The Town with Matthew Belloni cover image

The Town with Matthew Belloni

Who's to Blame for the ESPN Blackout?

Sep 3, 2024
Lucas Shaw, a Bloomberg journalist specializing in media analysis, dissects the ongoing carriage dispute between Disney and DirecTV. He elaborates on how this conflict has left millions of viewers without ESPN during key events like the U.S. Open and college football. The discussion reveals insights into why consumer preferences are shifting away from traditional cable. The episode also touches on the future of sports programming and Disney's strategic decisions, including rumors surrounding a movie about Donald Trump's rise.
33:28

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The ongoing dispute between Disney and DirectTV reflects a shifting power dynamic in TV carriage negotiations as viewer demand changes.
  • DirectTV's push for niche programming packages challenges Disney's traditional bundling strategy, highlighting evolving consumer preferences in content delivery.

Deep dives

The Changing Landscape of TV Carriage Disputes

Current negotiations between DirectTV and Disney highlight a significant shift in the dynamics of TV carriage disputes. In the past, channel owners typically held substantial leverage over distributors due to viewer demand for popular content like sports. However, as cord-cutting grows and the balance of power evolves, distributors like DirectTV are starting to push back, arguing they should not subsidize Disney's transition to streaming while being charged for content that is increasingly unavailable in traditional bundles. This change complicates negotiations, as both parties must navigate a landscape where fans are less reliant on specific providers and more inclined to leave for alternatives.

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