Latest / Foul Territory / Andrew Marchand on ESPN-MLB divorce, Future of baseball media
Transcript
- 0:00Speaker 1: That's what they have to figure out is how to
- 0:01Speaker 1: present the game and so they can maximize their money
- 0:05Speaker 1: and they can grow it. And I think you know,
- 0:06Speaker 1: it's a combination of distribution, so broadcast, you can argue
- 0:10Speaker 1: some of the new streamers, but they're not there yet
- 0:13Speaker 1: for not marquee events.
- 0:19Speaker 2: All right, here you go. We've got Andrew Marshan joining
- 0:22Speaker 2: us right now, senior writer for the Athletics Sports Media Expert.
- 0:26Speaker 2: Have been following him for a long time and you
- 0:28Speaker 2: can also check out his podcast multiple times a week
- 0:31Speaker 2: on the very topic we're going over, and many others
- 0:34Speaker 2: all around sports media at Andrewmarshan dot com. Andrew, great
- 0:37Speaker 2: to have you on man. Obviously a huge story that
- 0:39Speaker 2: we wanted to dive into with you because ESPN and
- 0:42Speaker 2: MLB just announced a massive divorce. Can you take us
- 0:47Speaker 2: through what the implications will be for baseball fans, for
- 0:51Speaker 2: MLB and for ESPN.
- 0:54Speaker 1: So, yeah, it's a big deal. The next year, nothing,
- 0:57Speaker 1: this upcoming season, nothing will change. But as it stands now,
- 1:02Speaker 1: ESPN they owed baseball five hundred and fifty million dollars
- 1:06Speaker 1: a year for the next three years after this season,
- 1:10Speaker 1: you know, as they're gonna pay it this year. Of course,
- 1:12Speaker 1: they do Sunday Night Baseball, they do the home run Derby,
- 1:15Speaker 1: and they have the first round of the playoffs. So
- 1:19Speaker 1: they looked at this contract and they said five hundred
- 1:21Speaker 1: and fifteen million dollars. Wait a minute. Apple pays ninety
- 1:24Speaker 1: million for their double headed regular season national games exclusive
- 1:28Speaker 1: on Friday, Roku on Sundays paying ten million. We agree
- 1:32Speaker 1: we should pay more than them because our package includes playoffs,
- 1:35Speaker 1: home run derby. Sunday Night Baseball is better. But is
- 1:40Speaker 1: it fifty five times better than Roku? Is it six
- 1:45Speaker 1: and not very good? Maths six times better than Apple?
- 1:48Speaker 1: They said no. The two sides pretty heated. Yesterday, Rob
- 1:54Speaker 1: Manfred sent a memo to the owners that my colleague
- 1:58Speaker 1: Evan Drelich of the LETEK obtained, and he said that
- 2:02Speaker 1: the ESPN is a platform that's shrinking, which I don't
- 2:08Speaker 1: think he would have said if they were still willing
- 2:11Speaker 1: to pay them five hundred and fifty million dollars. So
- 2:14Speaker 1: now baseball goes into those final three years with nobody
- 2:18Speaker 1: to work with yet. Manford said he has two places
- 2:21Speaker 1: that are potential new distribution partners, but we'll see what
- 2:26Speaker 1: happens next who's.
- 2:28Speaker 3: To blame for this? Nobody's nobody's blaming ESPN for wanting
- 2:33Speaker 3: to save money and read the landscape. But nobody's blaming
- 2:36Speaker 3: MLB for blaming ESPN for not covering baseball the way
- 2:40Speaker 3: that they should or shouldn't. So who's to blame? Who
- 2:42Speaker 3: really gets the brunt of this blame?
- 2:45Speaker 1: Yeah, I'll blame somebody Rob Manfred and Noah Garden Manfred
- 2:51Speaker 1: if you I don't know what their vision is as
- 2:53Speaker 1: of yet in terms of their TV deals. They were
- 2:59Speaker 1: mad because the last time around in twenty twenty one,
- 3:03Speaker 1: ESPN chairman Jimmy Pittaro, he lowered what he was offering
- 3:07Speaker 1: from around seven hundred and seven fifty millions with ESPN
- 3:10Speaker 1: was paying to the current five hundred and fifty million
- 3:13Speaker 1: dollars a year, which I think is five to seventy
- 3:15Speaker 1: for this season. So they weigh these things, they average
- 3:18Speaker 1: out over the whole contract, and so you know, you
- 3:21Speaker 1: generally at the end they are more than at the beginning,
- 3:24Speaker 1: and so, okay, you're mad about that. But then you
- 3:28Speaker 1: go and you take the extra games at ESPN didn't
- 3:30Speaker 1: want anymore, and you go to Apple and you sell
- 3:33Speaker 1: them for ninety million dollars and you call an experiment.
- 3:36Speaker 1: You go to Roku. Well, first you have Peacock, but
- 3:38Speaker 1: then you go to Roku and you sell them for
- 3:39Speaker 1: ten million dollars. I don't know how you can expect
- 3:42Speaker 1: ESPN to sit there and say you've just devalued how
- 3:45Speaker 1: much you say regular season games cost. And again not
- 3:48Speaker 1: that ESPN's package is slightly better. But if you look
- 3:51Speaker 1: Roku's schedule came out this week, it's not bad. It
- 3:56Speaker 1: has some Yankee games, some Dodger games, I believe, and
- 4:00Speaker 1: it's it's okay, and there is some exclusivity because those
- 4:03Speaker 1: games start a little bit earlier. ESPN has the full
- 4:07Speaker 1: ramp of nobody else playing on Sunday night. It's clearly better,
- 4:11Speaker 1: is it. It probably is worth you know, two hundred,
- 4:14Speaker 1: two hundred and fifty maybe three hundred million dollars. You probably,
- 4:17Speaker 1: you know, should be paying for that package at this point.
- 4:21Speaker 1: And so yeah, I think, like, I don't know what
- 4:23Speaker 1: their vision is. Having the opt out that they agreed
- 4:27Speaker 1: to with three years left is not ideal because most
- 4:31Speaker 1: partners want a longer term deal so they have stability.
- 4:34Speaker 1: And after the twenty twenty eight season, Fox t and
- 4:37Speaker 1: t and this deal are gonna be up, and so
- 4:42Speaker 1: I don't really see. And then obviously they also have
- 4:44Speaker 1: the regional sports network problem, and it's not a great
- 4:47Speaker 1: These aren't great cards that they've been dealt. So I'm
- 4:50Speaker 1: not I'm a little sympathetic in terms of that, but
- 4:54Speaker 1: I don't see at this moment the vision of what
- 4:57Speaker 1: they're trying to do and how it's cohesive. Because ESPN
- 5:01Speaker 1: is likely their best partner that they could have. We
- 5:05Speaker 1: can talk about the Amazons, we could talk about maybe
- 5:07Speaker 1: another network, Apple, Roku, you Google YouTube. The streamers are
- 5:13Speaker 1: unproven with regular season baseball, and you're gonna talk about
- 5:17Speaker 1: that ESPN's not featuring baseball on it's on Sports Center
- 5:24Speaker 1: or their talk shows, and maybe that's true. Go to
- 5:28Speaker 1: a streamer and let's see what the ratings are if
- 5:31Speaker 1: you're major League Baseball for regular season games. I don't
- 5:34Speaker 1: think they're gonna be great. I don't think that many
- 5:35Speaker 1: people think less people will watch, and I think you're
- 5:37Speaker 1: taking big risk of going to those twenty twenty eight
- 5:40Speaker 1: deals that you're gonna have to renew or reconfigure.
- 5:45Speaker 3: Did Rob Manfred's comments were they too petty in a
- 5:49Speaker 3: sense of like, well, if you're not going to then
- 5:52Speaker 3: you're not that cool anyway, ESPN and we're fine with it.
- 5:55Speaker 3: Were they too petty in the sense that whoever's going
- 5:59Speaker 3: to be picking up these games or whoever they're going
- 6:01Speaker 3: to next the two other places that he said they're
- 6:04Speaker 3: going to be, you know, possibly streaming on, Like do
- 6:07Speaker 3: you really want to work with the guy who does
- 6:09Speaker 3: this at the divorce of, you know, a long standing
- 6:12Speaker 3: relationship that Major League Baseball on ESPN had.
- 6:16Speaker 1: So I'm a person who thinks like you have a
- 6:19Speaker 1: reason for everything you do, and so especially we're talking
- 6:22Speaker 1: about if you're the commissioner here, what's the strategic reason
- 6:26Speaker 1: to this ESPN here after a long relationship that has
- 6:31Speaker 1: been a good relationship overall. You could argue that they don't.
- 6:34Speaker 1: The reason that you guys, you know, are are off
- 6:38Speaker 1: to success is because you have an audience that likes
- 6:41Speaker 1: to talk about baseball. But I'm not saying it's a
- 6:43Speaker 1: niche audience, because I think there's a big niche for baseball.
- 6:46Speaker 1: There's a lot of baseball fans. But if you want
- 6:48Speaker 1: to do a show like First Take, people want to
- 6:51Speaker 1: hear about the cowboys. So the idea that it's not.
- 6:56Speaker 1: They would talk about the Milwaukee Brewers on first take
- 6:58Speaker 1: if more people would watch. They're just doing what the
- 7:01Speaker 1: metrics say. And so to bring up that stuff, which
- 7:04Speaker 1: I don't think really concerns them, the five hundred and
- 7:07Speaker 1: fifty million dollars is what concerns Major League Baseball, I
- 7:11Speaker 1: don't see the purpose of that. I also, ESPN still
- 7:15Speaker 1: wants to be in business with Major League Baseball. They
- 7:18Speaker 1: want to have national games. They'd like to be part
- 7:21Speaker 1: of the solutions for regional sports games and all the
- 7:25Speaker 1: problems with the RSNS. And the other thing is they
- 7:29Speaker 1: have someone in Jimmy Pittaro who's a huge baseball fan.
- 7:32Speaker 1: And when you make these decisions, you'd like to say, well,
- 7:35Speaker 1: that doesn't matter. I think it does matter a little bit.
- 7:37Speaker 1: The guy in charge eats and drinks and breeds the
- 7:41Speaker 1: New York Yankees still gets upset over regular season losses.
- 7:47Speaker 1: And so that's someone who you want. And his sister
- 7:51Speaker 1: works in the commissioner's office, so you feel like that's
- 7:54Speaker 1: someone who's I wouldn't say family, but it's someone who
- 7:57Speaker 1: you could work with. And here's the other question you
- 8:00Speaker 1: have to ask yourself. You're major League Baseball. Why did
- 8:02Speaker 1: did the deal the last deal go down from seven
- 8:05Speaker 1: hundred plus to five point fifty because they didn't have
- 8:09Speaker 1: somebody else to go to. They had somebody else to
- 8:12Speaker 1: go to, then they would have or they at least
- 8:14Speaker 1: used to, you would have used the leverage to keep
- 8:15Speaker 1: the number at the same number. Why did they end
- 8:17Speaker 1: up at Roku for ten million dollars? Because nobody really
- 8:20Speaker 1: wanted those deals. Now the streamers have matured. Amazon's clearly.
- 8:26Speaker 1: I think they're probably ESPN's biggest rival right now, with
- 8:28Speaker 1: Netflix maybe around the corner because they have the NFL,
- 8:31Speaker 1: they have Thursday Night Football, they liked the idea, they
- 8:34Speaker 1: have a relationship with the Yankees. They've been very smart
- 8:36Speaker 1: and so could they be the saving grace maybe? But
- 8:40Speaker 1: they also I don't know if they're just writing a
- 8:42Speaker 1: check because they can. That's not what their mo is. Yeah, Netflix,
- 8:46Speaker 1: Apple has not been a success. They don't release any numbers.
- 8:50Speaker 1: I can't say the numbers I've heard, but they've not
- 8:52Speaker 1: been good. And you just have a feel too when
- 8:55Speaker 1: when those games are on for people for their local team,
- 8:59Speaker 1: is their excitement or is it a nuisance? And I
- 9:01Speaker 1: think I think almost one hundred percent. People would say
- 9:04Speaker 1: it's a nuisance. It's four times a year, and I
- 9:06Speaker 1: don't really see the strategy of what they're doing. They
- 9:09Speaker 1: got to really rethink when they get the twenty twenty
- 9:11Speaker 1: eight in terms of how they're gonna sell their packages
- 9:13Speaker 1: because they have to do it differently than they are
- 9:15Speaker 1: now because it's a different world with streaming, and again
- 9:19Speaker 1: there's no vision right now. So to answer your question,
- 9:21Speaker 1: I don't understand why you make those comments because I
- 9:23Speaker 1: think if you're smart, you want ESPN still involved. That's
- 9:26Speaker 1: only gonna help you. It's not gonna hurt you if
- 9:28Speaker 1: you have ESPN at the table, even if you want
- 9:30Speaker 1: to leave.
- 9:31Speaker 2: Yeah, misguided and dumb, take the high road. It's not
- 9:34Speaker 2: like it's the last time you're ever going to work
- 9:36Speaker 2: with them. I'm totally with you. And it's not like
- 9:39Speaker 2: we always get straight shooter comments and that's fine, we
- 9:41Speaker 2: know what we're getting from the league. But Commissioner Man
- 9:45Speaker 2: for talking about the a situation, Commissioner Man for talking
- 9:47Speaker 2: about the uniform disaster, right like, all that gets covered up,
- 9:50Speaker 2: but then we're gonna blast ESPN. Yeah that rubbed me
- 9:53Speaker 2: the wrong way. So here's the perfect follow up I
- 9:55Speaker 2: think for the league to think about is do they
- 9:58Speaker 2: really have multiple other streamers or networks involved here? Do
- 10:02Speaker 2: you think that they do? He promised everyone in his letter.
- 10:05Speaker 2: It's not like he was talking off the cuff when
- 10:07Speaker 2: he blasted ESPN. He also said in the letter in writing,
- 10:10Speaker 2: we've got two other dance partners. Do you believe it
- 10:13Speaker 2: in any speculation on who that would be?
- 10:16Speaker 1: So, you know, part of reporting is trying to be prepared.
- 10:19Speaker 1: So I've talked to a lot of places to try
- 10:21Speaker 1: to gauge interest. Do I think there would people want
- 10:24Speaker 1: to broadcast or stream baseball? Yes? Are they going to
- 10:28Speaker 1: come close to five hundred and fifty million dollars? Very
- 10:31Speaker 1: doubtful that they'll get even any you know, near that number.
- 10:34Speaker 1: I'd be surprised by that because of the precedents of
- 10:38Speaker 1: the other deals and where the value is. A Sunday
- 10:41Speaker 1: night baseball game probably brings in about a million and
- 10:44Speaker 1: a half to two million dollars when you add it
- 10:46Speaker 1: all up in advertising per game. There's twenty six of
- 10:49Speaker 1: them around, So do the mat there. You're talking about
- 10:52Speaker 1: fifty two million in the playoffs, maybe add another one
- 10:55Speaker 1: hundred million. Home run Derby. I think you can get
- 10:57Speaker 1: the two hundred million, and maybe then it's baseball you
- 10:59Speaker 1: get two hundred fifty million. I think those are the
- 11:01Speaker 1: numbers you're probably talking about, so I could go one
- 11:05Speaker 1: by one. I try not to say what's not gonna
- 11:07Speaker 1: happen because nobody's gonna Guys are gonna call it. You say, hey,
- 11:11Speaker 1: Marsham said they're not gonna end up on Fox. I
- 11:13Speaker 1: will say I don't think they will end up on Fox.
- 11:15Speaker 1: Let's let's be the cheap deal. Fox already has baseball,
- 11:17Speaker 1: they already paying baseball. They like their a situation. They've
- 11:21Speaker 1: been offered Sunday Night in the past, they haven't gone
- 11:23Speaker 1: for it. Could someone like NBC with their Sunday Night
- 11:27Speaker 1: they have Sunday Night football, they have Sunday Night basketball.
- 11:29Speaker 1: Could they do a package? Yeah, but you don't have
- 11:32Speaker 1: all like what happens is September. You're not on broadcast
- 11:35Speaker 1: TV at that point because they have football. So you
- 11:37Speaker 1: go to Peacock. Does that Does that solve what Manford
- 11:43Speaker 1: said in his memo in terms of we want broader distribution,
- 11:47Speaker 1: So your most important Sunday primetime games are possibly on Peacock.
- 11:51Speaker 1: I don't see that. You know, CBS maybe is you know,
- 11:55Speaker 1: it could be a new entry, but I tend to
- 11:58Speaker 1: doubt it. Again, I'm not gonna rule any out, but
- 12:00Speaker 1: when I don't think so, and so you get to the streamers,
- 12:03Speaker 1: I think Amazon's the one everyone points too, but they
- 12:07Speaker 1: don't look at themselves as we're dying to get in.
- 12:10Speaker 1: They they are very strategic, very smart. And then Apple
- 12:15Speaker 1: that hasn't been a success. Like I people, Apple's not
- 12:17Speaker 1: as broadly distributed in terms of Apple TV Plus, and
- 12:21Speaker 1: so I don't know if I don't foresee them doing
- 12:25Speaker 1: a bigger deal with Apple, I don't think that has
- 12:26Speaker 1: gone well. And so it's not obvious who it could be.
- 12:31Speaker 1: I mean, there's Netflix, there's Google YouTube. I will say
- 12:35Speaker 1: that I would be a little bit like I'm not
- 12:39Speaker 1: gonna say one hundred percent, but I feel like if
- 12:41Speaker 1: they had somebody, we might have already heard about it.
- 12:43Speaker 1: That's very possible. Again, we have to see. Yeah, you
- 12:47Speaker 1: gotta let it play out. You gotta give Manford and
- 12:48Speaker 1: Noah Garden a chance to show that there's other outlets
- 12:53Speaker 1: out there. But again I said seven years ago, or
- 12:57Speaker 1: actually twenty twenty one, not seven years ago twenty twenty
- 12:59Speaker 1: one and they had to go with ESPN. Then they
- 13:02Speaker 1: were stuck with Roku and they did the Apple deal.
- 13:06Speaker 1: So maybe someone emerges. I just don't think it's obvious.
- 13:09Speaker 1: Again they can have another partner. I mean, there are
- 13:12Speaker 1: a lot of people. Baseball is great, people want to
- 13:14Speaker 1: be involved with baseball, the money, the distribution channels. Do
- 13:17Speaker 1: they have something better than what ESPN should has and
- 13:20Speaker 1: they should be an ESPN. It's pretty obvious that's where
- 13:23Speaker 1: they should. That's the deal they should be making, is
- 13:25Speaker 1: how do we make this work with ESPN? And even
- 13:27Speaker 1: if it's less money, because yes, they're mad that they
- 13:30Speaker 1: loaded it last time they loaded this time, but you can't.
- 13:32Speaker 1: That's how you run a league being mad. You gotta
- 13:34Speaker 1: do it. You know what's in front of you.
- 13:37Speaker 2: Right ESPN, even though they don't talk about baseball, it
- 13:40Speaker 2: is still good to be in business with them. The
- 13:42Speaker 2: way that they do promote what they have in their inventory. Also,
- 13:46Speaker 2: they do have a new streaming platform with Andrews been
- 13:49Speaker 2: all over this story which is coming out soon, and
- 13:52Speaker 2: that direct to consumer platform obviously could use the inventory.
- 13:55Speaker 2: Maybe they could talk them into some studio shows stuff
- 13:58Speaker 2: like that that would please them on that side. We
- 14:00Speaker 2: know this is about money. So here's my next one
- 14:02Speaker 2: for you, Andrew might be my last one. How do
- 14:05Speaker 2: you compare the way that MLB has handled the media
- 14:08Speaker 2: side of things versus the other sports that you cover
- 14:10Speaker 2: in terms of are they doing a good job or not?
- 14:12Speaker 2: And I'm broadening it beyond just media rights because I
- 14:16Speaker 2: can give some insight on things that a lot of
- 14:18Speaker 2: creators and just fans look for. They're by far the
- 14:22Speaker 2: most strict league when it comes to rights on places
- 14:25Speaker 2: like YouTube. They are so damn strict. There were stories
- 14:28Speaker 2: out about hockey. MLB is ten times more strict than
- 14:31Speaker 2: hockey has ever been on being able to use a
- 14:34Speaker 2: single slice of anything. NBA took the complete opposite route
- 14:37Speaker 2: about ten years ago. Right, they're on a million different
- 14:39Speaker 2: streaming platforms saying oh, we're testing things out. No, you're
- 14:41Speaker 2: trying to take a quick buck, and it actually ended
- 14:43Speaker 2: up screwing you over. So I can go on and
- 14:45Speaker 2: on about this. Obviously, I've disagreed on a lot of
- 14:47Speaker 2: things and ended up saying, hey, I think they're missing
- 14:50Speaker 2: something on the talk show side too. But curious to
- 14:52Speaker 2: get your take on how they compare to people like
- 14:55Speaker 2: Adam Silver and his decisions and I know, different product,
- 14:58Speaker 2: but also rather.
- 15:00Speaker 1: I think you have to start there. Yeah, I think so,
- 15:02Speaker 1: I do think you have to start there. The NFL
- 15:05Speaker 1: is the king because they have the best TV sports,
- 15:08Speaker 1: and so it is easier to make great deals when
- 15:10Speaker 1: you have a sport that has something that the word
- 15:15Speaker 1: that I want to use here is scarcity. And now
- 15:17Speaker 1: the NFL keeps like making you more Netflix games and
- 15:21Speaker 1: Amazon games and so. But the one thing that really
- 15:24Speaker 1: helps the NFL is even though they've expanded the season
- 15:27Speaker 1: of seventeen games, they have scarcity. The NBA what they
- 15:30Speaker 1: just did, and they did a masterful job. So if
- 15:32Speaker 1: you ask me who's done the best job, Adam Silver
- 15:35Speaker 1: has done the best job. In the last cycle, he
- 15:37Speaker 1: got seventy six billion dollars. He got more money from
- 15:42Speaker 1: NBC than NBC pays the NFL and the NFL. NBC
- 15:46Speaker 1: has Super Bowls, they only have half the Western Conference
- 15:49Speaker 1: over their eleven years half you know, six games, six
- 15:52Speaker 1: Western Conference finals, no finals. He got more money from Amazon,
- 15:58Speaker 1: he got similar to the NFL from ESPN, and so
- 16:03Speaker 1: he's done the best job. Baseball's national and regional now
- 16:10Speaker 1: is a very difficult dilemma. If I were them, that
- 16:15Speaker 1: the word I use before scarcity, I would try to
- 16:17Speaker 1: figure out a way to devise packages where I create
- 16:22Speaker 1: marquee events. So maybe it's Fox with ten marquee events
- 16:26Speaker 1: during the regular season opening day, you have a triple
- 16:29Speaker 1: header double header on Big Fox. Uh, and that's it
- 16:32Speaker 1: standalone doubleheader. You have the All Star Game. Fox has
- 16:36Speaker 1: they did the Field of Dreams Classic, Maybe do one
- 16:39Speaker 1: or two of those. Maybe you in you know, in September.
- 16:45Speaker 1: They don't want it because they have college football, but
- 16:47Speaker 1: maybe you find a slot during the September the big
- 16:51Speaker 1: h you know, September run and then the playoffs and
- 16:53Speaker 1: the words. So that's like one example. I could go
- 16:55Speaker 1: through other and you need to have you can't have
- 16:58Speaker 1: these fifty partners. You're a Yankee fan, Yes, Amazon, Apple,
- 17:04Speaker 1: Roku is free, but Roku it might be TNT. You're
- 17:13Speaker 1: you tell you make it hard for people. Eventually they'll
- 17:16Speaker 1: give up, you know, the diehards of the dieards, they're
- 17:18Speaker 1: gonna find it. But there's there's not as many of
- 17:20Speaker 1: those people. They're listening probably to you because they're so
- 17:23Speaker 1: into it and and you guys have a You know,
- 17:25Speaker 1: you're global and you can reach a lot of people,
- 17:28Speaker 1: but when you talk about even the Yankees, it just
- 17:31Speaker 1: you I know what I've heard what the numbers are
- 17:34Speaker 1: for an Apple game. You know, people just will say,
- 17:36Speaker 1: you know, I don't have Apple. It's it's a hassle
- 17:40Speaker 1: and it annoys people. They got to figure out a
- 17:42Speaker 1: way that it's easy. They understand, like I think they
- 17:45Speaker 1: get a bad rap on the blackout problem. They know
- 17:47Speaker 1: they want to get rid of the blackouts us just
- 17:49Speaker 1: there's contracts that they can't just break. But so they
- 17:53Speaker 1: understand that issue and I think they desperately want to
- 17:55Speaker 1: fix it. But they that's what they have to figure
- 17:59Speaker 1: out is how to present the game and so they
- 18:01Speaker 1: can maximize their money and they can grow it. And
- 18:04Speaker 1: I think, you know, it's a combination of distribution, so broadcast,
- 18:07Speaker 1: you can argue some of the new streamers, but they're
- 18:10Speaker 1: not there yet. For not marquee events. People aren't finding
- 18:14Speaker 1: those things in terms of the casual fan and you
- 18:16Speaker 1: get the diearchs. Yes, and so they so answer your question,
- 18:19Speaker 1: they haven't done a great job. They've done a bad
- 18:21Speaker 1: job for sure, But I also don't think that their
- 18:24Speaker 1: hand is as good as some of the other sports.
- 18:26Speaker 1: That's fair.
- 18:27Speaker 2: Last thing, last point here, as far as I know,
- 18:31Speaker 2: they held some streaming rights hostage because there was obviously
- 18:35Speaker 2: a relationship with many of these rs ns and they
- 18:37Speaker 2: were like, well, you have to pay us a lot
- 18:38Speaker 2: more for that right, which okay, I get it, but
- 18:41Speaker 2: those didn't get sold elsewhere, and then it just screws
- 18:45Speaker 2: over the fan and then you miss out on people
- 18:47Speaker 2: like me who consume content very differently. So that was
- 18:50Speaker 2: a part also that I felt lost with for a
- 18:52Speaker 2: ten year span. I'm like, this just doesn't add up.
- 18:56Speaker 1: Well. I think another thing that now all the sports,
- 19:00Speaker 1: all the leagues, and all the networks are doing, you
- 19:02Speaker 1: can't just chase old money. They had a great system
- 19:05Speaker 1: with the RSN, and if you're just chasing old money,
- 19:09Speaker 1: you're gonna get in trouble if you ask me. The
- 19:12Speaker 1: reason I think ESPN makes a lot of sense is
- 19:14Speaker 1: ESPN's gonna go DTC, which means you won't need cable
- 19:17Speaker 1: in August. They're probably gonna charge twenty five to thirty dollars.
- 19:20Speaker 1: So if you're someone who doesn't want cable you want
- 19:23Speaker 1: to lay They have about one third of the big
- 19:25Speaker 1: sports and they have a lot, but they don't have everything.
- 19:29Speaker 1: If I'm major League Baseball, I want to be part
- 19:31Speaker 1: of that, and you charge either somewhere between five and
- 19:34Speaker 1: ten dollars extra per month, because I think you can
- 19:36Speaker 1: get people to pay five or ten dollars and I
- 19:39Speaker 1: do these deals. I wouldn't try to get a check.
- 19:41Speaker 1: I mean, I think that's I would try to get
- 19:44Speaker 1: the best distribution and then charge five to ten dollars
- 19:49Speaker 1: if you can, and I get it. They want to
- 19:51Speaker 1: now they just price it twenty four and ninety nine
- 19:54Speaker 1: or even twenty nine to ninety nine for these monthly
- 19:56Speaker 1: packages that we don't see. The numbers I can't imagine,
- 20:00Speaker 1: and that many people are getting it because you first
- 20:02Speaker 1: have to not already have cable, because so you don't
- 20:06Speaker 1: like your teams enough to have to have cable. So
- 20:09Speaker 1: then you're saying, Okay, I don't like them enough, so
- 20:11Speaker 1: I don't have cable, so I'm not watching them now
- 20:13Speaker 1: I'm gonna go watch them. And it's almost thirty bucks.
- 20:16Speaker 1: I don't think people are doing that. Doesn't it's like
- 20:18Speaker 1: it's not it's illogical. You have to get that price
- 20:21Speaker 1: point lower, you know, obviously Manford totally would like to
- 20:25Speaker 1: have all the teams under one streaming service, which does
- 20:28Speaker 1: make some sense. But again, are you getting the casual
- 20:32Speaker 1: fan because you have to bring them in. So it's
- 20:34Speaker 1: a complicated equation. But they really haven't been smart about it.
- 20:38Speaker 1: So to answer your question, you know what, they do
- 20:41Speaker 1: have a pad hand, but they've been bad.
- 20:43Speaker 2: Yeah, I mean, obviously I'm frustrated about it because I
- 20:45Speaker 2: hear from people and I'm a consumer. But just one
- 20:47Speaker 2: more to pile on here. So they take over the Twins,
- 20:50Speaker 2: for example, they've taken over other teams too. What's the
- 20:52Speaker 2: first thing that happens that gets buried in a press release?
- 20:55Speaker 2: On the road, no more pregame shows on the road,
- 20:58Speaker 2: postgame shows cut from thirty to fifteen. Now, that hurts
- 21:01Speaker 2: your audience retention. And you're just saying, hey, we're gonna
- 21:03Speaker 2: throw some generic league sponsored stuff at you. That's not
- 21:06Speaker 2: what fans want. That's the stuff that bothers me Andrews.
- 21:09Speaker 2: So anyway, appreciate it.
- 21:10Speaker 1: Yeah, you got last word, you know, quality and also
- 21:19Speaker 1: it's it's connecting with your fans. I mean, you have
- 21:21Speaker 1: a better opportunity to do that than ever before. So
- 21:24Speaker 1: I think we're on the same page. It'll be uh
- 21:27Speaker 1: maybe I'll come back after they uh finally get to
- 21:29Speaker 1: uh the next move, and we'll it'll be interesting to
- 21:32Speaker 1: see what that is.
- 21:33Speaker 2: Yeah, let's see what that looks like, because they are
- 21:35Speaker 2: obviously calling out ESPN. They think they've got better or
- 21:37Speaker 2: at least something else in hand. So, Andrew, this was great,
- 21:40Speaker 2: wanted to dive into this. Thanks for jumping on pretty
- 21:42Speaker 2: quick and on the way out. Let everyone know how
- 21:45Speaker 2: much you Obviously I've been listening to you, you know,
- 21:47Speaker 2: back when you did the pod with with orand and
- 21:49Speaker 2: obviously catch everything you do on here as well.
- 21:51Speaker 1: Yeah, Andrewmarshan dot com is where you subscribe you can listen.
- 21:55Speaker 1: We talked about this topic both on Tuesday and Thursday.
- 22:00Speaker 1: The next Tuesday, I think it's gonna be the lead again,
- 22:02Speaker 1: so we talk about that a lot. And then also
- 22:04Speaker 1: of course The Athletic, where I am honored to be
- 22:06Speaker 1: teammates with the great Ken Rosenthal, so you can read
- 22:09Speaker 1: me there all the time as well.
- 22:11Speaker 2: Yes, exactly more in The Athletic and more on Andrewmasha
- 22:14Speaker 2: dot com. Andrew, thank you, have a good week.
- 22:15Speaker 1: Imm great. Thanks Phels