Overview
- Roughly 10 million YouTube TV customers remain without ESPN, ABC, and other Disney networks after the Oct. 30–31 agreement expired.
- Reports indicate progress on ESPN fees, though at least one source disputes alignment, while ABC’s rate and MFN-linked packaging remain the focal dispute.
- The Athletic and others report Bob Iger and Sundar Pichai have stepped into negotiations as both sides push toward an agreement.
- Morgan Stanley estimates Disney is losing about $4.3 million per day, and YouTube TV is offering a one-time $20 credit to affected subscribers.
- Disney’s earnings call on Thursday and key sports windows are intensifying pressure, and costs for ancillary networks like FX, Freeform, and National Geographic are part of the remaining hang-ups.