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I don’t agree with his flat 5% cord cutting predictor for ACCN payout.
Disney/ESPN is one of the small number of entities on TV that could easily raise its rates to compensate for a loss in subscribers.
ESPN had 100M subscribers about 15 years ago and now has about 66M. A massive loss of 34% from its subscriber base. However, over that time, ESPN’s fee per subscriber has increased from $4.69 to $9.42. This is an increase of just over 100% and articulates how ESPN can increase its paid subscriber revenue from roughly $5.5B in 2011 to $8B in 2024, even though it LOST 34 million paying subscribers.
Cord cutting will continue, but when over 40% of subscribers want their TV specifically for live sports, cable companies will pay Disney and Fox whatever they ask for. Because those companies can’t risk Disney and Fox pulling their live sports and putting it solely on an app.
Thread Replies (59)
There have been many discussions about how much
-- Big12 guy
Feb 16, 2025 at 10:45 AM ET
Big12 guy
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02/16/25 10:45 AM ET
I just thought is would give some clarity to the numbers. Should have
-- Big12 guy
Feb 17, 2025 at 08:02 AM ET
Big12 guy
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02/17/25 08:02 AM ET
It should be "us vs them" instead of "us vs us"
-- EDGEMAN
Feb 17, 2025 at 08:57 AM ET
EDGEMAN
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02/17/25 08:57 AM ET
You knew exactly the response.....
-- 2hhoop3
Feb 17, 2025 at 08:42 AM ET
2hhoop3
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02/17/25 08:42 AM ET
Actually you are just like us, grasping at straws that would advance
-- VTCALS72
Feb 17, 2025 at 08:42 AM ET
VTCALS72
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02/17/25 08:42 AM ET
I don’t agree with his flat 5% cord cutting predictor for ACCN payout.
◄
-- hokieZ71
Feb 16, 2025 at 10:49 PM ET
hokieZ71
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02/16/25 10:49 PM ET
I didn't agree with the 5% either, but i have no way of
-- Big12 guy
Feb 17, 2025 at 08:04 AM ET
Big12 guy
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02/17/25 08:04 AM ET
Well, that video wasn't comparing the Mid2 to the P2.
-- hokieZ71
Feb 17, 2025 at 12:00 PM ET
hokieZ71
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02/17/25 12:00 PM ET
Conference realignment has changed the landscape pretty
-- Big12 guy
Feb 17, 2025 at 12:09 PM ET
Big12 guy
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02/17/25 12:09 PM ET
what's the reader's digest on this? don't have 30 minutes to give this guy**
-- MrBayAreaHokie
Feb 16, 2025 at 09:09 PM ET
MrBayAreaHokie
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02/16/25 09:09 PM ET
That the pro rata shares going to ACC and Big 12 schools only differ by-
-- Baltimore_Hokie
Feb 17, 2025 at 09:44 AM ET
Baltimore_Hokie
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02/17/25 09:44 AM ET
ACC makes $5.3M per member more now, declining to $2.0M by 2030.
-- Truthahn
Feb 17, 2025 at 12:59 PM ET
Truthahn
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02/17/25 12:59 PM ET
It’s Podcast Propaganda, FSU trying to lower penalties, B12 trying to get
-- Stech
Feb 16, 2025 at 11:24 PM ET
Stech
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02/16/25 11:24 PM ET
That may be true, and this board certainly doesn't like the FSU
-- Big12 guy
Feb 17, 2025 at 08:11 AM ET
Big12 guy
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02/17/25 08:11 AM ET
What makes something relevant.....
-- 2hhoop3
Feb 17, 2025 at 08:40 AM ET
2hhoop3
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02/17/25 08:40 AM ET
That's fair, but it was the numbers and projections that
-- Big12 guy
Feb 17, 2025 at 08:47 AM ET
Big12 guy
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02/17/25 08:47 AM ET
ACC schools projected to make more money than Big12 through at least 2031
-- tarheelblue
Feb 16, 2025 at 10:09 PM ET
tarheelblue
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02/16/25 10:09 PM ET
I'm not sure "more money" is really that relevant when you're talking-
-- Baltimore_Hokie
Feb 17, 2025 at 09:49 AM ET
Baltimore_Hokie
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02/17/25 09:49 AM ET
Every little bit helps.
-- tarheelblue
Feb 17, 2025 at 07:13 PM ET
tarheelblue
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02/17/25 07:13 PM ET
Yeah, I get it - I'm not talking about anyone leaving today, right now.
-- Baltimore_Hokie
Feb 18, 2025 at 09:26 AM ET
Baltimore_Hokie
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02/18/25 09:26 AM ET
Two HUGE questions, will ESPN drop penalties in 2031? Will Oregon State win
-- Stech
Feb 16, 2025 at 05:50 PM ET
Stech
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02/16/25 05:50 PM ET
I didn't hear it that way. Sure, it was on a B12
-- Big12 guy
Feb 16, 2025 at 06:25 PM ET
Big12 guy
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02/16/25 06:25 PM ET
That’s because you heard it from your B12 perspective. FSU’s sueing the
-- Stech
Feb 16, 2025 at 08:29 PM ET
Stech
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02/16/25 08:29 PM ET
The lower the ACC revenue projection, the less FSU has to pay for its
-- RandomAsianGuy
Feb 16, 2025 at 10:44 PM ET
RandomAsianGuy
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02/16/25 10:44 PM ET
Exactly, FSU is just trying to pay less to leave & B12 wants ACC schools.
-- Stech
Feb 16, 2025 at 11:09 PM ET
Stech
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02/16/25 11:09 PM ET
Maybe, but where are the numbers wrong? The FSU guy put out his numbers,
-- Big12 guy
Feb 16, 2025 at 09:58 PM ET
Big12 guy
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02/16/25 09:58 PM ET
0% inflation assumption is flat out wrong. We all know watching sports is
-- RandomAsianGuy
Feb 16, 2025 at 10:47 PM ET
RandomAsianGuy
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02/16/25 10:47 PM ET
You have told the board how right you have been, so
-- Big12 guy
Feb 17, 2025 at 08:06 AM ET
Big12 guy
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02/17/25 08:06 AM ET
Both networks have escalation of (4.5%)? - what ever
-- Big12 guy
Feb 17, 2025 at 11:47 AM ET
Big12 guy
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02/17/25 11:47 AM ET
We'll see what happens in 2031.**
-- RandomAsianGuy
Feb 17, 2025 at 02:43 PM ET
RandomAsianGuy
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02/17/25 02:43 PM ET
Yes wrong IMHO, he forecasted an ACC drop off for cable hookups,but not B12
-- Stech
Feb 16, 2025 at 10:39 PM ET
Stech
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02/16/25 10:39 PM ET
The B12 doesn't have a network, and receives no money directly from
-- Big12 guy
Feb 17, 2025 at 08:15 AM ET
Big12 guy
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02/17/25 08:15 AM ET
Conference Channel is a big asset, because ESPN makes 50%, the B12 would
-- Stech
Feb 17, 2025 at 09:09 AM ET
Stech
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02/17/25 09:09 AM ET
This is where there is a fork in the road. The ACCN
-- Big12 guy
Feb 17, 2025 at 09:51 AM ET
Big12 guy
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02/17/25 09:51 AM ET
ACCN is increasing 💵, prove that’s it’s not please. I didn’t read past
-- Stech
Feb 17, 2025 at 10:24 AM ET
Stech
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02/17/25 10:24 AM ET
Both the ACC and B12 have yearly escalators in their
-- Big12 guy
Feb 17, 2025 at 11:40 AM ET
Big12 guy
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02/17/25 11:40 AM ET
FSU is gone, they have one goal reduce or eliminate the penalties, if ESPN
-- Stech
Feb 17, 2025 at 12:15 PM ET
Stech
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02/17/25 12:15 PM ET
It really doesn't matter what we think, the actual amounts
-- Big12 guy
Feb 16, 2025 at 05:07 PM ET
Big12 guy
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02/16/25 05:07 PM ET
I applaud the effort by the FSU guy, but come on, 0% inflation just doesn’t
-- RandomAsianGuy
Feb 16, 2025 at 07:58 PM ET
RandomAsianGuy
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02/16/25 07:58 PM ET
ESPN owns all of the media rights. Any deal with CW will go into their
-- Big12 guy
Feb 16, 2025 at 09:55 PM ET
Big12 guy
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02/16/25 09:55 PM ET
I think you are wrong.
-- RandomAsianGuy
Feb 16, 2025 at 10:50 PM ET
RandomAsianGuy
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02/16/25 10:50 PM ET
So, first off, I stand corrected if I'm wrong on that point. Second,
-- Big12 guy
Feb 17, 2025 at 07:59 AM ET
Big12 guy
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02/17/25 07:59 AM ET
Well, I found your opinion not that dissimilar from other B12 fans'.
-- RandomAsianGuy
Feb 17, 2025 at 11:02 AM ET
RandomAsianGuy
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02/17/25 11:02 AM ET
Well, it's my guess that when you talk about
-- Big12 guy
Feb 17, 2025 at 12:01 PM ET
Big12 guy
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02/17/25 12:01 PM ET
Another typical B12 talking point: Pac-12 implosion
-- RandomAsianGuy
Feb 17, 2025 at 02:40 PM ET
RandomAsianGuy
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02/17/25 02:40 PM ET
I stopped when they show the ACCN going down and basing
-- VTCALS72
Feb 16, 2025 at 12:26 PM ET
VTCALS72
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02/16/25 12:26 PM ET
The video has good information. The estimate for the ACC's and Big XII's
-- VTHokie2000
Feb 16, 2025 at 11:06 AM ET
VTHokie2000
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02/16/25 11:06 AM ET