"Fair" as in balanced, or "fair" as in average??
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Fair as in sideshow. Rights are the gold.
The listener costs $6.90, let us know your opinion.
you seriously in bolivia? what city?
It always seems that what I watch is being streamed by a service I don’t subscribe too _ or on a Sky channel I don’t subscribe to. Does more choice ultimately mean less choice of the stuff you want to watch? Unless you spend a truckload on subs or are forever trying to remember to cancel trial periods.
Does anyone have any idea why SKY would be purchasing such small parcels of shares under their buyback programme? I wouldn't expect them to be purchasing huge vols, but the vols seem very low to me.
I also have been a bit surprised by the pace of their buy back as well. 539K shares for the month.
To meet their goal this leaves a run rate of 745K. So they are certainly getting behind.
What makes this more interesting is that the share price does not seem to be going up significantly....so why don't they take advantage of this and try to buy a few more, especially as they seem "OK" with buy prices in the 260 - 270 range.
On top of that...there is a possible seller who is might be feeding the supply side.
Interesting to watch it play out.
https://www.sharetrader.co.nz/showth...=1#post1000850
400,000 + a few more on the ASX, the volume has picked up after ST posts.😉
Osmium feeding into the buyback
http://nzx-prod-s7fsd7f98s.s3-websit...759/394754.pdf
Well....the share price is certainly not racing away... $2.48 this morning.
I guess holders should be happy that SKY are getting the buy back progressed at moderate buy prices for the most part.
Hmmmm,...or are they ? I guess we won't know until the buy back is over.
Disc: Modest holding (Bought as a subscription to the MrT / Ogg channel)
Share buy backs boost the share price ….short / medium / long term
One of the great myths of the investing world
Well, at least the buyback is benefiting one shareholder.
Osmium might have struggled to dump their stock so fast otherwise.
Does Osmium have a representative at board level?
One NZ (ex Vodafone NZ) first … Sky TV next.
The stage is set and it’s a matter of time imo.
https://www.nzx.com/announcements/412638
Big dollars being spent with all these telco deals going on.
I told Sky years ago that they needed to pull finger and get a deal with Vocus NZ to become a telco. The market would value them much more if they owned some hard assets. First merge with Vocus, then add 2D...
But no, Sky is proud to be 'untelco' with their wholesale broadband deal.
A missed opportunity for sure.
And IFT would have to have rocks in their head to buy Sky now after they do the One NZ deal. Sh1tcan Vodafone TV because uptake was so low only to then buy Sky TV later on? Apart from that just being a bizarre scenario to contemplate...Sky TV is just fundamentally not the type of 'hard asset' that IFT go for.
Interesting to see Sky TV already advertising their new white box on TVNZ. I thought existing customer demand was supposed to soak up all the new decoder boxes for the foreseeable future? I guess the idea of paying cash for a decoder, that the customer doesn't own, hasn't proven to be such a great idea
Who would have thought.......
We got an offer yesterday for the new box - $50 off, now $150.
Not keen at all. Definitely not paying them for it.
No buy-backs by SKY for a few days. Seems odd
About 20% of buyback done.
https://www.nzx.com/companies/SKT/announcements
Buy-back will be paused as they are within a month of year end results, it will resume again after the results announcement.
Anyone use the new SKY Box?
I have been with SKY for about 8 years non-stop now pay them about $100 a month or $1,200 a year (yes I know).
Now to upgrade they want me to pay for their new box? Surely they would just allow people to switch free of charge or am I missing something?
What's going to happen, is that after this years Tour de France and Wimbledon, I am going to say goodbye to Sky. So much more free stuff on You Tube and other channels.
The new box was trying to be sold to me this week ($50) as a reward for being 20+ years with them, never mind a month ago I could have also got it for $50 just by logging into my account and asking to switch -
I haven't!
Thanks for the swift replies. I almost considered getting it, but having to pay for it was just a bit on the nose. Then I realised I have been watching more live sport content on Youtube and twitch for free and the SKY proposition is making less and less sense. I will just pay for 2 months subs in July August for my tennis and cycling fix and be done with it.
The really annoying bit for me too is that their membership (for want of a better word) is so inflexible. I don't want basic. All I want is sports. The add ons don't interest me.
I also strongly object to their taking RT off the channel. Not that I am endorsing RT, but I find it fascinating that they would censor this channel (I am guessing because of the war?) yet the US based channels are all fair game during Iraq war, and other invasions such as Afghanistan. Not picking a side, just think censorship is not the way to go. I can still get RT online.
Had already ditched the box and moved to a sky sport app subscription on Apple TV. However last week let that monthly subscription end now that there is no good sport to watch for a few months. That is the beauty for the consumer of using the sky sport now app instead of the traditional sky box. When there is no point paying $45 a month for those months when nothing is on, there is zero friction involved in cancelling (you just turn off subscription renewal on your app subscription) compared to the horrible experience of attempting to cancel a skybox for a couple of months (i doubt 99% of skybox users would bother canceling/changing their subscriptions between sporting seasons).
I will resubscribe for a couple of months over rugby World Cup, and then cancel again, and might then go another few months before maybe resubscribing for a few months again in 2024 when super rugby restarts.
Changing from skybox to sky sport now month-by-month billing on the app is saving me $600+ a year - which would be a similar saving for anyone else who is primarily subscribed to sky for one particular sport.
Thanks, it seems sky sport app is the way to go. I will get onto that. $100 a month is just too much money to throw away.
Not sure how SKY are going to survive going forward if people of my demographic are thinking of ditching them due to cost/ease of use. What is their competitive advantage?
Yeah SSN the way to go.
Much more flexibility. For example, you may not have watched the whole SR season - but might have wanted to watch the final last weekend. You could pay Sky $20 for a week pass, watch the game and then cancel your sub.
$20 to have the boys over to watch the final is pretty cheap. Good for the punter, but probably not so good for Sky as it would clearly be better for them to hook people into paying $100/month, every month regardless of whether they spend most of their time watching Netflix.
Sell sell sell!!!!
The Sky is falling!!!!!
I got the “special loyalty package “ $50. I have been a subscriber since the very beginning. My opinion of the new box is that it is ****e. There are so many issues I wish I had my old sky box and remote back. Crikey, I just love new technology but this new set up is a joke. I see there are many people with this opinion on their Facebook page so I am assuming there is a super upgrade coming. If not, I’m out of here. As you all say, there are so many options available now. For example, I am following the career of Liam Lawson. When he went to Super Formula in Japan I subscribed to Motorsport.tv for us$49 per year which gives you a plethora of motor racing. This is an example of what the future is. F this $80 + a month crap.
Sky Box is crashing!
Sky is falling!
Sell!!!!
I remember hoping for ‘big’ software improvements when I had vodafone tv years ago. And that was a straight IP box (didn’t have the complication of trying to serve up IP and satellite content).
Anyway, they did a couple of upgrades - but no major overhaul and the big UX problems with the box persisted until the day it died.
Hopefully Sky will do a better job with their box and fix these issues. It does seem that a number of people have regretted trading their MySKY box.
I noticed on my new Apple TV that the Apple streaming service (Apple TV+) has an option for some live sport (limited to some football I think).
https://www.forbes.com/sites/bradadg...ve-sports/amp/
It will be interesting to see how far they go in this area. Sports aside, I must say Apple TV+ now has a very good array of content to watch (for $12 a month at the moment).
They seem to still see content as a key addition to their core products, evidenced by the big investment they continue to make.
And it looks like they may want to muscle in and do global deals for more key sports too.
Having a business that gushes cash and a market cap close to US$3T sure does help!
The sky is falling!
Sell!
I decided to go onto the sky chat option to see if I could get some information about the issues I am having and after describing a few issues this was the response and then I was disconnected.
Unfortunately, as of now, our new Sky Box is not yet fully updated. There might be some issues with some of the features on your new Sky box.On behalf of the Sky Team, I do apologize for the experience with the new Sky Box. Please bear with us until the updates for the new Sky Box are finalized. Our team is doing their best to update the new Sky Box in a convenient way.
Looks like your typical copy and paste reply. If anyone is thinking of upgrading, my advice is don’t. It’s so far away from having the functionality and reliability of the old mysky it’s laughable. Don’t be fooled by the BS.
Sky renews deal with WB/Discovery.
maybe a signal that HBO Max isn’t launching in New Zealand, good for NEON.
Although the words “exclusive” and ‘home of” are not mentioned once, which is a red flag. Currently WB movies are available on other streaming platforms, one wonders if WB TV series will also become available on those same platforms.
This is also a bit suspicious: “we’re thrilled that this new deal also has optionality at its core”
https://www.newshub.co.nz/home/enter...h-sky.amp.html
Yeah it is a co-exclusive deal. They can release Max in NZ too - but have not released any plans to do so as of yet.
Not ideal, but the best sky could hope for realistically. An exclusive deal was probably not on the table, and if it was I suspect it would have just been too damn expensive.
HBO a huge drawcard for NEON so great they keep it.
How great depends on how much it cost sky to renew on the new terms.
Also if Max does release - I suspect NEON will take a hit in subs as people prefer to access the entire Warner/disco content library from their app.
From the announcement:
Questions to ruminate on:Quote:
The agreement includes channel and content rights, spanning thousands of hours of some of the world’s most popular series and movies, including:
[...]
• HBO’s esteemed series and documentaries, including Game of Thrones, Sex & The City, Big Little Lies, Chernobyl and Veep.
Which of those shows is a documentary? :confused:
How many years is this deal for?
Checking for the history of Sky-HBO/Warner deals:
- In Aug 2021, an exclusive multi-year deal was signed (NZX announcement). BusinessDesk reported this as being a few more years (paywalled) - but given it was renegotiated just two years later, I'm wondering if this was creative reporting based on the Sky press release, and the 'multi-year' language was Sky's positive spin on a two-year contract. Can anyone with access to the full BusinessDesk article see further clues?
- Prior to that, a renewed exclusive deal for HBO was mentioned in the 2015 Annual Report, but I didn't find any other related market announcements. That suggests the 2015 deal was for at least six years.
Given the loss of exclusivity and the short time since the 2021 deal, I'd speculate that Warner pushed for early termination, to pave the way for HBO Max launch in NZ. That sounds bad for Sky, but if true they had a strong hand for getting the content at reduced cost.
Release of Max in NZ is just a matter of time. They are playing it smart - launching their own OTT service where and when it makes sense while also maintaining a cash stream from Pay TV aggregators.
Irrespective of Max, I am sure they will want to put some of their new HBO and Discovery shows on TV3 too in order to maximise advertising revenue.
Lots of revenue streams for WD.
Not great for Sky, but all things considered - the best they could hope for I think. It would have been game over for NEON if they lost the deal altogether.
that 2021 businessdesk piece was just a very small news update, but it did have one thing which is missing from todays announcement:
“Sky TV will keep the rights to HBO’s suite of premium entertainment for a few more years after signing a new deal with WarnerMedia that will stretch into co-producing new local programmes.”
looks like the co-production agreement has been ditched?
SKT quite possibly the worst NZX participant for announcements without pertinent details that shareholders could use to assess the companies prospects.
Quite how their corporate marketing waffle meets the regulators definition of disclosure is astounding.
GLTA.
The Sky is falling!
Sell!
Sp going back to $2.00 very very soon.
At this rate, before long they might need to do another rebrand.
Sky - the Home of Sweet Fanny Adams.
https://i.stuff.co.nz/business/13253...ys-consumer-nz
Wow. Just wow.
The Sky is falling!!!!!
Sell!!!!!
$2.00 soon?
Comments from those in the know please.
Reading through the FAQ's on Sky's site, the new Skybox effectively gives a subscriber a smart TV for $50, when connected into a standard TV?
Gains are:
double the recording space,
5 channel simultaneous recording.
Losses are;
All existing recordings.
For now at least,
No programme reminders.
No TVNZ guide??
I presume less power drain than existing box and attachments?
Spreadsheet jockeys rather than creatives are likely to take over Mousewitz because of the ambiguity and skepticism surrounding Disney.
The expense of sustaining a direct-to-view product for a tiny island nation in the South Pacific with a small population is one of the topics the new Big Bad Wolf will examine. The Wolf will search for substitutes.
SOPHIE RED RIDING HOOD: "My what a compelling distribution deal you have."
BIG BAD WOLF: "All the better to improve the mouse's balance sheet my dear."
Boop boop de do
Marilyn
I think MM is implying that Disney would make more money selling their content to an aggregator in such a small market as ours. Versus selling direct to fickle consumers who buy a months service to binge watch what they are interested in, and then cancel and move onto the next platform(s) for a month or three.
Likely quite true.
P.s. but it sure was an obscure comment. Nztx without the winks.
Nearly two months since their last on market buy back. Price is holding decent. Might see $3 before year end.
Now seeing WB & HBO content showing up on Netflix. What’s more, the WB movie content I am seeing on Netflix is no longer available on neon.
NEON subs probably near max now.
I think sky have a way to go in SSN growth, however this will be at the expense of the set top box subs. Especially since this new box is not a drawcard given the issues that continue to plague it.
As I have mentioned before, tough road for sky moving forward as they have not managed to pull off any M&A deals that will guarantee a future of growth. I have listed the options I thought they would investigate many times in the past.
Sky tv is not going to go bust any time soon, but it is just hard to see a realistic path to growth given the current state of affairs and industry changes. Hence me no longer owning shares in the company.
And who would want to M&A with sky now? They have largely squandered the cashflow they generated over the last 6 years and are now viewed as BLOCKBUSTER by many.
No telco would want to buy them now. Why when they can just do a deal with a streamer?
I doubt NZME see as much value now in doing a deal with sky. Even if they did a merger, it’s hardly anything to salivate over as an investor.
Foxtel still dreaming about doing an IPO and getting a premium price for their company, so no Foxtel-Sky deal ever likely to happen.
So they just muddle along, and hope they can continue to secure enough key content at prices that don’t bankrupt them.
Next few years will be interesting. Sky here for the foreseeable future, but I think the company will more likely be worth less over time (not worthless, but worth less).
I am a Sky Sport Now customer, and while the product works most of the time, the customer service is crap. So when something goes wrong, you're on your own. And for a $400?? product, that is unacceptable
If I don't get a discount "Black Friday" deal, I'm off to the Foxtel version called Kayo Sports. At full price, SSN is more expensive than Kayo + VPN. And Kayo is a monthly subscription with much more content
Sky TV continue to shoot themselves in the foot with uncompetitive pricing and crap customer service. The same two problems they have had for 30 years. Only now, there are other options for unhappy customers to get their content from
You would have to turn your VPN on when you went to watch content from a provider abroad and switch it off when you want to watch NZ provider content.
They do try block VPN’s (aggregators like sky and Foxtel have an obligation to do so) but it is difficult to do in practice.
I see sky bundled soho in with entertainment.
And entertainment going up about $3 a month.
So the customers that were getting soho as a freebie anyway are just paying $3 more a month.
And those that didn’t have soho are also paying $3 more, but get more value for their 3 buck increase which is better than a kick in the b@lls.
Even if you aren’t a sports fan, to try their entertainment bundle is still around $70 a month (starter + entertainment + MySky rental fee).
Pretty steep when Apple TV+ is $12.99 a month and Amazon prime is $8 a month. Disney works out to $12.50 per month if you buy the annual pass.
So for $33.50 a month you could just have those three services which have more content than you could ever watch.
You would have to add both NETFLIX premium and neon to the mix before you exceeded sky entertainment bundle.
SP up 3 cents, market likes the increased revenues.
https://www.nzherald.co.nz/business/...GT4RJSKAFNWBI/
Box must be really bad if SM is issuing a public apology…
The new box probably would have worked ok if they didn’t try to be too clever with this hybrid model and just made it a straight IP offering (like vodafone tv).
Those who prefer the satellite broadcast would just stick with the MySky box and continue to pay their monthly subs for the foreseeable future.
Given VTV was a flop, even if their new box was just IP it probably wouldn’t have attracted a vast amount of subs.
As you say, the tech has moved on significantly and sky is not a technology company - so the idea that they could ever present a piece of tech that would rival Apple, Samsung, Sony etc…is a tough sell.
My Apple TV already aggregates Disney+ and Amazon Prime content with its own Apple TV+ service. And it works flawlessly each time I turn it on.
So they are already making big leaps in terms of being the aggregator of all the streaming services - if they can fully crack this area it will be a game changer for the majority of us who juggle multiple services.
Sky’s new box can barely play its own content from what I gather, let alone aggregate third party content effectively.
The Boomers on ZB's Facebook page aren't happy!!
Attachment 14719
You are clutching mate. That was a response ages ago to another poster speculating about an imminent takeover.
Discussing theoretical buyouts is in no way the same as watching a random small movement of the stock price on any given day and trying to extract ‘meaning’ from it.
But you are so unbalanced in your views that the nonsense you spread doesn’t really surprise me anymore.
I can’t find a single valuable post from with that sheds any light on your understanding of the business.
You are only good for troll posts because you lack substance.
https://www.newsroom.co.nz/page/stru...nancial-relief
Tough gig if WBD are going cap in hand.
Yes I am looking forward to the results too.
I know Sophie is big on virtue signalling for the cuzzies and women…
But this new free to air re-branding is presumably positioned to virtue signal for the gays?
https://www.newshub.co.nz/home/enter...prime.amp.html
I just hope all the virtue signalling under the current leader doesn’t mean their eye is off the ball and prove to costly for shareholders.
Hi everyone. I would never buy this stock. I just wish to ask a couple of questions that you in this chat might know the answer to.
I am a [paid in advance yearly] subscriber to Sky Sport Now and also Neon, which I watch on my TV via a Windows laptop. Neon is fantastic, loads of shows, TV especially. Sky Sport Now, while it has a totally garbage user interface and still uses a "TV Guide" lol (everything that isn't live should be on-demand!!!!!), has the following which I watch as a form of addiction lol.
English Premier League
International rugby
Tennis majors
NFL
NRL
Aussie Rules
I could give up Neon (and probably will when it runs out).
But giving up those sports above is clearly difficult when the yearly subscription is so expensive - and yet I would rather go hungry than cancel.
1) Why the F%^$ does Sky need a physical device at all?
2) Wouldn't it make more sense for Sky to keep and control all those sports, and the other ones too, as their core business but spin off all the other stuff they "broadcast"?
In case that wasn't clear, I will probably cancel Neon to help pay for Sky Sport Now.