The NFL’s Sunday Ticket package, which helped make DirecTV
the dominant force it is today, is set to be up for renewal in 2014. While
negotiations seem are ongoing according to reports, there are always hits and
snags that get in the way of making these deals work out. DirecTV has also
openly stated in the past that it’s very open to moving on if the price is too
high, and based on the numbers from the NFL’s other contract extensions with
NBC, ESPN, CBS and FOX; those numbers might get higher than DirecTV wants them
to.
If DirecTV isn’t able to secure an extension of its rights
before the Super Bowl, don’t be surprised if some new disruptive technologies
pull a “Fox” and surprise the world with a huge bid that moves the package to a
digital product. Of course, cable operators such as Comcast and TWC (who have
been actively acquiring sports rights lately) might have something to say
before anything like that happens and they could possibly form a joint bid with
DirecTV to keep out of market games on traditional programming providers.
But when all is said and done, don’t be shocked if a new
emerging programming provider decides to take the rights. Here’s is my
handicapping of the most likely disruptive technologies which could take the
NFL’s rights.