capeorange
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- Dec 2, 2011
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Disney stock is down a little over 8% this morning. FAFO lol.
Disney has already had similar protracted negotiations with Charter and DirectTV. I'm guessing Spectrum will be next.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.
I did notDo you have Sunday Ticket?
Because he uses it to work out and I use it to a few casual cocktails?I had a good giggle at the 2 previous posts.
Just so on brand! LolBecause he uses it to work out and I use it to a few casual cocktails?![]()
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.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.
Good info and explains YTTV/Google's side better than any article I have read. Disney's side is easy enough, they are a producer and want to maximize revenue and profits. I don't blame either side's motive, I blame both sides for their unwillingness to to come to an agreement.CNBC: "Sides moved significantly closer to making a deal with a lot of progress made in the past 24 hours."
Thanks for all your work in this thread FloridaCuseCNBC: "Sides moved significantly closer to making a deal with a lot of progress made in the past 24 hours."
Blue Horseshoe loves $DIS.Not as dramatic as it appears. Still up $26/share since April 8th-its low close for the past 365 days. I see a lot of stockholders are disheartened, but they should be able to figure it out.
Does Blue Horseshoe still love Anacott Steel?Blue Horseshoe loves $DIS.
Much more than Teldar Paper.Does Blue Horseshoe still love Anacott Steel?
More than Blue Star Airlines.Does Blue Horseshoe still love Anacott Steel?
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