The Sports Bubble Is About to Pop

[J.B. TexasEx]

Don’t buy ESPN’s PR talk that its 7 million-household dip in subscribers is just a blip. It’s for real, and the end of its empire will have widespread consequences for the way you watch sports and pay for TV.

http://www.thedailybeast.com/articles/2015/12/06/the-sports-bubble-is-about-to-pop.html

 

[HornEsch]

I think the way we watch sports from home is going to drastically change. More and more I end up watching sports through the internet (legitimate) and even though currently that is because of my subscription of my cable company, I can see that changing in the future. The big change will happen when the likes of ESPN no longer pay those huge deals for sport leagues. Where will the money come to pay all the overpriced athletes, owners, etc?

Going to be very interesting over the next 5-10 years to see how this unfolds.

 

[Randolph Duke]

Cord cutters were part of why I called bullshit on Clay Travis' claim that SECN revenues were going to launch SEC schools like Mississippi State into a stratospheric financial realms the likes of which schools such as Texas, Notre Dame and Ohio State and could only dream of.

If you look at Disney's 10K that was filed last month, the gross subscriber revenues attributable to SECN were only about $400 million. I don't see how that number increases without some hefty fee increases which aren't coming. The $400 million figure translated to about $6 million per school. That number isn't going higher any time soon.