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Disney is fighting an uphill battle against Google's YouTube TV — but has its own advantages
Business Insider· 2025-11-05 06:09
Who has the upper hand in the battle between Google and Disney? Disney channels, including ESPN and ABC, have been unavailable on YouTube TV since October 31, after Disney and Google's premium TV service failed to reach a new licensing deal.Disney has a market capitalization of $200 billion. But in Big Tech terms, it's small fry. Google parent Alphabet has a market cap of more than $3 trillion. The spat is a problem for Disney in a way that it isn't for Google's YouTube, said Rich Greenfield, partner and ...
FuboTV Seen As Inexpensive Bet On US Streaming Trends: Analyst
Benzinga· 2025-11-05 04:43
FuboTV (NYSE:FUBO) beat expectations in the third quarter on solid subscriber momentum and a return to positive adjusted EBITDA, but the stock weakened as price-sensitive growth pressured ARPU and raised concerns over 2026 forecasts following its Hulu + Live TV merger.Needham analysts, led by Laura Martin, maintained their Buy rating on FuboTV and a $4.25 price forecast, citing the company’s earnings performance.FuboTV posted revenue of $377.2 million, down 2% from a year earlier but 7% above Needham’s esti ...
Disney Outage on YouTube TV Gets Spicier as Google Spurns ABC
CNET· 2025-11-05 02:48
A contract dispute between Disney and YouTube TV has resulted in the removal of ESPN, ABC, FX and all other Disney-owned channels from the streaming service, with little indication that the standoff will be resolved soon.The disagreement stems from the "carriage fee" that Google pays Disney in order to broadcast its channels on YouTube TV. Disney has run into similar negotiating standoffs with other broadcasters in the past, including Spectrum/Charter cable in 2023 and DirecTV in 2024. Disney asked YouTube ...
Netflix in talks to license video podcasts from iHeartMedia, report says
TechCrunch· 2025-11-05 02:03
公司与合作伙伴动态 - Netflix据报正与iHeartMedia洽谈授权视频播客事宜 寻求独家授权 这意味着相关播客可能无法再上传至YouTube [1] - iHeartMedia的播客组合包括《The Breakfast Club》、《Las Culturistas》、《Jay Shetty Podcast》和《Stuff You Should Know》等节目 [1] - 若交易达成 iHeartMedia可能不会将其全部播客内容库授权给Netflix [1] - 几周前 Netflix与Spotify签署了类似协议 将把来自Spotify Studios和The Ringer的精选体育、文化、生活方式和真实犯罪类播客引入Netflix [2] - 根据与Spotify的协议 在Netflix上线的播客将从YouTube下架 但会保留在Spotify平台 [2] - Spotify部分大型节目 包括《The Joe Rogan Experience》 将继续留在YouTube [2] 行业竞争格局 - 对Netflix而言 这些视频播客交易为其提供了与YouTube竞争的新途径 [3] - YouTube是视频播客观看量最大的平台 其月活跃播客观众在今年早些时候已超过10亿 [3]
FUBO CEO on Merger with Hulu + Live TV, Opportunities Ahead
Youtube· 2025-11-05 02:00
It's time to spotlight Fubo after the company's latest earnings report. Let's welcome in David Gandler, the co-founder and CEO of Fubo. David, thank you so much for taking the time to be with us following your earnings report.You know, lots to talk about here, but if you wouldn't mind just starting with some of your key takeaways. >> Yeah, look, it was a phenomenal quarter. Uh but before I get into the quarter uh uh it's probably important to note that we have combined uh Fubo with Disney's Hulu uh plus liv ...
Spotify tops third-quarter estimates on strong user growth, issues mixed guidance
CNBC· 2025-11-05 00:08
Spotify on Tuesday reported strong third-quarter results that topped Wall Street expectations and saw total revenue climb 12% year over year, but issued weak guidance for revenue and subscribers for the current quarter.Shares of Spotify fell 2% on Tuesday.Here's what Spotify reported compared with LSEG estimates:Earnings per share: 3.28 euros vs. 1.97 euros expected.Revenue: 4.27 billion euros vs. 4.23 billion euros expected.The streaming platform increased premium subscribers by 12% to 281 million, coming ...
Spotify's profit jumps after streaming service increases prices and attracts more subscribers
MarketWatch· 2025-11-04 20:40
Streaming giant Spotify Technology said its third-quarter profit virtually tripled after attracting users who were willing to pay for the service. ...
Global Markets React to AI Boom, China Gold Tax Shift, and RBA Hold
Stock Market News· 2025-11-04 08:08
Key TakeawaysAmazon (AMZN) and OpenAI have inked a $38 billion cloud computing deal, fueling the ongoing AI spending spree and boosting tech stocks globally.China has ended a long-standing Value-Added Tax (VAT) exemption on gold sales, effective November 1, 2025, leading to a dip in gold prices and concerns over increased costs for consumers.The Reserve Bank of Australia (RBA) held its official cash rate steady at 4.35% in November 2025, as expected, amid rising inflation and economic complexities.Stellanti ...
FuboTV Shares Drop 9% Despite Q3 Earnings Beat and Subscriber Growth
Financial Modeling Prep· 2025-11-04 05:45
核心业绩表现 - 第三季度每股亏损0.06美元,优于市场预期的每股亏损0.09美元 [1] - 第三季度营收达到3.772亿美元,超过市场预期的3.6127亿美元 [1] - 公司实现经调整后每股收益0.02美元,去年同期为每股亏损0.08美元 [2] 用户与营收数据 - 北美流媒体订阅用户数达到163.1万,同比增长1.1%,为公司历史上第三季度最高水平 [2] - 北美地区营收为3.686亿美元,同比下降2.3% [2] 盈利能力改善 - 经调整税息折旧及摊销前利润为690万美元,较去年同期改善3450万美元,连续第二个季度实现正值 [3] - 持续运营业务净亏损大幅收窄至1890万美元,去年同期为5470万美元 [3]
Investigation Launched into Netflix, Inc. (NFLX), Attorneys Encourage Investors and Potential Witnesses to Contact Firm - RGRD
Globenewswire· 2025-11-03 20:35
SAN DIEGO, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Netflix, Inc. (NASDAQ: NFLX). If you have information that could assist in the Netflix investigation or if you are a Netflix investor who suffered a loss and would like to learn more, you can provide your information here: https://www.rgrdlaw.com/cases-netflix-inc-investigation-nflx.html/ You can also contact attorneys J.C. Sanchez or Jennifer N. Carin ...