Next TV deal discussion 2028 -

[The_Wookie]

First time Kayo has hit 1.5m paid subs this winter. First time ARPU has hit $90 since at least 2016.

 

[Wb1234]

Subscription tv seems immune to the so called weak advertising market

Phew

 

[Mother Nature's Son]

I expect a lot of people like myself kept their Fox STB or Kayo subscription going due to the Pacific Championships.

 

[The_Wookie]

I expect a lot of people like myself kept their Fox STB or Kayo subscription going due to the Pacific Championships.

which in itself lends credence to the idea that Fox would pay up for post season content

 

[Iamback]

Subscription tv seems immune to the so called weak advertising market

Phew

Apples v oranges comparison.

Advertisers paying less is offset by more subscribers paying for the product.

As opposed to relying on 100% advertising

 

[Wb1234]

Apples v oranges comparison.

Advertisers paying less is offset by more subscribers paying for the product.

As opposed to relying on 100% advertising

What percentage of the tv deal comes from pay tv ?

(Hint it’s pretty close to 80 percent )

 

[Iamback]

What percentage of the tv deal comes from pay tv ?

(Hint it’s pretty close to 80 percent )

$500m a qtr revenue not profit.

Add up every sport they have.
Costs to broadcast
Production costs.

They will still post a loss

 

[Wb1234]

$500m a qtr revenue not profit.

Add up every sport they have.
Costs to broadcast
Production costs.

They will still post a loss

They just posted an increase in revenues lol

 

[Iamback]

They just posted an increase in revenues lol

Yes but they lost $32m last year.

Costs have gone up since, Look just at NRL. Vegas wouldn't been cheap to broadcast.

 

[Wb1234]

Yes but they lost $32m last year.

Costs have gone up since, Look just at NRL. Vegas wouldn't been cheap to broadcast.

Maybe they too much for the afl and the ratings were awful ?

Nrl is the number one sport already and is adding more teams. Anyone questioning how the tv deal is going to go has rocks in their head

 

[Iamback]

Maybe they too much for the afl and the ratings were awful ?

Nrl is the number one sport already and is adding more teams. Anyone questioning how the tv deal is going to go has rocks in their head

It isn't about the deal.

In a perfect world RL would get a $1b a year.

it is about what TV can afford to pay

 

[Wb1234]

It isn't about the deal.

In a perfect world RL would get a $1b a year.

it is about what TV can afford to pay

What happens to foxtel if they lose nrl ?

 

[Perth Red]

What happens to foxtel if they lose nrl ?

You’d have to know how much of their revenue is due to nrl compared to how much it costs them to know how big the impact would be. Are we still worried about them catching a cold?

 

[Iamback]

What happens to foxtel if they lose nrl ?

Who is in a position to just bid with no care for the cost to make them lose?

 

[Iamback]

You’d have to know how much of their revenue is due to nrl compared to how much it costs them to know how big the impact would beAre we still worried about them catching a cold?

Depends if someone else can afford to outbid them. To answer that question

 

[Wb1234]

Who is in a position to just bid with no care for the cost to make them lose?

Afl will be getting 530 million cash for a comp which delivers 40 million less tv ratings

Stan will bid 500 million for all the nrl rights which will force foxtel to pay more

Throw in nz and the nrl beats the afl tv deal

And that’s despite your argument that afl games have more ads and go for longer

 

[The_Wookie]

Afl will be getting 530 million cash for a comp which delivers 40 million less tv ratings

AFL cash amount is guesswork.
Raw ratings arent everything. Youve been told this a million times and still trott this out.

Stan will bid 500 million for all the nrl rights which will force foxtel to pay more

You have no idea what Stan will bid, and its likely to be part of a package from Nine Entertainment, not Stan itself.

Throw in nz and the nrl beats the afl tv deal

it could happen.

And that’s despite your argument that afl games have more ads and go for longer

thats a fact, not an argument. they do go longer. they do have more ads. they also onsistently have more broadcast partners on both fox and fta.

Youve made a lot of assumptions here.

 

[Wb1234]

AFL cash amount is guesswork.
Raw ratings arent everything. Youve been told this a million times and still trott this out.



You have no idea what Stan will bid, and its likely to be part of a package from Nine Entertainment, not Stan itself.



it could happen.



thats a fact, not an argument. they do go longer. they do have more ads. they also onsistently have more broadcast partners on both fox and fta.

Youve made a lot of assumptions here.

How do you know raw rations aren’t that important ?

The last two tv deals were essentially the same and that’s with afl having more teams and games

You were literally the person who claimed regional viewers don’t matter

 

[Iamback]

Afl will be getting 530 million cash for a comp which delivers 40 million less tv ratings

Stan will bid 500 million for all the nrl rights which will force foxtel to pay more

Throw in nz and the nrl beats the afl tv deal

And that’s despite your argument that afl games have more ads and go for longer

We don't know the Telstra share. Hell even the cost of the Marvel upgrades.

I agree Stan/ch9 will likely bid $500m. That will be FTA and Pay TV though

Depends on what you believe this deal is. I believe the $400m cash figure. Add contra and the current deal is now $430m.

You are adding inflation every year so this deal gets to roughly $470m by year 5.

So starting at $500m is barely over inflation. Throw in the extra teams to fund and the deal is good but not great.

It also would put the 2 deals on par. Add cricket and the 3 big sports barely got more than inflation rises.

which tells the story of the market

 

[TheEroticGamer]

We don't know the Telstra share. Hell even the cost of the Marvel upgrades.

I agree Stan/ch9 will likely bid $500m. That will be FTA and Pay TV though

Depends on what you believe this deal is. I believe the $400m cash figure. Add contra and the current deal is now $430m.

You are adding inflation every year so this deal gets to roughly $470m by year 5.

So starting at $500m is barely over inflation. Throw in the extra teams to fund and the deal is good but not great.

It also would put the 2 deals on par. Add cricket and the 3 big sports barely got more than inflation rises.

which tells the story of the market

Is there a mechanism in the deal that accounts for inflation?