Big 12 in position to poach Pac 12 schools?

[Endless Purple]

Nope, definitely commercials. Paramount already does this with their soccer specific sportscenter-like shows.

Ok. That helps to understand potential payouts then. When I see people using just the amount from subscription fees only then that is incomplete if there is also advertising dollars coming in as with cable or broadcast (maybe just lower numbers).

edit_ reviewing revenues beyond the contract specifics..

 

[Prince of Purpoole II]

90% streaming at ~$10M less than the Big 12 has to be bad enough for Oregons and Washington to start considering options assuming the B1G isn’t casting a lifeline.

Exactly. This deal sucks for PAC members the end

 

[Boomhauer]

 

[Gary's Shirtless Revenge]

$30 million per team X 9 teams = $270 million / $20 per month for 3 months = 4.5 million subscribers just to break even

It’s going to cost more than that and the assumption on net value the subscriber will bring will be higher.

 

[Real Frog]

The offer is showing current market value. The peak is over. No one is paying more for properties already tied in. Be happy with what you have, or accept the the best situation you are offered. That goes for everyone.

 

[Brevity Frog]

Just a note for those doing math at home, keep in mind that Apple likely uses a form of mark to market management accounting/reporting for subscriber revenue. For example, if a new subscriber signs up for $5 a month, the book value can be placed at the “fair market value of that subscriber” which makes some assumptions about their lifetime value and churn rate.

Thus, the number of subs needed can be lower given the theoretical LTV attached.

Thank you, very interesting. But what happens year over year? Certainly the payouts in the first year or two are based on assumptions but ultimately don’t the payouts become quite certain based on actual revenues and established churn rates? It seems that eventually, payouts equaling annual subscriptions from 50 million people would require 50 million annual subscribers at some point….or am I missing the boat?

 

[Froglaw]

$30 million per team X 9 teams = $270 million / $20 per month for 3 months = 4.5 million subscribers just to break even

Beer and Blue Pill commercials will whittle the subscription need to 4.4m.

 

[McFroggin]

I would have thought FSU would be an SEC add?
I also thought the B1G was primarily after ND, so Idk how much sense it makes.

The Big10 and SEC are good enough that adding “good programs” in their current market area doesn’t make sense around what is remaining. They are more interested in market expansion. Clemson and FSU are more likely Big10 targets. SEC is more likely to target large public schools in new regions of the ACC like UNC and Virginia.

 

[Rabidfrog]

Oddly enough I think UH has more academic potential than athletic potential. Like us they have added a medical school. Their law school is probably top 2 in the state for value with UT. They already have a good business/entrepreneur program.

Their renovated football stadium is lipstick on a pig. Concessions are poorly done. Their attendance pre-Big12 is low.

Basketball is doing well. Their renovation quality wise was good, but they should have added many more seats. UH fans get disappointed and drop off easily though, so after a year of losses in the Big12 and maybe their demand sinks.

If they can raise academic standards and gentrify the area around the stadium, it could become a neat place.

I believe they have the top research category, which Baylor also has and we do not.

 

[fanatical frog]

Jason Scheer was just on 365 Sports.
His view of the deal is $22m base & $1 per sub with -0- linear (except some tier3 that Apple might sublease) He said the Az. BoR is still in session, but he believes UA will be a B12 member by weeks end.
He also said it might not get announced right away. (that sounded strange)

Robbins is already on record saying he wouldn’t be able to sign with more than 50% streaming. He is out on the PAC, but doesn’t want to be viewed as the PAC killer.

Has the Arizona BoR meeting finished up yet ?

 

[Limey Frog]

To my knowledge the Az BoR Exec session is still meeting in private session. It must be a lively discussion.

The annotated agenda/minutes say they adjourned within an hour. Still, they were certainly talking about conference-related questions. The Pac deal's terms aren't acceptable, according to Robbins's previous statements. Now it's all "hush, hush" around AU athletics and there are credible reports of Robbins meeting with Yormark yesterday, which Scheer had hinted on the Arizona 247 site that he would. I would be shocked at this point if Arizona doesn't move. I'd be only a little less surprised if 'Zona moves and ASU/Utah don't join them at that time or shortly after.

This will all be over by September, and we can enjoy actual football safe in the knowledge that for the next few years at least TCU and the Big 12 are in a position of comparative strength and safety that felt unimaginable just two summers ago.

Yormark and Kliavkoff both played their hands exactly how we needed them to. 10/10 for both from me.

 

[fanatical frog]

This will all be over by September, and we can enjoy actual football safe in the knowledge that for the next few years at least TCU and the Big 12 are in a position of strength and safety that felt unimaginable just two summers ago.

Yormark and Kliavkoff both played their hands exactly how we needed them to. 10/10 for both from me.

Yes. We are good for at least the current cycle. And, under the leadership of Mr. Yormark I believe we'll be in good shape beyond this cycle.

 

[BrewingFrog]

I cannot believe that any of the remaining PAC Members would look at this "deal" from Kliavkoff and do anything but run screaming from it. Well, perhaps drop trou and pee on it...

This is the Conference that tried to run it's own Network not so long ago. No one tuned in, and they got hit with fees based on underperformance to the tune of $50,000,000. Now they are presented with full-on streaming delivery ("No one will watch! Just like last time!"), requiring a fee from each customer ("...And you want them to pay separately from their cable bill? Pay more for a channel they can't find? You expect millions of PAC fans to suddenly hand you their credit cards so they can watch on their phone? What kind of idiots do you think we are?"), with a rosy picture of what monies they may reap if all goes perfectly ("Well, what happens when it doesn't? You know, like last time!").

Honestly, it's a wonder Kliavkoff made it out of the room alive...

 

[jack the frog]

I cannot believe that any of the remaining PAC Members would look at this "deal" from Kliavkoff and do anything but run screaming from it. Well, perhaps drop trou and pee on it...

This is the Conference that tried to run it's own Network not so long ago. No one tuned in, and they got hit with fees based on underperformance to the tune of $50,000,000. Now they are presented with full-on streaming delivery ("No one will watch! Just like last time!"), requiring a fee from each customer ("...And you want them to pay separately from their cable bill? Pay more for a channel they can't find? You expect millions of PAC fans to suddenly hand you their credit cards so they can watch on their phone? What kind of idiots do you think we are?"), with a rosy picture of what monies they may reap if all goes perfectly ("Well, what happens when it doesn't? You know, like last time!").

Honestly, it's a wonder Kliavkoff made it out of the room alive...

He must be a helluva salesman.

 

[fanatical frog]

Honestly, it's a wonder Kliavkoff made it out of the room alive...

Yeah. Kinda. He did make it out of the room (or zoom meeting) without a deal. So, career wise it's probably a similar result.

 

[Limey Frog]

Honestly, it's a wonder Kliavkoff made it out of the room alive...

If it were possible to physically assault someone via Zoom, I'm sure they'd have tried it.

 

[Brevity Frog]

Perhaps what GK is selling is early adoption of new tech. If streaming is the future, and linear is dead man walking, perhaps he is saying that the PAC will be able to take full advantage of the streaming platforms in the coming years.

Hmm. It all sounds good I guess but will there really be much of a learning curve? And if so won’t the big conferences just hire away the PAC’s know-how?

 

[Fred Garvin]

I cannot believe that any of the remaining PAC Members would look at this "deal" from Kliavkoff and do anything but run screaming from it. Well, perhaps drop trou and pee on it...

This is the Conference that tried to run it's own Network not so long ago. No one tuned in, and they got hit with fees based on underperformance to the tune of $50,000,000. Now they are presented with full-on streaming delivery ("No one will watch! Just like last time!"), requiring a fee from each customer ("...And you want them to pay separately from their cable bill? Pay more for a channel they can't find? You expect millions of PAC fans to suddenly hand you their credit cards so they can watch on their phone? What kind of idiots do you think we are?"), with a rosy picture of what monies they may reap if all goes perfectly ("Well, what happens when it doesn't? You know, like last time!").

Honestly, it's a wonder Kliavkoff made it out of the room alive...

If ASU were in charge he would have been end zoned.

 

[Fred Garvin]

Perhaps what GK is selling is early adoption of new tech. If streaming is the future, and linear is dead man walking, perhaps he is saying that the PAC will be able to take full advantage of the streaming platforms in the coming years.

Hmm. It all sounds good I guess but will there really be much of a learning curve? And if so won’t the big conferences just hire away the PAC’s know-how?

This is like saying that electric cars are the future so we won't allow anymore internal combustion engines. Maybe that's why he thought the California granola heads would love all streaming. They love being on the cutting edge before everyone else, no matter how bad the idea might be.

 

[dawg]

Has the Arizona BoR meeting finished up yet ?