Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings

This week, we discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like, citing their comments that they will bring their ESPN DTC app to market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announced plans to offer a joint sports streaming service with Fox and Warner Bros. Discovery mean for the streaming and pay TV industry and why they made a $1.5 billion investment in Epic Games. Finally, we break down all the cord-cutting numbers from Comcast, Charter, and Verizon, highlight YouTube TV's subscriber count of 8 million and discuss MLB's goal of introducing a DTC streaming package that would include, at a minimum, roughly half of the teams by 2025. Podcast produced by Security Halt Media