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Disney Asks YouTube TV To Restore ABC Channel For Election Day Amid Contract Dispute

1. Disney requested YouTube TV restore ABC access on Election Day. 2. Disney's channels went dark due to a contract expiration with YouTube TV. 3. Dispute centers on pricing, impacting over 10 million YouTube TV subscribers. 4. Major programming like college football and popular shows may be affected. 5. The blackout reflects broader industry pricing disputes with streaming services.

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FAQ

Why Bearish?

The blackout could lead to reduced viewership and ad revenue if unresolved, paralleling previous disputes that impacted Disney's stock, such as during the ESPN subscriber declines.

How important is it?

The resolution of this dispute is critical for maintaining viewer access and subscription value, influencing Disney's short-term revenue prospects.

Why Short Term?

Immediate viewing disruption may impact subscriber metrics temporarily, with potential for resolution in the coming days, similar to recent negotiations between NBCUniversal and YouTube TV.

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