Overview
- Bob Iger and Sundar Pichai have joined the talks, with multiple reports describing renewed momentum but no agreement yet.
- Rates for ABC remain a major sticking point, with Disney seeking higher fees and YouTube TV pushing back on terms that could trigger broader most‑favored‑nation obligations.
- ESPN pricing is reported as largely aligned by some outlets, though a source told Sports Media Watch that alignment is disputed, with prior reporting pegging ESPN near just over $10 per subscriber.
- Morgan Stanley estimates Disney is losing about $4.3 million per day, and Disney’s CFO said the company has built a financial hedge and is prepared for the blackout to continue.
- Roughly 9–10 million subscribers have lost ESPN, ABC and other Disney networks; YouTube TV is offering a one‑time $20 credit as viewers miss consecutive Monday Night Football and college football weekends, and the FCC chair has urged a resolution.