The ongoing feud between pay-TV provider, DirecTV, owned by AT&T Inc. (NYSE:T), and TPG Capital and Walt Disney Co. (NYSE:DIS) over a new carriage agreement has taken a new turn.
What Happened: On Saturday, DirecTV lodged a complaint against Disney with the Federal Communications Commission, accusing the mouse house of "bad faith" negotiations.
The DirecTV-Disney dispute is a carriage fee negotiation, which has been ongoing for two weeks. It has led to a blackout of Disney channels, including ESPN and ABC-owned stations in nine markets, on DirecTV since Sept. 1.
DirecTV alleges that Disney is breaching the FCC's good faith mandates by demanding it waive any legal claims on anticompetitive actions, including its ongoing packaging and minimum penetration demands.
Disney, however, insists that mutual release of claims is a standard practice after licensing agreements are negotiated and agreed upon. A Disney spokesperson urged DirecTV to prioritize their customers by finalizing a deal that would restore access to their content, reported the Associated Press.
Disney did not immediately respond to Benzinga's request for comments.
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Why It Matters: The blackout has impacted DirecTV's 11.3 million subscribers, barring them from watching most college football games and the final week of the U.S. Open tennis tournament.
DirecTV subscribers could also be missing the presidential debate between Donald Trump and Kamala Harris scheduled for Sept. 10. 2024 at 9 pm EDT.
This development follows DirecTV's shift to a streaming model, removing the need for a satellite dish to access its content. The company has been marketing its pay-TV package, which no longer requires a satellite dish.
Meanwhile, Disney reported solid third-quarter earnings last month, posting a 4% year-over-year revenue increase to $23.16 billion, fueled by subscription revenue growth from price hikes and an expanding Disney+ Core customer base.
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Image via DirecTV
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
AT&T公司旗下的付費電視供應商DirecTV與TPG Capital和Walt Disney Co. (NYSE:DIS)之間關於新運營協議的持續紛爭又有了新的轉折。
發生了什麼：上週六，DirecTV向聯邦通信委員會投訴了迪士尼，指控這家動畫公司在談判中表現「不誠信」。
DirecTV-迪士尼爭端是一場持續兩週的通行費談判。這導致了DirecTV上的迪士尼頻道，包括ESPN和ABC所擁有的電視臺，在九個市場停播，自9月1日以來一直處於黑屏狀態。
DirecTV聲稱迪士尼違反了聯邦通信委員會的善意要求，要求其放棄對反競爭行爲的任何法律索賠，包括其正在進行的打包和最低滲透要求。
然而，迪士尼堅稱，在許可協議談判和達成協議後，相互豁免索賠是一種標準做法。一名迪士尼發言人敦促DirecTV優先考慮他們的客戶，通過達成一項恢復內容訪問權限的協議來解決問題。
迪士尼尚未對Benzinga的置評請求做出立即回應。
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爲什麼它很重要：這次黑屏影響了DirecTV的1130萬訂閱用戶，使他們無法收看大部分大學橄欖球比賽和美國公開賽網球錦標賽的最後一週。
DirecTV的訂閱用戶還可能錯過了預定於2024年9月10日晚上9點舉行的唐納德·特朗普和賀錦麗之間的總統辯論。
這一發展是DirecTV轉向流媒體模式的結果，不再需要衛星接收器來訪問其內容。該公司一直在推廣其付費電視套餐，不再需要衛星接收器。
與此同時，迪士尼上個月報告了健康的第三季度收益，營業收入同比增長4％，達到231.6億美元，得益於訂閱收入的增長以及擴大的Disney+核心客戶群。
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通過DirecTV獲取的圖像
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