Posts for 'NFL'

  • Inside the Stream: Was Peacock’s NFL Exclusive a Success?

    NBCUniversal said that last weekend’s Chiefs-Dolphins wildcard playoff game was a big success, attracting an average audience of approximately 23 million viewers on Peacock. In this episode of Inside the Stream, Colin and I dig into key metrics of how to assess the game’s financial success to Peacock, specifically, how many incremental subscribers did the game add, and how likely are they to stay around and for how long?

    Peacock reportedly paid $100 million for rights to stream the game and so getting a strong financial return is essential.   

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  • Inside the Stream Podcast: How Do Sunday Ticket Economics Work for YouTube?

    Happy new year and welcome to the first edition of Inside the Stream for 2023. Just after recording our Top 10 streaming stories of 2022 podcast a couple of weeks ago YouTube announced its deal with the NFL for Sunday Ticket.

    In this week’s podcast we dig into how we think the economics of the deal might work. Colin modeled many of the variables, which I then tinkered with. The clear caveat is that no external person, including us, really knows all the pieces of the deal, nor the terms. So we’re taking our best guesses, based on how Sunday Ticket has performed for DirecTV and the new value we believe YouTube brings to the package.

    Based on all of this Colin is skeptical about YouTube’s ability to turn a profit on Sunday Ticket, while I’m more optimistic. In addition I highlight a number of valuable strategic aspects of the deal to YouTube and Google, especially gaining direct experience with the NFL for the next 6-7 years. These insights will be extremely valuable as YouTube contemplates potentially bidding for some or all of the NFL broadcast package when it’s up for renewal in 2033.

    Ultimately the value of Sunday Ticket to YouTube hinges on its ability to monetize the package much better than DirecTV did - more subscribers and more advertising revenue.

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  • Inside the Stream Podcast: Exploring the Launch of NFL+

    This week on Inside the Stream nScreenMedia’s Colin Dixon and I explore the launch of NFL+, the new direct-to-consumer streaming service the NFL announced earlier this week. The service is mobile-only and most of the content is non-exclusive, leading Colin and me to wonder who is the target customer, and how big a market is it?

    But given the contraction in the pay-TV industry, in the long-term the NFL may be heading to all streaming future, either direct-to-consumer or with partners. So NFL+ gives the league a new opportunity to connect directly with fans.

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  • VideoNuze Podcast #554: Exploring the “Stability” of the NFL’s New Distribution Deals

    Welcome to the 554th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. This week we dig into the NFL’s new distribution deals with Amazon, CBS, ESPN, Fox and NBC, in the context of major changes that are happening in the TV and video industries.

    NFL Commissioner Roger Goodell said the deals bring “an unprecedented era of stability” to the NFL. But as Colin explains there are at least three key challenges that are going to buffet the NFL and the TV networks in the years ahead: diminished pay-TV subscriptions, which are the dominant way to watch games; shift in ad budgets to CTV and digital, especially as linear audiences drop; ad loads in NFL games that are far heavier than what viewers are being conditioned to expect, suggesting the games themselves need to be shortened.

    With a rumored $100 billion in distribution fees at stake, what do all of these challenges mean to the NFL and the networks?


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  • NFL Rights Deals Soar As Pay-TV Subscribers Contract

    The Wall Street Journal is reporting that the fees CBS, Fox, NBC and ESPN each pay to broadcast NFL games will double or more in new long-term agreements currently being finalized. Once again we are presented with the incongruity that sports rights are escalating even as the pay-TV subscriber audience able to watch these networks is shrinking.

    As the Q4 earnings season wrapped up, the contraction of pay-TV was again in the news this week as analysts tallied the final losses for 2020. MoffettNathanson pegged the subscriber loss in 2020 among traditional cable, satellite and telco operators at approximately 6 million, with virtual operators (e.g. YouTube TV, Hulu, etc.) offsetting it by adding approximately 2 million subscribers.

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  • VideoNuze Podcast #405: Does Fox’s New NFL Thursday Night Deal Make Sense?

    I’m pleased to present the 405th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we dig into Fox’s newly announced deal to broadcast NFL Thursday Night Football games for the next 5 years. The price was reportedly $3 billion, which translates to an average of $60 million per game, a 30% increase vs. what CBS and NBC paid last season.

    Sports have long been thought of as TV’s firewall, but given the NFL’s own ratings declines, combined with accelerating changes in viewers’ behaviors, cord-cutting and adoption of ad-free SVOD, this deal carries risks for Fox. Can Fox turn a profit on the games as pay-TV operators push back on rate increases and advertisers balk at smaller audiences? Will we see a direct-to-consumer streaming service emerge? Time will tell.

    Listen in to learn more!

     
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    Also note, Colin has a new white paper out on content portability in the EU. Download it here.

     
  • Fox’s Multi-Billion Dollar NFL Deal Shows Live Sports are Still TV’s Firewall (or Not)

    Fox will have broadcast rights to NFL Thursday Night Football for the next 5 years in a deal that is reportedly worth over $3 billion. That would work out to an average of $60 million per game, up from the $45 million NBC and CBS paid per game over the past 2 years and up from the $37.5 million CBS alone paid in 2014 and 2015. The broadcasts will be presented by Bud Light.

    The deal gives fresh credence to the idea that “live sports are TV’s firewall” against changing viewer behaviors and the rise of SVOD. The “firewall” concept has been around for years now and has driven the exorbitant rise in sports rights and the multi-billion dollar “sports tax” that pay-TV subscribers who are not sports fans pay each year.

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  • Amazon’s NFL Deal is Further Evidence of How Prime is Upending the Video Industry

    Amazon further reinforced its position as the most influential company in the video industry with news late yesterday that it had won the rights to stream the NFL’s 10 game Thursday night football package for $50 million, with plans to make the games available for Amazon Prime members only (they'll still be broadcast alternatively on CBS and NBC, and on NFL Network). The sum is a whopping 5 times more than the $10 million that Twitter reportedly paid for the same rights last season.

    The key to understanding Amazon’s willingness to pay up for the TNF rights is the power of its unique business model, based on Prime. As I wrote last November, Prime is the linchpin for Amazon’s ever-expanding video initiatives.

    At last summer’s Recode conference, Amazon CEO and founder Jeff Bezos plainly articulated Prime’s value to the company in driving greater customer loyalty and increased purchases (if you’re a Prime customer, you no doubt know this dynamic yourself). And keep in mind, with approximately 60 million members paying $99 per year, Prime generates $6 billion in revenue for Amazon before a single purchase has been made.

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  • For the NFL, a Super Bowl to Rejoice and a Season to Forget

    Here in Boston, our blood pressure is still racing over the unbelievable result of last night’s Super Bowl. The odds of a 25-point comeback with just over a quarter to play are incalculably long. But Patriots fans aren’t the only ones rejoicing this morning; no doubt there’s also euphoria at the NFL’s offices as last night’s game proved once again how riveting professional football can be.

    However, the exhilarating Super Bowl cannot fully mask the fact that from a TV audience perspective, this was a season the NFL would just as soon forget. Last Friday MoffettNathanson shared their tally of the final numbers: compared to 2015, overall regular season 2016 TV viewership was down 9% and first 3 weeks of post-season was down 6%. Monday night football was down 13%, Sunday night down 11% and Thursday night down 9%. Compared to 2014, overall regular season was down 7% and ESPN Monday night football was down 15%.

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  • Social Media and Sports TV: Five Issues, Sticky & Tricky

    As readers of VideoNuze know, live sports is the last bastion of hope for TV execs that want to retain their legendary grip on Madison Avenue. So it’s no surprise The Wall Street Journal catalyzed media insider rumblings with its October 6th piece entitled “Ratings Fumble for NFL Surprises Networks, Advertisers: So far this season, viewership on major networks is down about 10% from last season.” Writers have followed-up with speculation about why the NFL is experiencing the decline.

    Is it the content? Perhaps Presidential politics are blame; maybe it’s the “Kaepernick effect”; or, it could be an unlucky streak of boring games.

    Is it the disruption of TV ongoing? Perhaps younger viewers are catching the highlights and recaps they need on Social Media. Or young adults might be watching online; or doing something else entirely.

    When it comes to questions about the future of Sports Television, Social Media has important things to say. New research from Ring Digital llc gives us insight into the challenges and opportunities facing Sports TV as Social Media consumption grows.

    Here are some fascinating findings along with the Thuuz Sports perspective on one possibility that no one’s talking about.

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  • VideoNuze Podcast #343: Is SVOD Behind the NFL’s Ratings Decline?

    I'm pleased to present the 343rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    As has been widely reported, TV audiences for NFL football games have decreased this season, in some cases by double-digit percentages. That has a lot of people wondering what’s going on, Colin and me included.  

    In this week’s podcast, we discuss the various explanations that have been raised, most notably interest in the presidential election. But, politics aside, we both wonder whether the proliferation of viewing choices from SVOD and other sources are now having an impact. We’ll know more when we see the NFL ratings post-election.

    All of this matters because sports (and the NFL specifically) have been critical to the value of pay-TV subscriptions and advertising, which depends on live viewing. If sports viewing declines, that would further upset TV’s value proposition.

    Listen in to learn more!
     
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  • How Four Technologies Combined to Make Twitter’s NFL Broadcast an Online Video Milestone

    Last Thursday night felt like a milestone moment to me in the continued mainstreaming of online video viewing. At 9pm, I turned on my 46-inch Insignia HDTV, toggled to input 3, grabbed my Fire TV remote control, scrolled to the app section, downloaded the Twitter app and began watching the Jets play the Bills over my 100 mbps Comcast broadband connection in pristine quality. Just like that I was watching an NFL game outside the traditional TV ecosystem.

    The whole process took just a few minutes and likely could have been accomplished by the least tech-savvy among us. On the surface it might seem like a relatively trivial undertaking, but in reality, the experience reflected the significant technology and consumer behavioral advancements that have taken place in just the past 10 years or so. Every one of these advancements was critical in enabling the Twitter broadcast. And every one of them is also causing the seismic changes roiling the broader TV industry.

    Consider:

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  • VideoNuze Podcast #317: Live-Streaming Battle Heats Up

    I'm pleased to present the 317th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Live-streaming was in the headlines this week as the NFL announced Twitter as its partner for Thursday Night Football games and Facebook unveiled a slew of new features for Facebook Live.

    On this week’s podcast, Colin and I discuss details of both of these initiatives, comparing and contrasting the upside. Colin is more enthusiastic about the Twitter-NFL deal, which is still a bit of a head-scratcher for me. Conversely, I’m very bullish on Facebook Live and believe it’s a natural extension of how Facebook is already used. The live-streaming battle will heat up further when YouTube launches its own live feature soon.

    All of this means that live-streaming is poised to become a much more mainstream activity going forward.

    Listen now to learn more!

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  • Twitter is the Unlikely Winner of NFL Thursday Night Games

    Underscoring once again how unpredictable the online video space is, Twitter has emerged as the unlikely winner of the rights to stream NFL Thursday Night Football (TNF) games for the 2016-2017 season. Just yesterday I wrote that with Facebook and Apple bowing out, the bidding likely came down to Amazon, Verizon and Google, with Verizon the most likely winner for a variety of reasons.

    On the one hand, Twitter’s interest in streaming the TNF games makes sense, as recently returned CEO Jack Dorsey has publicly stated that a top 2016 priority is live streaming, including leveraging its Periscope product. The 10 TNF games give Twitter a marquee property to highlight live streaming, which complements Twitter activity around all games. And Twitter already had a deal in place with the NFL for highlight clips.

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  • With Facebook and Apple Out of NFL Thursday Night Bidding, Who’s in the Pole Position Now?

    Late Friday afternoon, Bloomberg reported that Facebook had dropped out of the bidding for streaming rights to the NFL’s Thursday night package. That news followed Recode’s report from last month that Apple had also withdrawn. With two of the most likely candidates now gone, the only digital players remaining who are both big enough to afford the deal and for whom it potentially makes enough strategic sense are likely Verizon, Google and Amazon (I’m excluding Yahoo since its own instability almost certainly precludes a bid).

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  • Super Bowl Streaming Quality Was Strong, But With Inconsistent Latency Across Devices

    Overall, the quality of streaming of last night’s Super Bowl was strong, although I experienced inconsistent latency across different devices I was using. As shown in the images below, I set up an informal lab in my house, with the game on Comcast, via X1 (center), Roku TV (left rear), Amazon Fire TV on an Insignia (right rear), CBSSports.com (front left and right) and Verizon Go90 (front center).

    As can be seen, each device is lagging behind the CBS broadcast feed on TV and to a different extent. I measured the latency at a few points and it seemed to get worse as the game progressed. For Lady Gaga’s national anthem, the Roku and Amazon feeds were approximately 40 seconds delayed, but by the end of the game, each was over a minute delayed. The online streams were approximately half this delay and the Verizon stream still slightly better.

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  • 5 Reasons Why CBS’s Live Streaming of Super Bowl 50 is a Big Deal

    Continuing the trend of making live sports available to viewers across a wide range of devices, CBS will stream live coverage of this Sunday’s Super Bowl 50 broadcast to viewers both online and through an expanded network of over-the-top connected TV devices, including Xbox One, Apple TV, Roku and Microsoft 10. This decision by CBS and the NFL to allow, and even encourage, the consumption of the premier sports event of the year through connected TV devices is significant for 5 reasons:

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  • NFL's Plan for OTT Streaming of Thursday Night Football Raises Many Questions

    The NFL announced yesterday that it was splitting broadcast rights to Thursday Night Football in 2016 and 2017 between CBS and NBC. The WSJ reported that each network will pay $225 million for the annual rights, a 50% increase over the $300 million per season that CBS alone had been paying.

    But the higher broadcast fees are just the beginning of how the NFL will more fully monetize the upcoming seasons. More intriguing were the sentences from the NFL’s press release: "The NFL is in active discussions with prospective digital partners for OTT streaming rights to Thursday Night Football. A deal announcement is expected in the near future."

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  • VideoNuze Podcast #290: Deep-Dive Q&A With Sports TV Expert Lee Berke

    I'm pleased to present the 290th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we do an in-depth Q&A with our guest Lee Berke, who runs LHB Sports, Entertainment and Media, Inc. Lee has helped dozens of teams create and implement sports TV networks. He has a wealth of insights into the role of sports in pay-TV and how online and mobile video are causing leagues and teams to adjust their traditional distribution strategies.

    Sports are a key driver of increased pay-TV rates and as VideoNuze readers know, I’ve been writing for years (examples here, here, here) about the billions of dollars non-fans pay each year in the form of a “sports tax” - subsidizing expensive sports networks they never watch. With the advent of robust, inexpensive OTT entertainment programming options, the pay-TV multichannel bundle has come under more pressure than ever, with subscriber losses peaking in Q2 ’15.

    In our Q&A with Lee we explore these issues and how he sees OTT impacting teams, leagues and sports TV networks. Lee believes TV will remain the most significant revenue source in sports for the foreseeable future, but also sees the leagues more aggressively experimenting online to serve a new generation of fans. Lee also describes how he’s advising teams, particularly on how to maintain flexibility and capitalize on new technologies.      

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  • VideoNuze Podcast #276: Roundup: Showtime OTT, NFL Live-Streaming, Netflix Ads, Apple's Non-News

    I'm pleased to present the 276th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    It was yet another busy week for industry news, with a highlight being Showtime announcing its new OTT service for $10.99/month. For entertainment-focused viewers who want inexpensive access to great content, the world keeps getting better all the time.

    Meanwhile for sports fans, the NFL announced it's partnering with Yahoo to live-stream a Jaguars-Bills game online in the Fall.

    In one piece of non-news, it appears that neither Apple's OTT service nor an upgraded Apple TV device are going to debut at WWDC next week. And finally, it appears that ads won't be coming to Netflix any time soon either.

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