Are Global Sports Streaming Rights Shifting?
Are t在这里 tectonic shifts afoot in the ultra-competitive and lucrative world of sports streaming licensing and rights, 特别是在欧洲, and how long can early entrants continue to lose money and still stay relevant? 首席执行官埃文•夏皮罗 ESHAP, discusses this topic with Ophelie Boucaud, Senior Analyst, Dataxis, in this clip from 流媒体连接 in November.
Shapiro begins by mentioning that 迪斯尼 failed to bring cricket to the streaming market in India because they did not understand the market t在这里. He notes that in regions such as Europe, 中东, 和北非, sports are a public service media and people are accustomed to watching games without paying any fees or seeing ads, but he thinks t在这里 is going to be a shift. He asks Boucaud if she sees a shift towards paid sports programming in those markets.
“It's already shifting in some markets,” she says. “If we take Europe, for example, sports rights are fragmented across different typologies of factors. So it's not just public service broadcasters, but you have telcos also investing in sports rights. So from their TV platforms, you have 天空, which has soccer rights in the UK and in other big markets. Canal + in France used to be a big actor, but they actually stopped buying soccer rights due to the price. So telcos were very much engaged, and now they're retracting from the sports rights industry. You also have Pure Player on the OTT market. Amazon Prime also invested in soccer rights in France. They're also present across other Europe and the top five territories. 你有 DAZN, which is a really big actor in the German-speaking markets, and they're also quite active across the region and other dedicated services and smaller territories and smaller sub regions. In MENA (Middle East 和北非), you have 拜因, which is one of the two biggest TV platforms in the region. They also launched a service right before the soccer World Cup named 托托, which gained a lot of traction because they had the sports rights for the whole competition. So it's definitely a very interesting premium content to leverage and to gain reach, and what we see mostly with sports is it's not sustainable by itself because the rights are just crazy expensive.”
夏皮罗说, “If you look at the United States, football is basically moving piece by piece to big tech: NFL Sunday ticket on YouTube, Thursday night football on Amazon. 甚至 孔雀 is going to have an exclusive playoff game in the first quarter next year. 苹果的 supposedly going to pay billions of dollars for 一级方程式赛车 在这里.” He asks Boucaud if she believes that the smaller paid television streamers will be able to compete against the giant tech companies.
“In the short term, likely not,” Boucaud says. “And that's why we've seen telcos going out of the market. We see also that broadcasters are not necessarily able to follow the hike in prices, but sports rights are very special in the way that they're quite disconnected from the real value of content. The way that you can monetize and make money out of sports content is completely disconnected to the price of rights. So usually it's leveraged as an incremental source of reach. You bring the fans on your platform and those will pay more. So you take your Revenue Per User (RPU) higher, 但最终, it's always considered in a bundle with connectivity or with other types of content. And players like DAZN really killed the market for the established players. So we used to have sports packages on 天空 that would be around 40 pounds. Now you have DAZN, and you can just take a monthly subscription for 15 pounds.”
Shapiro asks if DAZN is profitable, and Boucaud says that it’s not. “I just don't understand how they stay in business, to be blunt,” he says. “Just because they're spending all this money for sports rights. I can't imagine they're profitable. Someone's going to buy them at some point, right?”
“That’s the big question,” Boucaud says. “Not if, but rather when, exactly.”
看 完整的会议 from 流媒体连接 November 2023. We'll be back in person for 纽约流媒体 on May 20-22, 2024. 更多细节请点击这里.
相关文章
Live sports is the last appointment viewing left in the media world, 但与此同时, chaos reigns in the realms of licensing and rights and the ability of streaming consumers to access the games they want to see. AWS Head of Sports Julie Neenan Souza, ViewLift VP Chance Mason, and Altman Solon Director Matt DelPercio discuss the current state of sports media in this clip from 流媒体连接 2024.
2024年4月1日
As the prices paid for top-tier sports streaming rights continue to reach astronomical levels, and the potential disruption created by the blockbuster ESPN/Fox/Warner Bros. joint venture (popularly termed "Spulu") teased in February, what sports licensing will look like as 2024 rolls on and who will be able to afford it is anybody's guess. Will it play out differently in the U.S. 和欧洲? And as costs are passed on to users, why wouldn't sports fans just stick with cable? Find out what top analysts like ESHAP's Evan Shapiro, Erickson's Paul Erickson, Dataxis' Ophelie Boucaud, 以及TVREV的艾伦·沃尔克, say in this clip from 流媒体连接 2024.
2024年3月25日
Fubo filed an antitrust lawsuit against The Walt 迪斯尼 Company, FOX Corp.华纳兄弟. 发现公司. and their affiliates today, alleging that the vertically-integrated media companies have engaged in a years-long campaign to block Fubo's innovative sports-first streaming business resulting in significant harm to both Fubo and consumers. The complaint alleges that the forthcoming launch of a sports-streaming joint venture steals Fubo's playbook and is the latest example of this campaign.
2024年2月20日
T在这里 can be little doubt that live sports streaming has a lucrative and dazzling future. But first, it needs to get past the Tone Test stage.
2024年1月26日
Caffeine is a well-funded, newer live broadcasting platform for fan-focused, niche content for interactive viewing. With the platform now surpassing 40 million users, most of its content consists of long tail and local sports programming. With $262 million in financing raised since 2016, Caffeine is emerging as a destination for "sports you can't find anyw在这里 else.这个Q&A with Caffeine CEO Ben Keighran explores Caffeine's unique approach to niche sports streaming and monetization model.
2023年12月8日
Five-Nines uptime in streaming went from a pipe dream to mainstream expectation in a relatively short time, but how realistic is that seamless user experience in the high-stakes, large-scale world of sports betting and iGaming w在这里 ultra-low latency is the sine qua non of success? Chris Pfaff of Chris Pfaff Tech 媒体, Joshua Johnson of EdgeNext, and Sean Gardner of AMD discuss in this clip from their panel at 流媒体 East 2023.
2023年8月18日
Are metaverse events that deliver consistent interactive and even immersive experiences that move with their audiences the future of event streaming? 媒体.蒙克斯的艾伦·布卡里亚, EdgeNext's Joshua Johnson, and Chris Pfaff of Chris Pfaff Tech 媒体 discuss in this clip from their panel at 流媒体 East 2023.
2023年7月26日
Parks Associates副总裁, 研究 Jennifer Kent discusses the forces driving ultra-low latency streaming including the ascendant sports betting industry in this interview with 流媒体 Editor-in-Chief Steve Nathans-Kelly at 流媒体 West 2022.
2023年1月2日
Evoca TV CEO Todd Achilles discusses how Evoca combines OTA and OTT in a seamless experience for sports viewers in this clip from 流媒体连接 2022.
2022年5月10日