Disney-YouTube TV Carriage Battle: How Much Is Each Side Losing? – Deadline

As the YouTube–Disney carriage battle approaches the 2-week mark, it is following the financial trajectory of many such standoffs: Both sides appear to be losing, to varying degrees. The question now is, how willing are the combatants to endure more pain if the impasse continues? ABC, ESPN and other Disney networks went dark October 30 on YouTube TV, which is now the No. 3 U.S. pay-TV provider with 10 million subscribers. Industry and subscriber hopes that a second week of Monday Night Football would hasten the end of the clash went by the boards. Thus far, two revenue-rich Saturday slates of college football and two Monday night contests have been wiped out, with a 21% hit to ratings on the November 3 game between the Dallas Cowboys and Arizona Cardinals. Along with ratings, Disney also is not receiving any fees from YouTube in exchange for its programming. A report Tuesday from Morgan Stanley media analyst Ben Swinburne puts Disney under the spotlight as the media giant gets set to report quarterly earnings on Thursday morning. Swinburne pegs the losses to Disney from the carriage fight at about $60 million over a 14-day period, meaning about $4.3 million a day. While
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