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The Charter/Disney dispute could break the sports media revenue model
I'm surprised that more people aren't talking about this on here. We all know that money is what has been driving conference expansion/realignment. And this ongoing blackout of ESPN and the other Disney-owned sports channels is a sign that the current business model is breaking down. Charter appears willing to walk away from carrying ESPN and the other Disney channels if Disney will not agree to their terms. They make most of their profit off of broadband internet now, so losing TV subs doesn't really hurt them as much as it would have 20 years ago. If that happens, it will probably cost Disney around $2 Billion per year in lost revenue. It would also set a dangerous precedent that Comcast could follow when their contract with Disney expires.
And all of this will hasten ESPN's shift to a direct-to-consumer streaming model. And I think we'd be looking at paying a minimum of $40 per month for a streaming version of all of ESPN's content. And getting the ACC or SEC Network might be a $5 or $10/month upcharge on top of that.
** Edited by tarheelblue at 9/6/2023, 2:44:13 PM
Posted: 09/06/2023 at 02:33 PM ET
Thread Replies (28)
The Charter/Disney dispute could break the sports media revenue model
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-- tarheelblue
Sep 06, 2023 at 02:33 PM ET
tarheelblue
•
09/06/23 02:33 PM ET
Guess it could cement the B1X as the one P-conference
-- EDGEMAN
Sep 06, 2023 at 09:51 PM ET
EDGEMAN
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09/06/23 09:51 PM ET
I might just watch the condensed games on you tube the following week**
-- OrlandoHokie
Sep 06, 2023 at 04:55 PM ET
OrlandoHokie
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09/06/23 04:55 PM ET
cancelling ESPN and using YouTube would be a way of punishing ESPN
-- ren_hoek
Sep 06, 2023 at 05:36 PM ET
ren_hoek
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09/06/23 05:36 PM ET
You’d trust the internet to be the same thing?????**
-- PhotoHokieNC
Sep 06, 2023 at 04:58 PM ET
PhotoHokieNC
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09/06/23 04:58 PM ET
ESPN is no longer in a strong negotiating position. Charter could
-- Big12 guy
Sep 06, 2023 at 02:44 PM ET
Big12 guy
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09/06/23 02:44 PM ET
According to Charter, only 25% of their subs watch Disney-owned channels
-- tarheelblue
Sep 06, 2023 at 02:49 PM ET
tarheelblue
•
09/06/23 02:49 PM ET
That makes sense. When I was working in the industry...
-- CobbCountyHokie
Sep 07, 2023 at 09:44 AM ET
CobbCountyHokie
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09/07/23 09:44 AM ET
Isn't it somewhat true that most viewers watch about 6-8 cable channels?
-- mrcaniac
Sep 07, 2023 at 06:06 PM ET
mrcaniac
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09/07/23 06:06 PM ET
Just to put my resume out there...
-- CobbCountyHokie
Sep 07, 2023 at 09:51 AM ET
CobbCountyHokie
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09/07/23 09:51 AM ET
Think about what happens if an Amazon or Apple buy Disney? Talk about
-- Stech
Sep 06, 2023 at 03:05 PM ET
Stech
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09/06/23 03:05 PM ET
I actually think Apple will become a joint owner of ESPN with Disney
-- CobbCountyHokie
Sep 07, 2023 at 09:46 AM ET
CobbCountyHokie
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09/07/23 09:46 AM ET
Would they consider all of Disney and sell off the bits they don’t want?**
-- jms41
Sep 08, 2023 at 09:27 PM ET
jms41
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09/08/23 09:27 PM ET
I could even see them going to a pay-per-view model.
-- tarheelblue
Sep 06, 2023 at 03:10 PM ET
tarheelblue
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09/06/23 03:10 PM ET
it's felt like that's been coming for several years IMO. At least the
-- reestuart
Sep 06, 2023 at 05:18 PM ET
reestuart
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09/06/23 05:18 PM ET
And that will hugely shrink the sport just like what happened to boxing
-- turkeywinghokie
Sep 06, 2023 at 05:17 PM ET
turkeywinghokie
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09/06/23 05:17 PM ET
I might go exclusively to the radio if that happened.
-- EDGEMAN
Sep 06, 2023 at 04:07 PM ET
EDGEMAN
•
09/06/23 04:07 PM ET
Pay-per-view WITH commercials.**
-- Femoyer Hokie
Sep 06, 2023 at 03:54 PM ET
Femoyer Hokie
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09/06/23 03:54 PM ET
Make no mistake, they will still figure a way out to make money.
-- goldendomer
Sep 06, 2023 at 03:28 PM ET
goldendomer
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09/06/23 03:28 PM ET
Me too, in fact I think that’s where we are going. Changes who’s in & out
-- Stech
Sep 06, 2023 at 03:28 PM ET
Stech
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09/06/23 03:28 PM ET
Watching the game at home could cost as much as a stadium ticket does.**
-- tarheelblue
Sep 06, 2023 at 03:37 PM ET
tarheelblue
•
09/06/23 03:37 PM ET
i'll be out of the sports game at that point then. **
-- VT Pez4Life
Sep 07, 2023 at 10:13 AM ET
VT Pez4Life
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09/07/23 10:13 AM ET
That would fill the stadiums back up, crazy times.**
-- Stech
Sep 06, 2023 at 03:40 PM ET
Stech
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09/06/23 03:40 PM ET
Or drive fans completely away from the sport.**
-- EDGEMAN
Sep 06, 2023 at 04:07 PM ET
EDGEMAN
•
09/06/23 04:07 PM ET
Or drive them to more sports bars, IMHO the matchups will make up for the
-- Stech
Sep 06, 2023 at 04:40 PM ET
Stech
•
09/06/23 04:40 PM ET
Or to movie theaters. The ACC may have been ahead of the curve.**
-- CoolJCPA
Sep 06, 2023 at 05:04 PM ET
CoolJCPA
•
09/06/23 05:04 PM ET
Good point, especially if they serve beer and wine. :-)**
-- Stech
Sep 06, 2023 at 05:07 PM ET
Stech
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09/06/23 05:07 PM ET