Blackout Looms of ESPN on YouTubeTV

[capeorange]

Disney stock is down a little over 8% this morning. FAFO lol.

 

[007]

Well to be fair, as soon as they get ESPN back I will go back almost instantly.

I am pretty sure Google is aware that they have built a great streaming platform for cable TV and they have the $$$ to deal with short term losses knowing most will come back.

Disney has already had similar protracted negotiations with Charter and DirectTV. I'm guessing Spectrum will be next.

The difference here is that Google has exponentially more resources to survive the blackout and retain customers - as evidence by the $20 roll-out to subscribers that did not pause or cancel their subs. On the other hand, Disney is losing a reported 30 million/week during the blackout. Additional pressure coming to bear with Disney's projected earnings report due out today.

It seems likely Google/YTTV will continue to hold out for an equal or better deal than Charter and DirectTV subscribers are getting, or a clause to reduce rates as subscriber numbers increase going forward. That will likely drive up the subscriber numbers even faster for a UI platform that many believe is already the best. In the meantime, the first $20 credit is helping to finance options to temporarily replace ESPN access.

 

[PAcuse]

Do you have Sunday Ticket?

I did not

 

[CuseTroop]

I had a good giggle at the 2 previous posts.

Because he uses it to work out and I use it to a few casual cocktails?

 

[OburgOrange]

Because he uses it to work out and I use it to a few casual cocktails?

Just so on brand! Lol

 

[FloridaCuse]

Disney has already had similar protracted negotiations with Charter and DirectTV. I'm guessing Spectrum will be next.

The difference here is that Google has exponentially more resources to survive the blackout and retain customers - as evidence by the $20 roll-out to subscribers that did not pause or cancel their subs. On the other hand, Disney is losing a reported 30 million/week during the blackout. Additional pressure coming to bear with Disney's projected earnings report due out today.

It seems likely Google/YTTV will continue to hold out for an equal or better deal than Charter and DirectTV subscribers are getting, or a clause to reduce rates as subscriber numbers increase going forward. That will likely drive up the subscriber numbers even faster for a UI platform that many believe is already the best. In the meantime, the first $20 credit is helping to finance options to temporarily replace ESPN access.

Charter is Spectrum & they already had their dispute and renewal. One report (posted previously) said Disney has agreed to give YTTV the same rate for ESPN as they give to Charter & Comcast. Unclear if that's now or when their subscriber numbers are the same. There's also a report that the dispute is now over the how much to pay for the non-ESPN, non-ABC channels & whether YTTV should get the same rate for those as Charter and Comcast. Another report disputes both reports and says there's been no agreement on anything. So who knows.