YouTube TV, NBC ‘on a collision course,’ with dispute looming
YouTube TV, NBC ‘on a collision course,’ with dispute looming
CNBC’s Alex Sherman reports that NBC channels might be pulled from YouTube TV in mere days.
It seems that YouTube TV is spoiling for a fight. That’s certainly the stance the live TV streaming service appears to be taking as it approaches the expiration of its carriage deal with NBC. The conclusion of that deal without an extension could see NBC and other NBCUniversal networks go dark on YouTube TV, cutting off viewer access to live news, top sports like “Sunday Night Football,” and more.
Key Details:
- Internal reporting?: The report of a brewing carriage dispute between NBCU and YouTube TV comes from Alex Sherman of CNBC.
- Let’s dance: YouTube TV is apparently spoiling for a fight now that it has around 10 million subscribers.
- Tied to price increases: YouTube TV is unhappy with the pricing of Peacock, saying it undercuts the value of NBCU channels.
According to the reporting of Alex Sherman of CNBC, YouTube TV is ready to go down to the wire with NBC in their latest round of carriage negotiations. The deal between the two sides expires when September does, and if a new agreement isn’t in place by Oct. 1, NBCU-owned channels could go dark on YouTube TV across the United States.
Sherman reports that YouTube TV executives aren’t that happy about the pricing of Peacock, which they argue is so low that it undercuts the value of NBCU cable channels. Why would people pay for a service like YouTube TV to watch those channels when they can stream the content found there on Peacock for a much lower price? YouTube TV’s annoyance played a part in Peacock raising prices in July.
Some NBC executives are also looking askance at YouTube TV, since any setbacks experienced by traditional programmers — like the disappearance of their channels from live TV streaming services, for example — just drives more viewers to the free YouTube platform. But YouTube TV now sits at around 10 million subscribers, according to one person familiar with the negotiations, and it feels that it “needs to make an example out of someone,” according to Sherman’s reporting.
YouTube TV may still be smarting from a recent carriage dispute with Fox, which was ultimately resolved in a few days after FCC chairman Brendan Carr pressured the streamer to make a deal with Fox. Financial terms of Fox’s deal with YouTube TV were not disclosed as usual, but if YouTube didn’t get the rate increases it wanted from Fox, it may now feel as if it has something to prove to other programmers.
For customers and analysts alike, this provides potential for yet another exhausting carriage dispute. The stage is set, and The Streamable will have more updates on the situation as the end of September draws closer.
YouTube TV
YouTube TV is a live TV streaming service with more than 60 channels for $82.99/month. This plan includes local channels 32 of the top 35 cable channels, and regional sports networks (RSNs) in select markets. The base plan includes more than 100 live channels, including major broadcast networks like ABC, CBS, FOX, and NBC, as well as popular cable channels such as ESPN, CNN, FX, USA Network, and TNT. Local channels are included in most markets, making YouTube TV a full replacement for traditional cable for many viewers.
