YouTube TV Blackout Is Costing Disney an Estimated $4.3 Million Per Day In Lost Revenue (variety.com)
- Reference: 0180051000
- News link: https://news.slashdot.org/story/25/11/11/2242218/youtube-tv-blackout-is-costing-disney-an-estimated-43-million-per-day-in-lost-revenue
- Source link: https://variety.com/2025/tv/news/youtube-tv-blackout-costing-disney-lost-revenue-1236574968/
> Disney is losing an estimated $30 million per week from its networks being pulled off YouTube TV, which works out to nearly $4.3 million per day, according to Morgan Stanley analysts. The figure came in a research note from Morgan Stanley equity analysts Benjamin Swinburne and Thomas Yeh, who said in their financial forecast for Disney's year-end 2025 quarter, they are "layering in 14 days of impact from the ongoing YouTube TV blackout, which we estimate is a $60mm revenue headwind."
>
> Nov. 11 marks the 12th day of the Disney blackout on YouTube TV. The Morgan Stanley analysts wrote that they expect the Disney-YouTube TV dispute to be resolved later this week, but estimated that each week its networks are dark on YouTube TV will lower Disney's adjusted earnings per share by 2 cents.
[1] https://variety.com/2025/tv/news/youtube-tv-blackout-costing-disney-lost-revenue-1236574968/
Feed all the video to robots (Score:2)
That's just fair use, right? Then the robots puke video back out on demand, fantasy sportball people can make their teams win, or folks can have their team fuck or steal from target or whatever people do with LLMs when they aren't building scams and throwaway code. And nobody will have to care about Google or Disney's goofy little money war.
There, I fixed it.
ESPN is standalone so stop forcing into all basic (Score:3)
ESPN is standalone so stop forcing into all basic plans!
Re: (Score:2)
> ESPN is standalone so stop forcing into all basic plans!
Disney wants to have their cake, and to eat it too. If they un-bundle ESPN they know full well they will lose about 70% of the cable subscribers (based on past evaluations, only about 30% are dedicated sports fanatics). Those 30% really really want their sports, of course, and they don't really want to pay for it at fully the un-bundled price.
YTTV would probably like to un-bundle. Disney does not. Because if Disney un-bundles for YTTY, the MFN (Most Favorite Nation) clauses will come into force, and
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It's bundled because it is used to "sell" channels that would otherwise go unbought.
ESPN could easily stand alone. The stuff that it is bundled with would find it difficult to stand without the support of ESPN.
I pay for YouTube premium (Score:2)
And I couldn't give a crap about ESPN ABC or any of the rest of it I haven't missed a thing. It's not like there's some sort of lack of things to look at on YouTube
OTA PAY TO carry channels should not allowed to be (Score:2)
OTA PAY TO carry channels should not allowed to be tied to any pay cable channle.
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Why? Nobody is forcing you to buy them.
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because like with anything media does let them encrypt one ota channels and they will encrypt them all the paywall them.
Old hat. Doesn't faze them one bit. (Score:3)
Disney's quite used to losing money hand-over-fist by now.
Prevailing Piss in those Headwinds. (Score:2)
> "..which we estimate is a $60mm revenue headwind."
Gotta love it when they try and use innocent terms like "headwind".
As if it's some kind of natural organic event in Capitalism causing this and not a couple of greedy dicks pissing in the wind at each other.
Re: (Score:2)
If you thin about it, greedy dicks pissing in the wind is kinda the same as "headwind".
Ahhh the old cable blackouts .... (Score:2)
Except when you have so much to see and stream ... seems it is not as effective since with steaming now people are used to shows going off the service all the time.
I feel Disney just doesn't have the same negotiating power, and people can p ... find a different way to view it.
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on point this doesn't have any effect on modern viewers anymore. its no longer of going to the big 3 broadcasters.
old tactics that dont work anymore (Score:1)
media holders do these blackout in hope the cable company lose subs and fold to there demands. the problem is they no longer have large amounts of subs to lose and everything is on demand the same or next day, personally cable company should never fold to this nonsense because we wouldn't be in the spot we are in now. as the only people truly losing money is the media holders nor showing there media.
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You were paying $180/month to watch tv?!?!
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LOL!
let ‘em! (Score:2)
more power to them!
Somehow I'm not feeling it (Score:1)
I'm not feeling any sympathy for either Disney or Google on this one.
For the viewers caught in the middle, yes, but for the giga-corps, not so much.
Re: (Score:2)
I'm not feeling it either... what I am is feeling shocked that so many people actually dish money to Youtube. Are there really that many paying customers (read suckers) giving money to Google for that?
If I were Disney, I'd move everything to Disney+ and tell Google to suck...er...eggs.
Re: Somehow I'm not feeling it (Score:2)
Do you pay for Sling, or Fubo, or Hulu Plus? YouTube TV is the same idea, just Google's version. It's not YouTube despite the name, that's just branding.
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Yeah, I dropped YouTube TV about a week ago and went with DirectTV Stream instead. Google seems to be playing hardball with all of their content suppliers, and I've been dealing with intermittent channel outages from the various networks because of it.
None of that savings is ending up in my pocket, though, as their prices have gone from $45 a month to $85 a month over the past 18 months.