[harsh]

That article is almost five months old. It doesn't contemplate the more recent news that Diamond Sports (Bally's, YES Network and Marquee Sports Network) is on the brink of bankruptcy.

https://www.nexttv.com/news/bally-sports-plus-readies-monday-national-rollout-amid-fire-sale-rumors?utm_source=SmartBrief&utm_medium=email&utm_campaign=C74FC4FA-5D4D-4151-8915-3043BA411DBE&utm_content=32D7CFE5-58E4-4FC0-8385-E43C920B3F0A&utm_term=E51BA93F-CC3E-4C1B-BA46-8BED207850A2

 

[harsh]

Taking for granted that YES will still be around seems difficult to support all by itself.

Assuming that the vMVPDs are capturing the MVPD losses is pretty difficult to buy into as well as they may represent no more than 10-12 million customers all tolled; not all that impressive given that they draw from perhaps the largest of all customer bases.

 

[harsh]

The number of people that would stick with cable if they could get ESPN a la carte, is not 50M. It is probably closer to zero.

I'd imagine that there is a pretty large market in the commercial venues that would like to get ESPN without subscribing to a broad scope programming package. I'm thinking sports bars and barber shops as good examples.