Tomorrow Never Knows: The Latest Conference Realignment FAQ

The past week has featured more conference realignment moves and rumors in quite some time.  Seven schools switched conferences last Friday, all of whom are really pawns in the college sports game of double chess.  Stewart Mandel has pointed out that ever since the Big Ten announced that it was going to expand back in 2009, 25% of all FBS schools (31 in all) have changed leagues.  Inspired by the use of a classic presciently-titled Beatles song* (along with an appearance by Mr. Belding from “Saved by the Bell”) in “Mad Men” this past week, let’s look into the future** by answering some questions that I’ve been seeing from a lot of readers lately:

(* The cost for “Mad Men” to use an actual Beatles master recording as opposed to a cover version: $250,000.  It was well worth every penny.)

(** As the friendly posters at TexAgs seem to enjoy reminding me about once a month, I had this doozy of a wrong prediction last year.  I’m certainly not a soothsayer.  However, what I hope that readers will appreciate that I try to dig a little deeper than the surface level view to get them to think about the issues of the day in a different way.)

1. Does the removal of AQ status and resignation/ousting of Big East commissioner John Marinatto mean anything for Boise State and San Diego State? – Not really.  BCS auto-qualifier status in and of itself would have been nice for Boise State and San Diego State, but they were well aware months ago that such designation was on its way out the door.  What’s more critical for those two schools is the amount of the next TV contract for the Big East, which should be substantially more than what they would have received in the Mountain West Conference even in the worst case scenario.  The main issue for Boise State will be whether the WAC will continue to live on as a non-football league for the Broncos to place its basketball and Olympic programs.  As long as there’s some home for Boise State’s non-football sports, they’ll be in the Big East (meaning that San Diego State will be there, too).

2. Does the removal of AQ status and resignation/ousting of Big East commissioner John Marinatto mean that the Big East will split? – No.  If anything, it’s a sign that the conference is going to be sticking together for the foreseeable future.  This was a move that appears to have been driven by the Catholic members of the conference and the football members ended up agreeing.  As I’ve stated in prior posts, the Big East isn’t going to be getting a bonus from a TV network for its football league just because it’s an all-sports league as opposed to a hybrid league.  The value of the Big East football side is what it is regardless of the conference’s structure.  In contrast, it’s really the value of the basketball side of the conference that’s the variable and it’s clear that keeping Georgetown, Villanova, St. John’s, et. al will garner a better per school package than a split league.  As USA Today reported today in an otherwise somber assessment of the future of the Big East:

The conference could begin television negotiations as early as September. College football officials inside the league and out, and others well versed in TV negotiations all said the league would be best served if it stayed together, even in its unwieldy current configuration.

Even if no one in their right minds would create the Big East as currently constituted from scratch today, the Catholic and football members of the conference are still more valuable together than they are apart.

3.  Is the Big 12 raiding the ACC? – I don’t believe so (and you can refer back to my post from February on some of the reasons that I think still stand today).  Sometimes, I feel like I’m a crotchety guy constantly throwing a wet blanket on rumors that the Big 12 is going after the likes of Florida State and Clemson, but everything that I’ve heard on this topic has either originated from not-quite-reliable locales and rooted in what sound like football fan-focused concerns as opposed to university president-focused.  For instance, I see a lot of comments that a school like Clemson would want to join the Big 12 because of the “football culture” compared to the Tobacco Road dominated ACC, yet that belies the facts that (1) Nebraska and Texas A&M, two of the most football-focused schools in the country, couldn’t run from the Big 12 fast enough and (2) the ACC didn’t exactly decide to add Miami, Virginia Tech and Boston College back in the day due to hoops prowess.  That’s what I mean by a “football-fan focused concern”.

Now, TV revenue disparity is certainly a university president-type concern that could make the Big 12 attractive compared to the ACC on paper.  The Big 12 reportedly has a verbal agreement with ESPN to kick up its total annual TV rights revenue to approximately $20 million per year per school.  (That figure would be the combination of ESPN first tier and Fox second tier TV rights but doesn’t include third tier TV rights controlled by individual schools, such as the Texas deal with ESPN’s Longhorn Network.)  However, it’s still unclear what ACC will end up after its renegotiation with ESPN.  There was a SportsBusiness Journal report in February that each ACC school was looking at around $15 million per year, yet that hasn’t been finalized.

Here’s one thing that’s clear to me, though: ESPN has zero incentive to see the ACC get raided.  None.  Nada.  Unlike its contracts with every other power conference, ESPN has complete top-to-bottom control of all ACC TV rights.  This means that ESPN has more of a vested interest in the survival of the ACC specifically over every other conference – it’s the one league that the people in Bristol aren’t sharing with Fox, CBS or the Big Ten Network.  In fact, think of it in these terms:

The ACC is the single largest content provider to all of the ESPN networks, whether college or pro.

Let that sink in for a moment.  The ACC provides more live content to ESPN than the NFL, Major League Baseball, NBA, SEC, Big Ten, Big 12 and Pac-12.  So, do you really think ESPN wants the ACC to lose anyone, much less actually enable another league (the Big 12) to poach Jim Swofford’s gang?  Is ESPN going to want to trade an entire slate of Florida State games that’s guaranteed annually in order to receive only a handful of tier 1 Seminole games that’s variable from year-to-year?  Well, for all of the talk about how sexy of a matchup Florida State vs. Texas would be, check out the number of times that FSU vs. Miami appears on the list of highest rated games in the history of ESPN.  Since many sports fans tend to forget the existence of anything that happened beyond one year ago, they have forgotten how strong the ACC has been as a TV property over the long haul.

No one knows how much ESPN can single-handedly shape conference realignment more than the Big 12.  There’s one reason why Texas and Oklahoma aren’t in the Pac-16 today: the Longhorn Network.  ESPN was willing to pay Texas $15 million per year alone for bottom-of-the-barrel TV rights just so that its limited tier 1 Big 12 package would be kept alive.  So, my educated guess is that ESPN is going to be more than willing to throw at least an extra $30 million per year toward its single largest content provider of the ACC to make it at least revenue neutral on the TV front (where it’s close enough to the value of the Big 12’s TV deal that any difference would be offset by higher travel expenses) or even more to remove any doubt that the ACC is on equal standing with the other power conferences.

As I’ve stated in prior blog posts, I’m not saying this out of any love for the ACC.  Personally, there’s nothing that I’d love more than to witness those douchebags from Duke get relegated to the Southern Conference.  However, I try my best to separate what I want to see happen from what I believe will actually happen.  In this case, I believe that ESPN is going to end up paying the ACC enough to remove TV revenue as a reason for any school to leave that league for the Big 12.

4. Is the Big 12 going to expand with non-ACC schools such as Louisville? – I find this scenario to be much more likely than any type of Big 12 raid on the ACC, but the issue that the options for the Big 12 besides Louisville are limited.  BYU has been brought up on several occasions as a possibility, but the Cougars have such stringent requests regarding its own TV packages that even Texas says, “Damn!  You’re giving us nothing!”  Cincinnati is a geographic bridge between Louisville and West Virginia, yet their fan base size and football stadium situations aren’t making the heads of anyone in the Big 12 turn.  Rutgers and/or UConn are intriguing options for the Big 12 in my personal opinion, but that hasn’t been validated by anyone that’s actually associated with the conference.

Unfortunately for Louisville, they need a twelfth school to join them, as the Big 12 isn’t going to add them alone as number 11, and there isn’t anything close to a consensus on who that twelfth school should be.

5.  How are the non-power conferences going to end up? – The non-power conferences are in a worse position than they were 4 years ago.  While they will have more access to the new college football playoff on paper, they have few (if any) programs that have the resources to legitimately challenge for one of those 4 playoff sports on a consistent basis.  At the same time, those depleted leagues will likely be giving up any access to the other lucrative BCS bowls, which are going to be even more geared toward contractual tie-ins and a free market system of choosing the most popular schools that draw TV ratings and sell tickets.  To the extent that the Big East might get raided again by the Big 12, the Big East can then turn around and poach from the Mountain West and Conference USA even further (so fans from those conferences should not get any joy in any manner from all of the Big East doomsday stories).

If there’s one rule in conference realignment, it’s this: Shit ALWAYS rolls downhill.  When you’re at the bottom of that hill, you’re the WAC.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

(Image from Gothamist)

Take Me Down Like I’m a Domino: Realignment in the Rest of the World

With the Big 12 on the verge of signing a large new TV rights extension deal with ESPN and Fox and seemingly heading toward a period of stability, conference realignment is looking more about completing the domino effect of the moves by the power conferences.

The merger of the Mountain West Conference and Conference USA is progressing at tortoise speed with 16 schools for now and periodic rumblings/threats that it may grow as large as 24.  There’s still the specter of the Mount USA Alliance losing Air Force to the Big East, but that would likely be the extent of any further defections.  Honestly, outside of the possibility of having to replace Air Force, I don’t see any real value in the Mount USA expanding further.  As of now, there can be an easily manageable 16-team conference with 2 logical 8-team divisions.  Adding any more schools would be the essence of expansion for the sake of expansion.  The Mount USA is already in a precarious position with how much their TV contracts would be valued today, so further expansion would likely just dilute any rights fees.  So, if the Mount USA is smart, the WAC will receive a reprieve.

Meanwhile, the Atlantic 10 is the new scene for hot conference realignment action.  Temple will be leaving for the Big East while Charlotte has been invited to the Sun Belt in connection with the school’s move-up to Division I-A football in 2015, which means the A-10 is looking for reinforcements.  Brett McMurphy of CBSSports.com has reported that VCU, George Mason and Butler have had discussions with the A-10.  If this is consummated, I like the move from the perspective of all parties involved.  The A-10 would establish rivalries in the Washington, DC area (George Mason vs. George Washington) and Richmond (VCU vs. Richmond) while providing Midwestern bridge between its Ohio members (Xavier and Dayton) and St. Louis University by adding Butler.  In turn, the A-10 has consistently garnered multiple bids to the NCAA Tournament, which is something that none of the potential additions could count on in the Colonial Athletic Association or Horizon League, respectively.

If I were running the A10, I’d also be taking a look at current Horizon League members Loyola University Chicago and Detroit.  While they haven’t had recent Final Four runs like VCU, George Mason and Butler, those schools fit well with the large Catholic school contingent in the A-10, are located in large TV and recruiting markets, and provide a critical mass of schools in the Midwest.

Are these moves as titillating as the persistent rumors thrown around about the Big 12 poaching ACC schools such as Florida State and Clemson (which I don’t buy for one second)?  Of course not, but it’s important to note the range of the aftershocks of the realignment of the power conferences.  If the Atlantic 10 expands, then the Horizon League and CAA will likely need to find replacements, which means even more leagues further down the food chain are affected.  The drive for big-time college football revenue is impacting every type of Division I institution, including those that don’t play football at all.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

(Image from Manga Xanadu)

Will Missouri End Realignment Rumor Misery?

If we all took some truth serum, most of us would have to admit to at least one trashy guilty pleasure TV show without any redeeming social value.  Some people enjoy Jersey Shore.  Others watch some variation of the Real Housewives.  The truly prurient are avid viewers of the Oakland Raiders.  My favorite trashy TV choice: Cheaters.

The premise of Cheaters is fairly elegant: a girlfriend/wife that is not quite sure of the fidelity of her boyfriend/husband has the Cheaters private detective squad led by host Joey Greco follow the suspect around with hidden cameras.  In 100% of the cases, the boyfriend/husband is caught in the act of cheating and a highlight videotape is then shown to the girlfriend/wife.  By sheer coincidence in 100% of the cases, the boyfriend/husband happens to be with the temptress at that very moment, which provides the opportunity to the spurned girlfriend/wife to have what it is literally titled in the last segment of every show, “The Confrontation”.  Gloriously, The Confrontation almost always occurs in a public place with the girlfriend/wife dumping the cheating bastard in front of about 150 people (plus 40 cameras), typically after verbally and physically beating down the boyfriend/husband and the temptress.  In a way, it’s the ultimate form of reality TV justice.  Cheaters provides such a high level of quality trash that it’s a constant source of inspiration for Maury Povich, who is essentially the Yoda of Trash TV.

This got me thinking about Missouri and the SEC.  (We could go a whole lot of ways with that one, no?)  Last year, when the Big Ten was going through its expansion evaluation process, Tom Osborne talked about how Jim Delany had him fly to secret locations in order to avoid any press.  Pac-12 commissioner Larry Scott has openly complained about people tracking the private jets that he uses via FlightAware, as that could tip off the public about schools he was meeting with.  Last month, a story broke on a random Friday night out of the blue that the ACC was looking to invite Syracuse and Pitt and a press conference confirming the invitations was held less than 48 hours later.  Even with all of the rumors surrounding who the Big 12 would invite over the past few weeks, it has kept and continues to keep its true intentions muddled, with the TCU invite coming quickly and it still being unclear how the conference is going to proceed.  Much like mergers and acquisitions in the business world, the major conferences have tried to keep their expansion plans in a shroud of secrecy and misdirection, which has fueled a cottage industry of blogs like this one along with providing reams of message board speculation.

The SEC, though, doesn’t play that way.  Clandestine expansion operations?  Pfffffft.  Oh sure, Mike Slive will continuously issue official statements that “The SEC is happy right now and it isn’t inviting any school that’s already a member of another conference.”  Of course, that SEC position means that it fully expects and requires any school that wants to join the league to publicly break up with its current conference just like in The Confrontation in Cheaters before applying.  This seems to more than just a legal technicality.  For all of the CYA tactics that Slive and the SEC presidents used prior to admitting Texas A&M, I honestly think that they get a kick out of public institutions openly going through a divorce with their current leagues.  As a result, we have a fairly unprecedented situation where two different schools (Texas A&M and now Missouri) have gone through extremely long, public and acrimonious processes just to get to the point of applying to the SEC.  I can’t really tell you whether this is really the right or wrong approach compared to the Big Ten’s Operation Purple Book Cat, but one thing should be clear: the SEC doesn’t do any super secret invites.  Thus, forget about the thought that the SEC might be targeting West Virginia, Virginia Tech, Florida State and/or Clemson.  It’s all about Missouri right now.

This prolonged period between Missouri announcing that it’s “exploring conference options” and what ought to be a withdrawal from the Big 12 this week has created a whole lot of activity and rumors regarding other schools … but absolutely everything has to be written in pencil.  The Mountain West Conference and Conference USA have announced a 22-school alliance/merger/clambake (AKA Mount USA), yet it’s not quite clear whether the largest names in that proposed league, such as Boise State and Air Force, are even going to stick around in Mount USA since they’ve been rumored to be heading to the Big East.  In turn, the Big East seems to have a goal of a 12-school alignment with the additions of UCF, Houston and SMU as all-sports members and Navy, Boise State and Air Force as all-sports members, but it can’t be finalized without exit fees that are contingent upon at least Navy and Air Force joining, and who knows whether those two would join if a school like Louisville heads to the Big 12.  Lurking in the background, don’t forget about BYU and its own Big 12 prospects.  A number of reports earlier this month seemed to intimate that BYU and the Big 12 couldn’t come to an agreement (or maybe more appropriately, BYU and the Big 12’s TV partners regarding BYUtv), yet the school’s athletic director took pains this past weekend to state that no invite was turned down and kept everything as open ended as possible.  (I’ll reiterate that I believe BYU-to-the-Big 12 will eventually get done.  It makes too much sense.)

A couple of things to note:

(1) The issue with the AQ status of the Mountain West has never been about the strength of its champion and the next top team or two.  Instead, the league has always gotten killed on criteria that deal with depth, as its lower two-thirds have generally been abominable.  I fail to see how the Mount USA merger with C-USA addresses that issue and, in fact, could very well make it worse even if schools like Boise State stay, which gets to the next point…

(2) If there’s been one constant in conference realignment, it’s been that whenever a weaker conference starts thinking that it can attack a wounded stronger conference, that stronger conference slaps the weaker conference back to the stone age.  It’s hard to remember now, but there was about a week in Summer 2010 when the WAC was actually thinking that it could raid the MWC after BYU declared its independence.  MWC commissioner Craig Thompson then proceeded to go off on the WAC like Sonny Corleone on Carlo Rizzi by essentially grabbing everyone except for poor Utah State.  A lot of Big East fans back in August were having thoughts of absorbing a number of Big 12 schools such as Kansas or even raiding the ACC with the promise of a new lucrative TV deal.  That led to the ACC taking two old line Big East members and the Big 12 grabbing didn’t-even-get-a-chance-to-play-in-the-Big-East member TCU while continuing to swarm like a vulture.  We now see the Big East will always be in the position of raidee instead of the raider compared to the other AQ conferences.

Even with all of those losses (and possibly more to come), the Big East still has guaranteed AQ status until at least 2013 (and by other reports, until 2015), which means that Mount USA ultimately isn’t going to fend off a Big East raid, either.  Maybe the service academies would decline the Big East since they are institutions that are in a different realm than anyone else, but all of the others, including Boise State, know that this is their only chance to jump into the “haves” category of college football.  A 10 or 12-school Big East with a guaranteed AQ bid versus a 22-school Mount USA that doesn’t have any guarantee of an AQ bid whatsoever really isn’t a very difficult choice.  While there seems to be a lot of Big East haters out in the college football world these days, rationally speaking, there’s no reason why even a Big East that’s down to 2 members left still isn’t more desirable than the Mount USA simply because there’s AQ status at stake.  There will always be more leverage for a league to retain its AQ status than a newly formed league to attain it, especially in a BCS system that stacks the deck against upstarts.

So, there’s an avalanche of moves on the precipice of occurring, but they’re all waiting on The Confrontation scene between Missouri and the Big 12.  The SEC still only wants single schools to apply.

UPDATE (10/17, 11:50 pm): Big East is reportedly inviting Houston.  This dovetails with a scheduled Big East conference call to discuss realignment on Tuesday, so we also might see invites provided to SMU, UCF, Boise State, Navy and Air Force.

(Follow Frank the Tank’s Slant on Twitter @frankthetank111 and Facebook)

(Image from Uncomfortable Moments)