Google's YouTube TV and TelevisaUnivision have signed a multi-year deal that will return the Spanish-language broadcaster's channels to YouTube TV's subscribers. ...

过去十年的「掐线潮」下，如果说美国电视行业里还有什么是稳定的，那大概就是不稳定本身。 随着传统有线电视的衰落成为必然，流媒体之间的竞争也愈发惨烈，新玩家一个比一个有钱，一个比一个激进。说好听点叫重塑行业玩法，但在许多老电 视人看来，更像是把行业里维持了几十年的规矩全部推倒重来。 而在所有被这股浪潮重塑的资产里，体育内容无疑是最受影响、也最敏感的那一块。 玩体育不一定能赢，但不玩就一定会输。 尽管版权价格几乎年年攀升，但体育迷依旧是行业里最具粘性、最能稳定带来增量的那部分人群。因此，每个巨头都在以不同身份切入：有的做内容、有 的做分发、有的做入口，但归根结底目标一致——抓住这批人，就能在长线格局中握住更多主动权。 尽管对面站着的，是谷歌这样级别的巨头。 图源：Sports Media Watch 事实上，今天的YouTube TV，已经跳出「试水性产品」的标签，成为电视行业中不可忽视的力量。截至发稿前，其订阅用户已接近1000万，成为仅次于 Charter和Comcast的美国第三大付费电视分发平台。 而YouTube TV能取得这样的增长，离不开谷歌支持下，对于有线电视内容的疯狂购买，其中与迪士尼长期维持的合 ...

Group 1: Market Performance - Major U.S. equities indexes declined at the start of the trading week, with the Nasdaq falling 0.8%, the S&P 500 sliding 0.9%, and the Dow dropping 1.2% [2] - Google parent Alphabet was the top performer in the S&P 500, with shares jumping 3% after Berkshire Hathaway disclosed a new stake in the company [6][8] Group 2: Company-Specific Developments - Dell Technologies shares dropped over 8% after Morgan Stanley downgraded the stock to "underweight" due to concerns about rising memory chip prices affecting gross margins [3][8] - Hewlett Packard Enterprise also faced a downgrade from Morgan Stanley, with shares sinking 7% [3] - Generac Holdings saw its shares decline around 7% following weaker-than-expected third-quarter results, attributed to a decline in power outages impacting residential generator sales [5] Group 3: Industry Trends - Rising prices for memory components are expected to pressure margins for several computer hardware manufacturers [3][8] - Google launched AI-enabled travel tools, which negatively impacted shares of competing online travel booking platforms, with Expedia Group losing nearly 8% [9]

Group 1: Market Performance - Major U.S. equities indexes showed mixed results, with the S&P 500 and Nasdaq slightly higher while the Dow edged lower [1] - Alphabet (GOOG, GOOGL) shares surged following Berkshire Hathaway's disclosure of a stake in the company [2] Group 2: Company-Specific Developments - YouTube TV secured a deal with Disney, potentially enhancing its content offerings [2] - Dell Technologies (DELL), HP (HPQ), and Hewlett Packard Enterprise (HPE) experienced declines due to downgrades from Morgan Stanley, which cited rising memory chip prices as a concern for computer hardware earnings [3] - Aramark (ARMK) shares fell after reporting weaker-than-expected results and guidance, raising concerns about macroeconomic conditions and consumer spending [4] Group 3: Other Market Movements - E.W. Scripps (SSP) shares rose after Sinclair (SGBI) disclosed an 8.2% stake in the company, indicating a potential acquisition move [2] - Sealed Air (SEE) shares dropped as the company agreed to be taken private by investment firm CD&R [3] - Oil and gold futures declined, while the yield on the 10-year Treasury note slid [4]

Core Insights - Disney's channels, including ESPN, have returned to YouTube TV after a 15-day blackout, marking the longest carriage dispute for Disney to date [1] - Disney has warned of potential future TV blackouts due to expiring distribution contracts with pay-TV providers in fiscal year 2026, which could lead to temporary or longer-term service interruptions [2] Industry Dynamics - Media analyst Alan Wolk suggests that carriage disputes between media firms and pay-TV providers may become more common in 2026 due to declining pay-TV subscriptions [3] - The cord-cutting trend has led media companies to increase prices for existing customers, creating a cycle of declining pay-TV subscriptions [3] Disney's Position - Disney argues that its valuable sports rights make its networks essential for major TV providers, but rising costs may lead customers to reconsider their subscriptions [4] - YouTube TV had significant leverage in negotiations with Disney due to its parent company Google, while some cable companies are becoming less reliant on pay-TV subscriptions [5] Cable Companies' Strategies - Charter has adopted a strategy of bundling streaming services with its cable packages, which has helped slow its rate of cord-cutting [7][8] - Charter's third-quarter results showed a loss of only 70,000 video subscribers, a significant improvement compared to a loss of 294,000 the previous year [8] Other Players in the Market - DirecTV is experimenting with bundling streaming services and offering "skinny bundles" focused on sports, news, or entertainment to attract customers [9] - The pay-TV market includes various players such as cable companies, satellite providers, and virtual TV services, all navigating the challenges posed by the cord-cutting trend [8] Future Outlook - Media companies like Disney need to ensure their networks provide sufficient value to satisfy investors, while TV providers have increasing reasons to resist negotiations, potentially leading to more disputes in 2026 [10]

With Monday's gains, shares of Google parent Alphabet are up more than 50% for 2025. Adek Berry / AFP / Getty Images Close Key Takeaways Shares of Google parent Alphabet (GOOG, GOOGL) surged Monday after Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) revealed a new stake in the tech giant. Shares of Alphabet were up over 5% in recent trading, at a time when the broader tech sector lost ground. (Read our daily markets coverage here.) Berkshire bought about 17.8 million shares of Alphabet in the third q ...

Negotiations happen every few years when deals between the networks and providers come up for renewal. It's not rare for two sides to start negotiating in public after the lapse of the previous contract, with subscribers inconvenienced in the balance. Google's YouTube Live TV is the country's most popular live TV streaming service, topping 10 million subscribers earlier this year. It may not seem like a lot of homes for a leader, but the cord-cutting revolution is real.The method to the madness -- or mousen ...

美股周一早盘，迪士尼（DIS）股价上涨0.5%，此前该公司与Alphabet（GOOGL）旗下YouTube TV达 成多年协议，恢复ESPN/ABC频道并未来免费提供ESPN Unlimited服务。 来源：环球市场播报 ...

Group 1: Nvidia Earnings and Market Impact - Nvidia is set to report earnings, with the market closely watching its performance as it has become a benchmark for the S&P 500, which is now more correlated to Nvidia than its own equal-weight index [2] - The consensus estimate for Nvidia's earnings per share (EPS) is $1.25 on revenue of $54.87 billion, with a Quant Rating indicating a Hold due to high valuation at over 50x non-GAAP earnings [3] - Susquehanna raised its price target for Nvidia to $230 from $210, anticipating strong results driven by increased capital expenditures from hyperscalers and positive supply checks [4] Group 2: YouTube and Disney Partnership - YouTube TV and Disney have reached a deal to restore ESPN, ABC, and other channels to YouTube TV's 10 million subscribers after a two-week hiatus [10] - The agreement includes access to ESPN's new direct-to-consumer "Unlimited" service at no additional cost for YouTube TV subscribers, which is significant for WWE fans as major events will be included [11] - YouTube TV's base plan costs a little over $80 per month, with the rollout of the new service expected to be completed by the end of 2026 [12] Group 3: Apple iPhone Revamp - Apple is planning its most extensive iPhone overhaul to date, introducing three new models over three consecutive years in response to criticism about its reliance on the iPhone [13] - The redesign process began last September, with the introduction of the iPhone Air and redesigned iPhone 17 Pro models, and a foldable iPhone is expected next fall [14]

While Disney stock declined 1.6% at the close on Friday, it was trading higher after hours. Alphabet's stock was up more than 4% after hours.YouTube subscribers received an apology email from the company, clarifying that the media moguls have reached a deal and that subscribers can again access Disney channels, including ABC and ESPN, along with any previous recordings in their library.The earlier dispute between Alphabet's (GOOGL) YouTube TV and Disney (DIS) has finally been resolved, putting YouTube subsc ...