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的 ESPN/狐狸/WBD Mega-Bundle and the Vegas-ization of Live Sports Streaming

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In Super Bowl week, when interest in sports in the U.酋长队和49人队之间的比赛很可能是美国历史上最大的单场博彩赛事,而老媒体巨头迪士尼(Disney)的赌注再高不过了, 狐狸, 和WarnerBros. Discovery are having one last throw of the dice.

新闻 that Disney was prepping a DTC version of ESPN were baked into analyst predications before Christmas. 鲍勃·艾格(Bob Iger)有其他想法. 他与昔日的竞争对手福克斯体育(狐狸 sports)和华纳兄弟(WarnerBros)展开了一场数字游戏,将ESPN的大型体育报道圈了起来. Discovery into a mega-sports streamer, 预计今年推出, though with no app or brand name in sight.

迪士尼尚未宣布放弃独立的ESPN数字服务计划,这只是此举引发的众多问题之一.

Nathan McAlone的 商业内幕 他说,这“确实代表了对有线电视的生存威胁”,“加速了掐线进入真正的死亡螺旋”.”

的 union is judged “a major disruptive play” by PP Insight analyst 保罗·佩斯卡托雷 谁认为宣布的时机可能在一定程度上给其他非协议方的主要体育版权持有者——派拉蒙和nbc环球——施加压力.

Each company will own one-third of the new joint venture, have equal board representation, and license their sports content to the joint venture on a non-exclusive basis. 的 service will also have a new brand with an independent management team. 目前还没有关于收入分成的细节,不过富国银行(Wells Fargo)分析师史蒂文·卡霍尔(Steven Cahall)认为,这可能会根据所贡献的权利进行分配. He estimates this "as around $20 billion total, including 狐狸/Disney/WBD at 30 percent/50 percent/20 percent.”

定价是一个备受争议的话题,也是这款大型应用的所有者必须正确处理的问题, or risk pricing consumers out of the game. 各种 大家都认为50美元/月并非不合理,但大家对此有什么看法吗. 订阅者还可以将该产品与Disney+等其他服务捆绑在一起, Hulu和/或Max.

加倍下注 这是什么?. 正如佩斯卡托雷所指出的那样, “对于许多, 聚合是圣杯, 很明显,我们正在回归(有线电视)通过互联网提供的大捆绑服务. This has the noted benefit of being a far simpler model for the consumer to understand. Consumers have had enough of signing up for multiple services, paying for different subscriptions, and downloading a slew of apps."

Pescatore补充道,这在体育游戏中尤其如此,因为体育游戏是推动用户注册的少数类型之一. “While competition seems to be healthy, the battle for rights and subscribers is leading to a hugely fragmented landscape. Many companies have made huge gambles, which will take many years to come to fruition, let alone think about making a profit.”

MoffettNathanson分析师 迈克尔·内桑森 called the venture “the skinny sports bundle we’ve been waiting for,“添加, “在我们看来,这是对《百家乐app下载》核心内容的一次姗姗来迟的重新包装,剔除了那些在其他地方更便宜的非独家内容.”

他的主要警告是,这个捆绑包也不包括该公司的新闻和一般娱乐网络, pointing out again that pricing will be key.

Pescatore认为,这一切感觉像是“轻微的防御行动”,反映了向流媒体的巨大转变. Unless Disney or WBD swoop to acquire AppleTV, then rights to the MLS are tied up for the next decade. Netflix还斥资50亿美元购买了WWE的转播权,该公司正寻求建立自己的体育直播订阅基地.

联合起来形成规模经济,分担日益昂贵的体育转播权的负担,可能是传统媒体的最后手段,因为它们根本没有像亚马逊(Amazon)这样的科技巨头那样财力雄厚,也无法产生非媒体收入, 谷歌, 或者苹果.

“这样的交易是运营商减少碎片化的关键途径之一, 降低风险, 更大的控制力,他说. “美国航空业非常关注削减成本和提高效率,以提高未来一年的利润率. We can expect more bumps ahead. 我们也可以期待其他公司和市场密切关注事态发展,如果它证明是成功的,就会在其他地区复制它.”

Dubbing the venture “the Hulu of the sports world,” George Salazai of 好莱坞记者 noted that such A-list marriages rarely end well. All the partners need to be aligned on on strategic and financial goals, and then there are the technical mechanics of rights management, 数据分析, and customer management to resolve.

“因此,这款跑车最终的运作方式是否会与Hulu大不相同? Hulu最初是一家流媒体企业,但最终与迪士尼达成协议,成为其唯一所有者。?Salazai推测道.

的 美国游戏协会 (AGA)预计,美国将有26%的人.S. adults will bet on the Super Bowl this Sunday for a combined total of $23bn.

版权所有者和体育联合会都将体育博彩视为打开这个王国大门的钥匙. 作为英国报纸 《百家乐软件app最新版下载》 注意到,ESPN刚刚发布了一份 冗长的特性 about the NFL’s less hostile outlook on sports betting. EPSN surrounded the story with links to analysis and advice 文章 for gamblers. ESPN BET体育博彩的链接被“显著”地放在最新比分的下方 ESPN.com. Last year ESPN agreed a $2bn deal with a gaming company, Penn Entertainment, to launch the branded sportsbook.

While the Chiefs and 49ers face off at the Allegiant Stadium, the Vegas-ization of live sports streaming has barely touched down.

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