Hello There, Guest! (LoginRegister)

Post Reply 
Disney/ESPN Annual Financials
Author Message
orangefan Offline
All American
*

Posts: 3,873
Joined: Mar 2007
Reputation: 168
I Root For: Syracuse
Location: New England
Post: #11
RE: Disney/ESPN Annual Financials
(11-13-2017 07:12 PM)MWC Tex Wrote:  
(11-13-2017 05:26 PM)arkstfan Wrote:  Until the online services providing bundles that include ESPN are counted properly (same as cable/satellite) we simply won't have any clue what the subscriber loss is for the industry. We keep getting cable/sat lost X or Y moved to cut the cord but buying cable sans paying for the delivery infrastructure is still cable for all intents and purposes.

We have some of those stats. AT&T lossed 80k net. 330k drop from Direct TV and Uverse but added 250k to their DirecTV Now.

Dish loss 145k net and that includes Sling numbers.

All have ESPN on the base package.

Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.
11-14-2017 08:18 AM
Find all posts by this user Quote this message in a reply
Gamecock Offline
1st String
*

Posts: 1,738
Joined: Oct 2011
Reputation: 57
I Root For: South Carolina
Location:
Post: #12
RE: Disney/ESPN Annual Financials
(11-13-2017 08:08 AM)quo vadis Wrote:  
(11-11-2017 03:28 PM)billybobby777 Wrote:  The irony of us poor or lower middle class college football fans....rooting for big evil empire monopolies to get richer because the school we went to has a football team that occasionally plays on their tv channel.
Happy Veterans Day Disney.

Er, how is Disney either "evil" or a "monopoly"? If you haven't checked, they have heavyweight competition in all of their lines of business.

I "root" for ESPN because of what they do for me, namely show about 18 college football games every Saturday from 11 AM to 11 PM across four different channels, plus a few more during the week. Love being able to see all those games.

Same. I love ESPN's college football coverage and I'm absolutely glued to their stations about 14-15 days a year
11-14-2017 09:50 AM
Find all posts by this user Quote this message in a reply
MWC Tex Online
Heisman
*

Posts: 5,507
Joined: Aug 2012
Reputation: 109
I Root For: MW
Location: TX
Post: #13
RE: Disney/ESPN Annual Financials
(11-14-2017 08:18 AM)orangefan Wrote:  
(11-13-2017 07:12 PM)MWC Tex Wrote:  
(11-13-2017 05:26 PM)arkstfan Wrote:  Until the online services providing bundles that include ESPN are counted properly (same as cable/satellite) we simply won't have any clue what the subscriber loss is for the industry. We keep getting cable/sat lost X or Y moved to cut the cord but buying cable sans paying for the delivery infrastructure is still cable for all intents and purposes.

We have some of those stats. AT&T lossed 80k net. 330k drop from Direct TV and Uverse but added 250k to their DirecTV Now.

Dish loss 145k net and that includes Sling numbers.

All have ESPN on the base package.

Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.

That's because they don't report those numbers for some reason. However, I did see that Hulu Live TV only has 300k subscribers. PS Vue has a new CEO and raised rates but hasn't reported if they are losing customers. I know they lost one (myself) to the rate raise and I move to DirecTV TV.
But you see the jist of the info and that is there are a lot of customers that are not moving to the TV streaming packages and there is still a significant net loss quarter over quarter. This is giving the OTA households a bigger percentage that is now at 20% and increasing each quarter.
11-14-2017 10:09 AM
Find all posts by this user Quote this message in a reply
orangefan Offline
All American
*

Posts: 3,873
Joined: Mar 2007
Reputation: 168
I Root For: Syracuse
Location: New England
Post: #14
RE: Disney/ESPN Annual Financials
(11-14-2017 10:09 AM)MWC Tex Wrote:  
(11-14-2017 08:18 AM)orangefan Wrote:  
(11-13-2017 07:12 PM)MWC Tex Wrote:  
(11-13-2017 05:26 PM)arkstfan Wrote:  Until the online services providing bundles that include ESPN are counted properly (same as cable/satellite) we simply won't have any clue what the subscriber loss is for the industry. We keep getting cable/sat lost X or Y moved to cut the cord but buying cable sans paying for the delivery infrastructure is still cable for all intents and purposes.

We have some of those stats. AT&T lossed 80k net. 330k drop from Direct TV and Uverse but added 250k to their DirecTV Now.

Dish loss 145k net and that includes Sling numbers.

All have ESPN on the base package.

Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.

That's because they don't report those numbers for some reason. However, I did see that Hulu Live TV only has 300k subscribers. PS Vue has a new CEO and raised rates but hasn't reported if they are losing customers. I know they lost one (myself) to the rate raise and I move to DirecTV TV.
But you see the jist of the info and that is there are a lot of customers that are not moving to the TV streaming packages and there is still a significant net loss quarter over quarter. This is giving the OTA households a bigger percentage that is now at 20% and increasing each quarter.

There's no question that there are many customers who are cord cutting and not switching to slim bundles, but there are also "cord nevers" signing up for slim bundles. My point is that although ESPN's subscriber numbers are clearly falling, it's not as fast as, for instance, Charter's and Comcast's subscriber loss rate would indicate. The longer term question is whether there is a stable number at which the combination of traditional bundles and slim bundles will settle.
11-14-2017 10:24 AM
Find all posts by this user Quote this message in a reply
Attackcoog Offline
Hall of Famer
*

Posts: 22,406
Joined: Oct 2011
Reputation: 848
I Root For: Houston
Location:
Post: #15
RE: Disney/ESPN Annual Financials
(11-14-2017 10:24 AM)orangefan Wrote:  
(11-14-2017 10:09 AM)MWC Tex Wrote:  
(11-14-2017 08:18 AM)orangefan Wrote:  
(11-13-2017 07:12 PM)MWC Tex Wrote:  
(11-13-2017 05:26 PM)arkstfan Wrote:  Until the online services providing bundles that include ESPN are counted properly (same as cable/satellite) we simply won't have any clue what the subscriber loss is for the industry. We keep getting cable/sat lost X or Y moved to cut the cord but buying cable sans paying for the delivery infrastructure is still cable for all intents and purposes.

We have some of those stats. AT&T lossed 80k net. 330k drop from Direct TV and Uverse but added 250k to their DirecTV Now.

Dish loss 145k net and that includes Sling numbers.

All have ESPN on the base package.

Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.

That's because they don't report those numbers for some reason. However, I did see that Hulu Live TV only has 300k subscribers. PS Vue has a new CEO and raised rates but hasn't reported if they are losing customers. I know they lost one (myself) to the rate raise and I move to DirecTV TV.
But you see the jist of the info and that is there are a lot of customers that are not moving to the TV streaming packages and there is still a significant net loss quarter over quarter. This is giving the OTA households a bigger percentage that is now at 20% and increasing each quarter.

There's no question that there are many customers who are cord cutting and not switching to slim bundles, but there are also "cord nevers" signing up for slim bundles. My point is that although ESPN's subscriber numbers are clearly falling, it's not as fast as, for instance, Charter's and Comcast's subscriber loss rate would indicate. The longer term question is whether there is a stable number at which the combination of traditional bundles and slim bundles will settle.

Exactly. At this point—traditional cable tv has really not tried to be competive on pricing. Eventually it will fight back with skinny bundles and a la Carte. Also, streaming services largely are getting better deals on rights fees because they represent fewer viewers and were looked at as a place for content providers to derive a little incremental revenue. As streamers become a larger part of the pipeline to consumers and as cable networks have less cash sloshing around, content providers will look to streamers to pay more for content—meaning the cost of streaming will rise.

Eventually, there will be an equilibrium between the two as streaming loses its big price advantage.
(This post was last modified: 11-14-2017 10:56 AM by Attackcoog.)
11-14-2017 10:54 AM
Find all posts by this user Quote this message in a reply
orangefan Offline
All American
*

Posts: 3,873
Joined: Mar 2007
Reputation: 168
I Root For: Syracuse
Location: New England
Post: #16
RE: Disney/ESPN Annual Financials
Article about a new sports free skinny bundle called Philo: http://mashable.com/2017/11/14/sports-fr...cSwGSy9iqT

$16/month for 34 channels. Not surprised to see the Viacom (MTV, NICK), Discovery, and AMC channels all included. Also, not surprised to see the Disney, Fox, Time Warner/Turner and Comcast channels excluded given each of their important sports programming commitments. Not having these media companies also denies the package a 24 hour news channel. More surprised to see the A&E channels (A&E, History, Lifetime, etc.) included given their overlapping ownership with ESPN (ESPN is 80/20 Disney/Hearst, A&E is 50/50 Disney/Hearst).

It will be interesting to see if there's any market for this, although my first thought is: what's the point of a live service that only shows taped programming?
(This post was last modified: 11-14-2017 12:45 PM by orangefan.)
11-14-2017 11:16 AM
Find all posts by this user Quote this message in a reply
MWC Tex Online
Heisman
*

Posts: 5,507
Joined: Aug 2012
Reputation: 109
I Root For: MW
Location: TX
Post: #17
RE: Disney/ESPN Annual Financials
(11-14-2017 11:16 AM)orangefan Wrote:  Article about a new sports free skinny bundle called Philo: http://mashable.com/2017/11/14/sports-fr...cSwGSy9iqT

$16/month for 34 channels. Not surprised to see the Viacom (MTV, NICK), Discovery, and AMC channels all included. Also, not surprised to see the Disney, Fox, Time Warner/Turner and Comcast channels excluded given each of their important sports programming commitments. Missing these channels also denies the package a 24 hour news channel. More surprised to see the A&E channels (A&E, History, Lifetime, etc.) included given their overlapping ownership with ESPN (ESPN is 80/20 Disney/Hearst, A&E is 50/50 Disney/Hearst).

It will be interesting to see if there's any market for this, although my first thought is: what's the point of a live service that only shows taped programming?
Boom! Was wondering if someone will do something like this.
This is totally focus on the 80% who don't watch sports or don't watch sports on pay TV.

That's a good lineup for $16. Even includes Nick, Teen Nick For the kids. I think they will be more popular than most people will expect. It is even on OTT devices.

https://try.philo.com/
(This post was last modified: 11-14-2017 12:09 PM by MWC Tex.)
11-14-2017 12:07 PM
Find all posts by this user Quote this message in a reply
arkstfan Away
Sorry folks
*

Posts: 20,099
Joined: Feb 2004
Reputation: 569
I Root For: Fresh Starts
Location:
Post: #18
RE: Disney/ESPN Annual Financials
(11-14-2017 11:16 AM)orangefan Wrote:  Article about a new sports free skinny bundle called Philo: http://mashable.com/2017/11/14/sports-fr...cSwGSy9iqT

$16/month for 34 channels. Not surprised to see the Viacom (MTV, NICK), Discovery, and AMC channels all included. Also, not surprised to see the Disney, Fox, Time Warner/Turner and Comcast channels excluded given each of their important sports programming commitments. Not having these media companies also denies the package a 24 hour news channel. More surprised to see the A&E channels (A&E, History, Lifetime, etc.) included given their overlapping ownership with ESPN (ESPN is 80/20 Disney/Hearst, A&E is 50/50 Disney/Hearst).

It will be interesting to see if there's any market for this, although my first thought is: what's the point of a live service that only shows taped programming?

Well you get it at the same time everyone else is watching which gives it a leg up over the traditional Hulu product and presumably it authorizes you to use the apps for those channels to watch older content on-demand.

I think there is a market for such, how big that market is? Guess we are about to find out.
11-14-2017 05:28 PM
Find all posts by this user Quote this message in a reply
orangefan Offline
All American
*

Posts: 3,873
Joined: Mar 2007
Reputation: 168
I Root For: Syracuse
Location: New England
Post: #19
RE: Disney/ESPN Annual Financials
(11-14-2017 10:54 AM)Attackcoog Wrote:  
(11-14-2017 10:24 AM)orangefan Wrote:  
(11-14-2017 10:09 AM)MWC Tex Wrote:  
(11-14-2017 08:18 AM)orangefan Wrote:  
(11-13-2017 07:12 PM)MWC Tex Wrote:  We have some of those stats. AT&T lossed 80k net. 330k drop from Direct TV and Uverse but added 250k to their DirecTV Now.

Dish loss 145k net and that includes Sling numbers.

All have ESPN on the base package.

Still doesn't tell us what the adds were for Playstation Vue, Hulu Live, or Youtube Live TV.

That's because they don't report those numbers for some reason. However, I did see that Hulu Live TV only has 300k subscribers. PS Vue has a new CEO and raised rates but hasn't reported if they are losing customers. I know they lost one (myself) to the rate raise and I move to DirecTV TV.
But you see the jist of the info and that is there are a lot of customers that are not moving to the TV streaming packages and there is still a significant net loss quarter over quarter. This is giving the OTA households a bigger percentage that is now at 20% and increasing each quarter.

There's no question that there are many customers who are cord cutting and not switching to slim bundles, but there are also "cord nevers" signing up for slim bundles. My point is that although ESPN's subscriber numbers are clearly falling, it's not as fast as, for instance, Charter's and Comcast's subscriber loss rate would indicate. The longer term question is whether there is a stable number at which the combination of traditional bundles and slim bundles will settle.

Exactly. At this point—traditional cable tv has really not tried to be competive on pricing. Eventually it will fight back with skinny bundles and a la Carte. Also, streaming services largely are getting better deals on rights fees because they represent fewer viewers and were looked at as a place for content providers to derive a little incremental revenue. As streamers become a larger part of the pipeline to consumers and as cable networks have less cash sloshing around, content providers will look to streamers to pay more for content—meaning the cost of streaming will rise.

Eventually, there will be an equilibrium between the two as streaming loses its big price advantage.

http://variety.com/2017/biz/news/pay-tv-...202616516/

Very interesting development directly related to these questions. The research firm MoffettNathanson estimates that virtual cable packages (Sling, Hulu Live, Playstation Vue, Directv Now, etc.) added 962,000 subscribers in Q3. This compares to losses for traditional cable and satellite services of 872,000 subscribers for the same period. In other words, there was a net gain of 90,000 subscribers.
Quote:The dynamics in the pay-TV biz are splitting programming groups in “haves” and “have-nots,” according to Moffett.

The haves: CBS, Fox, NBCUniversal and Disney, which are included in nearly every virtual internet-TV service. The have-nots, whose networks average less than 50% penetration into virtual pay-TV services, are A+E Networks, Discovery Communications, Scripps Networks Interactive (which is being acquired by Discovery), Viacom and independent networks, per Moffett’s analysis.
(This post was last modified: Yesterday 02:54 PM by orangefan.)
Yesterday 02:52 PM
Find all posts by this user Quote this message in a reply
Post Reply 




User(s) browsing this thread: 1 Guest(s)


Copyright © 2002-2017 Collegiate Sports Nation Bulletin Board System (CSNbbs), All Rights Reserved.
CSNbbs is an independent fan site and is in no way affiliated to the NCAA or any of the schools and conferences it represents.
This site monetizes links. FTC Disclosure.
Powered By MyBB, © 2002-2017 MyBB Group.