Overview
- More than 20 Disney-owned networks, including ESPN and ABC, have been off YouTube TV since Oct. 31 because of a carriage-fee dispute.
- YouTube TV is issuing a one-time $20 credit, with automatic credits for some billing methods and a claim process via the Service Updates page for others, applied to the next billing cycle.
- YouTube says churn has been manageable and disputes survey findings of elevated cancellations, even as reports describe significant subscriber frustration and switching.
- Morgan Stanley estimates Disney’s blackout losses at about $4.3 million per day, and some analysts predict a resolution by the week ending Nov. 16.
- Reports also indicate the dispute has affected access to certain Disney paid content on other Google-owned platforms, expanding the fallout beyond live TV carriage.