georgia_tech_swagger
Res publica non dominetur
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I Root For: GT, USCU, FU, WYO
Location: Upstate, SC
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RE: Imagining the future after P2
(03-17-2024 08:36 PM)JRsec Wrote: (03-17-2024 07:44 PM)georgia_tech_swagger Wrote: (03-17-2024 02:49 PM)JRsec Wrote: (03-17-2024 02:07 PM)esayem Wrote: (03-16-2024 06:27 AM)JRsec Wrote: Frankly I have some mixed feelings about posting in this thread. But there are some fundamental things which I feel will determine the nature and direction of the P2.
The Big 10 stands at 18 and their last 4 additions held a valuation 600 million less than those of Texas and Oklahoma. The schools left to select from have a pecking order in valuation (their abilities to impact the indirectly the economies around them). This data point is very informative for realignment because it is a direct indicator of the support of a school within their own market reach.
We all understand what a blue blood is and the very nature of the strength of their brands are easy to grasp.
We understand revenue generation and attendance as indicators of a school's ability to help other future conference mates more money. But the ability to drive business outside of the school's athletic department itself is what builds synergy with conference mates.
Notre Dame's last posted cumulative value was .928 billion.
Kansas has one of .527 billion
FSU at .390 billion.
Clemson at .380 billion.
And everyone else is below that with various aspects standing out in their desirability.
Ever wonder how the AAU minded Big 10 could have rumors constantly floating rumors about taking Notre Dame, Clemson and FSU? Well there it is. Even if the Big 10 added Notre Dame they will still trail the SEC by well over 2 billion in their valuation total.
Every wonder why I speak often about Kansas? Kansas has synergy with Oklahoma, Missouri, Texas and Texas A&M and could easily build it with Arkansas.
If the Big 10 takes Notre Dame to keep its advantage all the SEC needs to do is to take Kansas, and either of FSU or Clemson. North Carolina and Virginia or Virginia Tech are market additions and those count too in that the two states are only 2 million shy of equaling holding the value of Florida as a state.
Well, if the SEC does pick up North Carolina and Virginia, with N.C. State and Virginia Tech ESPN keeps total control of the ad markets for 20 million people. So I don't dismiss this out of hand, and rather think it could have legs.
Well, if those 4 are taken to assuage ESPN's interests, and the SEC's concerns are then assuaged with the additions of Clemson, Florida State, Kansas, and perhaps Georgia Tech to maintain total control in Atlanta for the SEC and ESPN. Then I think you will be getting a foreshadowing of the kind of thinking which is going into these decisions.
The Big 10 wants a bigger slice of Florida than just Miami, that only increases ESPN's and the SEC's desire for 1 of those two Florida schools and FSU delivers a higher % of the total Florida viewers, and Miami delivers an area where the SEC reach has been weak.
The SEC already locks down the rest. It would see Kansas as a favor to ESPN, and a nod to a solid division being built in a new SEC West. The SEC basketball is improving but add some brand names to Kentucky and voila they really increase the value of their Winter time sports offering. Clemson and FSU lock down the football branding and the Southeastern emphasis.
Meanwhile up North they will be eyeing Notre Dame and whatever they can do to clinch that relationship. Stanford makes sense in that context. That leaves them 4 to play with and Miami is AAU is in a nice DMA and is easily accessed via air travel. Where do they go from there? They could make a play for Georgia Tech which could leave the SEC looking West again. Or the Big 10 could go for Arizona to shore up a Western 6 and increase market share.
In other words, ESPN/SEC desires and FOX/Big 10 desires will determine the coming size of the Super 2. And the size of the Super 2 will directly impact the union of the rest in a third conference.
The size also will impact the selections made by the Big 10 and SEC.
If the move is to 20 Miami and Notre Dame or Stanford and Notre Dame could end it for them.
Clemson, Florida State, North Carolina and Virginia would do the same for the SEC.
In that world the discussion in this thread is relevant.
But if both move to 24 (I think 22 would be a bit awkward for a return to divisions for the sake of travel), then it radically alters everything you've discussed here.
I think you should look at who you would take and how you would organize it if the SEC and Big 10 stop at 20, and do a contingent plan for if the stop at 24.
I struggle to understand how the SEC increasing its membership by a third will increase its overall value at this point. I mean I'll play with FSU and Clemson because synergistically they would provided amazing football content with current membership. But UVa football in the SEC would be an absolute drag. Culturally they don't fit in the SEC either. Carolina sort of has two camps, some who absolutely would prefer the SEC, and then some Yankee admins who might be drawn to the B18. What both have is absolute synergy with one another and VaTech, State, Dook, Wake, Clemson, and GaTech.
If there are 14 schools out there that increase the SEC and B18's value, then they should be making a lot more than they are currently.
Notre Dame, Florida State, Clemson, Miami, possibly Arizona State for the Big 10, can all still increase value with football for the right S2 or both.
North Carolina, Virginia, Colorado are market enhancements, as are the Arizona schools, and Utah. Any Florida school enhances markets for the Big 10.
Basketball will be treated the same as football because of the court rulings which equally apply. So, for hoops: Arizona, Duke, Kansas, North Carolina, Syracuse and Virginia add value.
In short there are half a dozen to 8 schools which add value. Not all value is just Football brand value.
The question isn't are there 14 schools which add value to the SEC and Big 10. The question is how many conference games does FOX and ESPN require to fulfill their time slots because if the upper tier breaks away that's all they will air. They will stream the others.
ABC contractually can choose to offer as many as 3 games on a Saturday, they definitely will have 2 slots. ESPN, ESPN2 & ESPN 4 all show at least 3 games each on a Saturday and the SECN does another 2. Friday night games are going to be an offering. There's another game on the weekend. That's 14. If we wind up having a closed conference schedule in the upper tier, and that's more likely than not because the investing network(s) don't have to split revenue if it is contained within the conference in which they hold the rights, then that means 14 conference games will be required for each of the ESPN and FOX (CBS/NBC) and that's still with a bye week in each conference for every school.
This is why I've been saying that inventory requirements and pro rata to obtain them so that the existing conference members are not losing money, will lead to larger conferences than people realize or can comprehend. 24 is quite possible, 28 is conceivable, and 32 isn't impossible. I still think though that 32 isn't the sweet spot for the networks.
24 makes it pretty tidy:
SEC Southwest: Kansas, Missouri, OU, Texas, TAMU, Arkansas
SEC South: LSU, Ole Miss, Miss State, Alabama, Vanderbilt, Auburn
SEC Southeast: Florida, FSU, U[sic]GA, GT, Clemson, South Carolina
SEC Appalachian: Tennessee, Kentucky, Virginia, Virginia Tech, UNC, NC State
To 28: +Duke(SE), UofL(SW), Miami (SE, FSU to S), WV (App)
To 28 all but FB: WF, Duke, Tulane, Rice
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I like the concept. I would make one change which would re-arrange things a tad.
Let's take it from the bottom:
To 28 plus 4 for all but FB: Duke, Tulane, Vanderbilt, Wake Forest
To 28 for all sports:
SW: Arkansas, Baylor, Kansas, Missouri, Oklahoma, Texas, Texas A&M
South: Alabama, Auburn, Florida State, Louisiana State, Mississippi, Mississippi State, South Florida
Southeast: Clemson, Florida, Georgia, Georgia Tech, Miami, N.C. State, South Carolina
Appalachian: Kentucky, Louisville, Pittsburgh, North Carolina, Virginia, Virginia Tech, West Virginia
Now you have 28 full members. 4 All but football members.
Big 10:
NE: Indiana, Maryland, Notre Dame, Penn State, Purdue, Rutgers, Syracuse
MNW: Illinois, Michigan, Michigan State, Minnesota, Northwestern, Ohio State, Wisconsin
Plains: Arizona, Arizona State, Colorado, Iowa, Iowa State, Nebraska, T.C.U.
West: California, California Los Angeles, Oregon, Southern Cal, Stanford, Utah, Washington
All but football: Boston College, Connecticut, Gonzaga, Villanova
Wow you must really hate Tennessee.
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