Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

(08-15-2023 10:35 PM)random asian guy Wrote:  Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

Interesting article. I think North Carolina and NC State are holding out for more money from Stanford and Cal (lower than a 50% to 60% payout). I have no doubt that North Carolina is the key decision maker in this whole thing as I think North Carolina has a big voice in the running of the ACC.
I was reading an article on the Athletic and I am not the only one who thinks we are at peak valuations for media rights for college sports. Apparently Fox is also in a bit of a financial problem, same as ESPN because of the high price of media rights for sports and the cord cutting cutting their revenues. I will try and post part of the article if I can find it. FSU and Clemson may not want to leave the ACC after they look at the financials of Fox and ESPN because that $40 million per year that each school gets will look good when the B1G, SEC and Big XII negotiate their next contracts.

(08-15-2023 10:52 PM)tj_2009 Wrote:  

(08-15-2023 10:35 PM)random asian guy Wrote:  Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

Interesting article. I think North Carolina and NC State are holding out for more money from Stanford and Cal (lower than a 50% to 60% payout). I have no doubt that North Carolina is the key decision maker in this whole thing as I think North Carolina has a big voice in the running of the ACC.
I was reading an article on the Athletic and I am not the only one who thinks we are at peak valuations for media rights for college sports. Apparently Fox is also in a bit of a financial problem, same as ESPN because of the high price of media rights for sports and the cord cutting cutting their revenues. I will try and post part of the article if I can find it. FSU and Clemson may not want to leave the ACC after they look at the financials of Fox and ESPN because that $40 million per year that each school gets will look good when the B1G, SEC and Big XII negotiate their next contracts.

That may be wishful thinking but the point still stands.

We don't know how fans are going to react to the 12-team playoff. Commentators have always said college football has the best regular season because every game matters. With 12-playoff spots, they don't matter quite so much. So with pay for play and reduced interest in the regular season, people dropping cable and the baby boomers dying off, are the B1G and SEC going to drop down to under $40 mil per team per year? Probably not, but I'm not expecting another set of blockbuster raises after these contracts are up either.

(08-15-2023 11:53 PM)ChrisLords Wrote:  

(08-15-2023 10:52 PM)tj_2009 Wrote:  

(08-15-2023 10:35 PM)random asian guy Wrote:  Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

Interesting article. I think North Carolina and NC State are holding out for more money from Stanford and Cal (lower than a 50% to 60% payout). I have no doubt that North Carolina is the key decision maker in this whole thing as I think North Carolina has a big voice in the running of the ACC.
I was reading an article on the Athletic and I am not the only one who thinks we are at peak valuations for media rights for college sports. Apparently Fox is also in a bit of a financial problem, same as ESPN because of the high price of media rights for sports and the cord cutting cutting their revenues. I will try and post part of the article if I can find it. FSU and Clemson may not want to leave the ACC after they look at the financials of Fox and ESPN because that $40 million per year that each school gets will look good when the B1G, SEC and Big XII negotiate their next contracts.

That may be wishful thinking but the point still stands.

We don't know how fans are going to react to the 12-team playoff. Commentators have always said college football has the best regular season because every game matters. With 12-playoff spots, they don't matter quite so much. So with pay for play and reduced interest in the regular season, people dropping cable and the baby boomers dying off, are the B1G and SEC going to drop down to under $40 mil per team per year? Probably not, but I'm not expecting another set of blockbuster raises after these contracts are up either.

The more research I do into media companies (i am an investor) the more I am thinking that we are at peak valuations for media rights for athletic conferences. I would not be surprised if the B1G or SEC go down to $40 million or under with their next media deals. I have done more research on IPTV and it turns out that there are a lot of illegal providers of IPTV that do not pay ESPN or Fox or any of the other networks for content so ESPN and Fox are going to be screwed on their financial calculations when they paid all that money for content. ESPN paid all that money to the various conferences and thought that they were going to get paid for their content from cable subscribers. The thought had occurred to me that even networks like ABC, NBC and CBS will also be affected by this. From what I can tell you just need to order a router for your TV and a monthly subscription service from an IPTV provider. These subscriptions are $15 to $20 per month. I am guessing these are illegal providers as they provide all the channels and that is a pretty amazing price. There are legal providers but they charge more per month.
I may do more research to find some media companies to "short" in the equity markets as this seems like this is really bad news for these media companies and this trend of "cord cutting" is likely to grow in the future. I would not mind making a few dollars off of some media companies losing money.

Quote: ... followed by Clemson and others.

TIP OF THE SPEAR

(08-15-2023 10:35 PM)random asian guy Wrote:  Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

Great news! 684 days (until 6/30/2025) is a vast improvement over the 4,702 days until 6/30/2036. I assume then FSU wouldn't get a vote on expansion, and Stanford/Cal will pass?

(08-15-2023 10:52 PM)tj_2009 Wrote:  

(08-15-2023 10:35 PM)random asian guy Wrote:  Very interesting article by Pat Forde of SI

https://www.si.com/college/2023/08/16/fl...ne-passing

Some key points:

* FSU may give a formal notice of a 2025 move in a matter of days or weeks to buy time for legal fight.

* FSU and Clemson are “very connected,” albeit with “very different PR strategies.”

* One ACC source in favor of adding the Bay Area schools described it as a “third and 15” situation instead of trying to execute a Hail Mary.

* Stanford enlisting Condoleezza Rice and Jerry Yang to lobby on its behalf. SMU has enlisted former President George W. Bush (!)

* Multiple sources described North Carolina athletic director Bubba Cunningham as the key administrator.

* The ACC has a regularly scheduled leadership call for Wednesday, and realignment will surely be discussed again.

We may get some resolution tomorrow. Let's see if UNC flips its position.

Fingers crossed.

Interesting article. I think North Carolina and NC State are holding out for more money from Stanford and Cal (lower than a 50% to 60% payout). I have no doubt that North Carolina is the key decision maker in this whole thing as I think North Carolina has a big voice in the running of the ACC.
I was reading an article on the Athletic and I am not the only one who thinks we are at peak valuations for media rights for college sports. Apparently Fox is also in a bit of a financial problem, same as ESPN because of the high price of media rights for sports and the cord cutting cutting their revenues. I will try and post part of the article if I can find it. FSU and Clemson may not want to leave the ACC after they look at the financials of Fox and ESPN because that $40 million per year that each school gets will look good when the B1G, SEC and Big XII negotiate their next contracts.

I don't think that's a possibility anymore, not with FSU at least. The anti-ACC contingent has waited a long time for this and we're finally driving the bus...there will be a civil war in Tallahassee if Chief Osceola doesn't continue riding towards the exit. Serving another year of our sentence to get the exit right and land smoothly is one thing, pointing to crumbs Greensboro throws and saying we're committed to the ACC again would not be acceptable. And FSU's scorched earth tactics tell me that the administration knows this and is on board as well.

What does the ACC stand to make immediately after SMU, Cal-Stan are added? What will the ACC make after everybody gets full shares some years from now?

(08-16-2023 06:16 AM)Garrettabc Wrote:  What does the ACC stand to make immediately after SMU, Cal-Stan are added? What will the ACC make after everybody gets full shares some years from now?

Probably $50M each in the short term, staying flat as the new schools get full shares.

(08-16-2023 03:13 AM)green Wrote:  

Quote: ... followed by Clemson and others.

TIP OF THE SPEAR

Pat Forde Wrote:potentially being followed by Clemson and others.

TELL THE WHOLE TRUTH

The Big Ten and SEC might not drop to $40m/year, but considering cable cutting, Boomers moving on, youth interest waning, and increased membership AKA more mouths in the Big Ten and SEC (already at 34 shares total), I don’t see an increase to their current media payout in the ‘30’s. The question becomes “when do those conferences begin to question unequal shares?”

As I’ve said from the beginning, the UNC System is not holding this up with malicious intent. Perhaps the thought was if Stanford and Call were voted in, FSU would quickly announce their departure and UNC wanted to buy more time with ESPN’s involvement. FSU understands the moment they announce their departure, they become a lame duck member.

I think we can all agree dissolution is so far off the table we can take it out to the pasture.

Should FSU & Clemson leave, I would rather have Cincy, UCF, Houston & maybe TCU coming in over the PAC schools. Hay B12, want to make a trade? Lol

I can get behind Stanford but not really any of the others. The ACC should have struck before the B12. Let’s face it, if ESPN cared about the ACC they would have moved the top PAC schools here at full shares & given everyone a bump up. Stanford, Oregon, Washington & Arizona/AST sounds a lot better than Stanford, Cal & Oregon St! The ACC is resembling the BE lately.

If Ore St, Wazu, Stan, Cal, SMU got us all to 50 mil a year right away, probably should have done that....maybe the 60's we're projected to see get shrunk some in spreading that wealth to our new friends. But as said above, new deals in 5 years could be leveled off quiet a bit...and we'll be set thru 2036 then.

https://twitter.com/JWMediaDC/status/169...6815870171

(08-16-2023 09:02 AM)CrazyPaco Wrote:  https://twitter.com/JWMediaDC/status/169...6815870171

Sadly Jim has fallen into the WVU/Swaim category with information these days...he's got something new for clicks every day.

(08-16-2023 08:00 AM)Lenvillecards Wrote:  Should FSU & Clemson leave, I would rather have Cincy, UCF, Houston & maybe TCU coming in over the PAC schools. Hay B12, want to make a trade? Lol

I can get behind Stanford but not really any of the others. The ACC should have struck before the B12. Let’s face it, if ESPN cared about the ACC they would have moved the top PAC schools here at full shares & given everyone a bump up. Stanford, Oregon, Washington & Arizona/AST sounds a lot better than Stanford, Cal & Oregon St! The ACC is resembling the BE lately.

panic sets in ...

GET THE BALL ROLLING

(08-16-2023 09:22 AM)dgrace4cards Wrote:  

(08-16-2023 09:02 AM)CrazyPaco Wrote:  https://twitter.com/JWMediaDC/status/169...6815870171

Sadly Jim has fallen into the WVU/Swaim category with information these days...he's got something new for clicks every day.

That's quite an insult.

(08-16-2023 08:00 AM)Lenvillecards Wrote:  Should FSU & Clemson leave, I would rather have Cincy, UCF, Houston & maybe TCU coming in over the PAC schools. Hay B12, want to make a trade? Lol

I can get behind Stanford but not really any of the others. The ACC should have struck before the B12. Let’s face it, if ESPN cared about the ACC they would have moved the top PAC schools here at full shares & given everyone a bump up. Stanford, Oregon, Washington & Arizona/AST sounds a lot better than Stanford, Cal & Oregon St! The ACC is resembling the BE lately.

b1g foiled last-minute gambit ...

FOX & FRIENDS

(08-16-2023 08:00 AM)Lenvillecards Wrote:  Should FSU & Clemson leave, I would rather have Cincy, UCF, Houston & maybe TCU coming in over the PAC schools. Hay B12, want to make a trade? Lol

I can get behind Stanford but not really any of the others. The ACC should have struck before the B12. Let’s face it, if ESPN cared about the ACC they would have moved the top PAC schools here at full shares & given everyone a bump up. Stanford, Oregon, Washington & Arizona/AST sounds a lot better than Stanford, Cal & Oregon St! The ACC is resembling the BE lately.

But with all due respect the big 12 could easily just tell Cal, Stanford ,WSU, OSU to come on down without any trade . It would be good to have WVU, Cincinnati and UCF in the ACC but our conference reacts way to slow to today’s ever changing world

(08-16-2023 09:02 AM)CrazyPaco Wrote:  https://twitter.com/JWMediaDC/status/169...6815870171

Stanford is 100% the first step.

FSU Can announce anything they like. No other conference will invite them until they have a signed exit agreement with the ACC. To do otherwise would be tortious interference and leave them open to legal action by the ACC.