Next TV deal discussion 2028 -

[The_Wookie]

Turns out he’s a miserable soccer fan and probably hates both afl and nrl lol

I wouldnt be surprised. While I think theres some hope for the Aleague there, its not much to go on.

 

[Wb1234]

I wouldnt be surprised. While I think theres some hope for the Aleague there, its not much to go on.

It’s funny how different fans (league soccer afl) each interpret Dazn as being good for their sport

Beauty is in the eye of the beholder

 

[insert.pause]

DAZN didn’t need to spend 3 billion to buy the rights to aleague and they have a great cautionary tale in paramount plus about the value of those rights in Australian market. They will operate the same way news have, which is profit driven. I don’t get why anyone thinks they are going to be sentimental about soccer or dismissive of nrl. They are beholden to the same market news corp were, the subscriptions are driven by nrl & afl. Period.

PS. this bloody pop up video makes posting any reply’s awfully sluggish on an iPad.

 

[Vlad59]

DAZN didn’t need to spend 3 billion to buy the rights to aleague and they have a great cautionary tale in paramount plus about the value of those rights in Australian market. They will operate the same way news have, which is profit driven. I don’t get why anyone thinks they are going to be sentimental about soccer or dismissive of nrl. They are beholden to the same market news corp were, the subscriptions are driven by nrl & afl. Period.

PS. this bloody pop up video makes posting any reply’s awfully sluggish on an iPad.

It goes away after a couple of days thank feck

 

[Iamback]

DAZN didn’t need to spend 3 billion to buy the rights to aleague and they have a great cautionary tale in paramount plus about the value of those rights in Australian market. They will operate the same way news have, which is profit driven. I don’t get why anyone thinks they are going to be sentimental about soccer or dismissive of nrl. They are beholden to the same market news corp were, the subscriptions are driven by nrl & afl. Period.

PS. this bloody pop up video makes posting any reply’s awfully sluggish on an iPad.

The same market that News Limited decided to sell from?

 

[Wb1234]

Telstra and News retain nine percent of Dazn

They plan on doing an ipo eventually so that value of that could soar

Like for example when ufc got sold off multiple times for ever increasing multiples

 

[Vlad59]

Telstra and News retain nine percent of Dazn

They plan on doing an ipo eventually so that value of that could soar

Like for example when ufc got sold off multiple times for ever increasing multiples

Do you know what a multiple is? Apart from the multiple voices in your head.

 

[Wb1234]

“News Corp said in a statement that the AUS$3.4 billion valuation of Foxtel is seven times its 2024 earnings before interest, tax, depreciation and amortisation (Ebitda).”

That’s actually cheapish

 

[colly]

Most of this article is wishful thinking that DAZN and the Saudis are gonna swoop in and elevate the A League lol

But it's got zero chance as the a league is signed away until ...2028 ( Ten Paramount) so i don't know what Delaney is talking about, probably just currying favor with new owners...So true,, reporter is a true believer ( even though born UK) suck up! The true point of his story is NRL won't get much or anything BECAUSE .....the A league awaits, Jesus wept!

 

[Trifili13]

“News Corp said in a statement that the AUS$3.4 billion valuation of Foxtel is seven times its 2024 earnings before interest, tax, depreciation and amortisation (Ebitda).”

That’s actually cheapish

Can you provide examples of 3 or 4 other recent similar deals for Pay TV entities and their multiples to back up your assertion that it's actually cheapish at 7x EBITDA?

 

[insert.pause]

The same market that News Limited decided to sell from?

The same market DAZN bought foxtel for $3.4bn because it is the dominant stv provider in Australia. They lose the NRL rights and that elevates another provider and diminishes them literally overnight.

Ownership may have changed, but the equation for foxtel hasn’t, there is nothing that can replace the subscriptions they lose if they lose the nrl. They won’t let the rights up without a fight.

The fact newscorp is diminished in its ownership only enhances the threat of the nrl signing elsewhere without the threat of retribution through newscorp papers. Nine will be of the belief that they are a better chance now than they were with newscorp ownership.

 

[Iamback]

The same market DAZN bought foxtel for $3.4bn because it is the dominant stv provider in Australia. They lose the NRL rights and that elevates another provider and diminishes them literally overnight.

Ownership may have changed, but the equation for foxtel hasn’t, there is nothing that can replace the subscriptions they lose if they lose the nrl. They won’t let the rights up without a fight.

The fact newscorp is diminished in its ownership only enhances the threat of the nrl signing elsewhere without the threat of retribution through newscorp papers. Nine will be of the belief that they are a better chance now than they were with newscorp ownership.

Lets see where Foxtel sits in 6 months when the sale goes through.

This is from Sept this year Foxtel knew it was losing content and going to lose customers

We will know then how badly losing HBO and WWE has hit them.

Also will know where Stan sits as far as competition.

You do realise Sky News is still remaining as being with News Limited? They will have just the same power as they do now

 

[colly]

The same market DAZN bought foxtel for $3.4bn because it is the dominant stv provider in Australia. They lose the NRL rights and that elevates another provider and diminishes them literally overnight.

Ownership may have changed, but the equation for foxtel hasn’t, there is nothing that can replace the subscriptions they lose if they lose the nrl. They won’t let the rights up without a fight.

The fact newscorp is diminished in its ownership only enhances the threat of the nrl signing elsewhere without the threat of retribution through newscorp papers. Nine will be of the belief that they are a better chance now than they were with newscorp ownership.

So true- I remember they used that same argument about newspapers- as what would they fill their back page with- Who would buy their rags if it wasn't filled with scandal NRL which provides premium content.

 

[Wb1234]

Can you provide examples of 3 or 4 other recent similar deals for Pay TV entities and their multiples to back up your assertion that it's actually cheapish at 7x EBITDA?

I could

But won’t

Google is your friend even if I am not

 

[Wb1234]

United States: EV/EBITDA media and advertising 2024 | Statista

In the United States, the median value of enterprise value to earnings before interest, tax, depreciation and amortization (EV/EBITDA) in the media and advertising sector as of 2024 was a multiple of approximately 11.7x.

www.statista.com

How much is that digital media company really worth? A guide - Poynter

From person-to-person coaching and intensive hands-on seminars to interactive online courses and media reporting, Poynter helps journalists sharpen skills and elevate storytelling throughout their careers.

www.poynter.org

Netflix per 54.5
Disney per41.38

 

[insert.pause]

Lets see where Foxtel sits in 6 months when the sale goes through.

This is from Sept this year Foxtel knew it was losing content and going to lose customers

We will know then how badly losing HBO and WWE has hit them.

Also will know where Stan sits as far as competition.

You do realise Sky News is still remaining as being with News Limited? They will have just the same power as they do now

And yet Foxtel was just sold for $3.4billion? Well over market expectations from a year ago. Do you think DAZN are completely ignorant of market challenges? It’s a lot of money for a business going down the shitter in a sullen ad market…

What does sky news have to do with anything? They still own the papers too… the point is they won’t be the 100% owners of FoxSports threatening a tantrum with their papers if the nrl rights leave fox. 6% ownership of DAZN isn’t quite the same proposition.

 

[Wb1234]

And yet Foxtel was just sold for $3.4billion? Well over market expectations from a year ago. Do you think DAZN are completely ignorant of market challenges? It’s a lot of money for a business going down the shitter in a sullen ad market…

What does sky news have to do with anything? They still own the papers too… the point is they won’t be the 100% owners of FoxSports threatening a tantrum with their papers if the nrl rights leave fox. 6% ownership of DAZN isn’t quite the same proposition.

Dazn should’ve got financial advice from the oracle of Penrith as to the true value of Foxtel

 

[Iamback]

And yet Foxtel was just sold for $3.4billion? Well over market expectations from a year ago. Do you think DAZN are completely ignorant of market challenges? It’s a lot of money for a business going down the shitter in a sullen ad market…

What does sky news have to do with anything? They still own the papers too… the point is they won’t be the 100% owners of FoxSports threatening a tantrum with their papers if the nrl rights leave fox. 6% ownership of DAZN isn’t quite the same proposition.

Looks like a huge overpay

Depends what DAZN are after really, up into now they have focused only on pre produced sport only.

Now in theory they not only produce sport but need to produce drama and the other stuff Foxtel makes - maybe they see value in onselling that to OS markets

That is the unknown now.

Well the news side isn't changing it means we will get the same idiots on 360 and so on instead of giving that a clean out too

 

[Wb1234]

Foxtel poised to keep HBO content deal as HBO Max plans pushed back

HBO Max has tens of millions of subscribers in the US. But media giant Warner Bros. Discovery is poised to extend a deal that would delay its launch here.

www.afr.com

Foxtel will save 200 million from losing hbo content

This will mean binge is going to struggle

Will make foxtels new owners desperate to keep other high rating content and they have an extra 200 million pa burning a whole In their pockets

 

[Wb1234]

Nice Twitter post wookie

I agree wholeheartedly