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Market
Will DirecTV lose more than 500,000 subscribers by the end of September 2024 due to the Disney blackout?
4
Resolution / Starting Odds
Yes • 50%
No • 50%
DirecTV's subscriber reports, reputable news sources
Story
DirecTV and Disney Standoff Threatens NFL Season, Monday Night Football
Sep 3, 2024, 03:20 PM
DirecTV and Disney are engaged in a standoff that could affect millions of viewers as the NFL season approaches, including Monday Night Football. The dispute has resulted in a blackout of ESPN and other channels for DirecTV subscribers. DirecTV CFO Ray Carpenter has criticized Disney for shutting down their TV Everywhere app, which allowed pay-TV subscribers to watch content away from their TV, and for significantly increasing the price of their apps. Carpenter also highlighted the challenges consumers face with fragmented streaming services and the high costs associated with them. The timing of Disney's signal pull was described as orchestrated to cause maximum disruption. Despite the ongoing negotiations, there is no easy resolution in sight, even with the NFL season starting soon. DirecTV held an investor call to discuss the blackout and its implications.
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Similar markets
Yes • 50%
No • 50%
Increase • 25%
Decrease by less than 5% • 25%
Decrease by 5-10% • 25%
Decrease by more than 10% • 25%
DirecTV agrees to Disney's terms • 25%
Disney agrees to DirecTV's terms • 25%
Both parties reach a compromise • 25%
No agreement is reached • 25%
Increase in subscribers • 25%
Decrease in subscribers • 25%
No significant change • 25%
Data not disclosed • 25%
Viewership significantly decreases • 25%
Viewership slightly decreases • 25%
Viewership remains the same • 25%
Viewership increases • 25%
Yes • 50%
No • 50%
Disney concedes to lower fees • 25%
DirecTV agrees to higher fees • 25%
Mutual agreement with no fee change • 25%
No agreement reached • 25%