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美国华特迪士尼公司旗下节目频道重返优兔电视平台
Sou Hu Cai Jing· 2025-11-16 13:20
Group 1 - The core point of the article is that The Walt Disney Company has reached a multi-year agreement with YouTube TV to restore paid viewing services for several of its program channels after a previous agreement expired, which left over 10 million subscribers unable to access Disney's channels for two weeks [1][3]. Group 2 - The new agreement was primarily contentious over pricing, as Disney indicated that the rising costs of sports broadcasting rights necessitated higher fees from platforms purchasing its content [5]. - Disney's own streaming platform, Hulu + Live TV, has seen an increase in paid subscribers, providing Disney with additional leverage in negotiations with YouTube TV [5]. Group 3 - The prolonged absence of Disney's channels on YouTube TV has led to negative impacts, with nearly a quarter of YouTube TV's paid subscribers considering or already canceling their subscriptions [7]. - Morgan Stanley analysts estimate that the removal of Disney's channels from YouTube TV could result in a daily revenue loss of over $4 million for Disney [7]. - Traditional cable TV subscriptions in the U.S. have been declining, with a reported 30% decrease in users from 2020 to 2024, while YouTube TV's subscriber base has grown from approximately 3 million in 2020 to around 10 million currently [7].