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Started By
Message
Yahoo stock
Posted on 10/25/15 at 11:26 am
Posted on 10/25/15 at 11:26 am
This streaming of NFL football is turning into a huge success on Yahoo this morning, so its fair to wonder if their stock might make a jump in the moments positive market.
Discuss:
Closing Price
$33.17
Day's Change
1.50 (4.74%)
Bid
0.00
Ask
33.40
B/A Size
0x100
Day's High
33.36
Day's Low
32.24
Volume(Heavy Day)
24,308,632
October 23, 2015 3:59pm ET
Discuss:
Closing Price
$33.17
Day's Change
1.50 (4.74%)
Bid
0.00
Ask
33.40
B/A Size
0x100
Day's High
33.36
Day's Low
32.24
Volume(Heavy Day)
24,308,632
October 23, 2015 3:59pm ET
Posted on 10/25/15 at 12:14 pm to BarberitosDawg
By what metric are you calling it a success?
Do you know what the paid for rights vs. what they sold in ad rev.?
I do know they sold out all the slots, but that's about it. I think the format is nice, the game seemed quick, but I don't expect that to continue once it becomes popular. They'll sell more ads and slow the game down just like a typical broadcast.
Do you know what the paid for rights vs. what they sold in ad rev.?
I do know they sold out all the slots, but that's about it. I think the format is nice, the game seemed quick, but I don't expect that to continue once it becomes popular. They'll sell more ads and slow the game down just like a typical broadcast.
Posted on 10/25/15 at 1:07 pm to TigerDeBaiter
$20 million fee.
Also, Yahoo had to cut the price for ads in half - from $200K to less than $100K. And I believe Yahoo has to give away some free advertising if viewership didn't hit a certain level.
One website had a list of ten things that Marissa Mayer has done right since joining Yahoo. The number one answer was, "Find her way to work MOST days".
Also, Yahoo had to cut the price for ads in half - from $200K to less than $100K. And I believe Yahoo has to give away some free advertising if viewership didn't hit a certain level.
One website had a list of ten things that Marissa Mayer has done right since joining Yahoo. The number one answer was, "Find her way to work MOST days".
Posted on 10/25/15 at 1:18 pm to Jag_Warrior
Yeah, most people want her out. Fast.
That what I was getting at, don't make investment decisions based on "my buddies think it's cool".
Posted on 10/25/15 at 6:32 pm to TigerDeBaiter
You guys are probably right, need to read the tea leaves for awhile before pulling the trigger or not...
Thanks!
Thanks!
Posted on 10/26/15 at 7:20 am to BarberitosDawg
I was also considering yahoo stock, but mainly because they started doing daily fantasy this year. If they can compete with fan duel and draft kings, that could pull in a lot of extra revenue
Posted on 10/26/15 at 11:07 am to BarberitosDawg
I was thinking about yahoo on friday when that news broke. I feel like this could be a huge opportunity for them.
Posted on 10/27/15 at 1:43 pm to wutangfinancial
So because they cut costs and signed away some typical revenue in exchange for a proof of concept that shows people will stream the sh!t out of the game, thereby showing online streaming is viable as a new revenue stream for the NFL...You think that the sweetheart deal they cut to be the early adopter partner with the NFL doesn't prove big things are coming?
I tend to agree...From a perspective that Yahoo! may not win the ultimate rights to stream. But someone-whether its Google/Alphabet/Android whatever, or AppleTV or iOS, or Amazon-is going to get the rights to stream games.
More than likely, they'll reopen Thursday Night Football since CBS is on a one-year contract right now.
Look at the warchests Google, Apple and Amazon have in their back pockets. You don't think the NFL isn't looking at that and thinking they have a brand new pocket to get into?
Amazon just paid $250,000,000.00 (USD) for Top Gear's trio to move to their walled garden. Apple is putting together a massive push into CDN's (Content Delivery Networks). Netflix is already the frontrunner in that department. Google isn't going to get left out in the cold.
It may not be Yahoo...But one of those tech giants is going to shell out some serious coin for TNF rights. Soon.
I tend to agree...From a perspective that Yahoo! may not win the ultimate rights to stream. But someone-whether its Google/Alphabet/Android whatever, or AppleTV or iOS, or Amazon-is going to get the rights to stream games.
More than likely, they'll reopen Thursday Night Football since CBS is on a one-year contract right now.
Look at the warchests Google, Apple and Amazon have in their back pockets. You don't think the NFL isn't looking at that and thinking they have a brand new pocket to get into?
Amazon just paid $250,000,000.00 (USD) for Top Gear's trio to move to their walled garden. Apple is putting together a massive push into CDN's (Content Delivery Networks). Netflix is already the frontrunner in that department. Google isn't going to get left out in the cold.
It may not be Yahoo...But one of those tech giants is going to shell out some serious coin for TNF rights. Soon.
Posted on 10/28/15 at 5:37 pm to GFunk
I think that's quite likely. But the main question I have is, will the deal be beneficial and profitable for whoever buys these rights? If it's Yahoo, we've all seen that Marissa doesn't mind spending shareholder cash. But her ability to make wise purchases remains in question.
Posted on 10/28/15 at 6:43 pm to BarberitosDawg
quote:
For starters, Yahoo itself acknowledges that the 33.6 million streams only represented 15.2 million unique viewers. Moreover, all of those streams accounted for a total of 460 million total minutes of football. Were you to put this in television terms, that would imply viewership just south of 2.4 million — a far cry from typical broadcast television viewership for an NFL game
quote:
More importantly, it would suggest that the typical streamer only watched the 3.25-hour game for around 30 minutes. And given that it was a surprisingly competitive contest that went down to wire, it’s hard to imagine too many football fans chose to stream in for a half-hour and then turned it off.
In short, Yahoo is counting lots of “viewers” who probably can’t distinguish between a first down and a touchdown. The tech company chose to put “auto play” video of the game atop of many of its properties, including its homepage, fantasy sports sites and Tumblr. So anyone who visited one of those pages during that 3.25-hour window counts.
quote:
It would be as if CBS struck a deal with television manufacturers whereby every TV automatically tuned to CBS after being turned on, and then transmitted that “viewership” data to rating houses like Nielsen.
Don't believe the hype
Posted on 10/28/15 at 8:56 pm to TigerintheNO
Well that changes things considerably...
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