Fox Business·2025-11-13 22:35Core Viewpoint - Disney is actively working to finalize a deal with YouTube TV to restore access to its channels, which have been removed due to a contract dispute, causing significant revenue losses for the company [1][3][5]. Group 1: Financial Impact - Disney is reportedly losing tens of millions of dollars per week due to the ongoing carriage dispute with YouTube TV, with estimates suggesting a revenue loss of approximately $30 million per week or $4.3 million per day [3]. - A blackout lasting 14 consecutive days could result in a total revenue headwind of $60 million for Disney [3]. Group 2: Negotiation Dynamics - Disney's CEO stated that the terms being negotiated with YouTube TV are either equal to or better than those agreed upon with other large distributors, emphasizing the value Disney provides [2]. - The dispute centers around the fees Disney is seeking from YouTube TV for carrying its channels, which include popular networks like ESPN and ABC [5][7]. Group 3: Market Position and Competition - YouTube TV has expressed its commitment to advocating for "fair pricing" and has refused to agree to terms that it believes would disadvantage its subscribers [7]. - Disney has accused Google of using its market dominance to undermine competition and undercut industry-standard terms that have been successfully negotiated with other distributors [9]. Group 4: Subscriber Impact - The removal of Disney's programming from YouTube TV has been described as directly harming subscribers while benefiting Disney's own live TV products, such as Hulu + Live TV [7]. - Disney+ has also faced challenges, reportedly losing nearly 3 million subscribers following the suspension of Jimmy Kimmel's show, indicating broader issues within Disney's content strategy [7]. Group 5: Stock Market Reaction - Following the news of the dispute and its implications, Disney's stock fell nearly 8% [11].