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State of the Screens

What The ESPN Critics Are Missing

By March 26, 2018No Comments

An excellent counter argument to the ESPN is dead theme w/ quartlery profit estimates @ various subscriber levels and monthly pricing ($7.21 + 25% price increase):
1) 80m subs — $1.4b — $2.0b
2) 70m subs — $800m — $1.5b
3) 60m subs — $500m — $1.1b
4) 50 subs — $200m — $750m

The following 2 things can be true at the same time:
1) ESPN is a magical business and one of the greatest (legal) cash machines in existence.
2) The cash machine has driven up monthly cable bills to the point where consumers are exploring alternatives.​

Smart idea. ESPN keeps current subscriber model (in the short term), but launches direct to consumer product focused on super fans and specific sports/teams.

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.