Author Topic: Cord Cutting  (Read 5835 times)

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Offline nfotiu

  • Posts: 4228
  • Juan Soto aka Human Wildcat
Re: Cord Cutting
« Reply #150: November 12, 2019, 01:33:03 PM »
That’s the future that I’m hoping for.

Sports is interesting. I pay for a cable replacement (YouTube tv now, used to be sling) because I like to watch local news while I get ready in the morning and for sports. The local news, I could probably replace pretty easily with a free app if I cared enough to look, sports is harder. Right now, I’m happy to pay what I do because I get what amounts to cable light but with a much better user experience. If YouTube tv and services like it go away, I’m not buying all of the channels I watch individually even if the price is low because it would be a pain to navigate 15 different apps to see what I want to- I’d probably just choose one or two or go without. Last year I missed the Super Bowl because the cbs sports stream sucked and it wasn’t worth the constant buffering to keep watching- it turns out the world didn’t end. I think lot of people will end up in the same situation - missing the can’t miss game turns out to not be a big deal (especially if you don’t care about the teams playing). How many people will pay for an nfl stream, an nba stream, an nhl stream, premier league, sec, b10.... and then have to navigate them individually? Sure I’ll watch Alabama/LSU, but I’m not paying for service for a couple of games a year.

 ESPN is going to have a hard time pricing itself in a post cable world though- right now they’re charging $7 a subscriber, how many of those people would happily not pay and not miss ESPN? I remember reading awhile ago that they’d have to charge something like $30 a month to be revenue neutral (assuming people who watch the station would be willing to pay), but how many people actually would pay that? It probably doesn’t help they they’re locked into some long term rights deals some of which exclude digital rights
I think Apple TV's interface gives a glimpse of the future.  All the apps that are integrated show your next episode, new episodes of shows you watch, shows you might want to watch and promoted shows.  I expect that will be the glue that makes it a better user experience.

Disney saw the future when 2 million people willingly signed up for ESPN+ so quickly considering very little high profile content.   ESPN+ has 3.5 million subscribers already, which is probably about on par with YTTV, Hulu Live, Sling etc., and those services have stalled out in terms of growth.  The future for them is probably ESPN+ that includes real ESPN @$15, Disney+ at $10, and a bundle at $20 and I'm sure they'll get up to 40-50 million subscribers pretty quickly.

The RSNs are the ones who don't seem to have a plan.   There's no way they can get anywhere near the revenue the bundle has given them if they sell themselves standalone.