Technologies

Disney Exec Says ESPN Outage on YouTube TV May ‘Go for a Little While’

YouTube TV subscribers will miss college football on ESPN, ABC and conference networks for the third weekend straight.

More than two weeks after YouTube TV customers lost access to Disney’s streaming channels — including ABC, ESPN and the ACC and SEC networks — there is no sign of progress in the negotiations between the two entertainment giants.

At Disney’s fourth quarter earnings call on Thursday, Walt Disney CFO Hugh Johnston didn’t offer specifics on the ongoing negotiations, instead noting that «in terms of our (financial) guidance, we built a hedge into that (the YouTube TV outage), with the expectation that these discussions could go for a little while.»

Disney CEO Bob Iger ended the call on a more positive note, saying, «While we’ve been working tirelessly to close this deal and restore our channels to the platform, it’s also imperative that we make sure that we agree to a deal that reflects the value that we deliver.»

The disagreement causing the ABC and ESPN outage stems from the «carriage fee» that YouTube TV pays Disney to broadcast its channels. Disney has faced similar negotiating standoffs with other broadcasters in recent years, including an earlier 2021 outage on YouTube TV that was resolved in two days.

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Disney says YouTube TV isn’t paying enough to stream its channels. YouTube TV, owned by Google, has the most subscribers among all internet TV providers, with over 9 million. Hulu, owned by Disney, is second with 4.3 million subscribers through its Hulu + Live TV offering.

«The deal that we have proposed is equal to or better than what other large distributors have already agreed to,» Iger also said Thursday.

While the two sides wrangle over the fees, they risk further losses. Nearly a quarter of YouTube TV subscribers (24%) have canceled or intend to cancel their subscription because the service «no longer delivers the core content they signed up for,» according to a survey cited by Variety.

Disney, meanwhile, is losing an estimated $30 million in revenue per week while its channels are unavailable on YouTube TV, according to a Morgan Stanley research note cited by Variety. That’s a significant chunk of change because each week Disney’s networks are dark on YouTube TV, Disney’s adjusted earnings per share drop by 2 cents, analysts say.

When will ESPN, ABC and other Disney channels return to YouTube TV?

Disney is no stranger to carriage fees feuds, and as with previous disputes, negotiations are under wraps, and how long it will continue is anyone’s guess. Disney’s contract conflict with Sling TV in 2022 lasted just two days, while the one with Spectrum/Charter in 2023 wasn’t resolved for 10 days.

Disney’s contract conflicts from previous years were mostly resolved in a week or two, but Google has considerably more bargaining power than those other platforms.

Thursday marked 14 days that Disney’s channels had been blacked out on YouTube TV — a day longer than the Disney outage on DirectTV last year. How much longer this outage will continue is unknown, but the Morgan Stanley analysts who pegged Disney’s weekly losses at $30 million sounded an optimistic note in predicting that the outage will be resolved later this week.

When a deal is reached between Disney and YouTube, the missing channels will return «in a matter of hours,» according to Variety.

What are Disney and YouTube TV saying about the dispute?

On Oct. 30, YouTube TV posted on X, «Members, when we renew our contracts with network partners, we advocate for fair pricing to offer you the best TV experience.»

«Google’s YouTube TV has chosen to deny its subscribers the content they value most by refusing to pay fair rates for our channels, including ESPN and ABC,» Disney said in a statement to CNBC.

In a memo to employees on Oct. 31 that was also reported by CNBC, Disney accused YouTube TV of deleting «previously recorded shows and events from their subscribers’ libraries.»

«YouTube TV and its owner, Google, are not interested in achieving a fair deal with us,» Disney Entertainment co-chairs Dana Walden and Alan Bergman and ESPN Chairman Jimmy Pitaro said in the memo. «Instead, they want to use their power and extraordinary resources to eliminate competition and devalue the very content that helped them build their service.»

Disney is also asking its viewers to ask YouTube TV to bring back its broadcasting via the keepmynetworks.com site.

Which Disney channels were removed from YouTube TV?

Sports fans aren’t the only viewers left sidelined by the loss of Disney channels from YouTube TV. Here are all the channels that have been removed from the streaming service:

ABC
ABC News Live
ACC Network
Baby TV Español (Spanish Plan)
Disney Channel
Disney Junior
Disney XD
ESPN
ESPN Deportes (Spanish Plan)
ESPNews
ESPNU
ESPN2
Freeform
FX
FXM
FXX
Localish
Nat Geo
Nat Geo Mundo (Spanish Plan)
Nat Geo Wild
SEC Network

How can YouTube TV subscribers watch football games during the Disney outage?

YouTube TV subscribers with an aerial TV antenna can still watch Monday Night Football and college football games on ABC if they live close enough to receive an over-the-air broadcast signal from a local ABC affiliate.

Other than that, the only real option for viewers who want to watch all of the college football and basketball games this weekend and Monday Night Football at home is to subscribe to another service that provides ABC and ESPN, including ESPN+, Sling TV, Hulu + Live TV, Fubo or DirecTV Stream.

Sling TV offers a $5 Day Pass that could be a good option for viewers who want to watch one specific game, as well as a $10 Weekend Pass that would give you college football and basketball games for both days.

For those looking to find football games at local establishments, this handy app can help you find places that are showing the games.

YouTube TV has given $20 bill credits to subscribers

YouTube TV had promised subscribers a $20 credit for the streaming service if the Disney channels outage continued for an extended period, and on Sunday, the streaming service announced the details of that credit.

Some YouTube subscribers receive the $20 credit automatically, and others need to claim it online. According to a YouTube spokesperson, subscribers who pay with Google Play billing or through their mobile service should receive the $20 credit automatically.

If you need to claim the $20 credit, you should have received an email from YouTube TV. To redeem your the credit, follow these steps:

Log in to YouTube.com with a web browser
Click or tap on your profile picture
Click or tap Settings.
You can also directly browse to the URL at https://tv.youtube.com/settings/service_updates.
At the bottom of the menu on the left, select Updates.
On the following screen, which explains the Disney channels outage, click or tap the blue button marked Claim Credit.

Emails from YouTube TV started going out Sunday night and several Reddit posters have already reported receiving the $20 credit. All of the credits for YouTube TV subscribers should be issued by Wednesday, Nov. 12, according to Variety.

The $20 credit will be applied to your next billing cycle.

We asked YouTube TV if additional billing credits would be offered to subscribers if the outage continues. A spokesperson replied, «This is a situation that is evolving, and we will let subscribers know of future additional credit offers. Our main priority is to reach an agreement that restores Disney’s content to YouTube TV.»

Correction, Nov. 5: An earlier version of this story failed to note that Sling TV day and weekend passes can be used to watch local ABC affiliates only in certain markets.

Technologies

Google races to put Gemini at the center of Android before Apple’s AI reboot

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal

Technologies

Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’

Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.

Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle

Technologies

Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge

Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.

Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.

Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.

The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.

The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.

Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.

Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.

Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.