DirecTV And Disney Talking Over Flexible Netflix-Like Channel Packages, But Fallout From Failed Talks Could Cause ESPN Blackout Next Week
Portfolio Pulse from Ananya Gairola
DirecTV and Disney are in talks to offer more flexible, Netflix-like channel packages. DirecTV aims to change contract terms to allow smaller, genre-specific packages. If no agreement is reached, ESPN and ABC may face a blackout. Disney is open to sports-specific packages and lower subscriber guarantees.
August 27, 2024 | 4:52 am
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NEGATIVE IMPACT
Disney is negotiating with DirecTV to offer more flexible channel packages. If talks fail, ESPN and ABC could face a blackout, potentially impacting Disney's revenue from these channels.
Disney's potential blackout of ESPN and ABC could lead to a loss in viewership and revenue, negatively impacting short-term stock prices. However, Disney's willingness to offer sports-specific packages may mitigate some risks.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
DirecTV, owned by AT&T, is negotiating with Disney to offer more flexible channel packages. Failure to reach an agreement could lead to a blackout of ESPN and ABC, affecting DirecTV's offerings.
DirecTV's potential blackout of ESPN and ABC could lead to customer dissatisfaction and loss, negatively impacting AT&T's short-term stock prices. The move towards flexible packages aligns with consumer trends but may not offset immediate risks.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70