I’ve been following the latest corporate clash between Disney and YouTube, and what’s striking is how much it mirrors the cable disputes of the past—except now it’s happening in the streaming world.
I dive into what’s going on in my latest video.
If you subscribe to YouTube TV, you’ve likely noticed the fallout firsthand. Disney’s channels—including ESPN and local ABC affiliates—have vanished due to a carriage dispute. In addition to losing live television, anything recorded on the YouTube DVR has disappeared too. Those recordings were effectively part of the licensing agreement, not owned by the user doing the recording, and that license is now suspended.
The tension doesn’t stop at television. Disney has also pulled all of its movies from Google’s digital stores, including YouTube and Google Play. That means you can’t buy or rent new Disney titles there anymore. Meanwhile, Google has withdrawn from the Movies Anywhere service, a consumer-friendly platform that let users sync digital movie purchases across multiple services like Apple TV, Prime Video, and (formerly) Google Play. I’ve always appreciated that system—it offered rare flexibility in a digital landscape full of restrictions—but now, for Google users at least, it’s no longer working the way it used to.
Underneath these disputes is a deeper problem: the TV industry’s outdated economic model. There was a time when networks competed on content quality and ad revenue. Now, they rely heavily on retransmission fees—payments from cable or streaming services that carry their channels. As customers cut the cord to escape rising costs, networks have responded by hiking prices even more, a cycle that keeps pushing people away.
I saw it myself before I canceled cable; I was paying $35 a month just for local TV channels. Those fees have crept into streaming too—YouTube TV’s base plan has climbed from $35 in 2017 to $83 last year, and more increases are likely if these negotiations continue to go badly for streamers.
Broadcasters, rather than adapting, are lobbying for rule changes that would let them negotiate retransmission deals station by station instead of through national networks. That would almost certainly mean higher prices and more blackouts, similar to what legacy cable customers face. They’ve packaged the effort under the guise of supporting local news, but the real motive is to extract more revenue from platforms like YouTube TV. Consumers end up paying the price, both figuratively and literally.
At the same time, the broadcast industry is making over-the-air viewing less accessible. With the rollout of the ATSC 3.0 standard—also called NextGen TV—broadcasters are adding encryption that limits what viewers can record or stream inside their own homes. It’s another way of nudging people back toward paid streaming, where networks can charge retransmission fees and control access.
All of this paints a bleak picture for consumers. The fight between Disney and Google is about who gets to collect your subscription dollars, not about improving the viewing experience. While they posture in the media against each other, viewers lose access to channels, movies, and services that once worked seamlessly. I still buy physical media for that reason—Blu-rays with digital codes I can redeem independently of these shifting corporate agreements. Those discs can’t be taken away from me in a dispute.
Eventually, Disney and Google will almost certainly strike a new deal. But when they do, the outcome is easy to predict: everything will return, and it will cost more. In the meantime, it’s another reminder of how little control consumers actually have in the streaming age, and how quickly “your” digital library can turn into theirs again.
