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Broadcast options for Australian Rugby

SouthernX

John Thornett (49)
Wonder if the seven execs are so thrilled about advertising a competitor's product. I guess their money is as good as anyone's

I don’t even see seven as a competitor to Stan.

It is if you judge via parent companies 7 vs 9
but until channel 7 enters that space as a
paid subscription/streaming service than I think they should take channel 9 Super Bowl money
 

Strewthcobber

David Codey (61)
I don’t even see seven as a competitor to Stan.

It is if you judge via parent companies 7 vs 9
but until channel 7 enters that space as a
paid subscription/streaming service than I think they should take channel 9 Super Bowl money
Stan felt like a competitor when I was streaming the cricket live on 7+ last night
 

Rhino_rugby

Herbert Moran (7)
I don’t even see seven as a competitor to Stan.

It is if you judge via parent companies 7 vs 9
but until channel 7 enters that space as a
paid subscription/streaming service than I think they should take channel 9 Super Bowl money
Until Channel 7 moves into the subscription streaming space like Stan, they’re not really direct competitors. Might as well take Channel 9’s Super Bowl money while they can.
 

The Ghost of Raelene

David Codey (61)

Media giant Disney is entering the sports streaming market in Australia, moving its existing coverage of the top American sports leagues, including the NBA and NFL, to its streaming service Disney+.

In a bid to capitalise on the growing popularity of the world’s most popular sports leagues, Disney will add ESPN to Disney+ at no extra cost, dealing a blow to Foxtel’s one-stop sports shop Kayo.

Yet with Foxtel raising the cost of a Premium Kayo subscription to $40 per month in January, a Disney+ subscription comes at a significantly lower price point of $13.99 or $17.99. However, a price hike at Disney+ is likely at some point this year, this masthead was told.

Foxtel shares the rights to broadcast the NRL with Nine, the owner of this masthead, which holds the free-to-air component. The league is preparing to begin negotiations for its next contract from 2027. Both will face a fight to renew their current deals, with a bidding war expected to include global streamers.

While News Corp did not report Foxtel subscriber figures in the final quarter of 2024 due to the sale process being under way, it lost 16 per cent of its subscribers in the final quarter of 2023, after the AFL and NRL seasons ended.


Whilst not Rugby related you can draw lines between it being a good thing Rugby Stays on Stan and not Fox/Kayo. This is a big hit to them and I will be someone looking at cancelling it if I can't watch US sports. Would we have wanted to be on a platform with likely more opt outs than ins? It's an NRL and AFL platform now.
 

PhilClinton

Mark Loane (55)
Is the price hike to $40 short sighted or a deliberate move to assist them with not losing too much revenue when a bulk of their subscribers bail out to Disney soon.
 

Slim 293

George Smith (75)
Is the price hike to $40 short sighted or a deliberate move to assist them with not losing too much revenue when a bulk of their subscribers bail out to Disney soon.

Possibly the latter, as the ESPN move to Disney was flagged last year... and the NBA is one of Kayo's most popular leagues.
 

LeCheese

Peter Sullivan (51)
Possibly the latter, as the ESPN move to Disney was flagged last year... and the NBA is one of Kayo's most popular leagues.
With talk of Netflix seriously looking at acquiring F1 rights, it could quickly go from bad to worse for Kayo.

Suddenly $40/month for basically only cricket and NRL looks like pretty poor value
 

Highlander35

Steve Williams (59)
With talk of Netflix seriously looking at acquiring F1 rights, it could quickly go from bad to worse for Kayo.

Suddenly $40/month for basically only cricket and NRL looks like pretty poor value
The AFL still has ~5 games per week exclusive to Foxtel/Kayo I think.

Definitely feels like streaming is on a knife's edge at the moment (not that it hasn't felt that way for a few years), and what that reformatting looks like is up in the air. Sport exclusive services, unless they're run by the sports authority themselves don't look to be in a great place, some are struggling to put out the content they need to churn subs, lots like Disney are clearly looking to bring everything "home" rather than selling it off/sharing it piecemeal to other providers.
 

Slim 293

George Smith (75)
The AFL still has ~5 games per week exclusive to Foxtel/Kayo I think.

Starting this year they have the exclusive "Super Saturday" matches, as well the two on Sunday... so potentially up to six or seven exclusive games in some rounds.

But they'll also now have their own separate broadcast/commentary team for every match they share with Seven.
 

Adam84

Rod McCall (65)
Fast forward 10 years, and the SVOD market globally will be dominated by a handful of companies...

Disney, Netflix, Bein, DAZN are all putting their hands up to be those global media SVOD conglomerates.

Following them, you have Paramount, Sony & NBC, who all have good-sized catalogues for content but no real platform or market share.

Then you have the infrastructure companies like Prime and Apple; Prime has a competitive advantage through Amazon infrastructure but no real catalogues. Likewise Apple, it has the eco-system but no catalogues. So could see some mergers/partnerships between these infrastructure companies and Paramount/Sony/NBC going forward.

Lastly, you have the Aussie battlers.... Stan/NineNow, Foxtel and TenPlay... the reality is these will all fade away at some point... depends on what government regulation does to protect them in coming years, but they can't compete as the majors increasingly tie up the content.
 
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