Would sky be in a position to outbid Spark for Sanzar rights in 2026 given declining revenues? Surely there comes a point where the ROI doesn't add up.
Potentially, but that's a long time away. Sky would generated significant income by then.
Sky is in a better position than Spark as it has the revenue to pay for the content. Spark is effectively buying the content and then doing prepay. It's yet to be seen weather their recent Cricket NZ purchase will pay off. Sport is only one part of Sky' business, the most important part yes, but there is alot more content on there than just rugby. Would be a huge blow if they lost the rugby but there would also be cost savings without it. It would be impossible to know what would happen with the share price.
Potentially, but that's a long time away. Sky would generated significant income by then.
Sky is in a better position than Spark as it has the revenue to pay for the content. Spark is effectively buying the content and then doing prepay. It's yet to be seen weather their recent Cricket NZ purchase will pay off. Sport is only one part of Sky' business, the most important part yes, but there is alot more content on there than just rugby. Would be a huge blow if they lost the rugby but there would also be cost savings without it. It would be impossible to know what would happen with the share price.
That's what we have been saying all along OGG. This damsel needs a rich sugar daddy to survive long term.
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