Disney CEO taps the brakes on ESPN–NFL chatter as YouTube TV blackout dents profits
TL;DR Summary
Disney boss Bob Iger avoided questions about the ESPN–NFL deal after closing ESPN’s NFL Network equity (10% of ESPN) as a YouTube TV blackout hit Disney with a $110 million cost and squeezed sports margins to under 4% on $4.9 billion in revenue; Disney trumpeted ESPN app momentum and ‘ESPN Unlimited’ while succession buzz centers on Josh D’Amaro or Dana Walden, and a contrast emerges with Peacock’s losses as the streaming unit stabilizes. The NFL’s 2030 opt-out keeps renewal talks in play and underscores ongoing competition for league content.
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