So it sounds like it's going to cost $50 a month according to Lachlan
Murdoch.

https://www.threads.net/@pkafka/post/C4G76nFvjjo/?igshid=NTc4MTIwNjQ2YQ==

Which is precisely what I guessed it would cost :-)



On Thu, 8 Feb 2024, 02:44 PGage, <[email protected]> wrote:

> I have been reading a bit about this, and the main thing that comes
> through is they still don’t really know what they are doing with this. For
> some reason they had a need to announce this as a placeholder, while they
> figure out the details.
>
> As Adam suggests, a lot of those details surround how the next round of
> sports rights plays out. Almost certainly this means WBD is dedicated to
> keeping the NBA, which will be a big price tag - and I wonder if they plan
> to announce all or many NBA games will only be available on Max. This would
> make having access via the new sports streamer a savings. Will ESPN then
> also make all or some MLB or NFL only on Hulu or Disney+, creating a
> similar savings?
>
> Also, does this mean Zaz really is determined to get Paramount, and add
> its NFL, Golf and whatever else to the new bundle?
>
> I’m going to have Max and the Disney bundle no matter what, so still not
> clear to me why I would pay $50 for sports I already have access to. But I
> begin to see there may be a segment of the population that only wants
> sports, not premium entertainment streaming, and may one day soon (not
> today) find $50 a month for the Sports Blob is preferable to something like
> YT-TV, Max and Disney Bundle (which would be around what, $100/month?). Is
> that segment large enough to make a lot of profit? I suspect that is also
> one of the things they really don’t know.
>
> Sent from Gmail Mobile
>
>
> On Wed, 7 Feb 2024 at 2:30 AM Adam Bowie <[email protected]> wrote:
>
>> I guess it's all about the maths.
>>
>> When there were 100m cable homes each paying, say, $7 a month for ESPN
>> regardless of whether they watched it or not because it was "part of the
>> bundle", ESPN could be both very profitable AND dig deep for sports rights.
>>
>> To make the same money in a streaming world, they would need all 100m to
>> pay that relative bargain $7. But if only 25m sign up, a number that
>> might be considered a success, then they'd have to charge $28 a month to
>> be as profitable as they were before.
>>
>> Obviously, there'd actually be a blend of cable and streaming revenues
>> for the foreseeable future, as cable subs diminish and streaming subs grow.
>>
>> But given the next round of the NBA rights are up right now, with the NBA
>> looking at a healthy increase in fees, that putative $28 becomes less
>> profitable than it was. Now rinse and repeat for TNT and Fox Sports, and
>> you get big numbers quickly.
>>
>> I assume in reality they'll be bundling this service with Max, Disney+,
>> Hulu and whatever Fox has (?), to get to $65-70 and, yeah, you have cable
>> TV. I suppose it at least comes with only a month-to-month commitment, and
>> it'll be packaged to *feel* different to cable, since this is surely aimed
>> as much as anything at those who've never even had a cable subscription.
>> But I've no doubt that there'll be deals for 12 month subscriptions etc.
>>
>>
>>
>> Adam
>>
>> On Wed, 7 Feb 2024, 04:03 PGage, <[email protected]> wrote:
>>
>>> From the article:
>>>
>>> “*Pricing details and a name for the service will be disclosed at a
>>> later date, though an individual familiar with the matter told TheWrap that
>>> the price point would be cheaper than YouTube TV, which charges $72.99 per
>>> month for its basic plan. CNBC
>>> <https://www.cnbc.com/2024/02/06/espn-fox-and-warner-bros-discovery-to-launch-joint-sports-streaming-platform-this-year.html>
>>>  reported
>>> a logical starting point could be $45-$50 per month.”*
>>>
>>> This only begins to make sense in a world in which ESPN, TNT and ABC are
>>> no longer available in linear form. Why would I even think of paying $50 a
>>> month for what I can get included for $75 a month, plus the other half of
>>> the NFL games, more golf, Olympics, and MLB, plus well,  erything else one
>>> currently thinks of as “TV” (News, broadcast networks, local stations,
>>> basic cable).
>>>
>>> The bargain that has always felt like was out there somewhere was cable
>>> TV without ESPN and its huge cost for non sports fans. This service implies
>>> that the cost of cable TV ( or at least a streamed version of it on YT-TV)
>>> without ESPN and TNT is $25/ month. This seems like an even better deal
>>> than most non sports fans dreamt of ( plus they still get about half the
>>> Sunday NFL games if they want).
>>>
>>> As a sports fan, I’ll take my cake and eat it too for $25 more per month.
>>>
>>>
>>>
>>>
>>> Sent from Gmail Mobile
>>>
>>>
>>> On Tue, 6 Feb 2024 at 3:31 PM Adam Bowie <[email protected]> wrote:
>>>
>>>> The interesting thing here will be to see how much all this costs.
>>>> Because I suspect it'll be fairly pricey.
>>>>
>>>> I can't see it being much less than $50 a month, considering the
>>>> numbers floating around for ESPN on its own were around $30-35. I believe
>>>> that Bleacher Report is going to be a $9.99 upcost on Max when they start
>>>> charging for it.
>>>>
>>>> The thing is that sports rights are a fixed cost, so there must be lots
>>>> of price modelling going on to work out how many people would subscribe at
>>>> various prices - x million at $30, y million at $40, z million at $50. But
>>>> if the maths don't work, then the price is wrong.
>>>>
>>>> Would $49.99 be an attractive price to cord cutters? Assuming it's
>>>> everything the three players have to offer.
>>>>
>>>> And any extra channels that get added to the mix will surely drive this
>>>> price up. And adding in RSNs would surely be insanely complicated to factor
>>>> in.
>>>>
>>>> By way of comparison, in the UK, if I want Sky Sports channels as a
>>>> standalone streaming offer, it costs £34.99 a month ($44.10 tax inclusive).
>>>> But that doesn't include rival TNT Sports who have some Premier League
>>>> games and Champions League games as well as plenty other sports.
>>>> Standalone, that costs another £30.99 ($39 tax inclusive) for a Discovery+
>>>> Premium package. That gets you most, but not all sports. And while there
>>>> are packages available on various platforms to reduce this cost, it gives
>>>> you a good idea of what you might have to pay.
>>>>
>>>> I'm guessing that CBS isn't part of this at the moment because their
>>>> parent company is essentially up for sale. Maybe jumping into this plan
>>>> might complicate a potential sale down the line since the new owner might
>>>> have their own plan for company's sports rights.
>>>>
>>>>
>>>> Adam
>>>>
>>>>
>>>> On Tue, Feb 6, 2024 at 10:39 PM Jim Ellwanger <[email protected]>
>>>> wrote:
>>>>
>>>>> It also doesn't appear to include local MLB, NBA, and NHL broadcasts
>>>>> (aside from out-of-market NHL broadcasts that are already available on
>>>>> ESPN+). If they could get the in-market streaming rights to those -- which
>>>>> would involve negotiations with the teams and the current rights holders,
>>>>> e.g., Bally Sports in some areas -- it would be a definite cable killer.
>>>>>
>>>>> On Feb 6, 2024, at 2:04 PM, Mark Jeffries <[email protected]>
>>>>> wrote:
>>>>>
>>>>> As you've probably figured out, this doesn't include--as of now--CBS'
>>>>> NFL and NCAA coverage.
>>>>>
>>>>> On Tuesday, February 6, 2024 at 4:00:46 PM UTC-6 Mark Jeffries wrote:
>>>>>
>>>>>> The service, to come in the fall, will have MLB (except the AppleTV+
>>>>>> and Peacock packages), NFL (except Sunday Night Football), NBA and NHL
>>>>>> games, along with a ton of college games (including the NCAA men's and
>>>>>> women's basketball tourneys) and whatever else the Worldwide Leader can
>>>>>> throw in--no name, launch date or pricing announced:
>>>>>>
>>>>>>
>>>>>> https://www.thewrap.com/fox-warner-bros-discovery-disney-sports-streaming-joint-venture/
>>>>>>
>>>>>
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