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Disney is losing $30 million every week the YouTube TV blackout lasts, Morgan Stanley says

1. Disney is losing $30 million weekly from the YouTube TV dispute. 2. The blackout includes major networks like ESPN and ABC, hitting sports viewers. 3. Morgan Stanley predicts up to $60 million loss from ongoing negotiations. 4. Disney has alternatives like Hulu and ESPN app to offset subscriber losses. 5. Swinburne has lowered Disney's earnings estimate by $25 million due to impact.

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FAQ

Why Bearish?

The significant revenue loss from YouTube TV is alarming, reminiscent of past carriage disputes. Similar situations led to substantial declines for companies involved.

How important is it?

The financial impact is significant enough to lower earnings estimates, indicating short-term pressure on DIS's stock.

Why Short Term?

The immediate effects will resonate until a deal is reached, potentially within weeks. Long-term effects depend on contract negotiations and subscriber retention.

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