CNBC's Alex Sherman on the YouTube TV-ESPN/Disney dispute
Sports Media with Richard Deitsch
Audacy
4.5 • 757 Ratings
🗓️ 11 November 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
Episode 562 of the Sports Media Podcast with Richard Deitsch features Alex Sherman, a CNBC media and sports reporter, the author of the CNBC Sport newsletter and the host of the CNBC Sport Videocast. In this podcast Sherman discusses YouTube TV subscribers dealing with all of Disney’s programming being removed until the two sides reach a new carriage agreement; why the two sides are battling over carriage fees; which side has the leverage; why YouTube TV is aided by being a small part of a $3.3 trillion company in Alphabet; does public pressure matter; the role of Hulu with Live TV; whether the allegations against Guardians pitchers an indictment Luis Ortiz and Emmanuel Clase will impact MLB's bottom line; an update on WBD's potential sale or split-off as it relates to sports, and more. You can subscribe to this podcast on Apple Podcasts, Spotify, and more.
Transcript
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| 0:00.0 | Welcome to the sports media podcast. |
| 0:09.0 | I'm your host, Richard Deich. |
| 0:09.8 | My producer is Patrick Antonetti. |
| 0:11.1 | One guest this week, he has been on this podcast many times and has great insight |
| 0:15.3 | when it comes to the nexus of business and sports. |
| 0:18.7 | Alex Sherman is a CNBC sports and media reporter. He's the author |
| 0:22.8 | of the CNBC Sport newsletter and the host of the CNBC Sport videocast. If you want Alex's newsletter, |
| 0:30.4 | you can sign up on CNBC site. Just head basically to sport and you will find it. And with that, |
| 0:38.5 | I'm bringing Alex Sherman. |
| 0:39.1 | Alex, welcome. |
| 0:40.3 | Thank you, Richard. |
| 0:42.7 | It is always a pleasure to be on the show. |
| 0:43.3 | Thank you. |
| 0:43.6 | All right. |
| 0:50.0 | So the reason I brought you on is I want to give listeners kind of a large-scale primer of where we are in terms of the YouTube Disney slash ESPN dispute. |
| 0:54.7 | So at the moment, as Alex and I are typing this on late Monday afternoon, YouTube TV subscribers are still navigating all of Disney's programming being removed as the two sides try to figure out a carriage agreement. |
| 1:10.5 | So no ABC, no ESPN for about 10 million households, which is the YouTube TV universe, until a deal is struck. |
| 1:20.2 | Obviously, if you have YouTube TV and you have access to ABC, you obviously can get Monday night football, but not everybody has that. All right, Alex, |
| 1:29.4 | so that's the sort of the quick background. From your perspective, why are these two entities |
| 1:36.2 | battling over carriage fees? So I'll give you three reasons, maybe even more if I veer off on a tangent. |
| 1:47.2 | The first one, which is what I wrote my newsletter about last week, is that Disney has an |
| 1:53.4 | unusual amount of leverage in terms of media companies when it comes to a carriage deal |
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