A seasonally potent earnings report along with a likely theatrical blockbuster and a new theme park attraction will keep Disney moving this month.Walt Disney (DIS +0.70%) has a lot on its plate as we head into Thanksgiving later this month. The iconic media stock finds itself trading only marginally higher in 2025. It enters November negotiating with YouTube TV to gets ESPN, ABC, and other of media networks back on the live TV streaming service.Unlike last year -- when Disney put out the year's three highes ...

Disney stock has lagged the stock market year-to-date. Shares started the year at $111 and have crawled up to $113 per share. The company continues to exhibit solid sequential growth for its streaming subscribers. Disney reported 180.7 million Disney+ and Hulu subscriptions in Q2 FY25, which is a 2.5 million increase from Q1 FY25. However, linear networks revenue dropped by 13% year-over-year, and that represents more than 10% of Disney’s total revenue. ESPN also had lower operating results year-over-year ...

Cotino, A Storyliving by Disney Community entryThe Walt Disney CompanyMost Disney-philes are aware of Disney’s planned community, Golden Oak, nestled in the heart of Walt Disney World in Orlando, Florida. But now a new Disney community is popping up in the Coachella Valley. Cotino is the first Storyliving by Disney community to welcome residents to move in and enjoy the Disney lifestyle, but not in the way most people may be expecting. Around Cotino, Mickey Mouse isn’t plastered on walls, and there’s no sig ...

LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Saleah Blancaflor Listen to this ArticleMore info 0:00 / 0:00 It's certainly been a spooky week for the Walt Disney Co. and Google. The two corporations are in the midst of a carriage dispute that has resulted in a blackout of Disney's networks on Google-owned YouTube TV, leaving viewers unable to access popular channels including ESPN and ABC. Disney began notifying viewers on October 23 about the dispute and warning that its networks could be removed from t ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: The logos for streaming services Netflix, Hulu, Disney Plus and Sling TV are pictured on a remote control on Aug. 13, 2020, in Portland, Ore. Credit: AP Photo/Jenny Kane, File YouTube TV viewers can no longer see Disney channels including ABC and ESPN after the two sides failed to agree on a new content distribution deal. Othe ...

谈判核心争议点 - 迪士尼旗下包括ABC和ESPN在内的20个频道已从YouTube TV下架 影响其1000万订阅用户 [1] - 双方争议焦点在于频道转播费用补偿以及迪士尼流媒体内容是否应整合进YouTube TV平台 [2] - 迪士尼指责谷歌利用其3万亿美元市值带来的市场主导地位 拒绝支付公平费率以削弱竞争 [2] - YouTube TV反驳称迪士尼以内容下架为威胁手段 迫使公司接受将导致用户价格上涨的条款 [2] 双方立场与应对措施 - YouTube TV表示若迪士尼内容长期缺失 将向订阅用户提供20美元补偿 [2] - YouTube TV敦促迪士尼进行建设性谈判以达成公平协议并恢复频道 [2] - 迪士尼强调其已与所有其他分销商成功达成符合行业标准的条款 [2] 行业背景与谈判态势 - YouTube TV拥有1000万订阅用户 规模是Hulu直播电视服务的两倍以上 与DirecTV和Charter相当 [3] - 此次纠纷与YouTube TV同NBC环球等主要内容方的高调谈判类似 后者本月通过延期谈判避免了频道下架 [2] - 谈判面临时间压力 若本周末前未解决 YouTube TV用户将无法观看NFL NBA以及全美前25名大学球队中13队的大学足球赛 [3]

争端核心与指控 - 迪士尼高管指控YouTube TV及其母公司谷歌试图"消除竞争"并"贬低帮助其建立服务的内容" [1][4] - 迪士尼方面认为YouTube TV的行为表明其不致力于达成公平协议 而是想利用其权力和资源来打压竞争 [4] - 争端源于双方分销合同到期 YouTube TV在合同正式到期前提前移除了迪士尼频道 并删除了用户已录制的节目 [4] 迪士尼的内容价值主张 - 公司在ESPN和ABC等频道上进行了大量节目投资 拥有业内最佳的直播体育阵容 [5] - 过去几年 仅ABC一个频道直播比赛数量就增加了近80% [5] - 本周末节目阵容强大 包括13支全美前25名大学橄榄球队的比赛 NWSL比赛双赛 以及周一夜橄榄球赛 [5] YouTube TV的市场策略与影响 - YouTube TV成立于2017年 已发展成为美国第三大付费电视运营商 拥有约1000万订阅用户 [2] - 公司今年在一系列激烈的频道授权战中 试图利用其规模和增长来获取更有利的财务条款 [2] - YouTube TV要求将媒体公司流媒体服务的节目完全整合到其界面中 这对Peacock Paramount+和Hulu等服务构成生存威胁 [2] 停播事件的具体影响 - 停播发生在东部时间周四晚上11点后 影响了西海岸黄金时段的节目播出 [3] - 尽管万圣节不是收视高峰 但周末有大量高水平大学橄榄球比赛 紧接着是周一夜橄榄球和选举日报道 [3] - 停播导致YouTube TV用户无法观看迪士尼直播节目 且之前录制的节目也被删除 [4] 迪士尼的立场与解决方案 - 公司强调其频道极具价值 只有坚持反对威胁其业务完整性的策略 才能继续提供观众喜爱的体育和娱乐内容 [6] - 公司要求YouTube TV提供与其他分销商相同的公平频道费率 [6] - 为受影响的YouTube TV用户提供了其他观看渠道的解决方案 [7]

Disney programming, including ESPN, ABC and FX channels, were pulled from Google’s YouTube TV platform after the companies failed to negotiate contract terms.  YouTube TV said in a post on X that, despite its "best efforts," it wasn't able to reach a fair deal with Disney by Thursday's deadline, meaning customers would no longer be able to access Disney's treasure trove of college and pro sports, sitcoms and dramas in their library. One of the issues at the center of the spate was the fees Disney is seeking ...

The Walt Disney Company (NYSE:DIS) is one of the best stocks to buy according to Citadel LLC. On October 15, JPMorgan analyst David Karnovsky reiterated his Buy rating on the stock with an unchanged price target of $138.00. According to the analyst, the recent data on Disney’s domestic parks and experiences segment showed encouraging trends, which were a primary reason for his positive stance. JPMorgan Sees Disney’s (DIS) Entertainment Engine Gearing Up for Next Growth Chapter Photo by Kéoma Oran on Unsp ...

事件概述 - 迪士尼旗下频道因与YouTube TV的转播协议到期 于美国东部时间周五午夜起从YouTube TV平台下架 导致其1000万订阅用户无法观看相关频道 [1] 争议核心 - 双方争议焦点在于定价 迪士尼指责YouTube拒绝为其频道支付公平费率 而YouTube则表示迪士尼要求的条款将导致用户订阅价格上涨 [2] - 迪士尼指责YouTube母公司谷歌利用其市场主导地位来消除竞争 并拒绝接受迪士尼与其他分销商成功谈妥的行业标准条款 [3] 受影响频道与内容 - 下架频道包括体育网络ESPN和ESPN2 电视网ABC 以及迪士尼频道 FX Freeform 国家地理和多个西班牙语频道等 [4] - 此次断播影响重大体育赛事转播 包括原定于周六在ABC和ESPN播出的多场大学橄榄球赛 以及《吉米鸡毛秀》 《与星共舞》 《小学风云》等ABC黄金时段节目 [5] 行业背景与先例 - 近期并非YouTube TV首次面临此类合同纠纷 NBC环球频道在9月底合同到期时几乎下架 但双方先达成短期协议 随后敲定了长期协议 [6] - 派拉蒙频道在2月也因定价分歧几乎从YouTube TV下架 双方通过达成临时协议避免了断播 并在数日后达成最终协议 [6][7]