Valuetainment "Bob Iger Should Resign" - Disney HUMILIATED After YouTube TV’s ESPN Power Move
Nov 19, 2025
Disney's massive $4 million daily losses led to a crucial deal with YouTube TV, restoring access to its channels. The panel discusses how Neil Mohan outmaneuvered Disney, raising questions about Bob Iger's leadership. Critics suggest Iger should step down, citing the company's undervalued assets and strategic missteps. The discussion also emphasizes the potential for Disney to regain its family-oriented content and rebuild trust with a revamped board composition. Will these changes help Disney reclaim its former glory?
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YouTube TV Outplayed Disney
- Disney lost an estimated $4 million per day during the YouTube TV blackout, forcing a swift concession.
- Neil Mohan and YouTube TV secured ESPN and Disney channels without raising subscriber prices, showing leverage in carriage disputes.
Blackout Strategy Backfired
- Disney's tactic of pulling channels failed to pressure YouTube TV or its subscribers.
- The blackout ended with Disney back on the platform and no price increase for subscribers.
Bar Fight Analogy For The Dispute
- Tom recounts bar-fight stories while describing YouTube's reaction to Disney's move.
- The hosts use the anecdote to illustrate how Disney's strike bounced off and hurt themselves.