Next TV deal discussion 2028 -

[Trifili13]

I could

But won’t

Google is your friend even if I am not

I did and your same source of Statista.com has cable TV and broadcasters at 7x to 8x EBITDA so Dazn paid broadly the market rate.

 

[Wb1234]

I did and your same source of Statista.com has cable TV and broadcasters at 7x to 8x EBITDA so Dazn paid broadly the market rate.

I saw 11.7 times on average and up to 40 times for big names

But at least you know how to use google search

 

[Trifili13]

I saw 11.7 times on average and up to 40 times for big names

But at least you know how to use google search

The 11.7x is an ave for media and advertising entities which is obviously skewed as it includes entities that are not only pay tv operators. Do you honestly think that Rupert would have sold for 7x, a circa 50% discount on the average? This would suggest that Rupert was desparate to sell. The 40x as you say is for larger companies like Netflix and Disney+ but they have over 200m and 150m subscribers respectively globally compared to a small local company with less than 5m subscribers that is underpinned by a sport that half the country doesn't care about and the majority of the world has never heard of. Hardly a good comparison to then say it was undervalued at 7x.

Moral to the above, we both know how to use Google but only 1 of us knows how to interpret the data

 

[Wb1234]

The 11.7x is an ave for media and advertising entities which is obviously skewed as it includes entities that are not only pay tv operators. Do you honestly think that Rupert would have sold for 7x, a circa 50% discount on the average? This would suggest that Rupert was desparate to sell. The 40x as you say is for larger companies like Netflix and Disney+ but they have over 200m and 150m subscribers respectively globally compared to a small local company with less than 5m subscribers that is underpinned by a sport that half the country doesn't care about and the majority of the world has never heard of. Hardly a good comparison to then say it was undervalued at 7x.

Moral to the above, we both know how to use Google but only 1 of us knows how to interpret the data

Maybe as a us citizen Rupert doesn’t think owning a pay tv operator in Australia is a good use of his capital whilst obviously Dazn does

And he needs the money for the succession battle that is happening at news corp

He’s retaining six percent in Dazn and it’s hard to find out what’s that’s worth

Could be worth billions in an ipo the way it is aggressively expanding

 

[Mother Nature's Son]

Do you honestly think that Rupert would have sold for 7x, a circa 50% discount on the average? This would suggest that Rupert was desparate to sell

In all fairness though they were desperate, twice in the last few years they`d pulled IPO`s due to a lack of investor interest and even only last year the company was being valued at 2b dollars. No wonder the Herald was reporting on Rupert`s "Christmas miracle".

 

[Iamback]

In all fairness though they were desperate, twice in the last few years they`d pulled IPO`s due to a lack of investor interest and even only last year the company was being valued at 2b dollars. No wonder the Herald was reporting on Rupert`s "Christmas miracle".

Not just the Herald. A few non sport journos have claimed the deal to be overs.

Makes you wonder why they were desperate?

 

[Trifili13]

In all fairness though they were desperate, twice in the last few years they`d pulled IPO`s due to a lack of investor interest and even only last year the company was being valued at 2b dollars. No wonder the Herald was reporting on Rupert`s "Christmas miracle".

Agree. I think the numerous streaming options that people have these days and the ease with which you can switch makes owning such a business risky. The NRL must be careful to not just go with the provider that offers the most money but also balance it out with whether that provider will be around for the term of the deal so they actually get their money.

 

[Iamback]

Agree. I think the numerous streaming options that people have these days and the ease with which you can switch makes owning such a business risky. The NRL must be careful to not just go with the provider that offers the most money but also balance it out with whether that provider will be around for the term of the deal so they actually get their money.

No contracts in streaming either doesn't help

 

[Maximus]

Not just the Herald. A few non sport journos have claimed the deal to be overs.

Yeah but did they ask the self-declared expert on every topic in existence?

 

[Iamback]

Yeah but did they ask the self-declared expert on every topic in existence?

I am sure he will tell them how wrong they are with zero evidence behind it

 

[Wb1234]

Penrith bogan commenting on financial matters is hilarious

How long have they used fiat currency instead of barter ?

Maxipus why did you stop posting on thr png thread ??

 

[yakstorm]

Regardless of whether DAZN has paid overs, unders or just right to buy Foxtel/Binge/Kayo, the acquisition shows that they are wanting to very quickly grow their market share.

Whilst not a big player in Australia, DAZN has had a presence here for a number of years now, mainly holding boxing & rally car rights (as well as the NFL Game Pass). They could have, if they wanted to, used some of that $3.4bn they spent on the Fox acquisition to pay overs to try and steal the AFL, Cricket and/or NRL rights if they felt that was possible, but they clearly felt (or have been told) that money alone wasn't going to be enough.

Now that they've made such a big upfront investment, they aren't going to let someone take the big sports off them, especially AFL & NRL which not only can they commercialise in the Australian market, but they can actually leverage overseas (I would not be surprised to see WatchNRL & WatchAFL simply be absorbed into DAZN globally).

 

[Iamback]

Regardless of whether DAZN has paid overs, unders or just right to buy Foxtel/Binge/Kayo, the acquisition shows that they are wanting to very quickly grow their market share.

Whilst not a big player in Australia, DAZN has had a presence here for a number of years now, mainly holding boxing & rally car rights (as well as the NFL Game Pass). They could have, if they wanted to, used some of that $3.4bn they spent on the Fox acquisition to pay overs to try and steal the AFL, Cricket and/or NRL rights if they felt that was possible, but they clearly felt (or have been told) that money alone wasn't going to be enough.

Now that they've made such a big upfront investment, they aren't going to let someone take the big sports off them, especially AFL & NRL which not only can they commercialise in the Australian market, but they can actually leverage overseas (I would not be surprised to see WatchNRL & WatchAFL simply be absorbed into DAZN globally).

It matters because all they said was the deal finalised at the back end of next year.

That could be up to 9 months post loss of HBO and with these rights, are set up where people paying for cable covers the cheaper streaming options.

News Limited have made the Fox sports channels and Sky News available for free on Binge. If that continues then the numbers will drop

If that is the case and they need to cut costs then that is where the commentary about AFL and NRL rights being in danger comes from.

Hence why A League who produce it's own content and is cheap is mentioned especially if the overpay plays out as being the case

 

[The_Wookie]

It matters because all they said was the deal finalised at the back end of next year.

That could be up to 9 months post loss of HBO and with these rights, are set up where people paying for cable covers the cheaper streaming options.

The deal is expected to be finalised in the second half of financial year 2025 - ie. Between March 31 and June 30, 2025, pending regulatory approval

 

[Iamback]

The deal is expected to be finalised in the second half of financial year 2025 - ie. Between March 31 and June 30, 2025, pending regulatory approval

Ahh maybe the drop off won't be so bad when before they take over, Going to be an interesting 6-12 months when they do

 

[colly]

This way to handle the next deal -

Like the American model they have a mix of TV and other/type of pay TV - ... Divided up amongst the 'networks'.
I foresee FTA model under pressure as well as their financing. Lets see how Seven goes with 200+ ? in the short coming years.
So having said that, finance will be tight, lets break it up on the FTA have two FTA

1. FTA ( say Nine) get the last SOS or game three PLUS the Grand Final. ( exclusive)
2. FTA Ten Gets Game 1, and game 2, SOS exclusive
This changes year to year so therfor we should aim for a six year deal to make it even 3 years each segment.

Each FTA gets Thur Night football while
Nine gets FNF ( exclusive FTA only ) main game with early friday game on Stan, Paramount+ plus KAYO ( Kayo gets all game but the above blockbusters like GF and SOS , as it is now

Ten gets a Sunday ticket with a 4pm or 3pm ( because Ten has eye witness news at 5pm) TV game
Again the other Sunday game will be shown on Stan, Paramount+ and naturally Kayo Foxtel

The benefits to league are huge two FTA advertising NRL while Foxtel does the same. The print( electronic print ) value would be huge as they would all promote their investments.

Now to the cash, with little thought you could say even it out Nine $100m and Ten $100m, which almost doubles the FTA cash now. Since it rotates, maybe the same will do.

So now we have to wait to see the final Foxtel/kayo DANZ reconstruction to attempt to to what leverage we can apply to DANZ? Wait until the Murdock's are out of the way to apply the blowtorch, I mean persuasive dialogue to our 'new' UK partners/owners
We can a great deal with DANZ if we introduce a international structure that plays International games in October/November IN BOTH THE UK and AUSTRALIA. How? Well combine what happen here in the PAcifc Championships with this new concept.

Like all types of sports a 'table' of points is required. Key 'commercial points.
Like the NRL/EPL money can be made from crowd attendances in BOTH the UK AND Australia In fact t foresee this to slight cash positive for both respective league 'owners'. ARL and the EPL
Whenever Australia and England go to play ( with the right pricing and PROMO)
England play 4 games in the UK with a 30,000 attendance with pricing at ( $ 25 AUD) equals $3mil AUD
the same for Australia $ games at 30,000..... $3m.. So all 'cost' can be contained to a very small profit, BUT< BUT this is what we sell to FOXTEL/DANZ. In Uk 20 games with possilbe 6-8 being blockbusters ( with the EXPATS)

In the UK comp
Australia A, NZ2, England, PNG, ( FIJI or Pac- Combined or the Frenchies or Ireland OR USA, just throw in one of these.
Usual rules two points a win So England get to play some great sides ( and watching the current Samoa?England games people turn up, any way everybody plays each other , which means 4 games- remember this is in the England.
Now in Australia it is the same (right above) games in Australia with Aust, NZ PNG, Eng, Fiji. Australia games will be solely in Australia while other game should be in home countries. Maybe exception would be England games in Australia, in Australia to take the expats in Australia and the travers from the UK.
NZ, PNG Fiji- again a a points system apply- when you combine a the both tables (UK and Aus) the first two ( highest) get to play the final in that teams country that finished first. What a final
Anyway this type of comp constructed carefully to combine the two hemisphere and their crowds will be ($$$) and MEDIA buyers ( by this I means DANZ only, ie exclusive subject to Siphoning laws in Australia would have a ratings winner.
Next I will outline how we COULD implement the above FTA media deals early with creative carrots so as to bring forward the contract 2023-2027 from end 2027. So to get media deals two years early to start in 2026. Carrots, carrots carrots. The FTA component could be hypothetical brought forward by giveing Nine a $20m dicount up to end 2027. How we induce Foxtel/DANZ might b achieved by the new HEMISPHERE INTERNATIONAL CUP

TEams Uk. Egland, AustraliaA NZ2 PNG and Soma ( five teams )
Points Table- each plays each. ie 4 games each

Teams AUstralia
Australia, NZ Egland One, PNG, Fiji. ( five teams)
* Final to played by winner and second on the tables.

 

[Iamback]

This way to handle the next deal -

Like the American model they have a mix of TV and other/type of pay TV - ... Divided up amongst the 'networks'.
I foresee FTA model under pressure as well as their financing. Lets see how Seven goes with 200+ ? in the short coming years.
So having said that, finance will be tight, lets break it up on the FTA have two FTA

1. FTA ( say Nine) get the last SOS or game three PLUS the Grand Final. ( exclusive)
2. FTA Ten Gets Game 1, and game 2, SOS exclusive
This changes year to year so therfor we should aim for a six year deal to make it even 3 years each segment.

Each FTA gets Thur Night football while
Nine gets FNF ( exclusive FTA only ) main game with early friday game on Stan, Paramount+ plus KAYO ( Kayo gets all game but the above blockbusters like GF and SOS , as it is now

Ten gets a Sunday ticket with a 4pm or 3pm ( because Ten has eye witness news at 5pm) TV game
Again the other Sunday game will be shown on Stan, Paramount+ and naturally Kayo Foxtel

The benefits to league are huge two FTA advertising NRL while Foxtel does the same. The print( electronic print ) value would be huge as they would all promote their investments.

Now to the cash, with little thought you could say even it out Nine $100m and Ten $100m, which almost doubles the FTA cash now. Since it rotates, maybe the same will do.

So now we have to wait to see the final Foxtel/kayo DANZ reconstruction to attempt to to what leverage we can apply to DANZ? Wait until the Murdock's are out of the way to apply the blowtorch, I mean persuasive dialogue to our 'new' UK partners/owners
We can a great deal with DANZ if we introduce a international structure that plays International games in October/November IN BOTH THE UK and AUSTRALIA. How? Well combine what happen here in the PAcifc Championships with this new concept.

Like all types of sports a 'table' of points is required. Key 'commercial points.
Like the NRL/EPL money can be made from crowd attendances in BOTH the UK AND Australia In fact t foresee this to slight cash positive for both respective league 'owners'. ARL and the EPL
Whenever Australia and England go to play ( with the right pricing and PROMO)
England play 4 games in the UK with a 30,000 attendance with pricing at ( $ 25 AUD) equals $3mil AUD
the same for Australia $ games at 30,000..... $3m.. So all 'cost' can be contained to a very small profit, BUT< BUT this is what we sell to FOXTEL/DANZ. In Uk 20 games with possilbe 6-8 being blockbusters ( with the EXPATS)

In the UK comp
Australia A, NZ2, England, PNG, ( FIJI or Pac- Combined or the Frenchies or Ireland OR USA, just throw in one of these.
Usual rules two points a win So England get to play some great sides ( and watching the current Samoa?England games people turn up, any way everybody plays each other , which means 4 games- remember this is in the England.
Now in Australia it is the same (right above) games in Australia with Aust, NZ PNG, Eng, Fiji. Australia games will be solely in Australia while other game should be in home countries. Maybe exception would be England games in Australia, in Australia to take the expats in Australia and the travers from the UK.
NZ, PNG Fiji- again a a points system apply- when you combine a the both tables (UK and Aus) the first two ( highest) get to play the final in that teams country that finished first. What a final
Anyway this type of comp constructed carefully to combine the two hemisphere and their crowds will be ($$$) and MEDIA buyers ( by this I means DANZ only, ie exclusive subject to Siphoning laws in Australia would have a ratings winner.
Next I will outline how we COULD implement the above FTA media deals early with creative carrots so as to bring forward the contract 2023-2027 from end 2027. So to get media deals two years early to start in 2026. Carrots, carrots carrots. The FTA component could be hypothetical brought forward by giveing Nine a $20m dicount up to end 2027. How we induce Foxtel/DANZ might b achieved by the new HEMISPHERE INTERNATIONAL CUP

TEams Uk. Egland, AustraliaA NZ2 PNG and Soma ( five teams )
Points Table- each plays each. ie 4 games each

Teams AUstralia
Australia, NZ Egland One, PNG, Fiji. ( five teams)
* Final to played by winner and second on the tables.

Problem is that becomes too hard for the viewer the find the games.

I'd go SOO, Finals, tests to a FTA channel
Thursday night - FTA
Friday - FTA
Sat - all the same provider exclusive. That goes for NRLW that falls on the day
Sunday - all the same provider again including NRLW
Monday - FTA

It breaks it up but as a fan for example you know that on a Monday the game will be on ch10.

 

[colly]

Problem is that becomes too hard for the viewer the find the games.

I'd go SOO, Finals, tests to a FTA channel
Thursday night - FTA
Friday - FTA
Sat - all the same provider exclusive. That goes for NRLW that falls on the day
Sunday - all the same provider again including NRLW
Monday - FTA

It breaks it up but as a fan for example you know that on a Monday the game will be on ch10.

Maybe I was not exactly clear the breakup of FTA. , say, Nine, then Sunday game Ten FTA. You could to stop confusion have it or this arrangement 2 years running's them swap ( this means 3 times) to get to a six year deal.
Thursday Game has to BOTH so both networks have 2 games to show each round FTA and having 2 games on payTV (Stan) and Paramount+ to further to revenue potential Having said that,
Thur both
FNF (one FTA)
Sunday (one FTA.)
FTA stan 2 games
FTA Paramount+ 2 games
Anyway what makes commercial sense maybe have each network have the normal three slots/games as of now and just combine the rating as he AFL does.
If you go to having ( both) FTA having 3 games on FTA ,you might have to let them have only one game on Stan and Paramount+

ALL games DANZ
No SOS as is now
No GF as is now

 

[Iamback]

Maybe I was not exactly clear the breakup of FTA. , say, Nine, then Sunday game Ten FTA. You could to stop confusion have it or this arrangement 2 years running's them swap ( this means 3 times) to get to a six year deal.
Thursday Game has to BOTH so both networks have 2 games to show each round FTA and having 2 games on payTV (Stan) and Paramount+ to further to revenue potential Having said that,
Thur both
FNF (one FTA)
Sunday (one FTA.)
FTA stan 2 games
FTA Paramount+ 2 games
Anyway what makes commercial sense maybe have each network have the normal three slots/games as of now and just combine the rating as he AFL does.
If you go to having ( both) FTA having 3 games on FTA ,you might have to let them have only one game on Stan and Paramount+

ALL games DANZ
No SOS as is now
No GF as is now

Having Thurs on both means you are making it less valuable for FTA. Having it on one you can pretty much guarantee 1.2-1.5m viewers. That will get them up to 20 programs in the FTA top 50 and be huge to sell to advertisers

 

[colly]

Having Thurs on both means you are making it less valuable for FTA. Having it on one you can pretty much guarantee 1.2-1.5m viewers. That will get them up to 20 programs in the FTA top 50 and be huge to sell to advertisers

That's unless you have a sponsor like
Amazon Thursday Night Football: on prime and (everyone else also ) .. cost $24mil. pa.