As you say, it will be interesting to see how the calculations come out.

Amazon is the sponsor of The Red Zone, and streams I think both SNL and
TNF. I think they would find it useful to make The Ticket available at a
better price than DirectTV did, since they have so many other ways to
monetize it.


On Mon, 15 Feb 2021 at 9:20 AM Adam Bowie <[email protected]> wrote:

> I guess there's a balance to be made, but all the networks are probably
> thinking more of their streaming services in the mid- to long-term (and
> probably short-term for Disney), so incurring losses for kudos and/or
> audience will be interesting to see.
>
> I wouldn't bank on Amazon subsidising sport in any meaningful way. I think
> the world over, sports leagues are hopeful that the streamers will make up
> for any flattening of traditional broadcast revenues, but so far they've
> not really bitten. In the UK, Amazon got the tiniest slither of EPL rights
> - after again the first round of bidding didn't make the reserve. I know
> the EPL was hopeful of them (or Netflix) making a splashy entrance to keep
> prices high. But Amazon has notably bought cheaper rights around the world.
> The same with Facebook who have picked up a few sports rights in a few
> locations.
>
> I can totally see the NFL directly marketing their Sunday Ticket offer via
> Amazon, but whether Amazon would significantly subsidise that is another
> question. With Amazon having north of 126m Prime subscribers in the US
> already, do they really need to incur a big loss to reach the last standout
> households that aren't already Prime? The counter to that is that if you
> could only get it with a Prime stick, and not a Roku stick, then Amazon
> shifts a lot of Roku (and Samsung/Google TV/whoever) households to using
> their TV interface. Either way, there are said to be only 2m Sunday Ticket
> subscribers, so not massive numbers. But perhaps that's a factor of Sunday
> Ticket not being enough on its own to shift a household to a different TV
> provider.
>
> I bet there's some fascinating number crunching going on at the big
> networks...
>
>
>
> On Mon, Feb 15, 2021 at 4:58 PM PGage <[email protected]> wrote:
>
>> I used to subscribe to it back in my DirectTV days. The ability to switch
>> to any game is another way to avoid almost all commercials, plus their Red
>> Zone.
>>
>> It is a threat to network ratings though, if 10%-20% of viewers would
>> rather watch out of market games (which, depending on your market, your own
>> games may often suck). When I had the package, even if my local games were
>> of interest, I would flip back to games on the Ticket during commercials,
>> or if they became more compelling.
>>
>> On Mon, 15 Feb 2021 at 8:18 AM Jim Ellwanger <[email protected]>
>> wrote:
>>
>>> Aside from two versions of the Red Zone channel (one "regular' and one
>>> focused on fantasy football), NFL Sunday Ticket just presents the regular
>>> Fox and CBS game broadcasts, complete with commercials -- and blacks out
>>> the games that are airing on the viewer's local affiliates. Presumably that
>>> would continue on an Amazon version of Sunday Ticket, using the viewer's IP
>>> address and other info to handle the blackouts. (DirecTV uses the ZIP code
>>> on the subscriber's account.) In theory, therefore, it's more of a
>>> supplement to the network broadcasts, rather than competition that would
>>> draw a lot of viewers away from them.
>>>
>>> On Feb 15, 2021, at 8:02 AM, PGage <[email protected]> wrote:
>>>
>>> This will be interesting. Given how long these deals are, the hike can
>>> be seen as something like 10% a year for ten years, but that is still
>>> outrageous given that ratings have been trending down. Still, even at a
>>> loss the NFL is still probably worth it to the networks. The result will be
>>> even more ads, in between and during the action. The morons at the NFL will
>>> not rest until they have made their game completely unwatchable.
>>>
>>> Disney is getting hosed, and NBC has the best deal. If I were Disney I
>>> would be insisting on ways to get better games
>>>
>>> I will be most interested into what happens with the Sunday Ticket
>>> package. If they partner with Amazon and make the price to the consumer
>>> reasonable (which Amazon may be willing to subsidize to drive more users to
>>> Prime and its overall service, it could be another nail in the networks
>>> coffins.
>>>
>>> On Mon, 15 Feb 2021 at 4:31 AM Adam Bowie <[email protected]> wrote:
>>>
>>>> I thought this Variety piece on the upcoming network renegotiation of
>>>> NFL rights was interesting.
>>>>
>>>> https://variety.com/2021/tv/news/nfl-tv-rights-1234907305/
>>>>
>>>> It seems that the NFL is seeking to double the rights fees paid last
>>>> time around. But those deals were done about ten years ago now.  Obviously
>>>> the vast audiences these games still command - particular getting
>>>> hard-to-reach men, makes them valuable.
>>>>
>>>> On the other hand, the piece concedes: "The networks were already
>>>> having trouble turning a profit on NFL games; there’s no doubt that
>>>> anything close to a doubling of those fees would make that even harder if
>>>> not impossible."
>>>>
>>>> The outcome will be interesting.
>>>>
>>>> As a keen watcher of sports rights, I note that around the world,
>>>> sports leagues have found the current climate harder to monetise than
>>>> previously. In both Italy and France recently, the main football (soccer)
>>>> TV rights auctions did not make the reserves the leagues had set. In both
>>>> cases, they're now facing significant drop-offs in revenues. In the UK, the
>>>> last round of EPL rights, which are sold every three years domestically,
>>>> were basically flat in revenue terms. (France is fascinating - the main
>>>> rightsholder, a new player, basically bailed on the deal mid-season. The
>>>> rights were re-auctioned, but the long-term previous incumbent, Canal+,
>>>> declined to bid. Now the entire French game is in a state of flux. It seems
>>>> like Canal+, as the only real bidder in town, is waiting to pick up a
>>>> relative bargain for when the league becomes desperate.)
>>>>
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