DIRECTV unlikely to keep NFL Sunday Ticket

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The NFL doesn't care about people like us with terrible internet. They just want the cash. That is why Amazon has the exclusive Thursday night game package now.
 
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Yeah, almost a certainty that it will be streaming only.

They want to maximize revenue and reach, exclusively streaming it is how they'll accomplish that. A carveout for another carrier to also offer it reduces the value of the exclusive for a shrinking minority of customers on a service that is unable to extract the value to make it worthwhile for themselves to offer it.
 
Looks like Apple is pulling ahead-

Apple is exploring an audacious plan to scoop up the NFL’s available rights with a single, multibillion-dollar deal, sources tell Front Office Sports.

The NFL is currently fielding offers for three assets: an equity stake in NFL Media, the “NFL Sunday Ticket” package for out-of-market games, and livestreaming games on mobile devices.

Apple wants to bundle them all into one sweeping deal, said sources. That would instantly make the tech giant, which has long avoided sports, one of the NFL’s biggest business partners.


And this is why the NFL want to do this deal with Apple-

But the NFL’s intrigued about getting into business with the world’s most valuable company, said sources.

Apple posted record revenue of $365.8 billion in fiscal 2021. With a market capitalization of $2.7 trillion, the tech giant has more than $200 billion in cash and marketable securities on hand for possible deals.


NFL has always been about the money, if they really wanted to maximize how many fans are able to get NFLST, they would go with Amazon.

 
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NFL has always been about the money, if they really wanted to maximize how many fans are able to get NFLST, they would go with Amazon.
The current number of fans able to get NFLST is, 99.9%. You want it, you call the nice DirecTV lady and she sends out a nice man to do an instal, and there you go.

If on Apple, pretty much the same deal. You go to Best Buy and get the proper equipment, or download the app if you already have it, and there you go. If Amazon, same thing. Netflix. Hulu, ESPN+. Peacock, Paramount Plus. Whatever.

The idea that there are more than a handful of people, literally less than 100 in the whole nation, that are on some crusade against DirecTV and are staring dumbly at their TV, wishing oh wishing that somebody else sold ST, is just not accurate. Within a 0.01% margin of error, everyone who wants ST, HAS ST. The size of the customer base for ST is a known number.

The issues going forward, of course, are the millions of people who CANNOT get video quality internet service where they live, or, where their business is located. The NFL is doing those people a disservice, yes, but Rural Americans are very rarely anybody in power’s first concern.

And, how to bundle. Since this product WILL continue to lose money on a cash basis, as it always has, Apple, or Amazon, or whoever, has to predicate buying it on first buying something else, just as DirecTV does. For home customers, this is probably some combination of Apple TV + and buying new Apple products on a regular basis.

The issue becomes businesses. Leaving out the millions who have no other need for video quality internet, there is no real value for a sports bar in an Apple TV + subscription. Mostly female oriented melodramas.

Which is why a B2B deal with DirecTV makes sense.
 
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The current number of fans able to get NFLST is, 99.9%. You want it, you call the nice DirecTV lady and she sends out a nice man to do an instal, and there you go.

If on Apple, pretty much the same deal. You go to Best Buy and get the proper equipment, or download the app if you already have it, and there you go. If Amazon, same thing. Netflix. Hulu, ESPN+. Peacock, Paramount Plus. Whatever.

The idea that there are more than a handful of people, literally less than 100 in the whole nation, that are on some crusade against DirecTV and are staring dumbly at their TV, wishing oh wishing that somebody else sold ST, is just not accurate. Within a 0.01% margin of error, everyone who wants ST, HAS ST. The size of the customer base for ST is a known number.

The issues going forward, of course, are the millions of people who CANNOT get video quality internet service where they live, or, where their business is located. The NFL is doing those people a disservice, yes, but Rural Americans are very rarely anybody in power’s first concern.

And, how to bundle. Since this product WILL continue to lose money on a cash basis, as it always has, Apple, or Amazon, or whoever, has to predicate buying it on first buying something else, just as DirecTV does. For home customers, this is probably some combination of Apple TV + and buying new Apple products on a regular basis.

The issue becomes businesses. Leaving out the millions who have no other need for video quality internet, there is no real value for a sports bar in an Apple TV + subscription. Mostly female oriented melodramas.

Which is why a B2B deal with DirecTV makes sense.
I don’t think 99% of the country can get DTV.
 
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I don’t think 99% of the country can get DTV.
Correct... but the people that can't probably have access to decent enough internet. I can't imagine the Venn Diagram of people who have awful internet and no access to Directv is much of an overlap.
 
Personally, I find humor in services abandoning sports for cheap online streaming... are now going all in on adding live sports. Again, I can't imagine anyone just giving NFL ST away with their service. That'd be nuts! Yes, Apple could literally burn stacks of money and still make lots, but that is an exception and the value of NFL ST is too high to give away when paying billions for it.
 
Personally, I find humor in services abandoning sports for cheap online streaming... are now going all in on adding live sports. Again, I can't imagine anyone just giving NFL ST away with their service. That'd be nuts! Yes, Apple could literally burn stacks of money and still make lots, but that is an exception and the value of NFL ST is too high to give away when paying billions for it.
According to previous findings posted earlier in this thread, that may have already been determined....

CBS and Fox have clauses in their NFL contracts mandating that Sunday Ticket can only be offered at a premium price, meaning that it likely will carry a similar price tag with a new partner as it does with DirecTV.

Sports Media: Sources: Apple, Amazon front-runners for Sunday Ticket
 
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Related, Apple just announced a deal with MLB for 'Friday Night Baseball'

According to previous findings posted earlier in this thread, that may have already been determined....

Depends on how that's defined really, could just mean a premium over standard services, for for example if it was offered at $99 on top of annual Amazon Prime fees.
 
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Depends on how that's defined really, could just mean a premium over standard services, for for example if it was offered at $99 on top of annual Amazon Prime fees.
Agreed. Most likely nowhere near Direct's premium price, but not just included in a Prime membership....
 
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According to previous findings posted earlier in this thread, that may have already been determined....
That's weird. It isn't commercial free, so why would the price of NFL ST impact them? People would be watching CBS or Fox regardless OTA or through ST. Might hurt local broadcasters, but I can't imagine by much.
 
Looks like Apple is pulling ahead-

The NFL is currently fielding offers for three assets: an equity stake in NFL Media, the “NFL Sunday Ticket” package for out-of-market games, and livestreaming games on mobile devices.


This is intriguing because NFL is looking at an equity partner. That implies longer term than just a multi year deal.

Apple needs content.

Is NFL media just a content library or is there a production company, too?


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Correct... but the people that can't probably have access to decent enough internet. I can't imagine the Venn Diagram of people who have awful internet and no access to Directv is much of an overlap.

No, there's probably not much overlap in "people who can't get Directv" and "people who can't get decent internet".

People who can't get Directv mostly live in apartment buildings where they don't have a way to put up a dish - most people in cities have access to good internet. People who can't get decent internet mostly live in rural areas where it is unprofitable for cable/telco to serve them - but they have plenty of land on which to put up a dish.

I find the earlier claim that 99% of people can get Directv to be laughable. I can't get it and I own my own home and have a pretty good sized yard with no HOA or other stuff to worry about. I have huge trees that block any possible place I could put up a dish, and trees in the yard of my neighbor to the south would block just about everything even if I was willing to cut down my 150+ year old oaks.
 
I don’t think 99% of the country can get DTV.
Right, cause you have people in apartments that won't allow satellite, or private property.

So If Apple gets it, would they put it on DTV , cause I read in here that something about Apple & DIRECTV.
 
StarLink, star bright,
First star I wish upon tonight..
 
Right, cause you have people in apartments that won't allow satellite, or private property.

So If Apple gets it, would they put it on DTV , cause I read in here that something about Apple & DIRECTV.
Only for Business Customers is the rumor.
 
The NFL doesn't care about people like us with terrible internet. They just want the cash. That is why Amazon has the exclusive Thursday night game package now.
and the commercial plans are?
Only for Business Customers is the rumor.
Also what about systems like cable bahamas and other caribbean systems that have NFL ticket on cable.
How long are the caribbean contracts for?
 
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