Blog: YouTube TV

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What YouTube TV’s stand-off with NBCU reveals about phase 2 of D2C disruption

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Tim Mulligan
YouTube TV’s stand-off with NBCU is approaching decision-making time, as tomorrow, September 30th, is the cut-off point for the streaming platform to meet the distribution terms of NBCU. If no agreement is reached, then YouTube TV subscribers will lose access to a wide range of NBCU channels, from regional sports networks to NBC, SyFy, USA, and Bravo, among others.
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Has The SVOD Killer Arrived?

Tim Mulligan
In 2014 ESPN had 95 million subscribers and its $10.8 billion in revenues accounted for 25.7% of Walt Disney Co’s $40.2 billion revenue. In 2015, ESPN lost three million subscribers and this 3% decline in subscriptions and the historic operating margins of 40-45% for cable and satellite, underpinned by ESPN’s trophy-like exclusivity on premium live sports events, were suddenly at risk.
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