SKT Sky Network Television Limited.

**Ogg** · 30-10-2020, 01:02 PM

Comcast results

https://www.cnbc.com/2020/10/29/comc...-earnings.html

NBCUniversal’s Peacock now has nearly 22 million sign-ups. The service, which offers free and paid options, had 10 million sign-ups when Comcast last reported earnings in July. Comcast said in its report that Peacock is “proving to be a differentiating factor for customers considering Xfinity broadband and is also improving churn.”

**Ogg** · 30-10-2020, 01:37 PM

Chair's new house

http://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/1579204/30207840/entityFilingRequirement

https://vimeo.com/218548869

**tqtq** · 30-10-2020, 01:43 PM

Originally Posted by Ogg

I'm just hearing things now....

Was looking for "boxing"

I heard ‘energy’ and my ears did prick up. It makes sense as Sky’s looking for partnerships. It’s obviously true and just a slip up as they can’t release news like that being a publicly listed company without making a proper formal announcement to the market and seems like they’ve got a bit of work to complete the deal. Take a look
At Kogan in Aus/NZ they resell broadband, mobile, insurance, pet insurance, and almost any other service they can to their database. Sky is more attractive as it can support it with advertising as well.

**kyanar** · 30-10-2020, 02:05 PM

Originally Posted by tqtq

"From the UK to Mexico to Australia, we've seen an encouraging level of interest in our key events since first launching in 2016," said DAZN executive vice president Joseph Markowski.

Based in Sydney and haven't heard of these guys. I'd imagine 2.99 is there access fee to the platform with fights being at around the $50 PPV prices. I'd imagine Sky would have access to all of the big fights anyway. Doesn't look to dissimilar to the UFCFightPass platform.

That's because they launch in Australia on 1 December 2020. Slightly confused how they can see an encouraging level of interest in events in Australia when their entire presence is a "Sign up from 1 December" page.

Given the advertising says "One Price" and in all countries they operate the price is all-inclusive because they actually are the rights holder (except for some UFC in the US where it's included as part of an ESPN+ add-on), there will not be $50 PPV events. They could seriously hurt Foxtel and, by extension if they move to NZ, Sky. They have a fairly interesting business model, but it seems it's basically just a boxing subscription. Could dig into the business (pubs/sports bar) markets.

**kyanar** · 30-10-2020, 02:07 PM

Originally Posted by Ogg

Takeover offer from DAZN?

Zero chance. They're a sports (mainly boxing) streaming broadcaster under pressure from COVID-related drops in revenue.

**tqtq** · 30-10-2020, 02:23 PM

Originally Posted by kyanar

That's because they launch in Australia on 1 December 2020. Slightly confused how they can see an encouraging level of interest in events in Australia when their entire presence is a "Sign up from 1 December" page.

Given the advertising says "One Price" and in all countries they operate the price is all-inclusive because they actually are the rights holder (except for some UFC in the US where it's included as part of an ESPN+ add-on), there will not be $50 PPV events. They could seriously hurt Foxtel and, by extension if they move to NZ, Sky. They have a fairly interesting business model, but it seems it's basically just a boxing subscription. Could dig into the business (pubs/sports bar) markets.

Yes, you're right about the launch date. Explains why I haven't heard from them. The platforms not meeting targets though and has pretty stiff competition ny way of the incumbents. Reports are saying that DAZN not sustainable at that price:

DAZN has been the subject of several articles over the last few weeks questioning the sustainability of the streaming service long-term. Huge contracts handed out to Canelo Alvarez and Gennady Golovkin have pushed the need for subscriptions to an imperative point. Despite statements from the likes of Eddie Hearn on DAZN’s increasing successes, it’s a well-known fact that purchases are not on target. Around 650,000 in the United States is way below the standard needed as DAZN push for longevity in a crowded marketplace. ESPN already boasts 3.5 million subscribers to their app module, which is half the price and recently reached a collaboration deal with Disney. Add to that the fact ESPN has a clutch of pound for pound stars in their ranks and DAZN is falling behind. Canelo is its main asset. The Mexican commands the majority of new eyes on the platform. Whilst his big rival Golovkin is yet to fulfill the promise a mammoth deal had hoped for. At 37 and signing a six-fight deal, it’s hard to see why ‘GGG’ was handed such a long contract in his twilight years. DAZN should have pushed for Canelo vs GGG III and maybe even IV as part of the deal, as opponents are now commanding vast fees way outside of the usual spectrum. So how do they move forward? – Well, it’s quite obvious…and it doesn’t mean hiking the price to $50 as Hearn suggested. That would be nigh on business suicide. A much more viable option would be for DAZN to launch a PPV service of its own.

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