Gross is irrelevant to be honest unless you don't know what that means. It might show signs of growth but for long term.... you need some kind of profit to show. So really this isn't showing or telling us all that much.
ESPN+ U.S. grossed $9.3mil in July. DAZN U.S. grossed $2.2mil
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I agree, but these days you don't really expect early profit when growth is priority #1. Look at Amazon, Netflix, Uber, Tesla, Twitter etc etc, even divisions in companies like XBox, huge investments and years before they got into the black.
OTT sports delivery is going to be a massive market, everyone knows this and dazn are burning massive amounts trying to be a leader in it, who knows if they will succeed, but the fact they aren't making big profits from day one is pretty much expected.Comment
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Showtime's not on shaky ground; Stephen Espinoza has already said as much whether you believe it or not.Except they do. 7 years. Or double the length of what pbc has and probably 3x what Gbp and Matchroom have at DAZN.
With showtime on shaky ground. Anyone with any half a$$ business sense can see TR has the most security in the American boxing realm.
Not sure why that bothers fam.
With the 10 FOX cards per year, the at least 12 Showtime/CBS shows per year, and 3-5 PPVs per year, we're talking about 30 major PBC shows that need filling each year, with one platform not being able to fill that need (and that's before you count the PBC affiliated fighters sent elsewhere to make big events). To that you can add the 12 FS1 shows and at least 12 ShoBox cards per year.
Crawford isn't a draw, Lomachenko isn't a draw, and now it's really looking like Fury isn't much of a draw on his own here.
Teddy's been slowly phased out, Dan Rafael seems to be going the same way, and in the midst of this, you basically have constant UFC marketing across the ESPN channels.
Top Rank has their video library that ESPN+ could use having the content, but you're a fool if you think that their moving UFC off of any date that they want to run lol.
Top Rank is pretty much in a cuck relationship at this pointComment
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Over 75% of the subscribers on DAZN are from the 6 DAZN countries not the US, and who knows what they pay every month.Well, I don't know where he gets the $15 dollars from, but for those that purchased the yearly plan, they wouldn't count for the month of July. Then you have those like myself still paying $10 dollars per month.
But it is fair to say however many subscribers they had in May or June, is not the same in July since many could have canceled right after the Canelo/Joshua fights.
So when they say they had 4M subscribers in May? Totally possible, but also possible that number NOW is below 4M.
Not saying it is or not, because I don't know. But to assume they are still at 4M now because they were at 4M in May is wrong.Comment
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Source for that quip about DAZN being one of the top pay-for apps in the US for the month of July?But where did they rank in app revenue? Why you ignoring DAZN in July was one of the top sports apps people are actually paying for in the US? You do understand the difference between apps that are free and ones that aren't?
The fishing app you making fun of is a free app that gives you local maps of where to fish and free services. DAZN generated more revenue from their downloads then the fish app. It's the middle of summer with everyone in the country fishing and using a free fishing app.
Apps that required subscription vs apps that provide free content are totally different. ESPN app most people aren't paying for. Most of those downloads are people who are just accessing free ESPN news, free sport scores and free articles and have nothing to do with ESPN+ or any subscription. DAZN apps offers zero free content if you download you need to pay to use it you need a subscription to access any of their content.
The real question is what percent of downloads are paying for subscription not comparing it to apps that don't require a in app purchase to use it.
Because, if past is prologue, I'm fairly certain that you are full of **** hereComment
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There wasn't a single day in July they weren't one of the top grossing sports apps in the US for the month of July. Everyday in the top 5 grossing sports apps except 6 days where they were the the 6th highest.
Last edited by bigdunny1; 08-23-2019, 04:35 PM.Comment
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Finally somebody gets it..DAZN is destroying the myth that more people will buy PPV's if cheaper. Canelo vs..Jacob's would've did the same PPV buys at $80 as it did on DAZN at $20. Another myth is undercards on PPV matter.. but that's a discussion for another timeComment
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Standalone OTT is going to be a hard sell, especially with the Showtime app, ESPN+, Fox Sports GO, and other platforms acting as an extension of the traditional model.I agree, but these days you don't really expect early profit when growth is priority #1. Look at Amazon, Netflix, Uber, Tesla, Twitter etc etc, even divisions in companies like XBox, huge investments and years before they got into the black.
OTT sports delivery is going to be a massive market, everyone knows this and dazn are burning massive amounts trying to be a leader in it, who knows if they will succeed, but the fact they aren't making big profits from day one is pretty much expected.
Flywheel laying in as a logical extension for cab services (not really having a way to share rides will always be a hindrance, but there's a reason why the market value is down 30%, on top of the price hikes and driver agitations).
Target and Walmart have regained a ton of momentum as retailers have continued to better link the online/physical store experience (Amazon bought Whole Foods for a reason).
Tesla, for the brilliance of their electric drive train, is still having such issues with the basic blocking/tackling of making cars on time and at cost. Etc.
DAZN had a model that worked in the other 6 DAZN countries; scoop up the rights to the secondary/tertiary sports in said country, creating a product that said hardcore fan would be more than inclined to scoop up and own.
Only problem, in the US anyway, is that all the primary sports are spoken for, nearly all the secondary sports are spoken for, and must of the sports that would be tertiary or lower are already rolled up into a standalone network (think PAC12 Networks for gymnastics/volleyball) are on tertiary network properties (think Cornhole on ESPN2/ESPN3).
DAZN will make a go of it, but things don't seem too promising to me anywayComment
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Using your same source:There wasn't a single day in July they weren't one of the top grossing sports apps in the US for the month of July. Everyday in the top 5 grossing sports apps except 6 days where they were the the 6th highest.
https://sensortower.com/android/US/d...ate=2019-08-23
Understand your impact in the digital economy with Sensor Tower's comprehensive highly accurate app store analytics and digital advertising insights.
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This is just generally speaking, but 1) the app is listed and rated among the free apps [pay-for has it's own ratings on your source, but DAZN isn't there, as you already know], 2) the listed ratings make no mention of the actual number of daily downloads, and 3)after the Canelo/Joshua hue was up by mid June, the actual daily interest in the app fell off the table.
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