"No one is betting on the future of YouTube TV for their investment thesis in Google," he told Business Insider."
"This is a real problem," he said. "If this doesn't get settled, this is financially really painful."
"No Disney means no ESPN, which is a major loss for YouTube TV," said Marisa Jones, an analyst at EMARKETER."
Disney channels including ESPN and ABC have been unavailable on YouTube TV since October 31 because Disney and Google's YouTube TV failed to reach a new licensing deal. Disney's market capitalization is about $200 billion versus Alphabet's more than $3 trillion, leaving Google broadly insulated from the outage at the corporate level. The blackout removes roughly 15% of ESPN and ABC subscribers for Disney, creating meaningful financial pain if unresolved. YouTube TV risks subscriber growth and loss of value without ESPN. YouTube has offered subscribers $20 credits while both sides retain incentives to negotiate, and Disney competes with Hulu + Live TV.
Read at Business Insider
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