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Hall of Famer [8591]
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Disney's CFO had this to say after yesterday's negotiations with YTTV
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Nov 13, 2025, 10:28 AM
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“We’re in the middle of negotiations right now,” Johnston said on the cable business network shortly after Disney reported in fourth-quarter and full-year 2025 financials. “Things are live, they’re happening…and we’re ready to go as long as they want to.”
He told media analysts that Disney “built a hedge” into its Q1 2026 guidance “with the expectation that these discussions could go for a little while in terms of the dollar impacts.”
Keep in mind, there’s two pieces to it,” Johnston said. “There’s the piece that we’re not getting paid for, and then the piece that we’re picking up by virtue of subscribers moving elsewhere.”
Sounds like no deal was struck with no end in sight.
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Paw Master [16211]
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Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 10:33 AM
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extort another Television Provider.
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Valley Legend [12192]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 10:52 AM
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Not a business person are you? ABC, ACCN, SECN and all the other ESPN network family are so much more than the SEC that people on this site just drool and dream of.
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National Champion [7719]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 11:35 AM
[ in reply to Sounds like the SEC is trying to flex it's muscles in it's latest attempt to ] |
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Its Disney thats extorting people.
They can hold out vs YTTV and demand they get everything they are asking for. Meanwhile YTTV cant show any of their products including NFL, NCAA etc
They are banking that consumers dont care enough about the provider (YTTV in this case), will cancel it and sign up with the only other major provider to carry those products... Hulu +LiveTV
And Hulu is owned by, you guessed it. Disney
So we are being used as pawns in Disney's little game to create a monopoly with the 'cord cutter' community.
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Orange Phenom [14279]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 12:00 PM
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Its Disney thats extorting people.
They can hold out vs YTTV and demand they get everything they are asking for. Meanwhile YTTV cant show any of their products including NFL, NCAA etc
They are banking that consumers dont care enough about the provider (YTTV in this case), will cancel it and sign up with the only other major provider to carry those products... Hulu +LiveTV
And Hulu is owned by, you guessed it. Disney
So we are being used as pawns in Disney's little game to create a monopoly with the 'cord cutter' community.
If you were Disney, would you not push subscribers to your networks? Also, unless you watch something other than sports, its a much better deal to subscribe to Disney+ where you get the Hulu (not live), ESPN and Disney content. I saved about $40 per month when I dropped YTTV
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National Champion [7719]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
Nov 13, 2025, 12:07 PM
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Oh dont get me wrong, its a shrewd business move and if I were in charge at Disney I'd probably be doing the same thing. But its a move that covers their butts in the next couple of years and kicks the larger problem down the road.
Personally I am not impacted.
I do think they are suffocating under their own weight having signed these massive TV deals with the different conferences and sports, while also maintaining a very expensive roster of on air talent. Its why they have been doing huge cuts over the last 8yrs and picking fights with carriers seemingly every year. And they are betting the public is too dumb to realize whats going on, except this time I think the public is beginning to see they are being used and it isnt going well for Disney.
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Tiger Titan [48345]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
Nov 13, 2025, 6:11 PM
[ in reply to Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to ] |
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Tried Hulu hated it after I got YTTV. Also got the Sunday ticket, gotten used to the library and can watch on multiview. If Hulu has multi view I have never found it.
Whole deal stinks imo. Probably something else the government will end up being involved in.
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Head Coach [928]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 12:29 PM
[ in reply to Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to ] |
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“Extorting” is highly inaccurate. They are capitalizing on their ownership of a product.
I personally don’t like that I’m having to use another provider, but if the product is good enough, I will. Therefore, I have.
It’s their product. If they choose to only let YTTV have it for “x” dollars and YTTV says “no”, then YTTV has no right to do anything. Extortion is when it is done by force or other unfair means. I’d say ownership is not unfair and they’re definitely not forcing YTTV to do anything
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National Champion [7719]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
Nov 13, 2025, 5:07 PM
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I was using "extorting" in response to the poaster saying it was the SEC extorting people as a clarification.
But since you brought it up...one could argue that the dispute is whether Disney might be using its market position to disadvantage a competitor in the live-TV streaming space. YouTube TV launched in April 2017, and Hulu + Live TV followed shortly after in May 2017. Disney didn’t control Hulu at the time, but by 2019 it obtained a majority stake, and only six months ago it finally took full ownership.
Now that Disney fully controls Hulu + Live TV—a direct competitor to YouTube TV—it’s fair to ask whether sharply increasing rates for YouTube TV could have the effect of pushing consumers toward Disney’s own service. Obviously I can't prove intent and I am a capitalist, but to me it starts to appear Disney benefits if rival services become more expensive because of them.
This doesn’t necessarily mean Disney is definitely breaking any laws, I will leave that the FCC and FTC. But public perception often cares much less about the technical legality and more to whether they are getting screwed by a $200B mega-corporation using its size to squeeze consumers. Even if you’re all for free-market competition, it’s fair to wonder when a company stops competing and starts using its size in ways that limit what people can actually choose.
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Head Coach [928]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
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Nov 13, 2025, 7:20 PM
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I get what you’re saying, and I guess it’s possible, but Google is significantly larger than Disney. Has way more power. YTTV holds the Lions share of the vMVPD market: 40%. HULU is at 25%.
Obviously I’m speaking out of both sides of my mouth, if you’ll look below at another comment I made.
My point is that it could be argued either or both are in the wrong.
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Paw Warrior [4919]
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Head Coach [928]
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Re: Sounds like the SEC is trying to flex it's muscles in it's latest attempt to
Nov 13, 2025, 5:29 PM
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I’d say that depends on which side of the table you’re on. Idk who is right or wrong. I know YTTV holds the lions share of the market. Are they using their leverage to force lower rates? I.e.: I don’t know who is wrong
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Orange Phenom [14959]
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I read that Disney offered the same rate to Alphabet
Nov 13, 2025, 7:23 PM
[ in reply to Sounds like the SEC is trying to flex it's muscles in it's latest attempt to ] |
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that they give to the major cable companies. Alphabet apparently wants a better rate than everyone else is getting, but there's some kind of weird contractual thing that would then force Disney to offer that lower rate to Charter, Comcast, and maybe somebody else. They dont want to cross that line.
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National Champion [7719]
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Re: I read that Disney offered the same rate to Alphabet
Nov 13, 2025, 7:45 PM
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Interesting. Would love to read that article if you find it.
That clause is known as MFN or Most Favored Nation and isnt all that uncommon when dealing with massive companies.
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Orange Phenom [14961]
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use free streams, pay nothing, just sayin'***
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Nov 13, 2025, 11:51 AM
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Orange Phenom [14279]
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Re: use free streams, pay nothing, just sayin'***
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Nov 13, 2025, 11:57 AM
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Also known as stealing
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Paw Warrior [4919]
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Re: use free streams, pay nothing, just sayin'***
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Nov 13, 2025, 1:23 PM
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Fair use. You paid for it, they stopped providing it. The law will not hold you liable for getting it elsewhere.
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Tiger Spirit [9923]
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Re: use free streams, pay nothing, just sayin'***
Nov 13, 2025, 1:25 PM
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Uh no, that's not how that works.
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Head Coach [928]
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Re: use free streams, pay nothing, just sayin'***
Nov 13, 2025, 6:42 PM
[ in reply to Re: use free streams, pay nothing, just sayin'*** ] |
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That’s funny. I guess by that logic if I pay to catch fish in a catfish lake and get skunked I can go to another lake and waltz right in.
Or maybe the one ride at six flags you wanted to ride is down for repairs. Just go to Carowinds, I’m sure they will let you without hesitation
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Clemson Sports Icon [54051]
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All-TigerNet [5796]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
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Nov 13, 2025, 12:52 PM
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God everyone is so GD greedy and F the people!
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Clemson Icon [25450]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
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Nov 13, 2025, 1:06 PM
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This what happens when Greed is the biggest enemy during negotiations. Good fair businessman like Sam Walton, Walt Disney, JC Penny, Mr Belks all unfortunately left behind greedy kids and greedy nephews and nieces. These greedy family members only see profit. Men like Sam Walton could see both sides a fair profit margin for Walmart with excellent customer service, and a reasonable price for Walmart customers.
The new breed of family members running these big businesses only see one side which is more 💰💰💰💰for them.
for them.
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Clemson Sports Icon [54051]
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I don't think it's fair to call it greed.
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Nov 13, 2025, 1:38 PM
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These companies are in business to provide a service and make money. If these negotiations help them do that, they are doing what they're supposed to.
If what they are doing isn't working for their customers or business partners, they will soon find out because people will stop doing business with them.
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Paw Warrior [4911]
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Re: I don't think it's fair to call it greed.
Nov 13, 2025, 1:59 PM
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Disney by controlling the market has the ability to set the price without competition. Once Disney takes YT down then prices will increase exponentially. They will do to TV what they have done to theme parks, drive the middle class out of the market.
But there is always radio.
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Clemson Sports Icon [54051]
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Well, if Disney owns the channels a bunch of people want to watch
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Nov 13, 2025, 5:14 PM
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why are they obligated to let competitors use it?
Why are they expected to charge them what they want to pay?
Either people value Disney/ABC/ESPN enough to switch providers in order to watch those channels, or they don’t and they will remain with another provider. The market will speak.
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Playmaker [360]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
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Nov 13, 2025, 1:59 PM
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$200B Disney is trying to position for the future when it's contract buy-outs / penalties with sports leagues are nothing but peanuts for the $Multi-T gorillas.... Expect Google, Amazon, and Apple to become the bigger players.... I wouldn't be surprised to see Disney sell ABC/ESPN to Google sooner rather than later....
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Paw Warrior [4911]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
Nov 13, 2025, 2:08 PM
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Whatever streaming service you use now is headed in the direction below when Disney monopolizes all streaming services.
Just saying…
Walt Disney World
• 2025/2026: The highest tier for a one-day ticket will be $209, up from $199 in 2024.
Other tiers have seen increases of about $5, while the lowest tier remains at $119.
• 2024: The highest-tier single-day ticket increased to $199 for 2024, with a corresponding increase in the range for multi-day tickets.
• 2023: The highest-tier single-day ticket for Magic Kingdom rose to $189.
• 2022: The highest-tier single-day ticket for Magic Kingdom rose to $179.
• 2021: Prices increased, with the highest-tier single-day ticket for Magic Kingdom
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Playmaker [360]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
Nov 13, 2025, 6:06 PM
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Hmmmm.... That's why I didn't include Disney theme parks and other Disney trademark assets in the mix.... Disney will not be able to compete with Google, Amazon, or Apple streaming services long term.... It will have to be content as a provider to the big boys or sell it's non-Disney trademark assets....
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Tiger Spirit [9923]
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Playmaker [360]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
Nov 13, 2025, 5:58 PM
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Of course it's Google.... the $3T behemoth.... Watch what develops.... Disney losing $4.3 Mil a day is not a winning position.... Once Disney realizes that the small percentage of $30 / month ESPN subscribers is falling far short of the needed revenue it will either accept the behemoth's terms or offer to sell it's non-theme park and other Disney trademark assets....
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Playmaker [360]
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Re: Disney's CFO had this to say after yesterday's negotiations with YTTV
Nov 13, 2025, 6:13 PM
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Oops.... meant to say "Disney non-trademark assets...." Disney will hold onto its DisneyTM stuff....
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Replies: 30
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