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re: Disney Says YouTube TV Dispute Might Not End Anytime Soon

Posted on 11/13/25 at 4:55 pm to
Posted by saturday
Pronoun (Baw)
Member since Feb 2007
7789 posts
Posted on 11/13/25 at 4:55 pm to
quote:

Sorry Chicken the other streaming platforms can't hold a candle to YTTV and the multiscreen technology.




I agree, but what are we watching on our quad box this weekend? I love YYTV, but I'm making the jump this weekend to Direct TV.
Posted by JJ27
Member since Sep 2004
61945 posts
Posted on 11/13/25 at 5:01 pm to
quote:

I can't believe people are feeling sorry for YouTube TV/Google...


I can't believe people are backing Disney's obvious play for a monopoly/trying to get people to drop YouTube TV to switch to their app Hulu Live. It's crazy to me to back Disney in this situation.
Posted by SoFla Tideroller
South Florida
Member since Apr 2010
39234 posts
Posted on 11/13/25 at 5:03 pm to
Disney's entertainment divisions have been, to be kind, massively underperforming. A more accurate description would probably be "hemorrhaging money". So they aren't in as good of a position as past years.
Posted by TigerintheNO
New Orleans
Member since Jan 2004
44225 posts
Posted on 11/13/25 at 5:06 pm to
I turn Fubo on labor day keep it for six months, pause it until football season starts again. I like that it still records all the shows when it is paused.

Disney stock was down 8% today on sales misses, also reported that they are losing $30 million per week over youtube.

Posted by LSU5508
New Orleans
Member since Nov 2007
3756 posts
Posted on 11/13/25 at 5:18 pm to
Then Espn wins and frick ESPN
Posted by saturday
Pronoun (Baw)
Member since Feb 2007
7789 posts
Posted on 11/13/25 at 5:48 pm to
quote:

Then Espn wins and frick ESPN



They're going to win, unfortunately.
Posted by VaeVictus
Member since Feb 2017
1822 posts
Posted on 11/13/25 at 5:50 pm to
Iger has been terrible for Disney.

Not only has he hurt the business, he has severely damaged the brand.
Posted by VermilionTiger
Member since Dec 2012
38896 posts
Posted on 11/13/25 at 6:01 pm to
quote:

yep, in the meantime i may cancel fricking everything but netflix and prime. frick em all.


lol

What kind of fig subscribes to Netflix
Posted by Chad504boy
4 posts
Member since Feb 2005
176238 posts
Posted on 11/13/25 at 6:03 pm to
I use your fathers account
Posted by Lexis Dad
Member since Apr 2025
5759 posts
Posted on 11/13/25 at 6:28 pm to
Hold the line YTTV!

frick Disney
Posted by Chef Curry
Member since Mar 2019
2946 posts
Posted on 11/13/25 at 6:30 pm to
quote:

Not being able to watch college football has stung a lot less this year


Why do people act like YTTV is the only provider? Or, why do you need a cable provider at all? Just get the new ESPN app, Paramount+, Peacock and an antenna. Cheaper and you can watch the same shite.
Posted by DestrehanTiger
Houston, TX by way of Louisiana
Member since Nov 2005
13180 posts
Posted on 11/13/25 at 6:38 pm to
quote:

Why do people act like YTTV is the only provider?


Well, for me in particular, I don't care enough about football when my teams are bad to bother getting other services.
Posted by Ed Osteen
Member since Oct 2007
58894 posts
Posted on 11/13/25 at 6:47 pm to
Because frick espn
Posted by lsufball19
Franklin, TN
Member since Sep 2008
71315 posts
Posted on 11/13/25 at 6:48 pm to
quote:

Why do people act like YTTV is the only provider?

It has the best interface and features of any of the streaming apps
quote:

Just get the new ESPN app, Paramount+, Peacock and an antenna. Cheaper and you can watch the same shite.

It’s also annoying to constantly flip through apps when you want to “change channels” and , in the case of an antenna, switch back and forth from an app to your antenna.

Posted by Dixie.Reb
Oxford
Member since Jul 2013
3317 posts
Posted on 11/13/25 at 7:22 pm to
quote:

Disney has 100% of the leverage here. Google is richer, but it’s not like Disney is dependent on streaming. Disney is gaining direct subscribers through all this.


That’s not the point. There’s a reason Disney has been running ads telling people to pressure YTTV to make a deal instead of running ads telling people to sign up for the espn app.

Before this month, YTTV had 10 million subscribers who all paid ~ $12/month to Disney even if they never watched any Disney content.

Let’s be aggressive and say 2 million of those are college football fans who drop YTTV and pay $30/month to Disney directly. That is only $60 million/month in revenue which doesn’t offset the $120 million they are losing from all the casual YTTV subscribers.

Also, those sports fans are more likely to cancel during the offseason so the annual revenue numbers are probably even worse for Disney.

Not saying YTTV will win, but Disney is absolutely doing this to get more money out of Alphabet, not drive people to other platforms.
Posted by lsufball19
Franklin, TN
Member since Sep 2008
71315 posts
Posted on 11/13/25 at 7:26 pm to
quote:

Disney is gaining direct subscribers through all this.

I doubt they’re gaining enough subscribers to offset the 10 million subs they’ve lost with the dispute with YTTV
quote:

Disney has 100% of the leverage here

No, they don’t
quote:

Everyone that has kids probably already has Disney plus, so it’s not that hard to add Hulu or espn unlimited at this point. They’ve cornered the market here.

It’s no easier to add Hulu whether you had Disney+ prior or not.
Posted by Sterling Archer
Member since Aug 2012
8250 posts
Posted on 11/13/25 at 7:32 pm to
quote:

Are they? Disney has 100% of the leverage here. Google is richer, but it’s not like Disney is dependent on streaming.



Of the $102B in revenue they made in Q3 alone only 10% comes from Google Subscriptions which includes YouTube TV but also things like YT premium, Google Play etc.

While 18% of Disney’s $23.6B Q3 revenue comes from their sports segment.

Google is much more prepared to weather the storm
This post was edited on 11/13/25 at 7:52 pm
Posted by Lexis Dad
Member since Apr 2025
5759 posts
Posted on 11/13/25 at 7:36 pm to
quote:

I can't believe people are backing Disney's obvious play for a monopoly/trying to get people to drop YouTube TV to switch to their app Hulu Live. It's crazy to me to back Disney in this situation.

This sums it up
Posted by Lexis Dad
Member since Apr 2025
5759 posts
Posted on 11/13/25 at 7:37 pm to
quote:

They're going to win,

Not this time they won't .
Posted by Lexis Dad
Member since Apr 2025
5759 posts
Posted on 11/13/25 at 7:39 pm to
quote:

Disney has 100% of the leverage here

No they don't
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