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DIS
New York Post
5 hrs

Disney's blackout with YouTube TV sparks punishing $30M in weekly losses for Mouse House: analysts

1. Disney loses $30 million weekly due to YouTube TV blackout. 2. Contract talks failed, affecting ESPN and ABC for 10 million subscribers. 3. Morgan Stanley forecasts $60 million revenue loss if dispute continues for two weeks. 4. Disney's net income estimate cut by $25 million due to the standoff. 5. Disney's upcoming earnings call may address blackout's financial repercussions.

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FAQ

Why Bearish?

The ongoing revenue loss is significant, reducing projected earnings amid critical sports events.

How important is it?

The substantial revenue loss and subscriber sentiment can directly affect DIS stock performance.

Why Short Term?

Immediate financial impacts are expected as the blackout continues; recent blackouts have had lasting effects.

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