R
Joined:
12/01/2024
Posts:
935
Likes:
574
Reading the Tea Leaves: 2031 and the ACC
"What does this mean for the ACC and its schools? What will happen?
Let’s consider three points:
-Many pundits believe the P2 cannot wait until 2036. Former Notre Dame AD Jack Swarbrick predicted the Seismic Shift would happen in the mid-2030s, but it seems like the P2 won’t wait until then. Perhaps the shift will start in 2031, with the official breakaway happening in 2036.
-FSU and Clemson cannot wait until 2036. Particularly, FSU wants to leave quickly. Their football attendance is declining, and their renovated stadium will seat fewer than 70,000. By comparison, the SEC's average football attendance in 2024 was more than 80,000. Even if FSU sells out every game, they'd still fall short of the SEC average. If FSU remains in the ACC for another 10+ years, the concern is they may become an average (or slightly better-than-average) ACC team, and the P2 conferences would lose interest in FSU.
-The ACC will defend the GoR until the end, and FSU and Clemson have not won their legal fight so far. It’s been delayed and delayed, much to the dismay of anti-ACC pundits.
Then what?
There’s only one solution that satisfies all three conditions above, and that’s a simple buyout. FSU and Clemson will pay the ACC whatever the media value is as of 2031 and get out. Hale’s article states that “Clemson and Florida State are asking the ACC to agree to reduce penalties for exiting the grant of rights after 2031.” This is NOT the same as shortening the GoR. Back in September 2024, Dellenger reported that the ACC leaders were considering amending the length of the league’s grant of rights, and his report stirred much speculation (link). My hunch is Dellenger just reported what FSU sources told him. But no matter what happened during the last six months, FSU and Clemson's current position is weaker—they essentially accept that the GoR is in place through 2036, and they just want a discount for the buyout at this point.
Now that we know the buyout in 2031 is the goal for schools wanting to leave for greener pastures, what’s the strategy?
In the short term, FSU and Clemson will have to settle the lawsuit with the ACC, agreeing to stay in the league in exchange for more money. I foresee the following scenario happening:
-The ACC agrees to schedule more marquee football games with Notre Dame.
-Notre Dame agrees to play a sixth ACC game (including Stanford).
-ESPN agrees to pay a bonus for stronger matchups, which will help address the uneven revenue distribution.
To me, this is a win-win-win.
I bet some people won’t believe Notre Dame would agree to such an arrangement, but I think the sixth ND game is crucial: not for the ACC, but for ESPN, as it would give them the broadcasting rights for three away Notre Dame games. ESPN won’t pay much more for additional marquee games against ND, but for that sixth game? That’s something ESPN would pay for. NBC has been reported to pay a huge amount of money for 6 to 8 ND home games, but ESPN won’t have to pay ND anything for their three away games. Instead, ESPN would pay the ACC for that.
Also, remember the ND-Stanford series expired in 2024, but ND agreed to play Stanford again in 2025, meaning they will play six ACC games this year and ND admin (not necessarily their die hard fans) do value the Stanford game.
In the long term, FSU, Clemson, and other ACC schools (like Miami, UNC, and maybe even VT) hoping for a P2 invite must continue to strengthen their football programs, much like other ambitious M2 schools such as TCU and Utah. The difference is that these ACC schools not only need to perform well on the field, but they also need to save up for the buyout in 2031. That’s going to be a significant financial constraint, which is why we can’t rule out the possibility of private equity involvement.
What about the ACC? Obviously, the ACC will need a contingency plan in case FSU and Clemson bolt in 2031. What would be the best plan for the ACC?"
Link:
Read the full article
Posted: 02/12/2025 at 09:16 AM ET
Thread Replies (66)
Reading the Tea Leaves: 2031 and the ACC
◄
-- RandomAsianGuy
Feb 12, 2025 at 09:16 AM ET
RandomAsianGuy
•
02/12/25 09:16 AM ET
if a breakaway was going to happen, they'd have already done it
-- daveinop
Feb 12, 2025 at 07:24 PM ET
daveinop
•
02/12/25 07:24 PM ET
I think expansion is about done.
-- hokieZ71
Feb 12, 2025 at 01:38 PM ET
hokieZ71
•
02/12/25 01:38 PM ET
#1 Fsu has nowhere to go. #2 Espn locked the ACC in until the mid 2030s. **
-- SpeakToDamien
Feb 12, 2025 at 12:31 PM ET
SpeakToDamien
•
02/12/25 12:31 PM ET
1. I think the B10 is interested in FSU. 2. I said “BUY-OUT”.
-- RandomAsianGuy
Feb 12, 2025 at 01:35 PM ET
RandomAsianGuy
•
02/12/25 01:35 PM ET
The ACC has no incentive to agree to a reduced buyout for FSU. **
-- tarheelblue
Feb 12, 2025 at 02:22 PM ET
tarheelblue
•
02/12/25 02:22 PM ET
Getting some money vs. no money when the contract expires?
-- Baltimore_Hokie
Feb 12, 2025 at 04:04 PM ET
Baltimore_Hokie
•
02/12/25 04:04 PM ET
The ACC may be a sinking ship
-- RandomAsianGuy
Feb 12, 2025 at 05:34 PM ET
RandomAsianGuy
•
02/12/25 05:34 PM ET
I can't argue with your little fantasies.
-- Baltimore_Hokie
Feb 12, 2025 at 05:39 PM ET
Baltimore_Hokie
•
02/12/25 05:39 PM ET
Your deadweight argument is getting old.
-- RandomAsianGuy
Feb 12, 2025 at 06:10 PM ET
RandomAsianGuy
•
02/12/25 06:10 PM ET
Can you not read?
-- Baltimore_Hokie
Feb 13, 2025 at 10:11 AM ET
Baltimore_Hokie
•
02/13/25 10:11 AM ET
I can read. Thanks for being super rude.
-- RandomAsianGuy
Feb 13, 2025 at 02:41 PM ET
RandomAsianGuy
•
02/13/25 02:41 PM ET
I've responded to it several times, big guy. You just ignore my response.
-- Baltimore_Hokie
Feb 13, 2025 at 03:45 PM ET
Baltimore_Hokie
•
02/13/25 03:45 PM ET
You don't get it or pretend you don't get it?
-- RandomAsianGuy
Feb 13, 2025 at 05:15 PM ET
RandomAsianGuy
•
02/13/25 05:15 PM ET
Full share B12 members will be distributed $44m this year vs.-
-- Baltimore_Hokie
Feb 13, 2025 at 05:42 PM ET
Baltimore_Hokie
•
02/13/25 05:42 PM ET
Math is easy. $470M for 14 schools = $33.6M per school.
-- RandomAsianGuy
Feb 13, 2025 at 06:15 PM ET
RandomAsianGuy
•
02/13/25 06:15 PM ET
The math is different because........
-- 2hhoop3
Feb 13, 2025 at 06:22 PM ET
2hhoop3
•
02/13/25 06:22 PM ET
Who wants to stay? That is the better question. **
-- Big12 guy
Feb 12, 2025 at 06:16 PM ET
Big12 guy
•
02/12/25 06:16 PM ET
None. Every M2 school would leave for the P2 if possible. Between M2,
-- RandomAsianGuy
Feb 12, 2025 at 06:50 PM ET
RandomAsianGuy
•
02/12/25 06:50 PM ET
"WVU, Cincinnati, UCF, Utah, and ASU would want to join the ACC"
-- Baltimore_Hokie
Feb 13, 2025 at 10:24 AM ET
Baltimore_Hokie
•
02/13/25 10:24 AM ET
You probably haven't realized how crazy funny you are.**
-- RandomAsianGuy
Feb 13, 2025 at 02:45 PM ET
RandomAsianGuy
•
02/13/25 02:45 PM ET
The money is the same, and except for the circumstances of Utah and
-- Big12 guy
Feb 12, 2025 at 07:36 PM ET
Big12 guy
•
02/12/25 07:36 PM ET
Look out everyone, he's got his crystal ball out again!!!
-- Baltimore_Hokie
Feb 13, 2025 at 10:57 AM ET
Baltimore_Hokie
•
02/13/25 10:57 AM ET
Dial it back, please.
-- Will Stewart
Feb 13, 2025 at 04:38 PM ET
Will Stewart
•
02/13/25 04:38 PM ET
Didn't he get a warning before? Not sure why he keeps insulting others.**
-- RandomAsianGuy
Feb 13, 2025 at 05:05 PM ET
RandomAsianGuy
•
02/13/25 05:05 PM ET
There's a big difference in insulting someone personally and insulting-
-- Baltimore_Hokie
Feb 13, 2025 at 05:44 PM ET
Baltimore_Hokie
•
02/13/25 05:44 PM ET
So, you think it's OK to insult other peoples positions if you don't agree?
-- RandomAsianGuy
Feb 13, 2025 at 06:17 PM ET
RandomAsianGuy
•
02/13/25 06:17 PM ET
Lol. All you can do is insult.
-- RandomAsianGuy
Feb 13, 2025 at 02:43 PM ET
RandomAsianGuy
•
02/13/25 02:43 PM ET
Sorry, not upset. FSU can go to
-- Big12 guy
Feb 12, 2025 at 09:24 PM ET
Big12 guy
•
02/12/25 09:24 PM ET
ACC + G5 maybe but if we are then it will most likely be the G8
-- VTCALS72
Feb 12, 2025 at 05:31 PM ET
VTCALS72
•
02/12/25 05:31 PM ET
I understand that you'd LIKE the ACC to be thought of as a peer w/ the B12-
-- Baltimore_Hokie
Feb 12, 2025 at 05:34 PM ET
Baltimore_Hokie
•
02/12/25 05:34 PM ET
Who says any backfilling will be needed?
-- VTCALS72
Feb 12, 2025 at 05:45 PM ET
VTCALS72
•
02/12/25 05:45 PM ET
Ah, another post I can break down sentence by sentence. I like these-
-- Baltimore_Hokie
Feb 13, 2025 at 09:58 AM ET
Baltimore_Hokie
•
02/13/25 09:58 AM ET
Go to an Iowa state game, and compare that to any in the ACC. Like
-- Big12 guy
Feb 12, 2025 at 06:06 PM ET
Big12 guy
•
02/12/25 06:06 PM ET
It is an east coast bubble that Vt is in. That is part of the reality.
-- VTCALS72
Feb 12, 2025 at 09:10 PM ET
VTCALS72
•
02/12/25 09:10 PM ET
I think the biggest bubble around these parts is the one you're living in-
-- Baltimore_Hokie
Feb 13, 2025 at 10:20 AM ET
Baltimore_Hokie
•
02/13/25 10:20 AM ET
The idea that the Big 12 would raid the Pac-12 was fantasy talk too
-- tarheelblue
Feb 12, 2025 at 04:26 PM ET
tarheelblue
•
02/12/25 04:26 PM ET
Big difference - The Big 12 didn't raid the Pac-12 until USC, UCLA, Oregon-
-- Baltimore_Hokie
Feb 12, 2025 at 04:39 PM ET
Baltimore_Hokie
•
02/12/25 04:39 PM ET
You're basically proving my point.
-- tarheelblue
Feb 12, 2025 at 04:48 PM ET
tarheelblue
•
02/12/25 04:48 PM ET
You're not incorrect, but what's going to change between now and 2031-
-- Baltimore_Hokie
Feb 12, 2025 at 05:09 PM ET
Baltimore_Hokie
•
02/12/25 05:09 PM ET
I agree that is the most plausible scenario, but strange things can happen.**
-- tarheelblue
Feb 16, 2025 at 09:41 PM ET
tarheelblue
•
02/16/25 09:41 PM ET
This is NOT an ACC vs the B12 thing guys. This is an ACC thing. **
-- Big12 guy
Feb 12, 2025 at 04:54 PM ET
Big12 guy
•
02/12/25 04:54 PM ET
No, it is the B12 knowing that their dream is totally flushed
-- VTCALS72
Feb 12, 2025 at 10:15 PM ET
VTCALS72
•
02/12/25 10:15 PM ET
I don't represent the B12, but the idea that the B12 has anything to
-- Big12 guy
Feb 13, 2025 at 07:15 AM ET
Big12 guy
•
02/13/25 07:15 AM ET
You should save your breath - some will never understand that.
-- Baltimore_Hokie
Feb 12, 2025 at 05:23 PM ET
Baltimore_Hokie
•
02/12/25 05:23 PM ET
TCU is better than SMU but I would take SMU over Houston. **
-- RandomAsianGuy
Feb 12, 2025 at 05:26 PM ET
RandomAsianGuy
•
02/12/25 05:26 PM ET
If you can google media rights contract payouts, you can google TV viewers.
-- Baltimore_Hokie
Feb 13, 2025 at 03:53 PM ET
Baltimore_Hokie
•
02/13/25 03:53 PM ET
2024 attendance number. SMU: 32,652 Houston: 27,423**
-- RandomAsianGuy
Feb 13, 2025 at 06:11 PM ET
RandomAsianGuy
•
02/13/25 06:11 PM ET
How are they a 'positive addition?' What do they actually do for anyone?
-- Baltimore_Hokie
Feb 12, 2025 at 04:31 PM ET
Baltimore_Hokie
•
02/12/25 04:31 PM ET
You really need to examine.......
-- 2hhoop3
Feb 12, 2025 at 04:36 PM ET
2hhoop3
•
02/12/25 04:36 PM ET
Let me just go ahead and break your post down, sentence by sentence.
-- Baltimore_Hokie
Feb 12, 2025 at 05:00 PM ET
Baltimore_Hokie
•
02/12/25 05:00 PM ET
They weren't already in .......
-- 2hhoop3
Feb 12, 2025 at 05:18 PM ET
2hhoop3
•
02/12/25 05:18 PM ET
Everything in this post is wrong, again. If you want to know why, go back-
-- Baltimore_Hokie
Feb 13, 2025 at 03:50 PM ET
Baltimore_Hokie
•
02/13/25 03:50 PM ET
I already refuted everything you said. I'm not typing it all out again.
-- Baltimore_Hokie
Feb 13, 2025 at 04:05 PM ET
Baltimore_Hokie
•
02/13/25 04:05 PM ET
UNC's the prize pig in the ACC, not Clemson or FSU**
-- mancunian
Feb 12, 2025 at 10:43 AM ET
mancunian
•
02/12/25 10:43 AM ET
You are probably right. But UNC can wait until the GoR expires.
-- RandomAsianGuy
Feb 12, 2025 at 01:37 PM ET
RandomAsianGuy
•
02/12/25 01:37 PM ET
That's a mighty big assumption that the SEC is even interested in FSU
-- HokieToph
Feb 12, 2025 at 10:26 AM ET
HokieToph
•
02/12/25 10:26 AM ET
FSU doens’t have a chance with the SEC. Their best bet is the B10 IMHO. **
-- RandomAsianGuy
Feb 12, 2025 at 01:32 PM ET
RandomAsianGuy
•
02/12/25 01:32 PM ET
Yes, the B1G really wants to get into Florida. FSU just needs AAU status.**
-- tarheelblue
Feb 12, 2025 at 02:24 PM ET
tarheelblue
•
02/12/25 02:24 PM ET
It may be best for FSU and Clemson to negotiate for 2031
-- VTCALS72
Feb 12, 2025 at 09:34 AM ET
VTCALS72
•
02/12/25 09:34 AM ET