Nine (Southern Cross)

Mr. Gordon was also very complimentary of the Nine management team following the AGM in early November last year so it appears he is on good terms with them.

“Hugh, Peter and their team are doing a great job with Nine. The outlook for Nine as Australia’s leading diversified media company is extremely positive and should give all shareholders confidence,” Mr Gordon said.
-AFR Nov. 12, 2020.

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Will just copy paste my analysis from last time this came up, nothing’s changed -

At the end of the day, a competitive process between SCA and WIN is beneficial to Nine - it’s no wonder the SMH/Age and AFR would stoke that speculation a bit.

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WIN Network outperformed 10 Network in 2020 - 18.2% share to 18.1% share

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How much of that was SNOW though?

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Very good point. Strip out Sky News and 10Shake and it’s

10/Peach/Bold - 18.0%

WIN/Peach/Bold - 16.3%

10’s programming is around 9% more popular in 10 markets than WIN markets.

That’s not such a significant variance however, for example there is a 8% variance between say the SYD and PER markets for 10/Bold/Peach.

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I really doubt that Nine will go back to WIN, I don’t think anyone takes that seriously. Nine would have to justify that to their shareholders and I don’t think they can. I certainly can’t speak for Nine or WIN (or SCA really) but working at SCA until very recently the idea of giving up Nine and moving back to Ten was not entertained as possibility (again I can’t speak for Nine or SCA’s senior management)

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Shareholders don’t care about hurt feelings

Also people keep forgetting that WIN and NEC still do business together!

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Nine probably don’t give a rats, but I hope IF (and it’s a big if) they do a deal with WIN, they ask that SNOW be replaced with some of Nine’s other multichannels.

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They can ask, but there would need to be significant financial compensation for WIN.

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Would think a decision like that is at the sole discretion of WIN

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From the SCA half-year results presentation this week. SCA managed to extend their current deal with Seven, but they are still negotiating with Nine.

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this is from media week:
sca;s grant Blackley:Radio is the major source of revenue at SCA, with $173.3m in H1 FY21 compared to $84.9m from TV. Losing the Nine signal for 10’s channels would put further pressure on those SCA TV dollars.

When asked by Mediaweek last week if SCA might have to continue negotiations with a new CEO at Nine, SCA CEO Blackley said, “No, it is something we should be able to do before that happens.”

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Sure but the actual amount would depend a lot on what percentage of revenue they actually have to pay Ten.

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Both WIN and SCA don’t want to affiliate with Ten. They both don’t have confidence in their programming or a road to riches.

Nine and Seven’s programming is more family or national focused (IE - someone in both Sydney and Tamworth would love “The Voice”), while Ten’s programming better resonates with city audiences.

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Don’t know about that. I would’ve thought Ten shows like Im a Celebrity, Survivor and The Amazing Race would hold wider appeal to regional audiences. It is shocking to me that a show like The Voice and MAFS that is filled with superficial, self obsessed attention seekers has a wide appeal outside major cities.

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Yeah, hard to see the logic in that statement.

Shows like MasterChef and Masked Singer also very popular with families and younger demos, along with the ones you mentioned.

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Bondi Rescue?

One just has to look at the ratings to compare Ten to WIN in the 4 key regional markets.

I personally would’ve thought that Married At First Sight (and most other shows in the genre like The Bachelor/ette) rates considerably higher in metropolitan Australia than it does in the regions.

Well OK, it’s likely that Newcastle & Wollongong have viewing habits which are reasonably close to the ones Sydneysiders have. But in places like Tamworth and Wagga which are further away from major population centres…

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yes and WIN does business with all the networks and the WIN owned Mediahub pushes TV out for more than just WIN. I cant see it changing, even though people at WIN try to convince me otherwise, Bruce and NINE argued alot in the preceeding years of 2016. Alot of dummy spits which led to NINE exploring options in the first place, im not too sure that they want to get back into an arrangement with a network that has lost alot of drive and have been acting like a spoilt kid with the playstation taken away for being naughty. SCA will do whatever it takes to ensure they stay in the agreement with NINE. All that has happened is that the exclusive negiotiation period has passed, so NINE are taking to WIN. I cant see NINE throwing away a relationship with a like minded company with interests in both Radio and TV, Imagine SCA dropping all of the NINE radio content (RAY Hadley and others) if NINE goes with WIN… massive cost their as well.

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This is not entirely true

Both SCA and WIN underperform NINE and 10

Mainly because Seven is so strong in regional areas

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