A potentially eye-opening move by legacy TV network groups and legacy pay TV distributors revolves around issues for their seemingly much maligned smaller cable TV networks.
YouTube TV "still presents a great value to those still watching linear television and a great entry point for younger consumers not conditioned for the traditional distribution models,"
MoffettNathanson senior research analyst Michael Nathanson says.
TV network groups with 15 to 20 channels might have good reason to be concerned about their next negotiations with legacy pay TV services.
Affiliate-fee revenues as a percentage of total company revenue is highest for Fox Corp. followed by NBCU, Warner Bros. Discovery and Paramount Global, MoffettNathanson says.
Amid tense negotiations and the blackout of networks/stations, Charter and Disney are each aggressively pushing alternatives for video consumers left in the lurch as the new fall TV season is about to
start.
For many consumers, having a more primary service for the bulk of their TV needs is a good deal.