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+---- Thread: Tales of Expansion: The Twitterati Lives (/thread-841572.html)
Tales of Expansion: The Twitterati Lives - AllTideUp - 01-31-2018 05:07 PM
Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
RE: Tales of Expansion: The Twitterati Lives - JRsec - 01-31-2018 05:35 PM
(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
RE: Tales of Expansion: The Twitterati Lives - AllTideUp - 01-31-2018 05:55 PM
(01-31-2018 05:35 PM)JRsec Wrote:(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
It would essentially be Murdoch and company getting out of the American market.
When they sold a portion to Disney, they received mostly stock in return. That makes me think if they sell the rest of it to Amazon that a healthy portion of the stock would also be the price.
And so the Murdochs would be sitting pretty no matter what the future holds for media.
RE: Tales of Expansion: The Twitterati Lives - JRsec - 01-31-2018 06:08 PM
(01-31-2018 05:55 PM)AllTideUp Wrote:(01-31-2018 05:35 PM)JRsec Wrote:(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
It would essentially be Murdoch and company getting out of the American market.
When they sold a portion to Disney, they received mostly stock in return. That makes me think if they sell the rest of it to Amazon that a healthy portion of the stock would also be the price.
And so the Murdochs would be sitting pretty no matter what the future holds for media.
It's a great time to get out. There's a world of hurt coming in equities. And the rising healthcare and rising food and housing costs are fast out pacing income. It's not going to be pretty for my kids, or grandchildren.
RE: Tales of Expansion: The Twitterati Lives - XLance - 01-31-2018 09:12 PM
(01-31-2018 05:55 PM)AllTideUp Wrote:(01-31-2018 05:35 PM)JRsec Wrote:(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
It would essentially be Murdoch and company getting out of the American market.
When they sold a portion to Disney, they received mostly stock in return. That makes me think if they sell the rest of it to Amazon that a healthy portion of the stock would also be the price.
And so the Murdochs would be sitting pretty no matter what the future holds for media.
A stock swap to avoid capital gains.
RE: Tales of Expansion: The Twitterati Lives - JRsec - 01-31-2018 09:27 PM
(01-31-2018 09:12 PM)XLance Wrote:(01-31-2018 05:55 PM)AllTideUp Wrote:(01-31-2018 05:35 PM)JRsec Wrote:(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
It would essentially be Murdoch and company getting out of the American market.
When they sold a portion to Disney, they received mostly stock in return. That makes me think if they sell the rest of it to Amazon that a healthy portion of the stock would also be the price.
And so the Murdochs would be sitting pretty no matter what the future holds for media.
A stock swap to avoid capital gains.
That's spot on. Just think if Murdoch gets ample share of Disney (not ESPN) and ample shares of Amazon I'd say he's positioned pretty danged well for a downturn in equities. There's lots of security in those two.
RE: Tales of Expansion: The Twitterati Lives - AllTideUp - 02-01-2018 01:18 AM
So what might this look like...
1. Amazon buys FOX
2. They integrate their broadcast network with their streaming services.
3. Sports and entertainment content is then capable of flowing from one entity to the other and as far as the ability to stream sports, probably on par with whatever Disney/ESPN will be able to produce.
4. Amazon's advantage is their well established retail business. It was theorized before that Amazon would have the unique opportunity to offer a different form of advertising with whatever package they brought to the table. Let's say you're watching sports on Amazon Prime and they use their ad time exclusively to show products that are available in their store. You're already watching online so maybe you purchase it right there and then with the click of a button. It's so easy that more people are likely to do it. So even if subscription rates for the streaming service don't skyrocket with sports content, overall sales and ad revenue could grow tremendously. There's also the potential for more targeted advertising based on market because you don't have to show an ad in a single DMA...you can specialize it to a certain set of IP addresses or perhaps based on the viewer's buying habits.
5. Amazon's disadvantage is that the FOX platform is not universally recognized as the go to for sports. Their ratings aren't the same and their sub rates aren't the same. The only way to alter that dynamic is to consistently compete with ESPN for the best broadcast rights and market the content in a way to rewire the average sports fan's viewing habits. That will take time, but it could be done.
6. Disney's advantage is that they would have a wealth of entertainment content outside of their sports offerings. Whatever streaming service they put together will be attractive to a lot of different types of consumers. Amazon would have their retail power, but not all the quality content. (Side note: I wonder if Disney just ends up reworking and rebranding Hulu to serve as their streaming service. They already essentially own it outright and wouldn't it be easier to let BAMTech alter an existing platform rather than building a new one from scratch? You already have a built-in subscriber base.)
7. Disney's disadvantage is that they don't currently have the ability to buoy their sales with an online retailer. That could affect the money they have available to pay for rights fees so there's a lot of facets to this. Makes me wonder if Disney wouldn't look to go out and buy an online retailer and try to match Amazon although in truth Amazon does not have a true competitor in the American market.
You'd basically have 2 superpowers going after major sports rights in this country. The battles could be interesting.
RE: Tales of Expansion: The Twitterati Lives - XLance - 02-01-2018 05:34 AM
(01-31-2018 09:27 PM)JRsec Wrote:(01-31-2018 09:12 PM)XLance Wrote:(01-31-2018 05:55 PM)AllTideUp Wrote:(01-31-2018 05:35 PM)JRsec Wrote:(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well if they want to do it they will need production studios and channels as well. They get it all if they buy the rest of FOX.
As far as realignment goes that makes 2023 even more important for ESPN. It means to me that ESPN will do everything in their power to land Texas, Oklahoma and Kansas, and whoever else they are required to sign to land them.
If Amazon buys FOX they will have the BTN and will probably pic up the PACN as well.
I'd say this, if true, would actually bring some clarity.
It would essentially be Murdoch and company getting out of the American market.
When they sold a portion to Disney, they received mostly stock in return. That makes me think if they sell the rest of it to Amazon that a healthy portion of the stock would also be the price.
And so the Murdochs would be sitting pretty no matter what the future holds for media.
A stock swap to avoid capital gains.
That's spot on. Just think if Murdoch gets ample share of Disney (not ESPN) and ample shares of Amazon I'd say he's positioned pretty danged well for a downturn in equities. There's lots of security in those two.
Murdoch will start selling off the Disney stock in short order. He wanted to liquidate and turn all of his appreciated assets into cash for estate purposes.
RE: Tales of Expansion: The Twitterati Lives - Soobahk40050 - 02-02-2018 11:14 AM
The digital rights are still up for grabs. I hope Amazon bids because I enjoyed streaming on Prime last year. Will also be interesting to see the number there. Streaming is only gaining more value.
RE: Tales of Expansion: The Twitterati Lives - AllTideUp - 02-02-2018 12:52 PM
(02-02-2018 11:14 AM)Soobahk40050 Wrote: The digital rights are still up for grabs. I hope Amazon bids because I enjoyed streaming on Prime last year. Will also be interesting to see the number there. Streaming is only gaining more value.
Are you talking about the SEC's digital rights?
I thought those were with ESPN...included in the 3rd Tier package?
RE: Tales of Expansion: The Twitterati Lives - XLance - 02-02-2018 01:33 PM
(01-31-2018 05:07 PM)AllTideUp Wrote: Greg Flugaur
@flugempire
6h6 hours ago
Heads up:
BTM is stating FOX agressive play into getting NFL Thursday Night package is part of FOX Sports two year plan to shine itself up to be ultimately bought by Amazon.
FOX
FS1
FS2
BTN
Biggest coming impact on future Conf Realignment/Expansion.
----------------------------------------------------------------------------------------------
I don't know if that's true or not, but it's certainly an intriguing idea.
Would Amazon get into broadcast and cable TV?
Amazon is already a huge company and their streaming service seems to be pretty successful. Would moving towards a more traditional cable subscription model be profitable in the long term when it seems others are hedging their bets on such investments?
At the same time, their ability to ever seriously get into the sports market is constrained by the fact they simply don't have the infrastructure. They'd have to build it from scratch and that's before they got into a competition with ESPN and other networks for rights.
So it does make sense on some level. I tend to think it will be a long time if ever before broadcast TV completely goes away. Cable and satellite may be waning a bit, but who knows. Perhaps there is a limit to the appetite for streaming?
Well FOX did just sign a 5 year deal with the NFL.
It would be tough to get any value out of FOX if they had no inventory/long term contracts.
RE: Tales of Expansion: The Twitterati Lives - thespiritof1976 - 02-02-2018 04:13 PM
If something like this ever becomes a possibility, it should not be allowed to happen, IMO.
It reeks of a monopoly. Then again, the SEC, ESPN, and the CFP committee are already running an unlawful monopoly under current RICO laws anyway.
RE: Tales of Expansion: The Twitterati Lives - JRsec - 02-02-2018 04:28 PM
(02-02-2018 04:13 PM)thespiritof1976 Wrote: If something like this ever becomes a possibility, it should not be allowed to happen, IMO.
It reeks of a monopoly. Then again, the SEC, ESPN, and the CFP committee are already running an unlawful monopoly under current RICO laws anyway.
No they aren't. And there is no money laundering going on to dodge taxes on illicit income so you can rule out the RICO act. As long as there are multiple P conferences, segregated by each of their own internal guidelines for membership, and doing business with a variety of networks: CBS, NBC, ABC, ESPN, FOX, Raycom, etc. there is no monopoly.
RE: Tales of Expansion: The Twitterati Lives - Soobahk40050 - 02-02-2018 05:04 PM
(02-02-2018 12:52 PM)AllTideUp Wrote:(02-02-2018 11:14 AM)Soobahk40050 Wrote: The digital rights are still up for grabs. I hope Amazon bids because I enjoyed streaming on Prime last year. Will also be interesting to see the number there. Streaming is only gaining more value.
Are you talking about the SEC's digital rights?
I thought those were with ESPN...included in the 3rd Tier package?
Sorry, I meant Thursday Night Football. It would then be Fox and Amazon going to head to head in a sense. I'm not expecting a billion dollar deal, but a significant jump from last year would be telling, and a drop would mean streaming isn't as avertising oriented as may seem.
RE: Tales of Expansion: The Twitterati Lives - AllTideUp - 02-02-2018 05:23 PM
(02-02-2018 05:04 PM)Soobahk40050 Wrote:(02-02-2018 12:52 PM)AllTideUp Wrote:(02-02-2018 11:14 AM)Soobahk40050 Wrote: The digital rights are still up for grabs. I hope Amazon bids because I enjoyed streaming on Prime last year. Will also be interesting to see the number there. Streaming is only gaining more value.
Are you talking about the SEC's digital rights?
I thought those were with ESPN...included in the 3rd Tier package?
Sorry, I meant Thursday Night Football. It would then be Fox and Amazon going to head to head in a sense. I'm not expecting a billion dollar deal, but a significant jump from last year would be telling, and a drop would mean streaming isn't as avertising oriented as may seem.
Ok, I see what you mean. That would definitely be interesting.