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John Skipper: ESPN Was Worth More Than Disney’s Films and Parks Combined at Peak

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Was ESPN bigger than Disney itself at one point in the previous decade? Former network president John Skipper said that was absolutely the case.

Skipper was on the Share and Tell edition of Pablo Torre Finds Out last week, where he, Torre, and David Samson were talking about ESPN’s role in the next NBA media rights deal. John said he didn’t put much stock into reporting that ESPN and Warner Bros. Discovery, which owns TNT, could be priced out of the league’s new contract whether it be because they didn’t want to pay what the NBA was asking or they couldn’t afford it.

Skipper said ESPN will do everything possible to keep the NBA in its portfolio of live sports offerings.

“The fact of the matter is, these are existential rights for ESPN,” he said. “They have to have the NBA and it’s pretty close to existential to TNT. I don’t know if they have to have the NBA, but I think they do. Again, there’s a lot of stuff here that we’re assuming is being correctly reported.”

Last week Disney provided some insight into ESPN’s finances. It’s been speculated that the move is part of plans to secure strategic partners for when ESPN becomes its own standalone offering.

Skipper said it was a decision that was likely made begrudgingly for a couple of reasons.

“One, they did not want the leagues to see those numbers because they would have asked for more money and they did not want the distributors to see how much money ESPN was making,” he said. “So they aggregated the media earnings. I also actually believe they did not want the rest of the company to know how much of the value of the company was ESPN.”

Torre asked Skipper to just provide some context on just how big the network was in its heyday.

“ESPN was a bigger, more profitable company than the studio and the parks put together,” Skipper responded.

The discussion with regard to NBA media rights circled around TV ratings at one point. Skipper said ratings have little to no bearing on money coming in or negotiations. He said the money is the money, and whatever price gets settled on is the price that gets paid regardless of ratings.

“We didn’t get paid for ratings other than advertising,” Skipper said. “And if you look at the numbers just released by the Walt Disney Company, they had just north of $10 billion in distribution fees. Those don’t change a cent based upon ratings. They’re going to get paid next year, ten-point something billion dollars if nobody watches.”

Nielsen to Return to Using Amazon Prime Video Data for Thursday Night Football Ratings

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After initially being shut down last month, Nielsen appears to be re-pushing efforts to use first-hand data from Amazon in its calculations of Thursday Night Football ratings.

Variety reported last week that Nielsen leaders at a recent Media Rating Council meeting seemingly reintroduced the concept, and the company is optimistic the council will vote to approve Amazon’s metric in the near future.

Neither the MRC nor Nielsen could comment on the situation to Variety.

The NFL has supported using Amazon numbers, viewing current Nielsen methodology as unreliable given the advent of streaming.

Amazon and Nielsen are currently in the second year of a three-year deal that allows Nielsen to measure TNF data and compare it to linear television.

Dan Le Batard: I Need a Break From Daily Grind

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Dan Le Batard acknowledges the fact that The Dan Le Batard Show with Stugotz hasn’t been the same show fans have come to know and love the last couple of years. But as he and his team at Meadowlark try and re-shape and re-tool the podcast to meet the expectations of the staff and fans, the show’s namesake needs to take a step back.

Le Batard and executive producer Mike Ruiz hosted an abbreviated version of the show last Thursday, and spoke about his brother David, who passed away earlier this year after a bout with brain cancer.

He explained how the cancer initially made David act erratically and affected his behavior. He recalled multiple instances where he had to follow his brother around the streets of Miami Beach at 2 in the morning and even had him involuntarily committed under the Baker Act.

But Le Batard broke down talking about his father, Gonzalo, who during that time was taking a medication that changed his behavior too.

“I was headed to go pick him up to take him to a psychiatrist, and I get a call from my mother that they were at the hospital,” he said through tears. “The firefighters found a 78-year-old man hanging from a balcony, an eighth-floor balcony. If they hadn’t helped him, then I would have been pulling up to go help my father and he would have been on the pavement.”

“I wanted to explain to the audience why we’re coming to Hollywood and meeting with these creative people so that we can build something that is difference and that satisfies us creatively and that honors all the things that my parents were trying to build of a life for me,” he added.

Le Batard continued that the situation with his family over the last couple of years affected him to the point where he started to tune out fan feedback as a means to implement his own improvements to the show. He felt like it was a necessary step given the circumstances.

“I had to check out, because of what my last two years are, I’ve always found criticism hugely constructive, hugely helpful,” he said. “Yeah, our audience knows what’s good and when we’re not meeting that standard. But all of that has gotten so cruel. And because I’m in a diminished confidence, because my temperament isn’t right day to day to do this, I have had to totally check out on criticism that used to be helpful just because it was hurting me for the first time.”

Dan Le Batard went on to say that while cruel with some of the feedback, he appreciated his audience for their loyalty and dedication to the show even when he was at his hardest times and pushed through to remain loyal to the show.

“The loyalty is at least in part because they believe that they know what this thing is and they expect this thing to not disappoint them wherever it is on issues of the day, on how strong the product is, they expect us not to mail it in and go Hollywood and stop caring,” he said. “The loyalty of our audience has buoyed me there because I think it’s unusual the amount of times we get from the people listening to this right now who say, thank you for dragging me through that bad time in a way that brought me something that felt less bad.”

Doug Kezirian Launching Daily Half-Hour Show After ESPN Exit

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A little more than three months after his exit from ESPN, Doug Kezirian has a new professional home at Only Players.

The New York Post reported last week that Kezirian is joining the sports gambling outlet as a host and equity holder in the company.

Doug Kezirian is a seasoned bettor who hosted Daily Wager on ESPN until his departure from the network. In this new opportunity, Kezirian will host a 30-minute daily show and pen a newsletter for Only Players.

Kezirian told The Post that he plans to play with his own money when making picks and offering betting advice. He said having actual skin in the game goes a long way in establishing that rapport and relationship with the audience.

“I wouldn’t want to take golf lessons from a club pro who’s only hit off the mat at a driving range — I want to take lessons from a guy who’s played!” he said.

“If people are going to take out their wallets and spend their money, don’t be reckless with the advice,” entrepreneur Paul Bremer said. “(Kezirian) is not going to be on the hook for a pick that he was just forced to pick because a media company told him to. He makes the picks that he feels passionate about.”

USA Today Reporters Suspicious of Company Websites Using AI

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Reporters at USA Today are suspicious that their parent company, Gannett, may be utilizing artificial intelligence to create content for a product review website.

This comes after articles with bylines from unknown writers began appearing on the website of Reviewed, a shopping recommendation site owned by USA Today.

According to The New York Post, the articles had names of reporters that other staff did not recognize, and their content and writing style appeared similar and somewhat “robotic.” The union that represents USA Today journalists, NewsGuild of New York, investigated the authors’ identity and discovered that they might not even exist as they had no profiles on LinkedIn, and Google searches of their stories didn’t turn up anything.

The union posted screenshots of two separate articles that contained similar language.

Two articles were featured side by side, one reviewing scuba masks and the other reviewing tumbler cups. The first article highlighted the important factors to consider when purchasing a scuba mask, while the second article discussed the factors to consider when shopping for a tumbler. The Tumbler cup review article advised shoppers to select a design that suits their style.

In contrast, the scuba mask review article recommended selecting a lens type to match one’s diving preferences and style. Gannett, in response to The Post’s inquiry, denied using AI-generated content for Reviewed, stating that the content was created by third-party freelancers hired by a marketing agency partner.

The union has accused Gannett of promoting products not reviewed by its staffers, including health supplements.

Additionally, the union claimed that Gannett favored promoting sponsored content on Google over articles written by Reviewed’s own staff. The review stated that the pages were deployed without accurate affiliate disclaimers and failed to meet editorial standards. The union further alleged that Gannett used AI as a means of union-busting by threatening reporters with job loss.

Recently, staff members of Reviewed staged a one-day strike to protest against the management’s failure to come to the bargaining table for a new agreement. Gannett, which owns over 200 newspapers in 43 states, has not addressed the union-busting charge in its statement to The Post.

Following its merger with GateHouse Media four years ago, Gannett has reduced more than half of its workforce and closed down numerous local newspapers, including the Arizona Republic, the Austin American-Statesman, and the Asbury Park Press.

Amazon, NBA Marriage Doesn’t Make Sense

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I’m a weirdo among American sports fans. Sure, I love football, but I prefer the college variety to the NFL and when it comes to pro sports, I will pick the NBA over the NFL ten times out of ten. 

But I am not so devoted to either that I am blind to the power of the NFL. It’s a unique animal that can change and define viewing patterns for sports fans. There is a reason that the NFL has never struggled to raise the floor in its rights negotiations. Its power in the American television marketplace is unmatched – not just by sports, but by anything.

The NFL offered a unique value to Amazon. Even though there was no precedent for the sport having a streaming-exclusive game every week, taking on Thursday Night Football was not a gamble. 

Amazon wants to grow its portfolio of the four major pro leagues in the United States and is reportedly pursuing a weekly package of games with the NBA in order to make that happen. I am not sure it is a smart investment though. Amazon and the NBA cannot offer each other the same value proposition.

Not only is the NFL a television superpower, but Amazon had a unique approach for standing out. Tony Gonzalez, who just a few years earlier was the “young guy” on the NFL Today set would be the senior-most analyst on the streaming giant’s pregame show. He was surrounded by recently retired stars Ryan Fitzpatrick, Richard Sherman, and Andrew Whitworth. 

The Thursday Night Football pregame show looks different. It immediately stood out in a landscape where the other networks offered shows that were either bad, boring, or populated exclusively by men old enough to have strong opinions on Kiss’s first public appearance without makeup.

Amazon does not have that familiar point of entry for NBA coverage. TNT’s Inside the NBA is the pregame gold standard – not just for basketball, but for all of sports. The show is built on genuinely entertaining personalities with authentic chemistry. There is no talent or combination of talents that Amazon could hire to unseat Ernie, Chuck, Kenny and Shaq.

When it acquired NFL rights, Amazon was able to make a splash in the broadcast booth too. The company paired a legend with a star. Al Michaels had been cast off by NBC and Kirk Herbstreit’s fame had come from his work in the college game, but the combination was one that created intrigue. Although they have received some uneven reviews in their two years together, Amazon seems satisfied that it has the right team in place for Thursday Night Football. 

Can the company re-create that in basketball? Who is the legendary play-by-play man looking for a home? Surely, no one is thinking about trying to lure Marv Albert or Bob Costas out of retirement. And even if Amazon got its legend, who is the analyst hire that could make America say “Oh, that is interesting”?

All college sports are a niche. The pro version of every sport will outrage and outdraw its college counterpart. College football has the advantage of being football though. The ceiling on Kirk Herbstreit’s celebrity is much higher than say Jay Bilas’s or Dick Vitale’s.

Would Amazon consider following the Tony Romo or Jason Whitten model and pulling someone right off the floor and throwing them into the company’s top NBA booth? If so, who is that? Short of LeBron James or Steph Curry retiring at season’s end, who can you point to in the NBA and say that not only do they have the personality to make it work, but they are a name big enough to make fans say “okay, I need to see this at least once”?

Romo and Whitten were not those kinds of stars, but again, the bar for the NFL is very different from any other sport. All you need is Jerry Jones’s star of approval and you do bring a certain level of celebrity to the minds of football fans.

Reuniting Jeff Van Gundy and Mark Jackson is out of the question. Van Gundy is now in the Celtics’ front office and Jackson…look, I like the guy as an analyst and hope he gets another chance somewhere, but if you’re a big tech company, with allegedly unlimited coffers, and you trot out a retread as your lead analyst next to a retread as your play-by-play man, I am going to wonder if it is because you’re apathetic, uncreative, or maybe you aren’t as rich as you claim to be.

Finally, and this is the biggest sticking point in my opinion, why would I go out of my way to watch the NBA on Amazon? Thursday Night Football is the only option for NFL fans that night. For people who can be entertained by either college or pro football, the Amazon game is usually competing with something that only the most diehard college football fans would want to watch. The path to success is virtually unobstructed.

The NBA is never going to take a night of the week and give its fans only a single game to watch. The NFL has a short season. Games are played on specific days of the week and the calendar is structured around TV. The NBA wants product on every night. It is the only way to get 1230 games in before the postseason starts.

Streaming entertainment is a hassle. It may be second nature to us since the onset of the pandemic turned streaming entertainment into something so common across most US households, but take time to think about it. You aren’t even looking in a single ecosystem. You have to choose a service, find what it is you want to see, wait for it to load, and if no one else in your home is using wifi, you can watch it without stops or lags. 

When you only have one option to watch or bet on, you’ll overlook all of that without so much as a second thought. When you have other choices on regional and maybe even national television, it is pretty easy to convince yourself that unless your favorite team or player is on Amazon that night, the Hornets and Wizards on NBA TV will be just as entertaining. 

Maybe this is part of a grander plan. It would have to be, right? It doesn’t make sense for Amazon to get in bed with the NBA just to have the games. The company has said that doing a deal with the league would make Prime Video a Thursday night sports destination year-round and that is true, I guess, but I would have trouble keeping a straight face if that is all an Amazon exec had to sell me.

The only motivation that makes sense to me is ESPN. Either Amazon is trying to make a strategic partnership with Disney a no-brainer by sharing as many major properties with ESPN as possible or it sees inspiration. ESPN has partnerships with all four major pro leagues, the WNBA, and two major college conferences. If Prime Video is going to stay in the sports business, it makes sense for Amazon to chase the same status. I’ve been told the company has the money to make the goal an easy one to accomplish.

Does Radio Have a Plan to Reach Gen Z?

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I’ve been writing this column once a week for nearly six months now. While focusing on research somewhat narrows my subject options, sometimes I’ll branch out into the broader radio space when inspiration strikes me. 

That said, it’s not easy to come up with interesting content which is why I have such great respect for my friend, Fred Jacobs. He’s been writing a daily blog for 18 years! His blog of October 16th (“In My Room”) was one of his best of all time (and I’ve been reading his blog almost since the beginning!) and I want to add my own thoughts.

Regardless of format, Fred posed the question of how the industry entices today’s teens, or for the more demographically-inclined, Gen Z, to listen to radio. He came at it from what this senior citizen thought was a unique angle, which is the “radio stations” that are part of the game Grand Theft Auto, a video game with its strongest appeal in the 14-25 age group.

Fred notes that one of the most popular “radio stations” in the game is Los Santos Rock Radio, which apparently runs a format similar to classic rock. As the inventor of the classic rock format, Fred always looks for signs that the music has legs and he can usually find legitimate support. 

We see it in advertising, most recently in the TV spot for the new Acura ZDX. The music to go with it? Jimi Hendrix’s Voodoo Child (Slight Return). The song was released 55 years ago, in other words, even Hendrix’s guitar licks aren’t 25-54 anymore! And if a planetarium near you is running the Pink Floyd “Dark Side of the Moon” show, go see it. The Hardin Planetarium at Western Kentucky University here in Bowling Green has it and it’s fun. And yes, the album was released fifty years ago.

If I read Fred’s thoughts correctly, he was lamenting that no one is taking a chance on trying to reach Gen Z via radio. He sees the spiral. Nighttime listening declines, so stations go voice-tracked, syndicated, or jockless at night. Listening levels drop further and even if a kid discovers radio, it can’t beat TikTok, YouTube, videogames, or whatever other myriad of options are out there.

When I worked at Arbitron/Nielsen, I wondered why no owner, especially one of the large groups, had taken a weak station in a cluster and channel Monty Python (also more than 50 years old), think “And now for something completely different”. Yes, you can be the third AC or country station, you can try classic hip hop or who knows what, but why not throw some good programming minds together and aim for Gen Z? 

In 2016, I started at Cumulus and asked the same question, this time with a company that, like the other Big Three, had a few class A FMs that weren’t doing much. No, I didn’t get anywhere with it. At one of our weekly programming meetings, Mike McVay asked everyone to invent something new. I suggested a podcast-only format, loosely based on the old NBC Radio Monitor format from the ‘50s and ‘60s. Now we’ve seen a few stations try it, but that’s not exactly a Gen Z appeal.

Here’s the question to the industry:  There are plenty of AM stations with FM translators as well as Class A FMs that have lousy or nonexistent ratings. Why doesn’t an owner bring together a group of top programmers and ask them to design a format for Gen Z? 

True, like any other demographic group, Gen Z is not monolithic, but how would you appeal to a reasonably sized chunk of the demo? How would you create buzz? What kind of content would you program? What do you do about revenue because ten spot stop sets don’t cut it. They won’t listen on traditional radios, so the content must be available everywhere online. 

Let me just dream for a moment. The industry comes together under the aegis of one organization or another (NAB, RAB, an ad hoc group put together for this specific purpose), a few owners “donate” a couple of test stations and some money, one or more researchers donate time and effort, and programmers work out some sort of format and sign the talent, probably new and likely untested. Spot loads are kept low or are different (perhaps all live reads?) and even Nielsen donates the ratings data (now you know that I’m dreaming!). 

Could it happen? DraftKings or FanDuel would put long odds on it, but you never know.

Let’s meet again next week.

Zach Bye Has Found a Home at Denver Sports 104.3 The Fan

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For 7 years, Zach Bye co-hosted the highly successful midday show Stokley and Zach on Denver Sports 104.3 The Fan in Denver. After a ten-year run of working in the Albany area, Bye was tasked with turning a former football player into a talk show host.

It was a tutoring job well done by Zach Bye as the show became a huge success.

“Stokley and Zach was a smashing hit because the chemistry first and foremost was so organic,” said Bye. “We had a lot of natural human connection that I’m already beginning to see with Phil.”

“Phil” is former University of Colorado and Denver Broncos running back Phillip Lindsay, Bye’s co-host on The Drive and, in the words of Yogi Berra, “it’s déjà vu all over again” as Zach Bye has a new student, this time in afternoon drive.  

The Drive launched a little over a month ago and the early results are promising.

“I know we have a long way to go,” said Bye. “If I’m being real, we’re probably a little bit ahead of where I thought we were going to be when we started considering that Phil had never done radio before. The reason that I think that we’re just ahead of the chains by one first down is because of Phil’s energy and enthusiasm for this new role.”

Bye’s job is helped by the fact that Lindsay shows up for work every day wanting to be a success. As a player, Lindsay put in the necessary work to prepare and trusted what the coaches told him to get better on the field. And now, Bye is Lindsay’s coach and he has a student willing to soak up knowledge like a sponge.

There’s a lot to talk about, other than football, in Denver so the goal is to get Lindsay up to speed on the other sports.

“He acknowledges what he doesn’t know,” said Bye. “His vigor to attack what he doesn’t know and what I’m coaching him with has made it a little bit easier than you would imagine considering he had never done one hour of radio. The fact that Phil checks those same fundamental boxes as Stokley did, it gives me confidence that one year from now, this show will be closer to where it needs to be.”

Preparation to do a sports talk show is not much different than what it takes to be a success in the classroom. You come home from school and you do your homework so you can be prepared for what lies ahead the next day.

So, what does it take for someone to “cram” so to speak when hosting a show?

“That is a great freaking question,” said Bye. “It’s just dedicating yourself to watching the games.  Nothing will replace watching the games. (Phil) is committed to putting the time in of learning who these teams are, learning the personality of these teams, learning the history of these teams.”

Lindsay is catching on quickly and he has to working with Zach Bye who himself prepares for every show with a passion and a will to win that sets him apart from other talk show hosts. Whether it’s sitting at home mapping out segments for that day’s show or simply taking that seat in the studio for the show all pumped up and ready to go, Bye has a clear understanding of what it takes to have a great show.

“When you’re wired the way that I am and obsessive about the show being successful, it’s hard for me to get along with someone who is not on the same page from a vigor standpoint,” said Bye. “The fact that he checks those boxes, for me, is such a great foundation to build upward from.”

Zach Bye has endeared himself to the Denver community by not only being a terrific sports talk show host but he has also worked very hard to be a fan of the Denver teams. When you’re a host or any other type of media member, you generally have access to press credentials to go to games in your market. In Bye’s case, he could get a credential to any game in town.

But most of the time, he chooses not to. Aside from getting credentials for Nuggets games, Bye said he would rather sit in the stands with the fans.

“You know how many times I’ve used my press credential to go to Broncos games?” Bye rhetorically asked me during our phone conversation. “Zero.”

“You know how many times I’ve used my press credential to go to a Rockies game? Once. My first ever one and I sat there and I said ‘Wait a second…I want to sit with the fans. I want to have a beer’.” 

“When I go to the Avs games, I buy a ticket. I spent thousands of dollars to be at every round of the Avalanche (Stanley) Cup run.”

Bye spent a fortune to go to the Avalanche playoff games during the 2021-22 season paying prices like $400, $500, and $600 to sit with the fans. That’s a lot of money, but he can justify it.

“I told my wife, we’ll always replace the money,” said Bye. “But if I’m doing this in this town for the next 25 years, you’ll never be able to replace saying into a microphone ‘Hey I was there in 2021 for the Cup’. You can’t put a value on that.”

A big reason why Bye likes to sit in the stands is that he enjoys sitting with a friend or even making new friends while enjoying a game. Going to games was not something he was able to do growing up because he didn’t have the money to buy a ticket.

“I grew up broke,” said Zach Bye.  “My single mom raised me and my brother with nothing.  Nothing. So, when I go to these games (he thinks about how) I never was even able to be in the arena.” 

Bye’s father was in the Navy and Bye was born on a Navy base in Brunswick, Maine. The family’s next stop was Upstate New York but Bye’s parents divorced and his mother decided that they were going to stay in Scotia, New York, a village in Schenectady County about 25 miles from Albany. Bye went to The College of St. Rose and then embarked on a broadcasting career working at “The Team” ESPN Radio in Albany and calling University of Albany games.

He did that for ten years and then came a call from Armen Williams, the Program Director of The Fan in Denver.

That would lead to a Mile High change in his life.

“Armen changed my life by giving me the job in Denver,” said Bye. “I was working for ten years and I said to my girlfriend at the time who is now my wife I said I’m going to give this until I’m 30 because I don’t want to have regrets. I don’t want to be driving down the road listening to some guy on the radio who I know didn’t watch the game, who I know didn’t do prep and it’s going to drive me nuts. Armen gave me my job in year number ten. He taught me the extra layers of radio that I was never coached on.” 

Early in 2022, Williams left Denver Sports 104.3 The Fan and was replaced by Raj Sharan who has also meant a lot to Bye’s growth as a sports talk show host.

“Raj empowered me to a level that I’ve never been empowered before,” said Bye. “My program director has not talked to me about content in 4 years or five years. He says to me, ‘When you go on the air, I can shut the radio off’, and that’s the biggest compliment that I could ever get because he knows we’re in good hands when my hands are on the steering wheel and that empowerment is a unique kind of dimension to be in.” 

Moving from market to market is something that comes with the territory of being in sports radio. Some are fortunate enough to go right to work in their hometown market. Some take a job elsewhere and go city to city with the hope of getting back home. In Bye’s case, he spent ten years at home and has now found a new home.

Getting adjusted to new surroundings can be a challenge, but there’s a way to do it.

“The best I could give to a young broadcaster moving to a new city is be humble and be a sponge,” said Bye. “Acknowledge what you don’t know. Put in the work so you have context to have conversations that go beyond last night’s game. Embed yourself in the community.”

And now Zach Bye is a huge part of the Denver community and he’s been tasked with the challenge of building another highly successful sports radio show at The Fan.

Considering where he came from growing up and what he’s accomplished, Bye reflects on his career by channeling his inner Lou Gehrig. 

“I feel like I’m one of the luckiest,” said Zach Bye. “My wife would smack me for saying I’m lucky because she knows how much work I’ve put in for it but I just feel like I’m in such an intersection of a great position and a great time to be talking about Colorado sports. We have the MVP in basketball, the World Champions in basketball, the favorites to win the Stanley Cup again…I just feel so lucky man.”

Dan Shulman: Boog Sciambi ‘So Deserving’ of World Series Call on ESPN Radio

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Boog Sciambi is about to embark on calling his first World Series on ESPN Radio. The package’s former voice — Dan Shulman — has wished him well before the first broadcast.

“I’m so excited. You’re finally getting a chance to call the World Series, other than of course Game 5 back in 2018 when somehow, remotely, you poisoned me with strep throat and got the call the last pitch but you know, water under the bridge,” Shulman joked in a video posted to X, formerly Twitter.

“Anywho, you’re so deserving of this. You’re so so talented. And I can’t wait to listen to you call the World Series between the Rangers and the Diamondbacks. I hope you get a seven game series. I hope it goes right down to the final pitch. And it’s as exciting of a finish as any World Series has ever been. You deserve that.”

Shulman stepped away from calling the World Series for ESPN Radio after the 2022 fall classic. At the time of his decision, he called his current role as the television voice of the Toronto Blue Jays made his work with ESPN Radio increasingly difficult.

“It just made sense to me that if I’m all in on the Blue Jays, I’m all in,” Shulman said in 2022. “That’s my home, and sentimentally, that’s where my heart’s at right now for baseball, and the opportunity to call playoff games across Canada on TV. So now it’s clean. It’s baseball in Toronto. It’s college basketball in the U.S.”

Sciambi steps into the booth occupied by Shulman since 2010. In addition to his work calling MLB games on ESPN Radio, Sciambi is also the TV voice of the Chicago Cubs on Marquee Sports Network.

Morgan Stanley: NFL Sunday Ticket on YouTube TV Could Lose Nearly $9 Billion

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YouTube and YouTube TV are in the first year of a seven-year contract with the National Football League to serve as the exclusive home of NFL Sunday Ticket, the league’s out-of-market subscription service. The company has yet to release subscriber figures for the service, which it is reportedly paying $2 billion annually to carry, and could result in sizable losses.

According to a report from Sportico, estimates from Morgan Stanley’s equity research unit is projecting an almost $8.86 billion loss over the life of the deal – approximately $1.27 billion per year. These figures also took into account the escalators within the contract that bring it to a reported $14 billion through the next seven years, which will raise the fee to $2.24 billion at the end of the deal.

The platform has approximately 1.5 million subscribers through its tiered subscription plan, which gives users the ability to purchase the service outright or with a YouTube TV subscription. Morgan Stanley calculates that Alphabet, the platform’s parent company, is estimated to generate almost $570 million in revenue in the first season, which would lead to a total loss of $1.2 billion.

In order to prevent further losses and to reach a break-even point on the deal, the platform would need to double its subscriber count next season. Alphabet has not disclosed revenues from NFL Sunday Ticket subscribers throughout the year, but its most recent fiscal report states that it generated $22.3 billion in sales through the first three quarters of 2023.

Projections from Morgan Stanley, however, see the service rising to 2.5 million subscribers by 2029, which will create $835 million in revenue. Because of the rights fee of $2.24 billion during that final season, the company would still be facing a loss. Yet that could be presumably softened because of the concomitant estimate of 65% of those subscribers accessing the service through the YouTube TV bundle.

Ruth Porat, president and chief investment officer at Alphabet and Google, revealed on Wednesday’s earnings call that fourth quarter financial results will include revenues for the service, along with acquisition costs for associated content. She also stated that since Q4 2023 represents the first full quarter with Sunday Ticket, the service is contributing to higher customer acquisition costs (CAC) and within the overall subscription revenue being generated.

“As we look longer term, we expect to generate an attractive return over the life of the deal,” Porat said. “We’re continuing to invest in support of this and excited about the additional opportunities that come out of it, working with partners to deliver clips and other opportunities.”

For now, the company is pleased with how its first season with the service is going and understands the feedback from users regarding multi-view functionality. That aspect of the service was a staple on DIRECTV, which was the home of NFL Sunday Ticket since its launch in September 1994, and something that customers have implored the company to discover through innovation.

“I think, in the broader context, you have to look at it as overall, a YouTube subscription strategy,” Philipp Schindler, senior vice president and chief business officer at Google, said during the earnings call. “The great feedback we’ve gotten so far on the YouTube experience is very, very significant.”