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BT Sports Channel (Part 2) |
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#7376 |
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Join Date: Sep 2002
Location: London
Posts: 1,373
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Thanks mlt11, great post.
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#7377 |
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Forum Member
Join Date: May 2005
Posts: 17,163
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Quote:
Thanks mlt11, great post.
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#7378 |
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Forum Member
Join Date: Nov 2001
Location: London
Posts: 2,007
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The BT TV net additions number is outstanding - 106,000 isn't just the best ever - it's the best ever by miles. In the same quarter two years ago (ie launch of BT PL) they got 70,000. Same quarter last year was 38,000.
So the commercial value of those new TV subscriptions cannot be gauged without a breakdown. Many could just be existing BT customers not paying anything extra and only taking it to avoid the new £5 per month BT Sport fee. having the equipment installed could, of course, entice people to take out a subscription. But that would be like Sky counting people taking Freesat from Sky as subscribers as it offers them the same benefit. |
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#7379 |
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Forum Member
Join Date: Aug 2012
Posts: 263
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Decent results posted by BT. Giving their investment, they probably expected a lot more. Come year end things may look different. Smart play by Sky or bold move by BT on CL rights?
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#7380 |
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Join Date: Sep 2012
Location: Walsall
Posts: 1,716
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Thanks - no problem - just to say I've just edited in a bit more re broadband and fibre numbers.
It sounds positive to me, how do you find it and will it get sky thinking? |
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#7381 |
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Join Date: May 2005
Posts: 17,163
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Excellent analysis.
It sounds positive to me, how do you find it and will it get sky thinking? The revenue growth and customer growth look strong. Of the two, the revenue numbers are ultimately much more important - as noted above customers are only of value if they generate revenue. However customer numbers are still of interest as there will be upselling opportunities and they can be a "leading indicator" of revenues in the sense that new customers often come in on offers which later expire leading to higher revenues in the future. However, profits are down - which means the higher revenues have been more than offset by the higher costs of CL. There's also the question as to how much of the annual CL cost has hit the P&L this quarter - I imagine the amount charged is less than 25% - if so the cost to be charged in the remaining 3 quarters will be more than 75%. But even if profits are down it doesn't mean it's a bad investment decision because BT will be thinking long term and it's the nature of many new projects that losses have to be incurred in the short run before profits can be generated longer term. In the short term, BT's profits are undoubtedly lower due to having the CL (and Sky's profits are higher due to not having the CL). But that's only the short term - it's far too early to make any proper judgements re the longer term - which is what ultimately matters - we'll have to see what happens going forward. As for Sky - Sky's results out last week show that they haven't been damaged (at least not yet - still early days) from losing the CL and profits are up, benefitting from the cost saving. Of course that saving is only the £80m per year they were previously paying for CL - if they had paid the required £300m+ per year to outbid BT and retain CL their profits would have taken a hit with that additional cost in their P&L. The issue for Sky is slightly different - it's the knock-on effect - yes they can lose the CL without damage but it then pushes up the importance of the PL to them even more - which of course forced them to pay that much more for the PL than would otherwise have been the case. For Sky it's next year's P&L account which will be the interesting one - their profits surely have to fall significantly next year when their P&L has to take an extra £632m hit from PL rights. |
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#7382 |
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Forum Member
Join Date: Aug 2008
Posts: 910
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Yes the apps and BTSport.com are 720p
Offering 1080p would be ace i have to say PPV boxing im good with, so long as there is no ad breaks like Sky have the gall to do! |
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#7383 |
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Forum Member
Join Date: Dec 2006
Posts: 1,650
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I sometimes watch through the app and have to say I think the picture quality is outstanding, times better than Sky go.
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#7384 |
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Forum Member
Join Date: Oct 2004
Location: The dark side of the moon
Posts: 51,362
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I sometimes watch through the app and have to say I think the picture quality is outstanding, times better than Sky go.
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#7385 |
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Forum Member
Join Date: May 2009
Location: London.
Posts: 2,574
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The quality when using the BT App with Chromecast is excellent. You'd be hard-pressed to tell that it's an internet stream.
Saves me the £4 a month HD if nothing else. Hopefully they are working on allowing the "enhanced player" to work via the Chromecast on CL nights. |
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#7386 |
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Forum Member
Join Date: Jul 2007
Posts: 3,571
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The issue for Sky is slightly different - it's the knock-on effect - yes they can lose the CL without damage but it then pushes up the importance of the PL to them even more - which of course forced them to pay that much more for the PL than would otherwise have been the case. For Sky it's next year's P&L account which will be the interesting one - their profits surely have to fall significantly next year when their P&L has to take an extra £632m hit from PL rights.
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#7387 |
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Forum Member
Join Date: Feb 2002
Posts: 20,371
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The quality when using the BT App with Chromecast is excellent. You'd be hard-pressed to tell that it's an internet stream.
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#7388 |
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Join Date: Oct 2009
Location: London, UK
Posts: 1,195
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Also worth noting in the wider European picture that the Bundesliga rights auction is on the horizon - Sky's European acquisitions were really all about Germany, its where they see significant growth prospects and presumably they will be willing to bid aggressively to hold their current position if a serious challenger emerges.
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#7389 |
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Forum Member
Join Date: Dec 2006
Posts: 1,650
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Unless the Bundesliga want to go down the commercial route of operating like the PL and having more games moved outside the traditional Sat 3.30pm local KO (which fans do not want them to do) - I cant see these rights being massively valueable given they clash with PL games.
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#7390 |
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Forum Member
Join Date: Aug 2008
Posts: 910
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The quality when using the BT App with Chromecast is excellent. You'd be hard-pressed to tell that it's an internet stream.
Still use app every now and again when the wife puts her foot down and wants to watch something
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#7391 |
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Forum Member
Join Date: Feb 2008
Posts: 594
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Quote:
The quality when using the BT App with Chromecast is excellent. You'd be hard-pressed to tell that it's an internet stream.
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#7392 |
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Forum Member
Join Date: Jun 2011
Location: England, E.Midlands & London
Posts: 7,694
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I sometimes watch through the app and have to say I think the picture quality is outstanding, times better than Sky go.
SkyGo quality is really poor IMHO |
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#7393 |
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Forum Member
Join Date: Apr 2012
Posts: 4,044
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BT CL ratings:
Arsenal v Bayern - 758,000 CSKA v Man Utd - 508,000 Other games not in daily top 10s. Excellent rating for the Arsenal game - the first really strong BT CL rating for a game not featuring Man Utd - not surprising given the quality of the game - but still good to see it. EDIT: casinoman beat me by 4 minutes! |
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#7394 |
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Forum Member
Join Date: Feb 2014
Posts: 1,232
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Just wonder if Weds return for Arsenal in Bayern will get close to 900,00 considering the first got over 750,00.
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#7395 |
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Forum Member
Join Date: Sep 2012
Location: Walsall
Posts: 1,716
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They'll be in the pub
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#7396 |
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Forum Member
Join Date: Jun 2011
Location: England, E.Midlands & London
Posts: 7,694
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Any overnights for the Chelsea Liverpool game from yesterday on BT Sport 1 ?
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#7397 |
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Forum Member
Join Date: Apr 2012
Posts: 4,044
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Any overnights for the Chelsea Liverpool game from yesterday on BT Sport 1 ?
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#7398 |
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Forum Member
Join Date: Jun 2011
Location: England, E.Midlands & London
Posts: 7,694
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Quote:
going for 800k?
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#7399 |
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Forum Member
Join Date: Jul 2007
Posts: 3,571
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Quote:
Unless the Bundesliga want to go down the commercial route of operating like the PL and having more games moved outside the traditional Sat 3.30pm local KO (which fans do not want them to do) - I cant see these rights being massively valueable given they clash with PL games.
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#7400 |
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Forum Member
Join Date: Apr 2012
Posts: 4,044
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Quote:
Im punting for 850k - 1m
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