Will fuboTV Win or Lose During the Disney-YouTube TV Fight?
There's unrest in the live TV streaming space, and it represents both an opportunity and a challenge for fuboTV (NYSE: FUBO). Subscribers to Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) YouTube TV no longer have access to ESPN, Disney Channel, and other Disney (NYSE: DIS) media networks. The two sides couldn't come to terms to extend their carriage rights deal, and YouTube TV viewers haven't had access to Disney, FX, National Geographic, Freeform, ESPN, local ABC affiliates, and various related networks since Saturday. We're talking about roughly 18 of YouTube TV's more than 85 available online channels.
YouTube TV is the country's leading live TV streaming platform, with more than 4 million subscribers. fuboTV has just a quarter as many of those accounts on its rolls, but it's closing the gap with heady growth. You can find all of the channels that just went dark on YouTube TV over on its smaller rival, and that's obviously a good thing for fuboTV. Disney-owned content is a big part of the cable and satellite TV experience that live TV streaming services offer to cord-cutters. Without it, YouTube TV is a very incomplete platform right now.
The challenge for fuboTV is that Alphabet's Google is now slashing the price of its monthly live TV streaming platform by $15, to $49.99 a month, to offset most of the money it's saving by not carrying Disney's iconic family, nature, and sports programming.
Source Fool.com
