Next TV deal discussion 2028 -

[Iamback]

So your house isn’t worth what you paid for it bc you got a mortgage on it ?

Someone didn’t study economics did they ?

How an asset is funded has zero impact on its value. Econ 101

WTF where did I say it wasn't worth it? It is worth $3bn BUT the asset is already costing whatever the loan amount is.

They want to limit any further losses or that asset goes

 

[Wb1234]

WTF where did I say it wasn't worth it? It is worth $3bn BUT the asset is already costing whatever the loan amount is.

They want to limit any further losses or that asset goes

Man reading your bs is funny

 

[The_Wookie]

How is it possible that Foxtel sold for $3.4bn when they were just on the verge of collapse and "desperately needed an asset" according to Vlandy's?

Collapsing to being worth $3.4bn in the space of a few years is quite an amazing achievement.

Its not all cash. Valuation + Foxtel/Telstra debt buyout + Foxtel/Telstra equity in the company.

 

[Wb1234]

Its not all cash. Valuation + Foxtel/Telstra debt buyout + Foxtel/Telstra equity in the company.

View attachment 97781

So taking out debt and giving up shares in your company don’t count ? lol

3.4 billion is an insane number and it’s obviously why News Ltd and Telstra accepted it

Obviously Dazn are very bullish about the pay tv market in Australia

 

[Wb1234]

Foxtel is in play - AdNews

An unsolicited bid.

www.adnews.com.au

“As of June 30, Foxtel’s total paid subscribers hit nearly 4.7 million, a 1% increase, driven by growth in Kayo and BINGE subscribers, partly offset by fewer residential broadcast subscribers.

Broadcast subscriber churn in the quarter was 11.7% compared to 11.1% in the prior year. Broadcast ARPU for the quarter increased 6% to A$90.”

360 dollars pa multipled by 2 million subscribers = 720 million dollars for the pay tv rights

And that’s before you include ads

 

[The_Wookie]

So taking out debt and giving up shares in your company don’t count ? lol

Who said they didnt?

the debt, the shares, they are all included in the total value of 3.4b.

 

[Wb1234]

“Australians watch more sport than any other country in the world, which makes this deal an incredibly exciting opportunity for DAZN to enter a key market, marking another step in our long-term strategy to become the global home of sport," says DAZN chief executive officer Shay Segev.

"Foxtel is a successful business that has undergone a remarkable digital transformation in recent years, and we are confident that our global reach and relentless pursuit of innovation will continue to drive the business forward and ensure long-term success.


Advertisement
"We are committed to supporting and investing in Foxtel's television and streaming services, across both sports and entertainment, using our world-leading technology to further enhance the viewing experience for customers."

Foxtel offloaded at $3.4 billion valuation

UK-based global sports streaming platform DAZN has struck a deal to acquire the majority of shares in Foxtel from News Corporation (ASX: NWS) and Telstra (ASX:

www.businessnewsaustralia.com

Wow the Dazn ceo sure has a positive view about the sports market in Australia

 

[The_Wookie]

Foxtel is in play - AdNews

An unsolicited bid.

www.adnews.com.au

“As of June 30, Foxtel’s total paid subscribers hit nearly 4.7 million, a 1% increase, driven by growth in Kayo and BINGE subscribers, partly offset by fewer residential broadcast subscribers.

Broadcast subscriber churn in the quarter was 11.7% compared to 11.1% in the prior year. Broadcast ARPU for the quarter increased 6% to A$90.”

360 dollars pa multipled by 2 million subscribers = 720 million dollars for the pay tv rights

And that’s before you include ads

Kayo had 1.55m paying total customers at June 30 (and the average number for the year is 1.45m). Paying an average of around $35 per month, gets just over $600m for last year.

That covers the rights to the NRL, AFL, Cricket, Supercars and F1 in particular as well as whatever they pay to the NBL and Supernetball and others.

Report	Foxtel	Com/Res	Kayo	Binge	Now	ARPU
Jun-16	2,900,000	2,900,000				89.00
Jun-17	2,800,000	2,800,000				86.00
Jun-18	2,800,000	2,800,000
Dec-18	2,900,000	2,500,000	42,000		354,000	78.00
Mar-19	2,896,000	2,400,000	148,000		348,000	79.00
Jun-19	3,144,000	2,368,000	331,000		446,000	78.00
Sep-19	3,065,000	2,326,000	364,000		375,000	78.00
Dec-19	2,952,000	2,268,000	350,000		334,000	77.00
Mar-20	2,933,000	2,208,000	408,000		317,000	79.00
Jun-20	2,777,000	1,989,000	419,000	56,000	313,000	78.00
Sep-20	3,287,000	2,055,000	644,000	290,000	298,000	79.00
Dec-20	3,314,000	2,001,000	624,000	431,000	258,000	80.00
Mar-21	3,541,000	1,946,000	851,000	516,000	228,000	80.00
Jun-21	3,891,000	1,885,000	1,054,000	733,000	219,000	81.00
Sep-21	3,929,000	1,800,000	1,100,000	802,000	227,000	82.00
Dec-21	3,937,000	1,782,000	1,013,000	928,000	219,000	82.00
Mar-22	4,338,000	1,762,000	1,151,000	1,212,000	228,000	82.00
Jun-22	4,413,000	1,723,000	1,293,000	1,192,000	194,000	83.00
Sep-22	4,465,000	1,658,000	1,259,000	1,342,000	191,000	$83
Dec-22	4,329,000	1,631,000	1,126,000	1,375,000	177,000	83.00
Mar 23	4,585,000	1,602,000	1,309,000	1,484,000	171,000	84.00
Jun 23	4,650,000	1,574,000	1,401,000	1,487,000	170,000	84.00
Sept 23	4,646,000	1,543,000	1,403,000	1,506,000	161,000	85.00
Dec 23	4,317,000	1,505,000	1,173,000	1,417,000	155,000	86.00
Mar 24	4,637,000	1,478,000	1,442,000	1,453,000	146,000	85.00
Jun 24	4,690,000	1,452,000	1,550,000	1,529,000	142,000	90.00
Sep 24	4,622,000	1,422,000	1,499,000	1,522,000	134,000	89.00

 

[Iamback]

Kayo had 1.55m paying total customers at June 30 (and the average number for the year is 1.45m). Paying an average of around $35 per month, gets just over $600m for last year.

That covers the rights to the NRL, AFL, Cricket, Supercars and F1 in particular as well as whatever they pay to the NBL and Supernetball and others.

Report	Foxtel	Com/Res	Kayo	Binge	Now	ARPU
Jun-16	2,900,000	2,900,000				89.00
Jun-17	2,800,000	2,800,000				86.00
Jun-18	2,800,000	2,800,000
Dec-18	2,900,000	2,500,000	42,000		354,000	78.00
Mar-19	2,896,000	2,400,000	148,000		348,000	79.00
Jun-19	3,144,000	2,368,000	331,000		446,000	78.00
Sep-19	3,065,000	2,326,000	364,000		375,000	78.00
Dec-19	2,952,000	2,268,000	350,000		334,000	77.00
Mar-20	2,933,000	2,208,000	408,000		317,000	79.00
Jun-20	2,777,000	1,989,000	419,000	56,000	313,000	78.00
Sep-20	3,287,000	2,055,000	644,000	290,000	298,000	79.00
Dec-20	3,314,000	2,001,000	624,000	431,000	258,000	80.00
Mar-21	3,541,000	1,946,000	851,000	516,000	228,000	80.00
Jun-21	3,891,000	1,885,000	1,054,000	733,000	219,000	81.00
Sep-21	3,929,000	1,800,000	1,100,000	802,000	227,000	82.00
Dec-21	3,937,000	1,782,000	1,013,000	928,000	219,000	82.00
Mar-22	4,338,000	1,762,000	1,151,000	1,212,000	228,000	82.00
Jun-22	4,413,000	1,723,000	1,293,000	1,192,000	194,000	83.00
Sep-22	4,465,000	1,658,000	1,259,000	1,342,000	191,000	$83
Dec-22	4,329,000	1,631,000	1,126,000	1,375,000	177,000	83.00
Mar 23	4,585,000	1,602,000	1,309,000	1,484,000	171,000	84.00
Jun 23	4,650,000	1,574,000	1,401,000	1,487,000	170,000	84.00
Sept 23	4,646,000	1,543,000	1,403,000	1,506,000	161,000	85.00
Dec 23	4,317,000	1,505,000	1,173,000	1,417,000	155,000	86.00
Mar 24	4,637,000	1,478,000	1,442,000	1,453,000	146,000	85.00
Jun 24	4,690,000	1,452,000	1,550,000	1,529,000	142,000	90.00
Sep 24	4,622,000	1,422,000	1,499,000	1,522,000	134,000	89.00

You add production to that aswell. I can't imagine Matty Johns alone isn't on $1m+ a year.

F1 is $40m a year

 

[Wb1234]

“Australians watch more sport than any other country in the world, which makes this deal an incredibly exciting opportunity for DAZN to enter a key market, marking another step in our long-term strategy to become the global home of sport," says DAZN chief executive officer Shay Segev.

"Foxtel is a successful business that has undergone a remarkable digital transformation in recent years, and we are confident that our global reach and relentless pursuit of innovation will continue to drive the business forward and ensure long-term success.


Advertisement
"We are committed to supporting and investing in Foxtel's television and streaming services, across both sports and entertainment, using our world-leading technology to further enhance the viewing experience for customers."

Foxtel offloaded at $3.4 billion valuation

UK-based global sports streaming platform DAZN has struck a deal to acquire the majority of shares in Foxtel from News Corporation (ASX: NWS) and Telstra (ASX:

www.businessnewsaustralia.com

Wow the Dazn ceo sure has a positive view about the sports market in Australia

Kayo had 1.55m paying total customers at June 30 (and the average number for the year is 1.45m). Paying an average of around $35 per month, gets just over $600m for last year.

That covers the rights to the NRL, AFL, Cricket, Supercars and F1 in particular as well as whatever they pay to the NBL and Supernetball and others.

Report	Foxtel	Com/Res	Kayo	Binge	Now	ARPU
Jun-16	2,900,000	2,900,000				89.00
Jun-17	2,800,000	2,800,000				86.00
Jun-18	2,800,000	2,800,000
Dec-18	2,900,000	2,500,000	42,000		354,000	78.00
Mar-19	2,896,000	2,400,000	148,000		348,000	79.00
Jun-19	3,144,000	2,368,000	331,000		446,000	78.00
Sep-19	3,065,000	2,326,000	364,000		375,000	78.00
Dec-19	2,952,000	2,268,000	350,000		334,000	77.00
Mar-20	2,933,000	2,208,000	408,000		317,000	79.00
Jun-20	2,777,000	1,989,000	419,000	56,000	313,000	78.00
Sep-20	3,287,000	2,055,000	644,000	290,000	298,000	79.00
Dec-20	3,314,000	2,001,000	624,000	431,000	258,000	80.00
Mar-21	3,541,000	1,946,000	851,000	516,000	228,000	80.00
Jun-21	3,891,000	1,885,000	1,054,000	733,000	219,000	81.00
Sep-21	3,929,000	1,800,000	1,100,000	802,000	227,000	82.00
Dec-21	3,937,000	1,782,000	1,013,000	928,000	219,000	82.00
Mar-22	4,338,000	1,762,000	1,151,000	1,212,000	228,000	82.00
Jun-22	4,413,000	1,723,000	1,293,000	1,192,000	194,000	83.00
Sep-22	4,465,000	1,658,000	1,259,000	1,342,000	191,000	$83
Dec-22	4,329,000	1,631,000	1,126,000	1,375,000	177,000	83.00
Mar 23	4,585,000	1,602,000	1,309,000	1,484,000	171,000	84.00
Jun 23	4,650,000	1,574,000	1,401,000	1,487,000	170,000	84.00
Sept 23	4,646,000	1,543,000	1,403,000	1,506,000	161,000	85.00
Dec 23	4,317,000	1,505,000	1,173,000	1,417,000	155,000	86.00
Mar 24	4,637,000	1,478,000	1,442,000	1,453,000	146,000	85.00
Jun 24	4,690,000	1,452,000	1,550,000	1,529,000	142,000	90.00
Sep 24	4,622,000	1,422,000	1,499,000	1,522,000	134,000	89.00

Foxtel also has over 1 million subscribers on top of kayo

And 60 percent of those total ratings are rugby league

Would’ve thought someone whose twitter account is dedicated to this would remember that

 

[Wb1234]

You add production to that aswell. I can't imagine Matty Johns alone isn't on $1m+ a year.

F1 is $40m a year

Advertising revenue not included ?

 

[Iamback]

Advertising revenue not included ?

Of course but you didn't like the ad breaks or lack of them when it was mentioned...

 

[flippikat]

Super League War 2 ???....

Very unlikely, BUT if anything like that happens again, can we have a sensible peace settlement afterwards?

The document signed on 19 December 1997 set the game back even further than the war itself!

 

[Wb1234]

Of course but you didn't like the ad breaks or lack of them when it was mentioned...

So that’s why you decided to count it as zero

 

[Wb1234]

Very unlikely, BUT if anything like that happens again, can we have a sensible peace settlement afterwards?

The document signed on 19 December 1997 set the game back even further than the war itself!

Warriors and Christchurch nrl teams to merge into a jv playing all their home games at Wellington ?

 

[Mother Nature's Son]

The situation as stated in today`s SMH:

"And while DAZN has a record of investing in domestic sports rights in major markets such as Japan, Germany and France, the likes of the NRL’s Peter V’Landys and the AFL’s Andrew Dillon may eventually appear too small fry for the streamer now cosying up with FIFA boss Gianni Infantino and oil-rich Saudis.

"Those behind the deal at DAZN say the company’s resolve for the NRL and its like, which is about to kick off broadcast negotiations for the 2027 season and beyond, has only strengthened, but V’Landys may have to adjust expectations for a bumper deal in the region the AFL managed to land in 2022."

So they are interested, just a question of how much they`ll pay and how desperate Nine/Stan and 10/ Paramount are.
We might be relying on the two FTA broadcasters to get a decent bid out of DAZN.

 

[Iamback]

So that’s why you decided to count it as zer

because the breakdown for what ad space goes where is unknown

DAZN streams sports. Kayo the sports streaming service they bought has an annual revenue of $35m.

Given that is the one part they certainly will keep. That is a good starting point

Sky News are staying with News limited - so that revenue goes to them

The binge side who knows once they lose more content might be passed on elsewhere

 

[Iamback]

The situation as stated in today`s SMH:

"And while DAZN has a record of investing in domestic sports rights in major markets such as Japan, Germany and France, the likes of the NRL’s Peter V’Landys and the AFL’s Andrew Dillon may eventually appear too small fry for the streamer now cosying up with FIFA boss Gianni Infantino and oil-rich Saudis.

"Those behind the deal at DAZN say the company’s resolve for the NRL and its like, which is about to kick off broadcast negotiations for the 2027 season and beyond, has only strengthened, but V’Landys may have to adjust expectations for a bumper deal in the region the AFL managed to land in 2022."

So they are interested, just a question of how much they`ll pay and how desperate Nine/Stan and 10/ Paramount are.
We might be relying on the two FTA broadcasters to get a decent bid out of DAZN.

Goes with what I said last week.

I'd follow the NBA's path

Sell these seperate

Thurs
Friday
Sat
Sunday
Reps and Finals

Broken up like that you have it more viable for more networks

 

[Wb1234]

Goes with what I said last week.

I'd follow the NBA's path

Sell these seperate

Thurs
Friday
Sat
Sunday
Reps and Finals

Broken up like that you have it more viable for more networks

Yes because having your sport across multiple fta has worked in Australia for anybody

because the breakdown for what ad space goes where is unknown

DAZN streams sports. Kayo the sports streaming service they bought has an annual revenue of $35m.

Given that is the one part they certainly will keep. That is a good starting point

Sky News are staying with News limited - so that revenue goes to them

The binge side who knows once they lose more content might be passed on elsewhere

wtf is this bs ?

Advertising covers the production costs.

 

[The_Wookie]

Foxtel also has over 1 million subscribers on top of kayo

Actually they have nearly 3 million more subscribers on top of kayo. About 50/50 on set top boxes still and the rest on Binge/Now

And 60 percent of those total ratings are rugby league

Thats a massive assumption. Especially considering a large part of the foxtel subscriber base isnt there for sport.

From all Live event Foxtel streaming ratings for the calendar year

Sport	Agg Ave Total	%
NRL	61.098​	44.18%​
AFL	44.06​	31.86%​
Cricket	18.445​	13.34%​
F1	8.082​	5.84%​
Supercars	4.94​	3.57%​
MotoGP	0.628​	0.45%​
NFL	0.608​	0.44%​
NBA	0.147​	0.11%​
Netball	0.138​	0.10%​
Golf	0.134​	0.10%​

Would’ve thought someone whose twitter account is dedicated to this would remember that

Cant remember something for which there is no actual data. Ill leave the wild guesses for folks like you