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There are no more "markets" in the sense that you're selling a bundle of-

cable channels that a customer cannot otherwise purchase a la carte to a captive market defined by a major metropolitan area's boundaries. That was my point. Going forward, the people in those big metro areas are actually going to have to care about and choose to watch those programs play football. The old business model that gave us conference networks and, by extension, conference realignment was based around selling x amount of channels for y amount of money to customers in a metro market that the customers had to purchase as a package, whether they watched each individual channel or not. So, it helped the Big 10 to have Rutgers and Maryland in the conference, because the NYC metro area and the Washington, DC-Baltimore metro area were both enormous cable markets, and if FOX could force the BTN into basic cable packages for those areas, each and every cable subscriber in those markets was going to pay ~$1 each month to the cable providers, meaning FOX and the Big 10 made ~$0.80 for each and every cable household in those areas, each and every month, whether people even know what the BTN was and watched it or not. Legacy cable, while not quite buried, is dead, rotting, and waiting to be buried, and, along with it, the previous college athletics media rights business model. The new business model will be based around streaming apps. Yes, you will still be "buying" access to ACC football content by purchasing a subscription to, say, the ESPN app, or whatever consolidated bundle app, or whatever they're marketing it as now. But, the primary difference will be in how Disney assigns value to ACC football content, and then how much it will pay for it. Just look up how Netflix chooses to spend its money on content for its service, and you'll have a great understanding of what I'm talking about. Disney is going to know exactly how many people are watching ACC football games, exactly what teams they're watching, exactly when they turn games on, and exactly how long they're watching games before switching to another option. They're going to use that data as leverage when negotiating future media rights contracts with the ACC. That's going to be the big difference. There will be no more "captive customers" to depend on that are paying for the ACCN even if they're not watching it. So, it won't matter any more from a financial standpoint that SMU is in Texas, or more specifically the Dallas-FW metro, because the people there will all be watching the 5-6 higher value college football programs from Texas that are playing in the same time slot as SMU, and Disney will have that granular data to throw in the ACC's face come contract time. And, lest you think I'm picking on the poor, innocent SMU program you're all so in love with, the same thing goes for Boston College in Boston, and Syracuse in New York, and Georgia Tech in Atlanta, and Pitt in Pittsburgh, and Cal and Stanford in San Francisco, and so on, and so on, and so on. The only real exception I can think of to this rule in the ACC is Miami, and it's really only an exception when Miami is good, and only because Miami is a major national college football brand with 5 championships. They're still not anything resembling a Nebraska. When Miami is a 7 win program, nobody in the Miami-Dade metro cares about or is watching Miami football games, national championships or no. We just happen to be experiencing the largest "The U is BACK" recency bias tour in history because they had an entirely unexpected run to the CFP championship game last year, so now everyone thinks Miami is the hottest brand on the planet and will be for life. Anyone that's been watching VT and ACC football longer than 5 years knows that isn't the case. The business model that ACC expansion (and, to be fair, the Big 10's Maryland/Rutgers expansion) was almost entirely planned around is D-E-D, dead. So, if your favorite college program is playing a lot of its conference games vs. Wake Forest, Boston College, Syracuse, Duke, Pitt, Cal, Stanford, etc. and are playing at the same time as mid-tier and top-tier SEC and Big 10 games, then I can just go ahead right now and tell you that you're going to have a real big problem when it comes time to renegotiate your media rights contract.
Posted: 07/27/2026 at 05:05 PM ET
(In response to this post by VTCALS72)

Thread Replies (18)

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This youtube makes a lot of sense to me...
TDVick 07/26/26 04:51 AM ET
2 things I don't understand about the B1G's approach to Southern expansion
Maroon Baboon 07/26/26 11:51 PM ET
My opinion, it is the old BC thing in ACC expansion
VTCALS72 07/27/26 07:54 AM ET
I am once again begging folks to understand that TV markets are no longer-
Baltimore_Hokie 07/27/26 11:47 AM ET
I agree with you the model is changing to something new.
VTHokie2000 07/28/26 12:18 PM ET
True - I'm sure the "cable channels via streaming" services like Hulu and-
Baltimore_Hokie 07/28/26 12:51 PM ET
FWIW blackouts still exist in the NHL. If Monumental Sports has the
VTHokie2000 07/28/26 01:31 PM ET
My inclination is that linear cable and "channels" will just die off.
Baltimore_Hokie 07/28/26 03:00 PM ET
But isn't what you call
VTCALS72 07/27/26 03:35 PM ET
There are no more "markets" in the sense that you're selling a bundle of-
Baltimore_Hokie 07/27/26 05:05 PM ET
All that still speaks to a process of bringing your product to market
VTCALS72 07/27/26 06:04 PM ET
Here's where I think our disconnect on this is-
Baltimore_Hokie 07/28/26 09:45 AM ET
Good post. Fully agree with the general theme of your 2nd paragraph
VTCALS72 07/29/26 08:27 AM ET
I always thought it a house of cards to build your business model on
Maroon Baboon 07/27/26 01:56 PM ET
Duke B-ball with UNC is huge money(maybe)**
MrFantastic! 07/28/26 06:58 AM ET
Agree with everything in your post 100%.
Baltimore_Hokie 07/27/26 02:13 PM ET
Agreed
TerryD 07/27/26 03:02 PM ET
I think the numbers changed signficantly once the SEC landed Texas and OU
TDVick 07/27/26 05:53 AM ET
Interesting take, here’ a clickable link for others to make it easier.
Stech 07/26/26 07:44 PM ET