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RE: LeoThread 2025-11-13 20-19

in LeoFinancelast month

Part 9/13:

This statement spurred a rapid sell-off, as investors interpreted it as a sign of prolonged and costly negotiations. Disney is demanding significant price cuts and channel carriage changes, while Google, owner of YouTube TV, pushes back, seeking to avoid giving Disney favorable terms without the subscriber reach to justify higher costs. Both sides seem entrenched, and industry watchers fear this could evolve into a prolonged high-stakes battle.

Historical Context: Disney's Strategic Long Game