Negotiating tactic. I only watch TNT for NBA.
Why we are betting the over: The NBA is a very desired commodity. Let’s make that clear. But to maximize value on the next round of deals, it may need at least four partners. Let’s enumerate the reasons:
Though Disney and Warner Bros. Discovery both want to retain the NBA, the feeling is they will be satisfied with fewer regular-season games. They still will increase what they are paying. The growing belief is ESPN’s Wednesday regular-season games will largely go away, and TNT could move to just Tuesdays in the regular season, dropping Thursdays. While both potential changes have some momentum, I feel more definitive about ESPN Wednesdays leaving the equation. Thus, these companies will pay a lot, but their totals may not be nuts in comparison to what they currently are doling out.
The NBA is going to add a streamer, but there is no evidence yet that one of the digital companies will do what Amazon did with the NFL. Amazon Prime Video is spending a billion dollars a year for Thursday Night Football, which is way more than any of the networks were willing to pay. But for the NBA to get huge money from Amazon, it likely will need to offer a Thursday Night exclusive starting the week after the NFL ends and then, as Amazon Prime Video head Jay Marinesaid on the podcast, the company would want the rights to playoffs or something akin to them. Amazon’s proven success on the NFL and its relationship with the NBA make it a perceived favorite for the first digital package.
Apple is the wild card in almost everything. They have endless money, love secrecy (we did break their MLB and MLS deals in this space — thanks for subscribing) and there definitely are relationships between top Apple and NBA executives. The NBA is a forward-thinking league, but the Apple-MLS model of having everything in one spot is impossible at the moment and probably too risky for such an esteemed league as the NBA. The NBA has choices. That said, the NBA likes to emphasize that reach has changed and Apple is definitely thinking about worldwide distribution. A great selling point for the NBA is how international its game is. Is there a deal for Apple and the NBA? It is definitely plausible, but it is unclear what that would entail, at least right now. Netflix has been put out there as a possibility. There is no evidence that Netflix is going to get heavy into big-time live sports. They have added an ad-supported tier, which does open up the possibility. However, you usually build it up from smaller deals to a big splash. Could they do a small NBA deal? Maybe, but I don’t see much evidence yet. Google-YouTube added NFL Sunday Ticket, which may make them players for the NBA. Apple, Google and Netflix are all wild cards, but are they going to seriously overpay for major rights? Even if they did, would the NBA want to risk too much of their future on uncertainty?
The deal to look at is the latest major sports rights agreement: NASCAR just received a 40 percent increase on its last contract. Though it picked up more money, it took five partners to do it. NASCAR renewed with NBC and Fox, while adding The CW, WBD Sports and Amazon.
Here’s your half-full/half-empty way to look at having all these partners. Half-full? All these big platforms are promoting your product. Half-empty? Your fans have difficulty finding your product. It also could make it difficult for new viewers to make it a habit.
So Disney and Warner Bros. Discovery want the NBA, but don’t want as much of it. They will pay more, but how much more? You add in a streamer, which will pay top dollar, but will want some showcase events. The NBA would like to add distribution, andAdam Silver is said to have a soft spot for NBC. He and NBC Universal chairman Mark Lazarus go way back to the Turner Sports deal days. NBC, though, is not going to go crazy in terms of spending for the NBA. It is more of a nice-to-have than a must-have.
This is why taking the over on three partners is the best as we soon turn the calendar to 2024. RSN wild card: With Diamond Sports — which currently leases the rights to 15 teams — in trouble, how the NBA navigates the local market is worth monitoring. Most of the streaming players have some level of interest in these daily local-market games, so that very well could add to the overall amount on the NBA’s deal. As mentioned in a previous newsletter, the NBA may be able to offer more games of its marquee teams to digital players, as some of the limits to satisfy current RSN deals could be lessened if Diamond’s deal unwinds. This could create the possibilities for domestic and international deals rolled into one. Bottom line, there may be room for creativity.
SportsClicker Projection 2.0:
ESPN/ABC keeps the Finals every other year, much of the playoffs and airs regular-season games on Fridays and Saturdays.
TNT keeps Tuesday regular-season games, the All-Star Game and a little less playoffs.
Amazon Prime Video starts TNB after TNF. It ends up with Thursday Night Basketball and playoffs.
NBC gets the Finals every other year and a conference final every other year. It has regular-season games on Sundays after Sunday Night Football ends.
I’m stopping my predictions there, even though I haven’t gotten to the In-Season Tournament. It’s a wild card. I bet the NBA wishes it had started the tournament like five years ago so it could have a bigger pitch for it.
I don’t like the tournament on a streamer that much, because it very well could get lost and lose growth. I also haven’t divvied up the RSN games, but that could be part of the package. There could be more global rights, as well. I am not ruling out Apple, Google or Netflix, but in our 2.0 version, they are not in.
It is four entities, which is probably as far as the NBA should go.
So Marchand predicts that:
ESPN/ABC - Games on Friday/Saturdays on ABC with playoffs and Finals every other year
TNT- Games on Tuesdays, All-Star Game and less playoffs
NBC - Games on Sunday after SNB and Finaks every other year and conference final
Amazon - Games on Thursday after TNF and playoffs.
Sounds after right, but I would add that I expect some exclusive games on ESPN+, Peacock and possibly Max.
Typo in the bold for NBC? You mean games on Sundays after Sunday Night Football?So Marchand predicts that:
ESPN/ABC - Games on Friday/Saturdays on ABC with playoffs and Finals every other year
TNT- Games on Tuesdays, All-Star Game and less playoffs
NBC - Games on Sunday after SNB and Finals every other year and conference final
Amazon - Games on Thursday after TNF and playoffs.
Sounds after right, but I would add that I expect some exclusive games on ESPN+, Peacock and possibly Max.
So no more ESPN Wednesday?
Typo in the bold for NBC? You mean games on Sundays after Sunday Night Football?
And no Amazon getting the In-Season Tournament games? I’m guessing Amazon would get those NBA TV playoff games too (hopefully)?
NBATV will probably get Monday/WednesdaySo no more ESPN Wednesday?
Bullshyt cause TNT crew too importantSo Marchand predicts that:
ESPN/ABC - Games on Friday/Saturdays on ABC with playoffs and Finals every other year
TNT- Games on Tuesdays, All-Star Game and less playoffs
NBC - Games on Sunday after SNF and Finaks every other year and conference final
Amazon - Games on Thursday after TNF and playoffs.
Sounds after right, but I would add that I expect some exclusive games on ESPN+, Peacock and possibly Max.
Bullshyt cause TNT crew too important
Bullshyt cause TNT crew too important
The new show is on CNN? Ain’t that Turner too?They not paying Barkely $20m to work one day a week...