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As the dust settles following the denouement of the Disney–YouTube TV deal, it’s increasingly clear that the next-gen distributor got a lot of what it wanted during its rash of negotiations this fall. And it’s only a matter of time until it fully eats up the sports business.
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Back in the summer, executives at YouTube TV decided to rewrite the rules of engagement between distributors and TV network owners. The company’s deals with Fox, NBCUniversal, and Disney were all set to expire, and that presented an opportunity to deploy the leverage befitting a growing platform distribution business affixed to a $3.5 trillion behemoth parentco.
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