subscribers

Disney Streaming's Limits

Disney's streaming unit slightly beat market expectations in its recent quarterly report. Subscriber gains and higher ARPU (average revenue per user) are lifting profitability. However, regional gaps and a lack of localized content remain clear…

Who Pays: YouTube TV vs Disney

The YouTube TV–Disney contract collapse began in late October 2025. Nearly 10 million subscribers temporarily lost access to major Disney-owned channels. Negotiations reopened and a new deal restored service about two weeks later. This dispute revea…

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