The Unbundled Season Ticket
Direct-to-consumer distribution has let competitions sell access by the match, the month and the club. Early data suggests it converts casual audiences and erodes committed ones.
The Business of Sport
Broadcast and streaming rights, distribution deals, and the economics of sports attention.
Direct-to-consumer distribution has let competitions sell access by the match, the month and the club. Early data suggests it converts casual audiences and erodes committed ones.
General-entertainment streamers acquiring live sport are not competing with broadcasters for the same product. They are buying an acquisition and retention instrument.
Unbundled rights, standalone broadcast windows and independent commercial inventory have moved women’s competitions from a contractual afterthought to a priced asset.
Out-of-market packages migrating to streaming platforms mark the point at which sport stops subsidising the cable ecosystem that carried it for forty years.
Technology platforms entering rights auctions are buying selectively and structurally — packages, not competitions. Incumbent broadcasters should find that more alarming, not less.
Rebate negotiations opening across three continents will set the template for how delivery risk is priced in the next rights cycle — and rights holders are negotiating from a weaker position than the headline numbers suggest.