-style dishes pointed at the DTV sat fleet but paired with DISH Hopper and Joey boxes.

 

[Juan]

Hi, welcome to the Sunday Ticket thread, the package for out of market games.

Ignore is great

 

[cosmo_kramer]

Ignore is great

Who are you ignoring if you reply directly to meStevo’s post?

 

[Ronnie-]

Rural folks would rather have fast broadband.

That sure seems to be the case here, which is about as rural as you can get.

The power co ops have been running fiber to all of their service area, outside of the towns, and The number of dishes coming down is pretty consistent with when I see the power company hooking up the fiber to the houses.

As to what they are signing up for, from only those I’ve talked to, I’d say close to half are going to a streaming linear alternative. The others just going with free options like Pluto and then supplementing with your non linear streamers.

 

[Jimbo]

Who are you ignoring if you reply directly to meStevo’s post?

Thats the problem with Ignore ... curiosity of what was said ...

 

[Bruce]

That sure seems to be the case here, which is about as rural as you can get.

The power co ops have been running fiber to all of their service area, outside of the towns, and The number of dishes coming down is pretty consistent with when I see the power company hooking up the fiber to the houses.

As to what they are signing up for, from only those I’ve talked to, I’d say close to half are going to a streaming linear alternative. The others just going with free options like Pluto and then supplementing with your non linear streamers.

The only Dish is my neighborhood when I moved here was on my House, a Dish Network with the coaxial cut, took it down, put the Antenna up ( not many of those here either), now that is where the Star Link Dish is.

The whole neighborhood is wired gigabit with Charter, AT&T put fiber in the ground here a few months ago, but nothing offered yet, I would love to have faster upstream speed when I video call with family.

 

[robjulo]

I wonder ......
IF DISH bought/merged with D* ....
Would they bring out new boxes ?
They would obviously be better than what D* has been bringing out ...
Fwiw, I have had Good luck with my Genie recvrs, as for the HR24's, they were good as well when they weren't 7-12 years old .... not sure how old the hr24's are, had 20's before that.
Before they got old (5 yrs and up i guess) they were fine.

edit: it looks like the HR24's came out in 2010 ... so those are 12 years old, I have replaced them both previously already.

At this point, do you really think new boxes are coming out regardless of what happens? Sat is dead.

 

[Jimbo]

At this point, do you really think new boxes are coming out regardless of what happens? Sat is dead.

BULL ....

Sats are already up in the air and D* main ones are good till at LEAST 2030 ... so, Sat will be working till then unless they close up shop .

I don't know about DISH Sats ...
Could the Dish stuff move to D*'s Sat because they last longer ?

 

[Juan]

I can’t get Detroit on my Antenna..

Move

 

[Bruce]

Move

Do not need to, I get it just fine from MLB Package on the Roku.

For what I pay for the MLB and ESPN+ ( for Center Ice), it is still less then the RSN fees.

 

[Yespage]

Excellent points. This fall, IMHO, will be when everybody learns just how far from ready the internet is. And remember TNF is one, the lowest rated, game. Multiply by 15 games, all at once, and you start crashing all over. Its just not ready.

The Internet is just fine. When stuff starts the first time, things crash at the source, it isn't the trunks.

 

[TheRatPatrol]

Move

Moving isn’t as easy as one thinks.

 

[Juan]

Moving isn’t as easy as one thinks.

Should be for the experts