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BT Sports Channel
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mlt11
26-04-2013
Originally Posted by 1andrew1:
“I wonder what Sarah Simon's understanding is? To simplify matters? Now TV's subscriber numbers at the moment are insignificant (think I've heard 25,000 banded around) so adding these in now won't make any sizeable difference now.”

It won't make a big difference to the total but it will make a big difference to the quarterly movement.

If you look at the December 2012 quarter:

Sky TV subs rose 50,000 to 10,358,000

25,000 of that growth was NOW TV - so (coincidentally) 25,000 was DTH.

25,000 is a tiny proportion of 10,358,000 but it's a big proportion of 50,000.

So, hypothetically, there could easily be a situation in the March quarter where NOW TV subs might rise say 40,000, DTH fall 10,000 and Sky just report overall TV subs up 30,000.

NB. Not saying for one moment that the numbers will be as above but just that they could be.
1andrew1
26-04-2013
Thanks mlt11, that makes a lot of sense.
casinoman13
26-04-2013
Originally Posted by d'@ve:
“Now that is quite a coup for BT. GB + RVP will certainly catch the eye of any football fan! And they are directly relevant to the Premier League, unlike for example David Beckham who is more of a showbiz personality these days (albeit an eye-catching one but at undoubtedly a much higher price than BG + RVP!)”

Do we think these guys will be co-commentators at times eventhough it does state pundit?
I have a feeling a announcement on commentators may be made soon.
VisionMan1
26-04-2013
Originally Posted by mlt11:
“It won't make a big difference to the total but it will make a big difference to the quarterly movement.

If you look at the December 2012 quarter:

Sky TV subs rose 50,000 to 10,358,000

25,000 of that growth was NOW TV - so (coincidentally) 25,000 was DTH.

25,000 is a tiny proportion of 10,358,000 but it's a big proportion of 50,000.

So, hypothetically, there could easily be a situation in the March quarter where NOW TV subs might rise say 40,000, DTH fall 10,000 and Sky just report overall TV subs up 30,000.

NB. Not saying for one moment that the numbers will be as above but just that they could be.”

Ahhh... And reporting the above in such a way they would also be keeping one eye on their share price too. Very clever. But not transparent.
bottleofbest
26-04-2013
Originally Posted by casinoman13:
“Do we think these guys will be co-commentators at times eventhough it does state pundit?
I have a feeling a announcement on commentators may be made soon.”

No chance, that would make no sense, given they have no experience.
d'@ve
26-04-2013
Originally Posted by mlt11:
“It won't make a big difference to the total but it will make a big difference to the quarterly movement.

If you look at the December 2012 quarter:

Sky TV subs rose 50,000 to 10,358,000

25,000 of that growth was NOW TV - so (coincidentally) 25,000 was DTH.

25,000 is a tiny proportion of 10,358,000 but it's a big proportion of 50,000.

So, hypothetically, there could easily be a situation in the March quarter where NOW TV subs might rise say 40,000, DTH fall 10,000 and Sky just report overall TV subs up 30,000.

NB. Not saying for one moment that the numbers will be as above but just that they could be.”

Thanks, I didn't have the figures to hand but I did notice last year that the Sky TV subscriber growth curve was flattening out.

Looks like a crafty move by Sky then, to try and disguise a flat-lining (or decline) but of course, it could backfire on them. Industry analysts aren't stupid and if, after the change in reporting, they flatline anyway, or grow at the same slow rate as before, the conclusion may be drawn of a decline in the underlying TV subscriber numbers. There will be clues in other parts of their accounts, too.

The market gets nervous if it thinks a company is hiding something and a nervous market tends to depress the share price. It may turn out to be not such a clever move in the end.
mlt11
26-04-2013
Originally Posted by d'@ve:
“Thanks, I didn't have the figures to hand but I did notice last year that the Sky TV subscriber growth curve was flattening out.

Looks like a crafty move by Sky then, to try and disguise a flat-lining (or decline) but of course, it could backfire on them. Industry analysts aren't stupid and if, after the change in reporting, they flatline anyway, or grow at the same slow rate as before, the conclusion may be drawn of a decline in the underlying TV subscriber numbers. There will be clues in other parts of their accounts, too.

The market gets nervous when it thinks a company is hiding something and a nervous market tends to depress the share price. It may turn out to be not such such a clever move in the end.”

Yes, I'd agree with all of that.

But the other thing is that Sky aren't stupid - they will also realise all of the above.

If, hypothetically, DTH subs significantly fell but NOW subs rose more to give a net positive TV subs number then it would actually be fairly obvious as it would be seen in the revenue number - as each NOW sub will produce far, far, far less revenue than a DTH sub.

The other thing is that the most important numbers are always revenue and profits in any case. Of course subscriber numbers matter but ultimately the business comes down to revenue, costs and profit. And there is no hiding those numbers!
VisionMan1
26-04-2013
Originally Posted by mlt11:
“Yes, I'd agree with all of that.

But the other thing is that Sky aren't stupid - they will also realise all of the above.

If, hypothetically, DTH subs significantly fell but NOW subs rose more to give a net positive TV subs number then it would actually be fairly obvious as it would be seen in the revenue number - as each NOW sub will produce far, far, far less revenue than a DTH sub.

The other thing is that the most important numbers are always revenue and profits in any case. Of course subscriber numbers matter but ultimately the business comes down to revenue, costs and profit. And there is no hiding those numbers!”

And where talking about revenue is concerned, the pubs n' clubs will be a key market in regard to profit share. As BT have stated they are also targeting all the pubs n' clubs that have never had Sky Sports before. Which implies it will cost significantly less. But would just be extra revenue for BT. A key market, too. Both for revenue and potential extra customer exposure.
VisionMan1
26-04-2013
Oh, and can I just say I think this has been the most debated, informative and interesting thread ever posted on the DS forum. Good stuff!
Alex2606
29-04-2013
It's being reported that BT have now completed a deal for Moto GP rights

Unfortunately it's behind a pay wall so can't give the details of it just yet (I've posted the link incase anyone does have access to it)

http://www.tvsportsmarkets.com/newsl...-motogp-rights
VisionMan1
29-04-2013
Originally Posted by Alex2606:
“It's being reported that BT have now completed a deal for Moto GP rights

Unfortunately it's behind a pay wall so can't give the details of it just yet (I've posted the link incase anyone does have access to it)

http://www.tvsportsmarkets.com/newsl...-motogp-rights”

Heres another article on it -

Quote:
“source Bennetts uk

No ink has been put on a contract yet, but we’re hearing strong rumours the BBC is set to lose TV rights to MotoGP in 2014.

Insiders say an official announcement is some way off, but it looks increasingly likely that the new rights holder will be BT Vision - the online TV provider launched by BT to rival the likes of Sky. The deal is already being talked about in whispers throughout the television industry and in MotoGP.

We believe BT's ambition is to set new standards for bike sport, so expect fully interactive services along the lines of Sky’s F1 coverage, with possible multi-camera options, and the ability to follow different riders on-board and tailor the coverage to the MotoGP viewer.

BT has already made its intentions clear in the sports world by hiring former BBC F1 presenter Jake Humphrey to head
up its premiership football and the BBC’s Claire Balding to work on its new sports channel BT Sport.

They also spent a reported £738
million on a deal to steal Premiership football away from BskyB in June last year, and also made a reported £152 million deal for exclusive rights to the Aviva Premiership Rugby Union.

The parent company, BT, is also currently involved in a £2.5 billion investment in fibre optic cables across the UK to deliver increased broadband speeds and become the most used ‘pipe’ into people’s living rooms.”

http://powerslide.net/forum/index.ph...-bt-sports-ch/
1andrew1
29-04-2013
On another note, BT's Bundesliga rights which it will inherit from ESPN seem to be a good gain considering the great success of German teams this year in the Champions League.
promo-only
29-04-2013
Originally Posted by 1andrew1:
“On another note, BT's Bundesliga rights which it will inherit from ESPN seem to be a good gain considering the great success of German teams this year in the Champions League.”

Yep. With Pep's arrival at Bayern in June, it's going to be all eyes on the Bundesliga for a while.
hyperstarsponge
29-04-2013
MotoGP is on Eurosport so they could be buying those rights? If so BBC can still have the free to air rights so we can have the best all round coverage
rossi_dr
29-04-2013
Originally Posted by hyperstarsponge:
“MotoGP is on Eurosport so they could be buying those rights? If so BBC can still have the free to air rights so we can have the best all round coverage ”

afaik the BBC & Eurosports deals are both up for renewal at the end of this year

so BT Could have the lot exclusive behind a pay wall
channelsurfer
29-04-2013
another FTA sport gone. I expect RaboPro12 to be the next major announcement with Sky getting that if reports are to be believed.
I guess money talks but the audience on BT sport will surely be in the low thousands compared to the exposure BBC gave it?
casinoman13
29-04-2013
Originally Posted by promo-only:
“Yep. With Pep's arrival at Bayern in June, it's going to be all eyes on the Bundesliga for a while.”

I think it will end up having more of a following than La Liga in years to come and don't be surprised if Sky end up showing interest in it.
If true about the moto rights I can start to see why Sky are more concerned about BT than Setanta and ESPN in previous years.
Im sure this is just the start of more decent rights being acquired by BT.
bottleofbest
29-04-2013
Originally Posted by casinoman13:
“I think it will end up having more of a following than La Liga in years to come and don't be surprised if Sky end up showing interest in it.
If true about the moto rights I can start to see why Sky are more concerned about BT than Setanta and ESPN in previous years.
Im sure this is just the start of more decent rights being acquired by BT.”

Can't wait for the CL rights to come up.
coventrywooo
29-04-2013
Originally Posted by channelsurfer:
“another FTA sport gone. I expect RaboPro12 to be the next major announcement with Sky getting that if reports are to be believed.
I guess money talks but the audience on BT sport will surely be in the low thousands compared to the exposure BBC gave it?”

i would be suprised if the pro 12 goes pay tv the people who run it have said they want it free to air at all times
mlt11
29-04-2013
Originally Posted by channelsurfer:
“another FTA sport gone. I expect RaboPro12 to be the next major announcement with Sky getting that if reports are to be believed.
I guess money talks but the audience on BT sport will surely be in the low thousands compared to the exposure BBC gave it?”

As I posted on the other thread it always seemed likely that BT's entry into the market would lead to further rights moving from FTA (or basic Pay) to full premium Pay - as there is quite a lot of decent content which falls into that category and will be far cheaper to acquire than launching into a full blooded battle for other content with Sky.

You're right - the audiences will be tiny. But this acquisition is still entirely understandable as BT needs more content and broader content to fill out its channels.

Exactly how small the audiences are will depend if BT does a similar deal to ESPN on VM. That gives ESPN approx. 1.8m homes. But even with those homes, many ESPN audiences are very small:

eg Aviva Premiership games often get approx. 30,000 on ESPN even with the 1.8m VM homes. If BT doesn't do a similar deal what is the Aviva going to get on BT? There must be a possibility BT will get quite a lot less. And I'd expect MotoGP to be around the same level.
mogzyboy
29-04-2013
Meh, BL is still, essentially, weekend filler outside of Bayern and Dortmund. Same as La Liga really, but with a bit less interest.
casinoman13
29-04-2013
Originally Posted by bottleofbest:
“Can't wait for the CL rights to come up.”

Yes and i'm pretty sure they will go all out to try and get something...noway would I accept they would take the lot of Sky but something could well be the case, again Sky must realize they will be bidding against a company that has good financial clout, at the moment, something that hasn't happened for many a year.
big brother 9
29-04-2013
really cant see them forking out for the champions league rights aswell as the prem, surely the wouldnt be able to recieve the money they paid for them both
casinoman13
29-04-2013
Originally Posted by big brother 9:
“really cant see them forking out for the champions league rights aswell as the prem, surely the wouldnt be able to recieve the money they paid for them both”

Well im not sure what the bidding process is for the rights, maybe MLT11 can help, or what packages but like I said to get something would be a huge stepping stone and no doubt bring more viewers in but you are right to go for the whole hog would be unrealistic.
bottleofbest
29-04-2013
Originally Posted by big brother 9:
“really cant see them forking out for the champions league rights aswell as the prem, surely the wouldnt be able to recieve the money they paid for them both”

They have made it clear they fully intend to bid aggressively for it.
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