(10-20-2022 03:58 PM)Pirate Rep Wrote: (10-20-2022 09:03 AM)slhNavy91 Wrote: (10-19-2022 11:28 PM)Pirate Rep Wrote: (10-19-2022 09:37 PM)slhNavy91 Wrote: (10-19-2022 09:09 PM)Milwaukee Wrote: That's a "Yeoman's job." Respect.
Thanks.
This year and last, sportsmediawatch has his tables as a picture. Transcribing 200+ lines into the spreadsheet was the heavy lift, before copying into 10 conference worksheets then manipulating each of those for total, conference controlled, and intraconference. I reckon an hour or two a week from here out.
Wow Navy you bring it to the board!! Do these numbers include stream eyeballs?
I think they count SOME streaming numbers...
For a couple years sportsmediawatch would list two numbers for some games - a little parenthetical "with streaming" added. Those were generally ESPN networks, where obviously people are streaming on the app in addition to the linear.
Then, iirc, had a top-level statement about including streaming numbers where applicable.
I don't know the details, though.
ESPN+ streaming numbers are protected like state secrets. But The Mouse surely knows more about how you viewed that game than Nielsen does about anything you watch...
The NFL's Thursday night games on Amazon Prime are now included in Nielsen numbers...because Amazon contracted with Nielsen to do the tracking and rating for them. To me, that's to provide a veneer of truth -- like having a major accountant firm responsible for Oscar vote counting. Amazon knows ALL the details about who is streaming Prime Video.
I'm interested in that because streaming is the go to model for the industry and how that can be assessed for valuation. Right now it appears viewership is understated favoring rights holder.
Agreed - it would be good to know the streaming numbers in detail.
For example, the AAC 2020-2021 Form 990 listed media revenue of $52.16 million. A 5% annual escalation of our original billion dollar deal would rough out to $63 million in year 1, minus whatever decrement losing UConn cost us and whatever decrement results from the $20 million "signing bonus" that got added on in 2019-2020, the final year of the previous deal. That $52.16 million should also include whatever the CBSSN "Navy tier" pays -- unknown, maybe a couple million?
In that COVID year of 2020-2021, the American delivered the contracted inventory for linear, but had a lot less available to ESPN+. We might be able to tell more when 2021-2022 numbers are available, but big-hand-small-map it is reasonable to say that a notable under-delivery of inventory to ESPN+ resulted in getting paid $5 million to $10 million less than expected.
How is the value of that ESPN+ inventory calculated? Streaming numbers have to matter -- in addition to subscription dollars, ESPN gets advertising revenue for the + which surely is priced according to streaming eyeballs.
It's in Disney's interest in a competitive environment NOT to have those numbers out in the wild; it's in the conference's interest to have those numbers, not least to have them in hand for the next negotiation.
I would hope that the contract provides for the network to give that information to the conference, as well as some benchmark measure like average number of streamers for a live event in a given timeslot, even if there is a confidentiality requirement attached.
That's really all just semi-educated guesses on my part.