DIRECTV unlikely to keep NFL Sunday Ticket

[Bruce]

So your thinking almost 20% of Amazon subs will buy the ST at $300 plus.
Now subtract how many are already Amazon subs and have ST and you'll probably be closer to 5% (that would be New Subs to ST)

Ummm, I said 76 Million Households, 20% of that is 15 Million, 5 Million is less than 7%.

And it does not matter if they have DirecTV and Amazon now.

If they subscribe to it via Amazon ( if they get it) they will still be subscribers that count towards the total.

 

[Jimbo]

Ummm, I said 76 Million Households, 20% of that is 15 Million, 5 Million is less than 7%.

And it does not matter if they have DirecTV and Amazon now.

If they subscribe to it via Amazon ( if they get it) they will still be subscribers that count towards the total.

Are we talking about the New ST subs or the New Amazon subs ?

 

[Juan]

Heres a question :
Amazon has 118 Million subs (that from earlier post), whos to say that MOST of them, if they wanted ST, didn't already have it ... the up tick for ST people going to Amazon for it is gonna be UNDER 10% ... probably under 5% ... imo.

Down tick

 

[SamCdbs]

So, at a minimum, Amazon has a potential 76 million possible subscribers vs DirecTV at 10 Million,

Actually, DirecTV has a potential customer base of 99% of the American public.

it costs over $1200 a year to DirecTV just so you have the ability to sub to ST.

With Prime, it only costs $139 a year to have that same ability.

Plus the cost of the internet service. Plus the cost of Peacock, Paramount, HBO, Netflix, Hulu, Disney, ESPN+, plus a linear provider to access things like ESPN, FS1, and, for many people, access to OTA signals that are not available.

The idea that there is some guy out there so cheap that he only has Prime, but is going to shell up $300 minimum for ST is laughable.

So of course, if Prime received the contract, of course they will sell more subs to it because they have so many more.

Google the business term “self-selection”. The number of people who want ST is a known number. If not the number who have it now, certainly the number who had it when there were no other choices besides one cable company, DirecTV and DISH. If they wanted it, why didn’t they get it back then?

How many, who knows, but they would only need 5 million at $300 to break even if at $1.5 Billion.

Or half of the number of households that watched the highest rated “free” game last weekend. Laughable.

Now what is easier, trying to get 5 million with 76 million subscribers or with a service with only 10 million and shrinking.

Neither. The number of subscribers to this niche service is a known number.

The idea that it can make money is the most laughable idea and flies in the face of EVERY analyst of this industry.

 

[Mr Tony]

Actually, DirecTV has a potential customer base of 99% of the American public.

Please explain how you come to that number considering the number of people who live in apartments or would have line of site issues due to various reasons would be greater than 1%

 

[Jimbo]

Given the popularity of the NFL, absolutely. Especially over whatever the current sub numbers are on a far more expensive service with a massively smaller reach than any of the potential streaming providers.

What percentage of D* sub had it ?

 

[Bilbo1]

Please explain how you come to that number considering the number of people who live in apartments or would have line of site issues due to various reasons would be greater than 1%

It’s because satellite TV service can potentially be obtained by anyone that can get sunshine.

 

[Bruce]

Actually, DirecTV has a potential customer base of 99% of the American public.

You can keep writing that over and over, but the fact is the vast majority do not want DirecTV, proven by the fact it has lost, roughly, 11 Million Subscribers and continues to lose.

And the owners of DirecTV have acknowledged that fact when they announced they would no longer design/build/launch any new Satellites.

Also acknowledged by the facts that they are not designing any new equipment.

Plus the cost of the internet service. Plus the cost of Peacock, Paramount, HBO, Netflix, Hulu, Disney, ESPN+, plus a linear provider to access things like ESPN, FS1, and, for many people, access to OTA signals that are not available.

Who needs a linear provider anymore, I get the vast majority of programming without it plus all the exclusive stuff you cannot get with a Traditional Provider.

I have already pointed out that my total monthly costs for Peacock, Paramount, Hulu, Disney, ESPN+,AMC+,MLB, NETFLIX, HBOMAX, Showtime and Apple TV is less then $90 a month.

How much would a average monthly DirecTV bill be with HBO and Showtime added in.

I also get access to ESPN 3 via my Spectrum Broadband.

I miss out on very little and actually way behind on many shows because of so much content.

The idea that there is some guy out there so cheap that he only has Prime, but is going to shell up $300 minimum for ST is laughable.

Who only has Prime for just video?

I have it for shipping, since my wife passed I have become a real homebody, Amazon has made that even easier, for example I needed Purina Pro Dry Dog Food two days ago, ordered, here yesterday, need XLR Cables for the redo of my outdoor theater ( had to take it all down because of last week’s Hurricane), will be here today after ordering this morning.

Google the business term “self-selection”. The number of people who want ST is a known number. If not the number who have it now, certainly the number who had it when there were no other choices besides one cable company, DirecTV and DISH. If they wanted it, why didn’t they get it back then?

It is not a known number because the majority of the United States Population have never had DirecTV, only a small minority, even at it’s highest sub numbers ( 21 million in 2017), it was less then 19% of households in the United States.

But the vast majority do want Broadband.

Neither. The number of subscribers to this niche service is a known number.

There have been many from this small community here that do not have DirecTV and have posted they will get it once it goes streaming.

I assume that is true from many more.

The idea that it can make money is the most laughable idea and flies in the face of EVERY analyst of this industry.

Totally an opinion since we have no idea what the contract will cost, what the terms are and how many subs they will attract.

But when the availability increases from 10 Million to over 100 Million, of course it will get more, how many more is a unknown.

 

[Yespage]

Heres a question :
Amazon has 118 Million subs (that from earlier post), whos to say that MOST of them, if they wanted ST, didn't already have it ... the up tick for ST people going to Amazon for it is gonna be UNDER 10% ... probably under 5% ... imo.

There are different ways to manage it. They could increase the price by $50 a year. With 118 million subs, that'd be $5.9 billion a year. NFL ST for $50 a year? It'd be the Directv Model, but much broader.

Of course, there might be restrictions on sale prices and whatnot.

 

[Bruce]

There are different ways to manage it. They could increase the price by $50 a year. With 118 million subs, that'd be $5.9 billion a year. NFL ST for $50 a year? It'd be the Directv Model, but much broader.

Of course, there might be restrictions on sale prices and whatnot.

I forgot they could do that option, since DirecTV gave it away, why could not Amazon?

But they really have 76 Million Households Subscribers, so if they just increased the price of Prime $30, that is $2.28 Billion, so that makes ST profitable if the contract is $2 Billion.

Plus some extra commercial revenue.

 

[Mr Tony]

It’s because satellite TV service can potentially be obtained by anyone that can get sunshine.

not for most people in apartments or who have line of site issues for various reasons

 

[SamCdbs]

You can keep writing that over and over,

Because I understand this business and how it works.

Who needs a linear provider anymore,

Millions of people.

I have already pointed out that my total monthly costs for Peacock, Paramount, Hulu, Disney, ESPN+,AMC+,MLB, NETFLIX, HBOMAX, Showtime and Apple TV is less then $90 a month.

You show em.

How much would a average monthly DirecTV

Less that that. The internet is your friend, look it up.

I also get access to ESPN 3 via my Spectrum Broadband.

ESPN3 is games not good enough to be on ESPN+. Like truly awful small college games.

Who only has Prime for just video?

I don’t know anybody. I also don’t know anyone who has just Prime and no other streamers. The ultra cheap potential millions out there that just have Prime but will pay $300 or more for ST just don’t exist.

It is not a known number because the majority of the United States Population have never had DirecTV, only a small minority, even at it’s highest sub numbers ( 21 million in 2017), it was less then 19% of households in the United States.

You didn’t google “self-selection” did you.

I will explain it slowly. Let’s go back, say 15 years. There was no streaming. Unless you were some kind of oddball, you either had your one and only cable company, DISH or DirecTV (or lived on OTA, which was much less robust in the NTSC era).

So who had DirecTV? People that wanted ST.

There was no one staring dumbly at their cable or DISH box wishing oh wishing it had ST. If they wanted ST, they got DirecTV and ST. Thus, simple math and basic understanding of this industry, it is a known number.

But the vast majority do want Broadband.

Yep, just a significant number will never get it.

There have been many from this small community here that do not have DirecTV and have posted they will get it once it goes streaming.

Sure. Find me one person that used to have DirecTV and ST, pre streaming, but gave it up and we can talk.

Totally an opinion since we have no idea what the contract will cost, what the terms are and how many subs they will attract.

Yep. Your opinion and that of every single analyst from every single business publication that covers the issue. You just disagree with everyone else.

 

[Ronnie-]

Sure. Find me one person that used to have DirecTV and ST, pre streaming, but gave it up and we can talk.

Here I am.

 

[Bruce]

Because I understand this business and how it works.

Sure you do, we are still waiting for links to back up what you write.

Millions of people.

Out of a Household Population of 128 Million, 68 Million have a Live TV Provider ( includes YTTV and the likes), that means 62 Million do not.

Which number is shrinking and which is growing.

Less that that. The internet is your friend, look it up.

Average DirecTV monthly bill is $135 a month, I pay $90 and get a lot more content.

ESPN3 is games not good enough to be on ESPN+. Like truly awful small college games.

I watched the Michigan game on ESPN3 last Saturday, the #3 Team in the rankings.

I don’t know anybody. I also don’t know anyone who has just Prime and no other streamers. The ultra cheap potential millions out there that just have Prime but will pay $300 or more for ST just don’t exist.

Who has said it did?

You didn’t google “self-selection” did you.

I will explain it slowly. Let’s go back, say 15 years. There was no streaming. Unless you were some kind of oddball, you either had your one and only cable company, DISH or DirecTV (or lived on OTA, which was much less robust in the NTSC era).

So who had DirecTV? People that wanted ST.

I had DirecTV, also have had Dish and Comcast, never had ST because I worked and make the most money over the weekends, especially my last 7 years working before I retired in 2019.

Now that I am retired , I can watch and looking forward to it once it goes streaming.

And you are correct, I could of subscribe to DirecTV, but I find it has no value based on it’s high price and the availability of content on other platform are are extremely less expensive.

I have always been careful not to waste money, which allowed me to put 10-20% of my/our income into investment accounts, doing so allowed me to retire at 52.

There was no one staring dumbly at their cable or DISH box wishing oh wishing it had ST. If they wanted ST, they got DirecTV and ST. Thus, simple math and basic understanding of this industry, it is a known number.

Again, I can wait until next year.

Sure. Find me one person that used to have DirecTV and ST, pre streaming, but gave it up and we can talk.

Ronnie already answered you.

Yep. Your opinion and that of every single analyst from every single business publication that covers the issue. You just disagree with everyone else.

Again, no one knows what the contract will be like to honestly answer if it will be a good business decision.

 

[SamCdbs]

Sure you do, we are still waiting for links to back up what you write.

Become a Wikipedia editor.

Out of a Household Population of 128 Million, 68 Million have a Live TV Provider ( includes YTTV and the likes), that means 62 Million do not.

Which number is shrinking and which is growing.

We will see. When the bubble pops and they actually try to make money.

Average DirecTV monthly bill is $135 a month, I pay $90 and get a lot more content.

No, you get less content. The goodness is on linear TV.

I watched the Michigan game on ESPN3 last Saturday, the #3 Team in the rankings.

Incorrect. ABC.

Who has said it did?

I had DirecTV, also have had Dish and Comcast, never had ST

Exactly. The people that wanted ST had ST. The people that want ST have ST.

And you are correct, I could of subscribe to DirecTV, but I find it has no value based on it’s high price and the availability of content on other platform are are extremely less expensive.

You show em.

Again, I can wait until next year

You show em.

Ronnie already answered you.

That is one.

Again, no one knows what the contract will be like to honestly answer if it will be a good business decision.

Just the opinion of EVERY analyst of this industry. This is niche loss leader product that will be predicated and WILL LOSE MONEY on a cash basis. Literally EVERYONE who follows this industry understands that. It is really that basic.

Of course you have to understand basic things like how ratings work to get that.

 

[meStevo]

Here I am.

Me as well.

So much nonsense from the detractors.

 

[Bruce]

Incorrect. ABC.

Not in Florida, but it was on ESPN 3 also.

Exactly. The people that wanted ST had ST. The people that want ST have ST.

Again, I want ST, I and the vast majority of the population, do not want DirecTV, when a service has lost over 11 Million Subscribers and continues to lose 400,000 each quarter, that should tell you something.

Just the opinion of EVERY analyst of this industry. This is niche loss leader product that will be predicated and WILL LOSE MONEY on a cash basis. Literally EVERYONE who follows this industry understands that. It is really that basic.

And yet, not one link that you have provided that proves what you write about these so called analyst, not one,.

 

[Juan]

Sounds like nobody wants sunday ticket

Multiple companies are still in the mix for Sunday Ticket

DirecTV's 28-year hammerlock on NFL Sunday Ticket ends in eight Sundays.

profootballtalk.nbcsports.com

 

[Bruce]

Sounds like nobody wants sunday ticket

Multiple companies are still in the mix for Sunday Ticket

DirecTV's 28-year hammerlock on NFL Sunday Ticket ends in eight Sundays.

profootballtalk.nbcsports.com

That is just a rehash of the original story from July which it links to, nothing new.

 

[Juan]

That is just a rehash of the original story from July which it links to, nothing new.

Umm no timeline for a deal is new