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Message: [QUOTE="TheFarmFan, post: 4699119, member: 9403"] Thanks for the great comments, y'all! Batching and in-lining my responses for efficiency's sake. Yes, and this could cut in two directions at once. On the one hand, movement away from Cable eliminates the phenomenon whereby ESPN was subsidized by tens of millions of non-sports fans forced to donate ~$6 per month to it. On the other hand, fragmentation means that live events that get eyeballs become comparatively more valuable [I]than ever[/I]. So far, college football has been that. If it continues, even if the absolute viewership declines, the relative viewership makes college football telecasts exceedingly valuable for advertisers trying to reach wide cross-sections. So I can see this going in both directions at once. I agree, but this is why the Pac-1X has such an edge here - they bring production and announcing with them. And I've been genuinely impressed by both the production values and announcing of the Pac-12 Networks. For all the flaws it it, that was the one thing it did well. That was actually exactly how I meant it! We are of the same mind - I am just not sure the streamers value Pac-12 content highly enough quite yet. All that said, the timing of the writers/actors' strike is helpful to their negotiations, because it's a stark reminder that streamers need ever-refreshing content, and college sports is nothing if not endless hours of new, live content. If I had to guess, and I could be wrong, my bet is either they'll announce an NBC Sports/Peacock linear/streaming combo or else a combo of ESPN linear and ESPN+ plus either Prime or Apple TV+. Both ESPN and NBC will value that their streaming platforms won't be responsible for production, and Prime and Apple TV+ don't even have that capacity. And Iger is desperate to find ways to get people to sign up for ESPN+. [/QUOTE]

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