Head Happy Hour Coach
- Aug 27, 2011
ESPN+ is what they have to develop to keep Wall Street happy. The analysits hammer Disney every quarter on the subs declining.I can't see ESPN being unhappy about getting paid for the local broadcast rights (a la SNY in the northeast). National stuff is absolutely at risk.
Aresco should be shipped to Dallas on a rocket if he gives up the ability for locals to buy rights, in exchange for propping up ESPN+.
Also - it wouldn't make any sense for live sports to transition to ESPN+ exclusively. ESPN gets more revenue per cable subscriber than ESPN+ subscriber. Live sports is one of the few things propping up cable at all.
It has to be exclusive content or they would violate their contacts with the cable carriers.
Hadn’t thought about the inventory that gets sold to CBS or local RSNs. But yeah, that’s his only chance to show any movement in the dollar value of the contract so I’d suspect you should start building that rocket.