The lag is a huge issue as we have said for a bit now. Another issue will be households capable of this from a bandwidth perspective. There are a lot of 40 and 50 year old football fans who don't need top internet speeds for their day to day lives IMO.
My guess is that they will need roughly 1mm to 1.5mm new subscribers to either the a-la-carte version or to the full service itself just to break even and I just don't see that happening. It would constitute a 20% jump in subscribers and not many people choose YTTV in their cord cutting strategy. They only have 5mm subscribers now and they just raised their monthly price by 12%. What makes you think they will keep them when they never wanted football in the first place and now are having to pay for it?
DTV will give me redzone to keep me. That's my guess and I'm sure the other 1.5mm DTV Sunday ticket subscribers will get it mostly free as well.
Failing would be to JUST break even on their 2bn per year investment. And I don't think they have the math behind them to make it to two billion. Especially if the user experience has a 54 second lag.
I am also holding out for an option to choose redzone and the Cardinals. I would do that I think if they offered it. And my guess is that they might.
Personally I am not interested in Sunday Ticket - but that is because the Cards are the only team I want to watch every play on. Otherwise I prefer RedZone.
So yeah I would think there is a limit to the number of subscribers they can get, basically primarily out of town fans.
I would think they can get just as many subscribers as their were on DTV or very close. I have a feeling they may be ok losing money on buying the package if they get a bunch of people to sign up for youtube TV - Which they will - that is the main goal is getting exclusive content people will sign up for.
Bandwidth almost everywhere is more than good enough, it is only out in rural areas that is any issue, and starlink is filling that gap quickly.
The lag means nothing if almost everyone has the lag - which they will. Even then, only hardcore gamblers should even care.
Cable and Dish is just totally dead. Everyone will be switching and a ton more stuff will go ala cart. The world changes and we don't go backwards.
If you can't handle the switch to streaming, just wait till you see what happens with AI in the next year. More has happened in the last month in AI than in all of history, and quite frankly it's actually scary.