Month: August 2021

Where in the World is Carmen San Diego State? Mapping Out Big 12 Expansion Strategies

On By Frank the TankIn College Basketball, College Football, Sports1,509 Comments

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Last week, the Pac-12 announced that it was not seeking any expansion at this time in the wake of its announced Big Paclantic Alliance with the Big Ten and ACC. While some fans of schools remaining in the Big 12 that are hoping for another power conference home may cling to the “at this time” qualifier from the Pac-12, the practical reality is “at this time” really means, “We’re not expanding unless Notre Dame and schools such as, well, Texas and Oklahoma are coming through that door.”

Therefore, reality is setting in for the Big 12 that it will ultimately need to expand and, to that end, the league has formed an expansion subcommittee. At a minimum, the Big 12 will need to have at least 10 conference members after Texas and Oklahoma officially leave for the SEC in order for the league to maintain its current TV contracts with ESPN and Fox. Note that everyone from the Big 12, SEC, Texas and Oklahoma will all publicly state that no one is moving until 2025 in order to comply with their existing agreements. No one can even hint anonymously that there’s a possibility that UT and OU will leave the Big 12 prior to that time. However, in practicality, everyone knows that there will eventually be a settlement so that those schools aren’t spending the next 4 years in lame duck status that isn’t good for anyone. This means that the Big 12 has to be ready to act once it knows the UT/OU exit timeline and staying at 8 members simply isn’t an option.

Over the past decade (decade?!) in writing about conference realignment, I’ve had multiple posts about examining Big 12 expansion candidates complete with dated pop culture references ranging from Avicii to The Bachelor. In reviewing Big 12 expansion this time around, though, I felt that a straight ranking of the candidates really wouldn’t add much to the analysis. The interesting opportunity that the Big 12 has is that, as a result of its current roster of members with a potpourri of institutional types and geographic placement in the center of the country (except for West Virginia), the league can legitimately expand in any direction both philosophically and geographically. With only a small handful of exceptions, the realistic expansion candidates for the Big 12 essentially all have, in baseball terms, the same Wins Above Replacement Value where there aren’t glaring differences. As a result, expansion should be looked at holistically in terms of the overall strategies that the Big 12 could use. Putting on my consulting hat, here are 11 different Big 12 expansion strategies:

1. Lazy AF Bare Minimum Backfilling Strategy – Cincinnati and BYU

If it’s true that no realistic combination of expansion options for the Big 12 can bring in additional revenue and would only dilute per school shares, then it stands to reason that doing just the bare minimum to backfill to 10 members simply to keep the current conference TV contracts intact is high on the list of potential strategies. Cincinnati and BYU were generally looked at as the top targets for Big 12 expansion 5 years ago and that’s likely going to be the same today. (Heck, Cincinnati and BYU were even the two top schools in my Big 12 Expansion Index from 2013.) It’s not the most explosive or Armageddon-like path for the conference realignmentologists out there, but it might be the most realistic.

Out of all of the available schools, Cincinnati is the school that I believe is most likely to get a Big 12 invite. The Bearcats have a solid TV market, an excellent football recruiting area (which would be the best in the Big 12 outside of Texas), as good of an overall athletic history in both football and basketball as any other candidate, a great football program today, and (maybe most importantly) absolutely no baggage of potential issues with religious stances or in-state conflicts with current members. These are all reasons why Cincinnati is the only school that is listed in every single one of the strategies in this post.

Now, from a pure financial value standpoint, BYU is typically viewed to be the most valuable potential addition to the Big 12 due to its TV viewership history and fanbase size. The challenge with BYU is the “baggage” in past objections from other Big 12 members regarding BYU’s Honor Code and its treatment of members of the LGBTQ+ community and the real or perceived difficulty of negotiating with the school in its past conference realignment discussions with both the old Big East football conference and Big 12. That being said, The Athletic quoted a Big 12 source stating that the ones that opposed adding BYU 5 years ago are the ones “leaving the conference”, so the barriers to BYU getting an invite to the league might have come down.

Of course, the flip side is that BYU, with its independent TV contract with ESPN and BYUtv, might be the only school outside of the Power Five that could conceivably turn down a Big 12 invite. Personally, I find that prospect to be doubtful if/when we have an expanded 12-team playoff system with guaranteed spots to the top 6 conference champs, but no one should discount the fact that BYU has different institutional goals compared to any other place in the country. If BYU won’t come or can’t get into the Big 12 for any reason, look for one of either Houston or UCF (both of which will be discussed in the next strategy) to take their place.

2. You Come at the King, You Best Not Miss Strategy – Cincinnati, BYU, Houston, and UCF

One of the cardinal rules that we have learned over many years of expansion analysis: S**t ALWAYS rolls downhill in conference realignment. That is, any time that a league lower on the pecking order thinks that it could poach a conference that’s higher on the pecking order, that’s exactly when the lower league gets completely demolished. (See the old Big East football conference, Mountain West Conference and WAC in the early 2010s.) When Big 12 commissioner Bob Bowlsby publicly accused ESPN of engaging in a conspiracy to get the AAC to raid the Big 12, I wrote that this might have changed the Big 12’s attitude from taking as few AAC schools as possible (see the Lazy AF Bare Minimum Backfilling Strategy above) to trying to take as many AAC schools of value as possible. This ensures that there’s no chance that a reverse raid occurs in the future or that the CFP committee in a 12-team playoff world is trying to debate whether the Big 12 or AAC champion faced a tougher conference schedule in fighting for a playoff spot.

Houston is a school that should be in the Big 12 with its institutional and geographic fit combined with being directly located in one of the most important markets for the conference and an excellent athletic program for both football and basketball (including a New Year’s Six Bowl win in 2015 and a Final Four appearance this past year). If Houston (the school) was located anywhere outside of the state of Texas, it would essentially be a lock for Big 12 expansion. The one major wrinkle is that Texas Tech, Baylor and TCU may very well not want to elevate an in-state competitor, which is a theme that we have seen throughout conference realignment history. The Athletic mentioned that some in the Big 12 had issues with in dealing with UH board chair Tilman Fertitta in 2016, although my intuition is that’s cover for the more likely reason of in-state conflicts of interests. If I were running the Big 12, I would absolutely add Houston and this particular strategy would be the one that I’d favor the most.

When the Big 12 was looking at expansion in 2016, the league essentially looked at UCF and USF as effectively tied in a coin flip. That’s not the case any longer with UCF’s on-the-field success and building of its brand over the past several years. Today, UCF arguably brings the most pure football value of any option in the AAC along with new entry into the Orlando TV market and recruiting grounds.

3. TV Executives Will Tell Us What to Do Strategy – Cincinnati, BYU, UCF, Boise State

In the above-referenced article from The Athletic on the Big 12 expansion process, the schools in this strategy were ones specifically named as possibly maximizing football and TV value for the league. Whether that was pure writer speculation or more of an informed opinion is unknown (although my gut feeling is that those names were just thrown against the wall within the context of that article). From a pure football perspective, Boise State might have the best brand value of any Group of 5 team (despite not performing as well on-the-field compared to several AAC options recently), so they are one of the few expansion options with a solid recent history of on-the-field success and corresponding TV viewership.

4. Life After Death Southwest Conference Strategy – Cincinnati, Houston, SMU, and Rice

My head says that this expansion strategy won’t be used by the Big 12, but my heart really wishes that it would. In most conference realignment situations, the reality is that the resulting matchups when games finally get played lack any history or general emotions at all. (Recall the Civil Conflict “rivalry” between UCF and UConn in the AAC where UCF didn’t even acknowledge the existence of the trophy that UConn created.) That won’t be the case here: nothing will be forced. The hate will be real with Houston, SMU and Rice (yes, Rice!) getting into the very league whose creation destroyed the Southwest Conference and demoted them to non-power status for the past 25 years. The rivalries between the those 3 schools and Baylor, Texas Tech and TCU are longstanding and, in some cases, date back over a century. While the main weakness of the Big 12 up to this point has been its overconcentration in the Texas market, that may now be its greatest asset going forward as it rebuilds. So, the strategy here would be to lean into that asset. It may be better to be the clear #2 conference in the State of Texas than to be the #3 conference in Florida or even the #2 conference anywhere else. Honestly, this is the most fun option for me as a sports fan.

5. Stealing Magnolias Strategy- Cincinnati, SMU, Rice, and Tulane

Back in the 1950s and 1960s, there were various discussions of the creation of a “Southern Ivy League” of top academic private schools that was colloquially known as the “Magnolia League” and involved SMU, Rice and Tulane. As I’ve noted previously as the most important rule in conference realignment: Think like a university president and not like a sports fan. This strategy would fit into the university president’s typical desire to raise the academic pedigree of a league. While this may not be the best path to improve football quality, the argument here would be that getting AAU members like Rice (yes, Rice again!) and Tulane would have a greater institutional impact in being academic peers to a critical mass of members of the other power conferences. Even with the defections of Texas and Oklahoma, the actual on-the-field football product for the Big 12 will likely still be very good, but the challenge is about how the league’s members are perceived as overall institutions compared to the rest of the Power 5. Tulane provides a bonus of being directly located in a solid TV market (and world class road trip destination) of New Orleans and opens up another fertile recruiting area. 

6. All My Exes Live in Texas Blackballing Strategy – Cincinnati, BYU, UCF, and 1 of either Memphis or USF

Going in the other direction from the Life After Death Southwest Conference strategy, it wouldn’t surprise anyone if Baylor, TCU and Texas Tech form a voting bloc that would blackball any other Texas-based additions to the Big 12 altogether. As noted in the initial discussion on Houston, whether it’s fair or not, protecting the home territory of existing conference members has long been a major factor in realignment decisions. Essentially, this is the You Come at the King, You Best Not Miss Strategy with Houston removed and the last spot being a choice between Memphis and USF. Memphis is in an excellent college sports market that brings a fair amount of historical pedigree for both football and basketball. Meanwhile, USF creates synergy as a pair with UCF in solidifying a presence in the Central Florida region where any school that isn’t Florida or Florida State can’t carry on its won. My feeling is that Memphis would win out due to it being stronger as an overall athletic program, although there might be an overarching desire of the Big 12 to create a more impactful presence in Florida.

7. The Mountains Win Again Strategy – Cincinnati, BYU, Colorado State, and Boise State

The options discussed up to this point have focused on the Big 12 adding schools to the East outside of BYU. However, there’s a fair argument that going West would be better long-term in order to get the conference into a less competitive region of the country that is also fast-growing. The Big 12 (and old Big 8, for that matter) used to have Colorado as a key member before they defected to the Pac-12. This strategy works best with building around BYU and Boise State. Colorado State has long been at the top of the list of schools that would improve its conference realignment prospects drastically if it could be merely consistently competent in football since it has so many off-the-field factors in favor of it in terms of academic profile and a location in a state that is exploding with growth. .

8. Return of the WAC Strategy – Cincinnati, BYU, Colorado State, Boise State, New Mexico, San Diego State, UNLV, and Air Force (alternate: anyone else from the Mountain West Conference)

Taking The Mountains Win Again Strategy one step further, once upon a time, the WAC was a 16-team superconference with games going on at all hours of the evening. The Big 12 could resurrect that model by going big with many of the same teams that were involved in that WAC format. Essentially, this is a full-on raid of the Mountain West Conference. San Diego and Las Vegas markets are two of the largest TV markets that don’t have a direct or de facto connection to a power conference team, so the Big 12 could serve a need in those areas with San Diego State and UNLV, respectively. (Recall that Boise State and San Diego State were willing to join the old Big East football conference for a few moments before conference realignment further took its toll and they decided to re-up with the Mountain West.) Air Force further solidifies the Rocky Mountain region with some national brand value as a military academy. The Falcons have also been willing to play a higher level of competition for basketball and other non-football sports compared to their other military academy brothers of Army and Navy (who will be discussed later on in this post), although the school expressed concern about competing in a power conference in the past. In the event that Air Force doesn’t want to move, the Big 12 would effectively being throwing at a dartboard at a map of the MWC for which school gets the last spot. (Fresno State? San Jose State? Nevada? Wyoming? Utah State? Heck, Hawaii? It’s totally unclear who would win that battle.) 

9. Big Country Conference Strategy – Cincinnati, BYU, UCF, Boise State, Colorado State, San Diego State, UNLV, and Houston (alternate: either Memphis or USF)

Further to my last point, the old Big East attempted to put together a coast-to-coast football conference in 2012 in the wake of the ACC raiding that league of Syracuse and Pitt and the Big 12 grabbing West Virginia. However, the plan was killed when the league was raided again by the Big Ten (Rutgers) and ACC part 2 (Louisville) shortly thereafter. That’s too bad since they were employing a variation of one of my favorite blue sky ideas from the crazy conference realignment days of 2010: a coast-to-coast football-only Big Country Conference of the Big East plus the best of the then-non-AQ conference schools. For football purposes, today’s proposed Big Country Conference would be a super-fun league that can deliver 14-plus hours of games for TV networks every Saturday (plus plenty of willingness to fill weeknight time slots). The challenge would be that this may not be realistic as an all-sports league for the West members since there isn’t a critical mass of schools in that part of the country (unlike the Return of the WAC option). If those schools As a result, football-only memberships for those schools would require some coordination with a league like the Big West or West Coast Conference to take those Western schools as members for basketball and other sports.

10. I Wish I Was a Little Bit Taller, I Wish I Was a Baller Strategy – Cincinnati, BYU, Houston, Memphis, Temple, and UConn

It is a common refrain that “football is all that matters for conference realignment.” However, I would push back on the universality of that statement. While it’s true that the top power conferences such as the Big Ten and SEC are making so much revenue that football is really the only sport that can make a material difference, that isn’t necessarily true at the lower levels. Case in point is the new Big East that has been able to thrive both on-the-court and off-the-court financially based on basketball and no longer needing to deal with football members.

Also note the situation in the Big 12 where the most valuable school left for conference realignment purposes happens to be Kansas… and that is due entirely to its status as a blue blood basketball program. As a result, Kansas may very well have the most influence in Big 12 expansion discussions, which means that basketball prowess could become more of a factor in the decision-making. In this case, 3 AAC schools that we have discussed at length already (Cincinnati, Houston and Memphis) are included along with UConn, Temple and BYU. Granted, it’s hard to see UConn switching conferences again after leaving the AAC and going “home” to the Big East for basketball last year while turning independent for football. However, if the Big 12 is looking to really focus on its basketball brand (which will still be excellent with blue blood Kansas, reigning national champion Baylor, alma mater of the latest #1 pick of the NBA Draft in Cade Cunningham in Oklahoma State, and the national runner-up from 2 years ago in Texas Tech), then UConn has the best available brand on the table. Temple also has an excellent basketball history and would bring in the Philadelphia area that, while being perceived as a weak college football fan market, is actually a strong college basketball region with great rivalries in the Big 5.

11. Shock and Awe Strategy – Cincinnati, BYU, Air Force, Navy (football-only), Army (football-only), and 1 of either Houston or UCF

Andy Staples of The Athletic recently wrote about the importance of the 4 Million Club, where TV value is driven by games that draw more than 4 million viewers. The SEC and Big Ten have excelled on this measure since 2015, so it’s not a surprise that they draw in the most TV revenue of any conferences by far. The weakness of the Pac-12 and Big 12 (not counting Texas and Oklahoma games) by comparison was also stark. In looking through the source ratings data at Sports Media Watch, one interesting tidbit is that out of 193 college football telecasts that drew more than 4 million viewers since 2015, only 6 didn’t involve at least one Power Five team (including Notre Dame)… and 5 of those 6 games were Army-Navy games. If the Big 12 could actually make the Army-Navy game into a contest that falls under the conference contract, that may be worth more from a TV value standpoint than any other possible addition. Add in Air Force on top of that and the Big 12 would have all three service academies under its wing. Cincinnati, BYU and Houston or UCF can also be added for depth across all sports.

Now, the Army-Navy game currently has a separate TV contract with CBS, which was a requirement of Navy upon joining the AAC as a football-only member and means that league doesn’t receive any revenue from that matchup. Whether that can be adjusted would make a significant difference as to whether going for an expansion strategy focused on adding the service academies would be financially viable. In any event, Navy, Army and Air Force all do bring national brands that are hard to come by outside of the power conferences.

If I’m handicapping the field, I’d rank the following strategies in terms of likelihood: (1) You Come at the King, You Best Not Miss Strategy, (2) Lazy AF Bare Minimum Backfilling Strategy, (3) TV Executives Will Tell Us What to Do Strategy, and (4) the rest of the field. (EDIT: Thinking about this further, the All My Exes Live in Texas Blackballing Strategy ought to be included on this list. I would move that up to the #3 choice.) It’s not an accident that the same schools such as Cincinnati, BYU, UCF, Houston and Boise State are the ones that are being discussed the most along with a small handful of others. The Big 12 already went through an expansion evaluation in 2016, which would seem to make the process this time around much more efficient in theory. The real question is where the Big 12 wants to go, both literally and figuratively, as their strategies are all across the map.

(Image from IMDb)

The Big Paclantic: Thoughts on the Big Ten, Pac-12 and ACC Alliance

On By Frank the TankIn Big Ten, Sports230 Comments

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The Big Ten, Pac-12 and ACC officially announced the formation of their Alliance today, or as we will now affectionately call it, “The Big Paclantic”. (Props to Frank the Tank commenter Mike on that awesome name. The best commenters in college sports are here on this blog.) As expected, a press conference with the commissioners of the three leagues was very high-level without many details. Here are my quick thoughts on the major topics of interest:

COLLEGE FOOTBALL PLAYOFF EXPANSION

The message seemed to be that all of the Alliance commissioners are in favor of college football playoff expansion. They also gave the impression that they are fine with the proposed 12-team playoff structure overall, but there are issues at the “margins” (to use the words of Pac-12 commissioner George Kliavkoff) that need to be evaluated. Big Ten commissioner Kevin Warren made a passing reference to media packages, which was essentially code for figuring out how to extract as much money as possible from TV rights, whether it’s an extension with ESPN (which in practicality is going to be required if there’s going to be CFP expansion prior 2026 since ESPN’s consent is required) or waiting until 2026 so that those rights can go to the open market with possibly multiple TV partners (a la the NFL postseason).

I still maintain that it would be really difficult for the powers that be to delay playoff expansion until 2026. While I understand the rationale of wanting to take the contract to the open market, 5 years is an eternity when it comes to the media landscape. If I were running the show, my goal would be to get ESPN to agree to a relatively short extension at the end of the current contract (maybe 2 to 3 years), which would allow them to have 5 to 6 years of broadcasting the newly expanded playoff. The playoff TV rights could then go to a fully open market after that time. This way, all of college football can get a short-term cash infusion of a 12-team playoff quicker, ESPN gets enough of an extension to make it realistic to come to the table to reopen the existing CFP contract, and the entire CFP media deal can still fully go to the open market prior to the end of this decade.

SCHEDULING ALLIANCE

The Alliance commissioners were non-committal on specifics in terms of non-conference scheduling, although Kliavkoff intimated that the Pac-12 could convince its TV partners that it could go to 8 conference games if there were enough valuable non-conference matchups to compensate. This is where I believe the Big Ten needs to be careful since it’s not clear that it makes sense to reduce its conference schedule from 9 games to 8 games in order to accommodate additional non-conference scheduling. While the Pac-12 and ACC could certainly benefit from playing more Big Ten schools, the reality is that a 9th conference game between two Big Ten teams could very well be more valuable when looking at it from the Big Ten point of view. Sure – everyone wants to see Ohio State and Michigan play USC and Clemson, but once you get past that top tier, the plebeians of the league (like my Illinois Fighting Illini) would honestly rather see, well, Ohio State and Michigan come to town more than a second tier Pac-12 or ACC opponent. Note that this is occurring in a landscape where the SEC is now looking at going to a 9-game conference schedule and might even go up to 10 – the whole point of conference realignment is to increase the inventory of compelling intra-conference matchups. It’s hard for me to understand why the Big Ten powers that be (meaning the university presidents and athletic directors) would contemplate cutting back to an 8-game conference schedule. (One important point here: never, ever listen to head coaches on this issue since they all just want an 8-game conference schedule in order to trade off a conference game for a cupcake to pad their records.)

Now, if the Big Ten schools believe that getting more high-profile non-conference games with the Pac-12 and ACC can be done without reducing the number of conference games, then I’m all for it. The question shouldn’t be whether a Pac-12/ACC non-conference game is going to replace a Big Ten conference game, but rather whether a Pac-12/ACC non-conference game is going to replace a non-compelling cupcake non-conference game. I know that many Big Ten athletic departments have come to the conclusion that having 7 home football games per year is some type of sacrosanct right, but those terrible non-conference payday home games are really the ones that ought to be on the chopping block. That is what would improve the value of the TV package immensely: keeping 9 Big Ten conference games and swapping out a currently worthless non-conference game for a Pac-12/ACC Alliance non-conference game.

CONFERENCE REALIGNMENT

ACC commissioner Jim Phillips said the following about the Big 12 during the Alliance: “Let me put it directly. We want and need the Big 12 to do well. The Big 12 matters in college athletics. The Big 12 matters in Power Five athletics, and our FBS group.”

Of course, the immediate question/comment that I saw from a lot of observers in response: if the Big Ten, Pac-12 and ACC wanted the Big 12 to do well, then why didn’t they get invited to the Alliance?

All three of the commissioners then went on to note that prior conference raids created a domino effect of multiple conference raids, so one of the purposes of the Alliance was to create a sense of stability in the ever-changing world of college athletics.

I actually believe that the Alliance members are being sincere in wanting the Big 12 to survive and having a stable conference realignment environment in the Power Five (Four?) ranks. Granted, this isn’t being altruistic, but rather the Alliance members don’t see any expansion targets in the Big 12 that are attractive enough at this point. Following today’s Alliance press conference, Kliavkoff told The Athletic that the Pac-12 would have an announcement on whether it plans to expand by the end of this week. Pretty much every quote from him (along with virtually every report coming out of the West Coast over the past month) indicates that the Pac-12 will stand pat. The revenue bar for any new addition to the Big Ten is so high that it’s difficult to see anyone outside of Notre Dame providing enough on that front and even the bar for the lower-paying ACC is significant hurdle for any potential expansion option.

The paradox of conference realignment is that the Alliance not wanting to expand is bad for individual Big 12 members (who all want to find a different power conference home), but it’s a good sign for the Big 12 as a conference. The upcoming Pac-12 announcement will likely provide the clarity to Big 12 schools and their fans that they’re likely not going anywhere, so it’s time to figure out their own expansion options. To that point, stability on the power conference front does not mean stability for the rest of college sports. The repercussions throughout the Group of 5 conferences and other leagues below could be quite severe.

It was made clear during the press conference that the Alliance members did not sign a contract with each other, so everything being proposed is really going to be based upon the relationship of the three commissioners. We shall see if The Big Paclantic really turns into a substantive Alliance or it never gets past this high-level framework.

(Image from Chicago Sun-Times)

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Many Bothans Died to Bring Us This Information: Big Ten/Pac-12/ACC Alliance, Rose Bowl Requests and Conference Realignment Impact on the Playoffs

On By Frank the TankIn Big Ten, Sports245 Comments

Quite a bit of interesting off-the-field college football news dropped at the end of last week. First, Andy Wittry obtained a Rose Bowl memo to the Big Ten and Pac-12 from earlier this year that outlined what the Granddaddy of Them All is seeking from a new playoff system. That was then followed up by a story with potentially even greater impact, where The Athletic reported that the Big Ten, Pac-12 and ACC were exploring an alliance that could range from governance issues to scheduling.

As I stated in a prior post, the power of the SEC expansion move to add Texas and Oklahoma is that it really leaves the other power conferences with no realistic options for a response on their own (to the extent a response is even necessary). Virtually every semi-realistic superconference idea since 2010 has involved Texas and/or Oklahoma moving (including the very real and legitimate Pac-16 proposal)… and the SEC was able to grab them both without having to add anyone else. As much as the SEC move is about making as much money as possible, the real beauty of the move is that it still makes sense without the money. Texas actually gets to restart two historical rivalries with Texas A&M and Arkansas, the Red River Rivalry between UT and OU continues and the moves were geographically contiguous. This isn’t like some of the suggestions that I’ve seen trying to add USC and a handful of other Pac-12 schools to the Big Ten where all of the additions are just left on a Western island. That type of move might make money in the short-term, but that isn’t the hallmark of a long-term relationship. In contrast, the SEC expansion simply makes sense. This is not a shotgun marriage. I am an Illini and Big Ten guy to the core and can fully acknowledge that the SEC simply made the most baller conference realignment move ever.

Therefore, it makes sense to me that the other power conferences (to the extent that they’re not trying to raid each other) are trying to see how they can work together. Hence, the potential for an alliance between the Big Ten, Pac-12 and ACC. We have all of the attributes of the Rebel Alliance fighting against the Galactic Empire that just built the Super Death Star Conference that I speculated about for the Big Ten over a decade ago. (Yes, I will shoehorn Star Wars references into my posts whenever possible.)

Granted, this feels like a response to fans calling their leagues to “Do something!!!” as opposed to anything comprehensive. From the Big Ten alum perspective, that’s a bit of my fear since I firmly believe that the Big Ten doesn’t need to “do something” simply as a response to the SEC move. As a reminder, the Big Ten still distributes more money per member than any other conference (including the SEC) and that figure will likely increase even more dramatically when the conference signs new first tier television contracts to start in 2023. In fact, the Big Ten may very well be making more money per member than the SEC even after they add Texas and Oklahoma. The way that the Big Ten receives profits and revenue directly as a part-owner of the Big Ten Network is simply much more significant than what the SEC receives from the SEC Network (which is wholly-owned by Disney/ESPN) and that has largely accounted for the revenue difference between the two leagues for the past decade despite the SEC performing better on-the-field.

In contrast, the Pac-12 has a conference network that has largely been failure in terms of generating revenue, while the ACC is locked into an underwhelming contract with ESPN until 2036. It’s pretty stunning that the Big Ten could end up 3 or 4 new TV deals with raises each time before the ACC gets a chance at a new one. This wouldn’t be an alliance of equals – the Big Ten would be carrying the water here financially and they also have the most depth of attractive brands to offer for non-conference scheduling arrangements.

So, what’s in it for the Big Ten? There are two primary things that the league could be looking for here (outside of governance issues that are interesting to me as a lawyer but would bore the tears out of all of you):

  1. Long-Term Access to Growing Demographics – The Big Ten is more than fine in terms of financially competing with the SEC for the next decade or so. It’s not really about the near-term money. However, the Big Ten’s main long-term risk (identified by Jim Delany in the conference realignment round starting in 2010) is that the population trends in its footprint are quite poor compared to the other power conferences. It’s evident in the 2020 Census data that was released in the past week where the Midwestern states are generally in slow-to-no-growth mode (with my home state of Illinois being one of only 3 states that straight up lost population since 2010). Meanwhile, the Pac-12 and ACC feature pretty much every high growth state outside of Texas: Arizona, Colorado, Washington, Florida, North Carolina, Georgia, etc. An alliance with those leagues could allow for the Big Ten to get more consistent exposure in those regions without having to go through (or having the option of) expansion.
  2. Playoff Issues and Rose Bowl Protection – Outside of what other conference realignment moves might happen, the biggest question on everyone’s mind is how the SEC adding Texas and Oklahoma impacts the proposed 12-team playoff. Some people believe that it might be altered in format or derailed altogether. Others, such as Ohio State athletic director Gene Smith, are concerned about a new playoff system being handed to ESPN instead of going to the open market.

For what it’s worth, I firmly believe that once all of the emotions die down with the SEC expansion, the 12-team playoff will get passed in largely the format that has been presented. For all of the concern about the SEC locking down multiple at-large bids per year in that system, what will be even worse for the other power conferences is continuing on with the current 4-team playoff and seeing more years like 2018 where the SEC is getting multiple bids where it shuts out those competing leagues entirely. The Pac-12 has been the most open power conference in support of an expanded playoff for many years – they’re not backtracking here.

At the same time, just as a lot of layman fans mistakenly believe that the SEC makes more money than the Big Ten (which isn’t true), the Big Ten would have actually had more at-large bids if the 12-team playoff had been in place during the CFP era than the SEC. I have seen a lot of fans suggest that leagues outside of the SEC would want to cap the number of teams from each conference that could make the playoffs, but they’re forgetting is that the Big Ten absolutely doesn’t want that at all, either. This is one issue where the Big Ten and SEC are aligned.

Here’s my overarching belief about the impact of conference realignment (or lack thereof) on playoff issues: Just because the 12-team playoff would be good (or even great) for the SEC doesn’t mean that it isn’t good (or even great) for everyone else. The Big Ten wants just as many multiple bids as the SEC and they’ll get that here. The Pac-12 wants more consistency of getting their conference champ into the playoff and they’ll get it here, too (particularly with the downgrading in status of the Big 12). The SEC and Notre Dame were very clear that they aren’t agreeing to an 8-team playoff system unless it’s only taking the top 8 teams without any protection for conference champs, which would be pointless for the other leagues to agree to in a playoff expansion. It’s hard to know where the ACC stands, but if Notre Dame is clear that they’re voting one way, they’re probably not to push a system that their Irish partners would outright reject. The playoff proposal is more than the Group of Five conferences could have ever realistically hope for in terms of access – there’s NFW that they’d turn it down. Finally, the Big 12 (who had a lead role in creating the 12-team playoff proposal with the SEC) needs this to pass more than ever. Their league is effectively going to be completely shut out of the national championship race if the 4-team playoff system continues after Texas and Oklahoma leave.

Ultimately, fans generally love this 12-team playoff proposal. (It’s interesting that the only pushback that I ever see about the proposal are places like the comment section of my blog and hardcore college football-centric forums. We get into the weeds of the process and are hyper-focused on who gets an advantage. However, there hasn’t been a single “normal” sports fan out there that I’ve spoken to that doesn’t *LOVE* this proposal… and it’s the “normal” sports fans that are required for the massive audiences that justify ESPN paying for this playoff in the first place.) Believe me when I tell that even what the general public considers to be “wealthy” schools got financially hammered with the pandemic in the past year (and it isn’t over yet). So, as much as a school like Ohio State might be fine with waiting to take a new playoff system to the open market for TV negotiations, the reality is that the vast majority of other college can’t wait for 5 more years for a new playoff system when they legitimately need the money NOW (as in the Death Star reactor core is about to explode NOW). Remember that over 90% of FBS teams won’t be participating in a 12-team playoff every year… and those schools would be getting substantially more money for doing nothing. This is the easiest money grab in history and the fans will be happier than ever.

The proverbial genie was out of the bottle as soon as the 12-team playoff proposal was announced publicly. Can you imagine if we had to wait 5 years for a 12-team playoff and all we’d hear every week is, “If the 12-team playoff were in place today, then these teams would be in, but we still have to wait a bunch of more years.” No conference can look their fans in their eyes and in good faith reject the playoff at this point. There might be touchpoints around the edges to figure out, but when there’s a rare instance where fan desire and financial interests actually align, it’s going to happen.

Of course, one of those touchpoints for the Big Ten and Pac-12 is the Rose Bowl. In the memo referenced earlier in this post, the Rose Bowl Management Committee stated that they had the following objectives in a new playoff system (note that the memo was written in April prior to the 12-team playoff consensus, so they were covering either an 8-team or 12-team playoff):

1) Development of an independent media contract with the Rose Bowl Game, its partner conferences, and a telecast entity for an annual quarterfinal game;

2) Preferred access for the Rose Bowl Game on an equal rotating basis to a Pac 12 or Big Ten team available for that round of competition;

3) A Most Favored Nation position among bowls and other venues for hosting CFP Semi-Final and Championship games; and

4) The proposed quarter final Rose Bowl game shall occur on January 1 annually in its historic telecast window (approximately 5 p.m. Eastern time) following the Rose Parade.

Request #1 is actually consistent with today’s CFP system. The current ESPN CFP deal is a series of contracts: a CFP contract that covers the National Championship Game and the New Year’s Six Access Bowls (including any semifinal games played in those particular bowls) and then separate contracts with each of the Rose, Sugar and Orange Bowls (the “Contract Bowls”). When a CFP semifinal is played in a Contract Bowl, that comes under that particular Contract Bowl deal with ESPN as opposed to the overarching CFP contract. Whether this could realistically continue in the new system is an open question, but the Rose Bowl is essentially asking for the status quo on that front here.

Request #2 is quite logical if the Rose Bowl is a permanent quarterfinal game, particularly where the top 4 conference champs would be provided byes in the proposed system. With the effective demotion of the Big 12, it’s going to be more likely than ever that both the Big Ten and Pac-12 will among the top 4 conference champs on an annual basis, so the Rose would have access to them. Frankly, I would expect the same with respect to the SEC with the Sugar Bowl and ACC with the Orange Bowl when those bowls are quarterfinals. Otherwise, there’s little point in using the bowls as quarterfinal sites in the first place. What’s most interesting here is that the Rose Bowl is conceding that the new playoff system is going to prevent a Big Ten vs. Pac-12 matchup – they’re acknowledging that they’ll get either conference in a given year, but not both. That makes it a whole lot more realistic for the Rose Bowl to get integrated into the playoff system.

Request #3 seems to be a bit strange and conflicts with the notion of a permanent Rose Bowl quarterfinal game on New Year’s Day. This might be taken to mean that Pasadena would have a Most Favored Nation position to host these games in addition to the Rose Bowl Game itself. That’s a little tougher to see.

Request #4 is insanely important to the Rose Bowl. Remember that the Rose Parade and Game are intertwined specifically on New Year’s Day. I know that it can be perceived as hokey and is often frustrating to fans outside of the Big Ten and Pac-12 that this is such a key point, but if you’ve ever been to the Rose Parade followed up by the Rose Bowl Game, it all makes sense.

In my mind, Requests #2 and #4 could be fairly easily granted. The trade-off to me is that the Rose Bowl can be a permanent quarterfinal, but that means that it can’t host semifinal games (eliminating Request #3). I’ve got to believe that the Rose Bowl would fine with that scenario. Request #1 is really up in the air – I doubt that we’d have a situation where the Rose Bowl is the only bowl that gets this treatment if it’s allowed. Ultimately, I believe that Requests #1 and #2 would also need to apply to whichever bowls are connected to the SEC and ACC (currently the Sugar and Orange, respectively).

Linking this back to the Big Ten/Pac-12/ACC alliance, everyone should remember that the ACC just hired a new commissioner that started only 6 months ago in February 2021: Jim Phillips. What’s key here is his background – his job right before being ACC commissioner was the athletic director at Northwestern and served multiple stints on the Rose Bowl Management Committee. Phillips also attended undergrad at my alma mater of Illinois. The point here is that the ACC commissioner intimately understands the Big Ten and its relationship with the Rose Bowl. It wouldn’t surprise me if Phillips knows the Big Ten presidents and athletic directors better than Big Ten commissioner Kevin Warren simply because of the length of time Phillips spent at Northwestern.

So, to the extent that the Big Ten and Pac-12 need help securing their preferences for the Rose Bowl in the new playoff system, Jim Phillips could very well be a friend on that front. The ACC supporting the Big Ten/Pac-12/Rose Bowl relationship would change the dynamics greatly – it would turn it into 3 power conferences supporting it as opposed to it just being the self-interested Big Ten and Pac-12 fighting for it. Of course, if Phillips is smart (and I definitely think that he is), he’ll get a “you scratch my back, I’ll scratch yours” quid pro quo with getting support from the Big Ten and Pac-12 for a similar setup for the ACC with its contract bowl, whether it continues to be the Orange Bowl or maybe a rotation between the SEC and ACC in the Sugar Bowl. Just change all Rose Bowl requests to refer to the Sugar Bowl, SEC and ACC with a guaranteed 9 pm ET quarterfinal on New Year’s Day and that might ultimately be the compromise between the “Power 4” in the new playoff system.

Speaking of the Power 4, it’s instructive that the Big 12 was left out of the Big Ten/Pac-12/ACC alliance discussions entirely. The Big 12 is looking at a position similar to the old Big East football conference following the ACC’s raid of Miami, Virginia Tech and Boston College as a league that’s above the non-power conferences, but clearly behind the other power conferences. The silver lining is that the alliance discussions also indicate that the Big 12 isn’t likely to be poached further, which means that it can move forward with unity as a league (even if its individual members may long for an invite elsewhere). The backfilling/expansion options for the Big 12 will be the topic of another post soon. Until then, May the Force Be With You.

(Image from Pixels.com)

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