Wednesday, January 27, 2016

ESPN on pace to lose money in 2030

Looks like ESPN will start losing money for Disney in 2030.  Interesting factoid given there is debate on when does unbundling start to affect the revenue of conferences.

This simply isn't fast enough to protect the ACC from the huge revenue gap.



https://twitter.com/carlquintanilla/status/692015130612252672


Atlantic Equities cuts Disney to neutral. Long-term model sees ESPN becoming money-losing operation:
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2 comments:

  1. Hokie MarkJanuary 27, 2016 at 8:12 AM

    At some point Disney has to realize that pandering to the SEC has cost ESPN big money... right?

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  2. ZJanuary 27, 2016 at 11:13 AM

    I think they will, but it will be MANY years from now, not 2-3. And I am still not sure it does all that much to shrink the revenue gap. But I do believe it will, at some point, keep the gap from growing more. I think the key issue is......will the ACC be proactive and dynamic? Or does it just sit back and hope SEC success doesn't outpace us too much. The later half will cost the ACC greatly. That game plan will not work for the ACC.

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