- Nov 29, 2003
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Disney/ESPN & DIRECTV Reach Deal
- Thread starter jhetfield99
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It's been the rumor all along that it would be done before the MNF game.
If DTV doesn't get it back by tonight, a lot of people will cancel and move on. If streaming works for them, then they won't be back. The only people I see ever looking to comeback would be people with poor bandwidth or those who need RSNs. For people who need RSNs, it is the best option (DTVstream is cheaper option).
I've used Youtube TV for 1 week and I haven't had any issues. 4k College games were great and 1080p NFL games were better than DTV picture. I think I may be switching for good but have 2 weeks left to decide.
- Nov 29, 2003
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Disney will gain back some of the per sub fees when subscribers switch.
DirecTV will lose those subscribers, probably forever, based on their future prospects.
If the contract stoped in April, then yes, DirecTV could of put up a bigger fight, go even months without much subscriber loss, but the double whammy of College Football ( especially the SEC, which gets great ratings) and MNF is just too much for DirecTV to put up a fight.
- Nov 29, 2003
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I know that, right now, referring to the immediate future, the next 2-3 years before DirecTV becomes unprofitable, every subscriber lost brings that date closer.
- Nov 29, 2003
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Who has said they will have to overpay except for DirecTV, the rumors I heard was Disney has not asked for any increase, largely give them the same deal they gave Charter last year, even get rid of some channels ( they are going away anyways).
Considering ESPN just announced a price increase , that will expedite things even more, again, too many options to switch to.
- Nov 29, 2003
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No, did not offer any discounts, but no increases either.
Considering ESPN rights deals are going up ( really paid a lot more for College Football Playoffs and the new NBA deal), it is pretty amazing that are not asking for an increase.
People here excuse DirecTV when their prices go up, but not ESPN, when their expenses go up also.
- Nov 29, 2003
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From what I understand, largely the same deal Charter received, even certain channels will be gone, Freeform, FXX, etc, which will help a little with per sub fees.
If they give a better deal to DirecTV, they will have to go back and offer Charter and Comcast the same deal, which would be idiotic on Disney’s part, since both have more subscribers ( about 13 Million each) then DirecTV ( about 10 Million).
This was from Carter
DTV really needs the full Disney+ bundle with ads removed. Disney has moved almost all original programming to Disney+. Only offering basic Disney and ESPN, withouth Hulu, plus ads while you still need to pay for all the other channels that are now worthless, is going to push everyone away.
- Nov 29, 2003
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That Charter deal was not that good for them, here-
Analysts at LightShed Partners, in a July 16 blog, noted the report from Puck’s John Ourand indicates less than 10% of Charter’s roughly 9.5 million Signature Select video package customers are activating Disney+ and questioned if the operator’s vision for video is wrong.
“Charter is back to where it started, stuffing video offerings into its bundle that the vast majority of its consumers do not use, which hurts the price/value of the video bundle,” wrote analysts led by Richard Greenfield. Meanwhile, Disney is getting paid $3-4 per subscriber per month by Charter for all 9.5 million subscribers even though less than 1 million might be using it
Comcast exec: StreamSaver bundle ‘strong out of the gate’
As the video landscape evolves operators have been looking to offer new kinds of TV options and packages, including bringing streaming into the fold in different ways. | Christine Whitaker, president of Comcast’s Central Division, told StreamTV Insider initial results indicate the Netflix...
Adam Schefter is promoting other sources ahead of tonight's game.
View: https://x.com/AdamSchefter/status/1833160947298599106
View: https://x.com/AdamSchefter/status/1833160947298599106
- Nov 29, 2003
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Adam must not understand the game is on ESPN+ tonight also.
That Charter deal was not that good for them, here-
Analysts at LightShed Partners, in a July 16 blog, noted the report from Puck’s John Ourand indicates less than 10% of Charter’s roughly 9.5 million Signature Select video package customers are activating Disney+ and questioned if the operator’s vision for video is wrong.
“Charter is back to where it started, stuffing video offerings into its bundle that the vast majority of its consumers do not use, which hurts the price/value of the video bundle,” wrote analysts led by Richard Greenfield. Meanwhile, Disney is getting paid $3-4 per subscriber per month by Charter for all 9.5 million subscribers even though less than 1 million might be using it
Comcast exec: StreamSaver bundle ‘strong out of the gate’
As the video landscape evolves operators have been looking to offer new kinds of TV options and packages, including bringing streaming into the fold in different ways. | Christine Whitaker, president of Comcast’s Central Division, told StreamTV Insider initial results indicate the Netflix...www.streamtvinsider.com
I know a lot of people didn't sign up for it but it doesn't make it a bad deal.
I think it is more insightful on the entire industry that people either have no clue they get it for free (included in whatever price increase they got) and are paying for it separately (which Disney loves) or the fact they don't even want it if it is free (Disney will hate this). Disney+ can't get people to sign up for free .... no wonder they lose money.
Many of the ESPN on-air talent were promoting DirecTV alternatives going into the weekend.
If it's not back tonight, it'll either trigger enough of a watershed movement in cancellations to get DirecTV to outright cave or be the biggest sign that this will be a very long term dispute IMO.
Both options are pretty self-fulfilling, unfortunately. Stick to their guns and accelerate already significant churn, or pay for it and barrel towards a unsustainable service - an outcome many traditional providers are headed towards anyways as they still continue to struggle to figure out how to pivot to streaming while preserving things like their fee structure.
I wonder if this dispute will factor into the FCC's considerations when it comes to ending ETFs.
Over weekend I went to local pub and half the screens were on the dispute message.
