Thursday night flexing is not about Amazon — it’s about the next wave of broadcast deals

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There’s a popular belief in the aftermath of a pair of offseason tweaks to the Thursday night package that the NFL has bowed to Amazon czar Jeff Bezos.

It’s popular, but it’s also inaccurate.

The NFL hasn’t taken steps to enhance the Amazon package as a favor to Bezos, expanding the maximum short weeks per team to two and adding late-season Thursday night flexing. As one high-level source with knowledge of the dynamics explained it to PFT on Wednesday, this is not about Amazon. They already have Amazon’s commitment.

This is about the future of streaming.

The NFL knows that it needs to boost the performance of streaming properties in order to ensure the appropriate return the next time rights deals are negotiated. Last year’s streaming numbers for Thursday Night Football did not compare favorably to the numbers generated in prior years by Fox. If the league is going to realize maximum revenue from streaming providers in the next deals, the streaming packages need to be viable.

Said the source in response to the notion that the changes aren’t about Amazon but about streaming generally, the source said this: “You’re not 99 percent right, you’re 100 percent right.”

For the NFL, the goal is to get streaming audiences as close as possible to 100 percent of what they were on broadcast TV. In this regard, there is plenty of work to be done. And not much time within which to do it.

27 responses to “Thursday night flexing is not about Amazon — it’s about the next wave of broadcast deals

  1. ATSC 3.0 is something to consider. Tuners can be built into cell phones, even. Better reception. Targeted advertising. High volume with minimal bandwidth.

    It’s a mystery why streamers are so intent on focusing on live content for huge audiences, when that exposes the weaknesses of the infrastructure. Twitter crashed today during DeSantis’ webcast.

  2. Iam not buying. As far as anyone’s know, Streaming could be copout in two three years. I don’t think the NFL has a crystal ball. Hedging their bets? you bet.

  3. Ok, someone please educate me as to streaming. I watch mostly sports, news, WWE, Seinfeld reruns, occasional A&E/History channel, etc for documentaries thru Verizon FIOS. Not into regular shows/movies (other than Yellowstone). Last season watched some Yankee games and some TNF on Amazon but the picture isn’t as clear and seems like a PIA to switch back and forth to regular TV with multiple buttons during commercials. With FIOS and DVR I can flick between 2 games and rewind both so i don’t miss plays. From what i read/hear to get all the sports channels FIOS has you wind up having to multiple stream packages and plus to pay for internet anyway it winds up close to same money per month. I know that seems like the way its going but am i missing something?

  4. A lot of the people who stream football are not loyal fans like old fans. Maybe they think the old fans will die off because of Father Time and they’ll be left with these people but these new fans are not loyal like the old ones are. The statics and data these owners are presented are projections, rosy scenarios. There is so much choice out there people will just do other things. I as fan of over 50 years will never pay a dime to stream a game. I’ll watch whatever the government requires them to show for free based on their antitrust exemption. If it means only my own team then so be it.

  5. I think the streaming numbers not comparing favorably to the fox numbers is more about fox being in every household an a much much smaller percentage of households having amazon prime. I hope they figure out there are more people that want their sports over the air without streaming delays an expenses than want to stream all their sports. I don’t know how many viewers they will lose but I’m not paying for 12 streaming services an providers. I think the local markets have to get over the air lose their antitrust status so the home team is free, for now.

  6. It’s smart business. The streaming potential is worldwide, significantly higher than any audience cable can reach.

    The NFL recently extended promotional rights so that individual teams can promote themselves and the NFL (in countries that have shown interest in the NFL).

    The NFL is evolving to ensure a successful future as new technologies disrupt viewership patterns.

  7. Of course it’s always about money. The people who own football teams don’t care about the sport, just the money. Maybe Jerry does.

  8. They’ll never get as many viewers on a stand alone streaming service as they would on network tv

  9. sugarbears says:

    How dare these businessmen try to make money!!!

    You mean like the owners/”businessmen” billing taxpayers for THEIR business expenses when it comes to stadiums?

    Yes, very “shrewd” business decision-making.

  10. Let’s also dispense with the myth that Jeff Bezos owns Amazon. Institutional investors (mutual funds, pension funds, etc.) own 60% of Amazon stock. Bezos holds only 9.5%. Bezos is not the CEO. He stepped down from that position a couple of years ago.

  11. Hi Mike,
    Long time listener but first time emailer.
    I write to you from Brisbane, Australia from where I travelled to Cincinnati and Los Angeles (Paycor and SOFi) to attend Falcons at Bengals and 49ers at Rams in 2022.
    My wife and I will attend Bengals at 49ers this year. Point being that as soon as the NFL schedule is released, I have to hop on line and secure tickets (very expensive in Australian dollars ) along with accommodation and flights. Now just imagine a world where one or all those games could have been flexed. Just to put some perspective on this; to get from Brisbane to Cincinnati it’s about 14 hrs across the Pacific Ocean then about 4-5 hrs to Ohio. (Approx 9000 miles in your language-I think 14000Km sounds more impressive.)
    I realise maybe people like me are in the minority in terms of the international audience but this move by the NFL to bolster streaming ratings, appears inconsiderate at best but callous at worst.
    Love your show on Apple podcast.
    PS I reckon you should have a chat to Andrew Brandt. The two of you on air together would have a tremendous perspective on the financial and legal side of the business of the NFL.
    PSS Say hi to Chris
    Kind regards
    Mark Corrie

  12. Any way to try to get into my wallet the NFL will find it. When they go pay per view I’ll be done with them. I already don’t watch TNF because I’m NOT paying Amazon to watch it.

  13. I understand the normal response is greedy owners just trying to make money but the players get 49% of all revenue.

    If the players (NFLPA) wanted the NFL to stop maximizing revenue, they could demand it- but they don’t. The players are perfectly content every time a broadcast/streaming deal gets negotiated because the salary cap climbs. The NFLPA may make a statement about “the fans” or “safety” or the “integrity if the game” but they don’t draw a line in the sand and stop anything that puts more money in their pockets.

  14. no not at all..the amazon angle is just a bonus..these guys think we are idiots. why do we continue to prove them right with our wallets

  15. Then the bold experiment should be Sunday Night if you want to bolster prime time streaming

  16. Hopefully nobody watches again this year. TNF is overkill. Games on all day Sunday and MNF are plenty, especially considering that you have college games on Saturday and 24/7 NFL content available elsewhere.

  17. I used to get all the flavors of ice cream at one shop and it was FREE. Now I have to pay for it and I have to go to one shop for chocolate, one shop for vanilla, one shop for Rocky Road and it’s getting more expensive all the time. Guess I’ll have to give up ice cream. It’s not worth the money or the effort.

  18. The league is merely dangling the “who want$ it the mo$t?” carrot…

  19. We all know that NFL is a business and it’s about making money. eventually though when is enough enough? At some point they have to realize they at least need to think about the fans a little bit when they make decisions

  20. “sugarbears says:
    May 24, 2023 at 9:08 pm
    How dare these businessmen try to make money”

    Nobody expects them not to make money but when you have teams getting public money for stadiums, have a draft system for players controlling who they play for out of college, blackouts on local broadcasts if the game is not sold out among other things they are far from being a normal business and deserve criticism for what appears to be a desire to extract every cent and more with little to no regard for their actual customers mainly because they can. When money is all that matters there will never be an amount that is enough.

  21. IMO, Flexing games on Thursday Night Football is a bad move that shows the NFL does not care about the players or the game of football.

  22. Hopefully nobody watches again this year. TNF is overkill. Games on all day Sunday and MNF are plenty, especially considering that you have college games on Saturday and 24/7 NFL content available elsewhere.
    ============

    The Madden football crowd said the same thing as EA Sports drove that product off the cliff.

    Very few will actually boycott. With viewership being astronomically high, at this point it just doesn’t matter how many people tune out.

  23. pg33 says:
    May 24, 2023 at 9:22 pm
    It’s a mystery why streamers are so intent on focusing on live content for huge audiences, when that exposes the weaknesses of the infrastructure. Twitter crashed today during DeSantis’ webcast.
    ______________

    A combined failure of your two heroes, Musk and DeSantis. Those two being unable to to run a webcast doesn’t mean there is something wrong with streaming.

  24. The Analytical Kid says:
    May 24, 2023 at 11:29 pm
    sugarbears says:

    How dare these businessmen try to make money!!!

    You mean like the owners/”businessmen” billing taxpayers for THEIR business expenses when it comes to stadiums?
    _______________

    No owner is billing taxpayers. The citizens elected representatives voluntarily decide to build stadiums that the teams then use. Those elected representatives could just as easily say no, and you can bet that they would say no if that’s where they thought the majority of voters would agree.

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