Valuetainment "Disney’s A**hole Move" - Disney vs YouTube TV WAR Could SHAKE UP Streaming Forever
Oct 30, 2025
The battle between Disney and YouTube TV escalates as Disney threatens to pull major channels, creating chaos in the streaming landscape. The hosts dissect Disney’s motivation to leverage its content for higher fees, particularly targeting subscribers on Hulu. They highlight the potential impact on sports fans and review Disney's strategic moves reminiscent of its Netflix era. As streaming continues to outpace cable, the discussion shifts to future market dynamics and consumer choices, raising the stakes for both platforms.
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Disney Leveraging Content To Favor Its Platforms
- Disney is leveraging its ownership of Hulu and ESPN to push subscribers toward its own platforms.
- YouTube TV delivered a 15% viewership boost to Disney, which prompts Disney to seek higher carriage fees.
Carriage Fees And Content Scarcity Strategy
- Disney seeks higher carriage or licensing rates after YouTube TV grew Disney's audience.
- Tom frames Disney's move as leveraging its content scarcity to push revenue and subscribers to its own OTT products.
Switching Platforms Is Frictionless For Consumers
- Removing ESPN/ABC from YouTube TV could force subscribers to switch to Disney-owned services like Hulu.
- The switch is simple for consumers because OTT subscriptions replace physical cable boxes.
