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YouTube TV Customers Lose ABC, ESPN And Other Disney Channels—What To Know

1. Disney channels are unavailable on YouTube TV due to contract expiration. 2. Dispute centers on pricing, with both sides blaming each other. 3. Impact includes major sports and popular ABC shows for millions of viewers. 4. YouTube TV offers customers a $20 credit if blackout persists. 5. Similar disputes resolved recently, but duration of this blackout is unclear.

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FAQ

Why Bearish?

The blackout limits DIS's viewer access, impacting advertising revenue and subscriptions. Historical cases show similar disputes led to temporary drops in subscriber engagement and revenue.

How important is it?

The ongoing blackout directly affects DIS's channels and revenue potential, making it a significant concern for investors.

Why Short Term?

Immediate effects on viewership and advertising revenue are likely. However, past negotiations indicate a potential resolution within weeks.

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