(01-06-2020 03:19 PM)AllTideUp Wrote: [ -> ] (01-06-2020 01:56 AM)JRsec Wrote: [ -> ] (01-06-2020 01:43 AM)Transic_nyc Wrote: [ -> ] (01-05-2020 09:17 PM)AllTideUp Wrote: [ -> ] (01-05-2020 12:03 AM)JRsec Wrote: [ -> ]1. We wait to see if ABC buys the SEC's remaining 4 years with CBS out.
2. We wait to see what the final total value of the new contract is, or whether we are looking at 63 million per school by 2024 or 66 million.
3. We wait to see what happens with the Big 12 as they get within 2 years of their GOR's expiration.
4 We wait to see what happens with the PAC 12 as they get within 2 years of their GOR's expiration.
5. We wait to see what Notre Dame does when their NBC contract expires in 2025.
6. We wait to see who bids on and lands Oklahoma's T3 rights since that contract expires before the Big 12's GOR.
7. We wait to see if the rights to image winds up being part of a package of player rights that ends with some form of pay for play.
8. We wait to see just which main schools get antsy when the SEC's contract and the Big 10's renewal set the new revenue gaps, which are sure to be larger than the existing ones.
9. We wait to see if there is anyone besides Texas, Notre Dame, and Oklahoma that can add value to the SEC or Big 10 simply because a network wants them as a content multiplier for either of those conferences.
10. And when all of that is decided we wait to see if there is still a desire to press for playoff expansion, or whether an emerging P4 settles that matter.
Do we know what year OU's tier 3 rights go on the market? I think that will at least give us some hints.
I'm going to predict that Disney goes hard after Notre Dame's package when that comes up. I'm also going to predict they use that as a pretense to open up the ACC contract in the event ND agrees to incorporate fully.
Not that I expect ESPN to pay the ACC on par with the SEC or Big Ten, but they'll need to be creative. Otherwise, there's quite a few members of the ACC that will be disgruntled.
If Fox thinks that Disney is going after the Domers' Tier One package then it would behoove them to go hard after Oklahoma's Tier Three package to keep them out of the SEC. Otherwise, we'd easily see a scenario of OU/KU to SEC and UT/ND to ACC (no Tejas tagalongs necessary). That fear may even compel them to pay to keep the Big 12 together to avoid a situation which they can't have influence over.
I don't think there is anyway that Texas joins the ACC in full without at least 2 other Texas schools joining with them. It would totally violate their business model and their other sports would be total outliers.
So I just don't see it happening.
Nor do I see N.D. going all in with the ACC ever. Even with Texas there just wouldn't be enough revenue to justify the moves.
If Texas goes to the ACC here is what I think happens:
Texas, Baylor, T.C.U. and Tech go as a half division in a 16 member ACC. N.D. remains independent until 2037 and then they don't join the ACC, but rather the Big 10. And in order to make that move agreeable to the SEC the SEC lands either N.C. State and Virginia Tech which make the most sense in that they do not hurt the ACC footprint in the move, or the SEC lands Oklahoma and Kansas and Virginia Tech and N.C. State are free to move to the Big 10.
If Texas doesn't move to the ACC then they pick up West Virginia and possibly T.C.U. for content and markets. The SEC lands Texas and Texas Tech. And Kansas and Oklahoma head to the Big 10.
And really I expect the final moves to be fairly simple.
Will the SEC make a play for both OU and Texas? Sure. But Texas offers the most value due to the size of the state and their national appeal and academics. So we might still agree to take Tech to get them. Everyone in Oklahoma knows they can't move to the Big 10 with OSU so Kansas is the natural partner.
And more importantly ESPN wants total control in Texas. And they probably want to keep at least the 49% they still have of the Big 10 so OU and KU are probably acceptable to them to head to the Big 10.
But I don't see ESPN landing all of those unless they go after all of the Big 10.
There's only one way I could see the ACC powers catching up to any reasonable degree.
The league would have to agree to some sort of tiered compensation structure...
I don't think Texas is going to the ACC, I agree with that. With Notre Dame, I think it's possible they would join fully, but ND along with the other major revenue generators would have to get extra money in comparison to the Wake Forests and Boston Colleges of the world.
Also, for Notre Dame's part, they may have to receive additional deference when it comes to their time slots.
If it keeps the ACC together for the long term then I could see the others going for it. Otherwise, you'll have schools like Florida State and Clemson exploring a way to get out as soon as the GOR expires.
The reality after 2025 is going to be rather stark. You'll have the SEC and Big 10 pushing 70 million in per school revenue. So one of two things will happen. Texas, Oklahoma, and Kansas all leave the Big 12 pushing the SEC and Big 10 north of 70 million in per school revenues (which I consider very likely) and with the PAC GOR expiring at the same time it is possible that Colorado and Kansas could head to the Big 10 and Texas and Oklahoma to the SEC. Colorado may prefer the PAC but do they prefer them for 30 million less in per school sports revenue?
The second thing that could happen seems much less likely. The ACC/Big 12/PAC could find a way to consolidate into 2 conferences.
Working against that is the PAC's geographical distance and cultural distance from the other 2. Texas could lead the other 3 Texas teams to the ACC but that really works best at 16 total members for the ACC.
They could move with 6 and take Kansas State and West Virginia with them to move to 20. The SEC might then take the 2 Oklahoma's Kansas and Iowa State. But that isn't going to be profitable.
You could move N.C. State and Virginia Tech to the SEC ala 2011, and move in the Texas 4. Maybe the SEC goes for that but really those two don't add enough to pay for their entrance at nearly 70 million. Oklahoma and Kansas would be more profitable for the SEC. So what do you do with N.C. state and Virginia Tech? Maybe the Big 10 as they are both large land grant schools but neither are AAU although both are close.
But if there is anything past realignment has shown us it is that the more complicated the plan the less likely it is to happen.
I still think in the end the ACC only adds West Virginia and waits on Notre Dame.
The SEC flirts with Oklahoma but winds up with Texas and Texas Tech because I think that's what ESPN has wanted for a long time. I remember Slive speaking in DFW and telling a gathering that the SEC would be proud to have any or all three of the Texas public schools.
I also think the Big 10 ends with Kansas and Oklahoma. And the reason here is the Big 10 can't take enough Texas schools to satisfy the UT business model.
Now what does that do to overall strength?
The ACC remains a distant 3rd in a new P4. The PAC either remains isolated and remains an even more distant 4th, or they knuckle under for exposure taking T.C.U., Oklahoma State, Kansas State, and Iowa State.
The Big 10 remains very close to the SEC in revenue per school form media, but fail to gain competitively in football as an isolated Oklahoma now starts to fade a little from their Big 12 glory and even more so from their Big 8 glory days. Kansas does well enough in Big 10 basketball.
Texas has now distanced Oklahoma a little bit from Texas recruits because the players parents won't see so many of their games if they are in the Big 10. Texas distances themselves from Baylor and T.C.U. in conference branding and overall appeal to recruits. Texas elevates Arkansas a bit, plays even with A&M, and both of those remain preferable to Tech. And, Texas keeps its business model.
The SEC owns all of Texas and that's a pay boost. What we don't get is a basketball blueblood, but we have a lot more to spend on hoops and our outlook is growing in that sport.
With a P4 in place the PAC and ACC get their champion into the CFP but the economic disparity leaves the option open for the networks to move to league play by consolidating the PAC into the Big 10 and the ACC into the SEC at some future date.