Jon Kelly, co-founder of Puck and a keen observer of media and sports, dives into the intense Disney-DirecTV showdown impacting NFL fans. He discusses the shifting sands of cable bundling, emphasizing how streaming options are reshaping viewer preferences. Jon also highlights Amazon’s evolving strategies for its Thursday Night Football broadcasts, focusing on subscriber retention. The talk further touches on the growing influence of private equity in NFL ownership and the implications for future team valuations and franchises.
The ongoing disputes between DirecTV and Disney reflect a major shift in cable distribution towards more tailored subscriber experiences.
Amazon's streaming of Thursday Night Football signifies a transformative approach in sports media, emphasizing the rise of digital platforms for viewers.
Deep dives
The Shift in Cable Distribution Dynamics
Recent disputes between DirecTV and Disney highlight an ongoing evolution in cable distribution. Historically, cable companies have avoided conflicts to maintain subscriber bases, but there's a shift as they attempt to provide a more streamlined offering. ESPN's move to shift some of its programming outside of traditional bundles signifies a new era where channels may lose their exclusivity. This deconstruction of the cable model is predicted to continue, highlighting a need for both legacy media companies and distributors to adapt to a landscape where programming is increasingly tailored to specific viewer demands.
The Impact of Private Equity on NFL Ownership
The NFL's recent decision to allow private equity firms to invest in team ownership is poised to reshape the league's ownership landscape. Historically, NFL teams have been tightly held by entrenched family ownerships, but the entry of financial firms could introduce significant changes. This influx of capital may create liquidity for those wanting to sell their stakes, thereby paving the way for new investors and altering the dynamics within team ownership. Anticipated shifts over the next decade could lead to a diverse array of stakeholders within the league, fundamentally changing how franchises operate.
Streaming's Role in the Future of Sports Media
Amazon's streaming of Thursday Night Football represents a crucial step in the evolving sports media landscape. Despite skepticism about traditional ratings, Amazon appears focused on driving Prime subscriptions and integrating its service with existing networks for successful broadcasts. This move highlights the importance of livestreaming in modern sports consumption, as audiences become increasingly accustomed to accessing games through digital platforms. The collaboration between Amazon and established broadcast partners also strengthens the case for streaming's role in the future of sports, presenting an opportunity for unique programming models.
Puck co-founder Jon Kelly joins The Varsity for a spirited conversation about the Disney-DirecTV grudge match, Disney's channel-shedding journey, and Amazon's great expectations for its third season of Thursday Night Football.