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Pac-12 Network is restructuring

It's only a matter of time before Amazon or Google or YouTube, etc get in on some kind of sports streaming package, right? The NFL will be looking for a new partner for the $1.5B package. If DTV bails on Sunday Ticket, their value for individual households goes down, but more importantly, the bars/restaurants that subscribe specifically for Sunday Ticket have no more use for DTV.


Barrons had a note out that said that last mile providers might decide the winners and losers of streaming. That youll get your content partly thru your isp / phone provider. The Verizons and Comcasts and ATTs will enter into exclusivity agreements with Netflix and or Amazon as a bundle service. Then throttle Disney, P12N, Fox Sports, P12N, Discovery, et al., under net neutrality rules unless they or their customers pay up. But at some point a few of these are gonna team up.
 
This could go here as well.


  • 6 Million homes cut the cord in 2019
  • 88% of public having pay TV in 2009 to 65% in 2020
  • Cable distributors are starting to let it happen, have decided to stop competing on price
  • The Live TV Universe (Sports / News) is splitting from the Entertainment Programing (customers who dont care about sports and news)
  • That leaves less revenue for sports networks, leagues, and news networks both in terms of subscriber fees and advertising rates
  • Dish and DirecTV merger makes sense but is highly unlikely for financial reasons
 

Spanish Drama GIF by MOODMAN
 
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