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DirecTV CFO: NFL Won’t Dictate Terms of Disney Carriage Fight

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DirecTV CFO: NFL Won’t Dictate Terms of Disney Carriage Fight

Two days after Disney pulled its signals from DirecTV, the satcaster indicated that it plans to continue to fight its carriage battle with the home of ESPN and ABC, despite the disruptions a long-running blackout would impose on its customer base.

Speaking to analysts Tuesday morning, DirecTV chief financial officer Ray Carpenter said the company will not cave to the considerable pressures exerted by the start of the NFL season. In the wake of Sunday’s blackout, some 11 million DirecTV subscribers are in danger of missing out on the Sept. 9 Monday Night Football kickoff.

“One reason we won’t cave is I’m a die-hard Bears fan, [and] even though [Aaron] Rodgers now plays for the Jets, I’m still not interested in watching him play,” Carpenter joked, when asked about a timeline for a resolution. Rodgers and the Jets open the season against the 49ers in a game that will be available via four Disney linear-TV networks and the ESPN+ streaming platform.

Carpenter went on to note that DirecTV was not swayed by the looming NFL kickoff while it was negotiating a new carriage deal with Nexstar Media Group in 2023. While Nexstar execs predicted that the satcaster wouldn’t dare risk disrupting the fall football slate, an agreement wasn’t reached until Sept. 18—or two weeks after the NFL season got underway.

“This is much more than a run-of-the-mill dispute; this is more existential for us,” Carpenter said. “We would hate for our customers to not have access to any of the great content that is available via the Disney channels, but we’re not playing a short-term game.”

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DirecTV is agitating to create more flexible packaging models for its customers as programmers like Disney increasingly drive more of their premium content away from linear TV and onto various streaming services. While there are many similarities between this latest beef and the Charter-Disney showdown of a year ago, DirecTV is at a particular disadvantage because it has no side hustle (broadband, original programming, etc.) by which to help take some of the pressure off its core video business.

While Carpenter said that Disney’s looming NFL opener won’t serve as a virtual deadline for a new deal, he also did not altogether write off a speedy resolution. “The resolve is there, and it doesn’t mean that we’re not going to work as hard as we can to find some sort of agreement,” Carpenter said. “But we definitely did not go into this thinking, ‘hey, let’s just see how much of this we can leverage before the Monday Night Football game comes around and then we’ll make a deal.’ We’re prepared to take this as long as it needs to for us to get what is most important for us.”

For its part, Disney said it is willing to negotiate more flexible programming packages, but not at a price that “undervalues [its] portfolio of television channels and programs.”

The Disney signals went dark in DirecTV homes just before Sunday night’s USC-LSU game kicked off on ABC. Despite the widespread outage, ABC still managed to deliver 9.2 million viewers in a game that peaked with 11.1 million impressions. That said, as an over-the-air broadcast network, ABC’s signals can be intercepted via an antenna.

Carpenter’s remarks came at the tail end of a half-hour presentation in which DirecTV laid out the particulars of the dispute. Based on the third-party data DirecTV used in its calculations, Disney’s programming costs the satcaster upwards of $2 billion per year, or around $270 per subscriber. These dollar figures are a key reason why operators rarely prevail in carriage fights. After all, consumers tend to begrudge the people who take their money, and it’s not as if anyone is sending off monthly checks directly to ESPN.

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As with all carriage disputes, a protracted blackout would put DirecTV as risk of further accelerating its customer churn rate. As it is, DirecTV has been pummeled by the ongoing cord-cutting movement, losing more than 6 million subs in the last five years. At this time in 2019, the satcaster boasted nearly 17 million customers.

Traditional pay-TV providers lost 1.67 million subs in the second quarter of 2024, with the satcasters DirecTV and Dish accounting for 30% of those defections. While a much-discussed merger between the two satellite-TV companies would give them much greater leverage in future carriage scraps, a deal remains wholly in the realm of speculation. (Whether the federal government would approve such a merger is a whole ‘nother ball of wax.)

Disney reached a deal with Charter just hours before the Bills and Jets kicked off the 2023 Monday Night Football campaign. Per Nielsen, 21.6 million fans tuned in.

Shortly after Tuesday’s call ended, DirecTV attempted to enlist the support of three college sports conferences in the battle of hearts and minds, sending letters to the powers-that-be at the SEC, ACC and Big 12.

“Disney’s unwillingness to evolve will significantly accelerate the decline of pay TV, making it harder and more expensive for your fans to watch the teams they love,” wrote DirecTV head of state and local affairs Hamlin Wade. “We’re asking you to please work with your chancellors and presidents, and your elected officials to empower fans and push for flexibility in the marketplace.”

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Trump's national security team comes to convince Congress to back Iran war

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Trump's national security team comes to convince Congress to back Iran war
President Donald Trump’s top national security advisers were to spend much of the day on Tuesday making the case to members of Congress ​for the U.S.-Israel war on Iran, as Democrats and some of his fellow Republicans clamored for more information.
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Iran’s senior clerics ‘exposed’ after building strike in Qom, succession choice looms

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Iran’s senior clerics ‘exposed’ after building strike in Qom, succession choice looms

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Senior Iranian clerics would have been left “exposed” after an Israeli airstrike hit a meeting place where they were supposed to be convening Tuesday — days after a strike leveled the Tehran compound of Supreme Leader Ayatollah Ali Khamenei, a defense analyst has claimed.

The clerics, members of the Assembly of Experts, had reportedly planned to meet at the location in Qom to deliberate succession plans for Khamenei, who was killed in the strikes, according to The Times of Israel.

“This second strike would be another embarrassment to what has been left of the regime,” Kobi Michael, a senior researcher at the Institute for National Security Studies and the Misgav Institute, told Fox News Digital.

“It indicates intelligence dominance and superiority because any movement is detected, meaning they would feel exposed,” Michael added.

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Iranian Supreme Leader Ayatollah Ali Khamenei was killed in an Israeli airstrike Saturday. (Getty Images)

“As of now, the leadership would feel insecure and hunted, with all of their plans collapsing one after another.”

“They would feel totally isolated and understand that the biggest risk might come from home — from a potential uprising next,” he added.

Israel Defense Forces spokesman Brig. Gen. Effie Defrin confirmed that the Israeli Air Force struck the building where senior clerics had planned to assemble, The Times of Israel reported.

KHAMENEI’S DEATH OPENS UNCERTAIN CHAPTER FOR IRAN’S ENTRENCHED THEOCRACY

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A general view of Tehran with smoke visible in the distance after explosions were reported in the city, Monday, in Iran. (Contributor/Getty Images)

It remains unclear how many of the 88 members were present at the time of the strike, according to an Israeli defense source cited by the outlet. The second strike on Iran’s leadership comes amid a broader military campaign.

As previously reported by Fox News Digital, U.S. forces have struck more than 1,700 targets across Iran in the first 72 hours of Operation Epic Fury, according to a U.S. Central Command fact sheet.

The campaign is aimed at dismantling Iran’s security apparatus and neutralizing what officials describe as imminent threats.

According to U.S. Central Command, targets have included command-and-control centers, the Islamic Revolutionary Guard Corps Joint Headquarters, the IRGC Aerospace Forces headquarters, integrated air defense systems and ballistic missile sites.

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FIREBRAND ANTI-AMERICAN CLERIC ALIREZA ARAFI SEEN AS CONTENDER TO REPLACE IRAN’S KHAMENEI

The USS Thomas Hudner fires a Tomahawk land attack missile in support of Operation Epic Fury, Sunday, while at sea. (U.S. Navy/via Getty Images)

“We need strategic patience and determination, and in several weeks most of the job will be accomplished,” Michael added. “Even if the regime does not collapse, Iran will not be like we used to know.

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“I assume that the U.S. and Israel will establish a very robust monitoring mechanism that will enable them to react whenever the regime tries to reconstitute its military capacities again.”

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Hungarian veto proves EU needs less unanimity, says new Dutch PM

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Hungarian veto proves EU needs less unanimity, says new Dutch PM

Hungary’s last-minute veto on the €90 billion loan to Ukraine highlights the need for the European Union to move away from unanimity, Rob Jetten, the new prime minister of the Netherlands, said on his first trip to Brussels since taking office.

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“The new Dutch goverment is in favour of less and less decision-making by unanimity on the European level,” Jetten told a group of media, including Euronews, on Tuesday.

“This is a clear example of why that is important because we cannot explain to our constituents that Europe is sometimes way too level in reacting to great issues that affect us all,” he added.

Jetten called on his Hungarian counterpart, Viktor Orbán, to abide by the delicate deal that the 27 EU leaders reached in December after fraught negotiations. The compromise saw Hungary, Slovakia and the Czech Republic promising the necessary unanimity to amend the EU budget rules in exchange for being exempted from the joint borrowing.

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Officials and diplomats in Brussels believe that by vetoing a critical piece of the loan at the last stage of the legislative process, Orbán has breached the principle of sincere cooperation that binds the bloc’s decision-making.

“If you reach political agreement on the Council level, we expect every member state to uphold that agreement. And if not, it’s a big task for the European Commission take action,” Jetten said.

In the new coalition programme, the Netherlands calls for the “simplification” of the Article 7 procedure that can deprive member states of voting rights when they commit grave violations of the rule of law. Hungary has been under Article 7 for years, but there has never been sufficient political momentum to move to the harder enforcement phase.

“It is absolutely necessary that we support Ukraine in the months to come to make sure they can continue their fight against Russian aggression,” Jetten went on.

“With less and less American support for the Ukrainians in terms of money and weapons, it is up to the Europeans to deliver.”

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Orbán’s veto centres on the interruption of Russian oil supplies through the Druzhba pipeline, which Kyiv says was attacked by Russian drones on 27 January and has remained non-operational since then.

But Orbán says Ukrainian President Volodymyr Zelenskyy has deliberately shut down the pipeline for “political reasons” to influence the results of the upcoming Hungarian elections. Orbán trails in opinion polls by double digits.

Caught between the two rival camps, the European Commission has asked Zelenskyy to repair Druzhba and Orbán to lift his veto. Meanwhile, Hungary and Slovakia have proposed a fact-finding mission to inspect the damaged section of the pipeline.

“We expect the European Commission to solve this issue,” Jetten said. “If it’s helpful to have any fact-finding missions on the pipeline to fix this issue, I’m open to it. But everything begins with: a political agreement at the Council level is a political agreement.”

‘Too early’ for a date on Ukraine’s accession

Among the first debates facing Jetten as premier is the future of enlargement, a topic on which the Netherlands has expressed well-known reservations in the past.

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Zelenskyy is advocating for a specific date for Ukraine’s accession to be enshrined in a prospective peace deal, something that could offset the pain of territorial concessions. Last week, he openly suggested 2027 as an aspirational benchmark.

The Commission says it cannot commit to a clear-cut date but is working on legal avenues to revamp the notoriously complex process and ensure the Ukrainian people have greater certainty in their path to membership.

Asked about the potential reform, Jetten said enlargement should be reconsidered from a “geopolitical perspective” but urged the bloc to be “careful” with next steps, warning that the essence of the European project risks being undermined.

“We are very open-minded to look into broader support for these (candidate) countries, but moving too fast is not the way to move forward,” the premier said.

“I think, at the moment, it’s not possible to set a date for enlargement with Ukraine, but it is possible to talk with them, and I will do that with President Zelenskyy, (about) how Europeans can support Ukraine in the important reforms that they have undertaken. But at this moment, it is too early to set the date.”

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Jetten also touched upon the US-Iranian strikes on Iran, which have pushed the Middle East into uncharted territory. Wholesale gas prices have soared in reaction to the war, prompting fears that Europe might soon face a prohibitive bill to refill its underground reserves, which are running low after the heating season.

“Obviously, the Iran war can have a big impact on strategic reserves, not only in Europe but also in Asia. So we have to prepare ourselves for any case that this war will continue for many more weeks and impact the strategic reserves in the Netherlands and abroad,” he said, noting extra measures would be taken “if necessary”.

“I think the broader concern is what this war and everything that’s going on in the Strait of Hormuz is going to affect in terms of pricing.”

‘The Netherlands is back’

Jetten’s D66 party has formed a minority goverment with the liberal VVD and the conservative CDA, all of which support European integration. His tenure puts an end to the fractious four-party coalition headed by the right-wing, Eurosceptic Party for Freedom (VVD) of Geert Wilders, which was marked by constant disagreements.

Among the priorities, his executive has pledged to ramp up defence spending, simplify regulation, promote new technologies and expand renewable energy.

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“As a founding (member) and the fifth (largest) economy within the EU, the Netherlands is back at the table to work closely together with everyone here in Brussels and our allies within the EU,” Jetten said.

“We see a lot of opportunities to strengthen the European economy and competitiveness, and also to make sure that we do our job with a lot of tax-based money to invest in the European defence and the European defence industry.”

Jetten and the other 26 leaders are heading for a no-holds-barred fight on the next Multiannual Financial Framework (MFF), the bloc’s seven-year budget. Brussels has proposed a €2-trillion template that some capitals consider politically unpalatable.

Where to cut spending will be a major fracture line. Germany, the Nordics and the Baltics want a greater focus on strategic priorities, while Spain, Italy and Eastern Europe want to preserve the prominence of agriculture and cohesion funds.

The Dutch premier made it clear that the next budget should focus on the big transitions shaping the continent’s future: defence, technology and climate.

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“A modern MFF doesn’t mean an exploded MFF in terms of numbers,” he said.

“The Netherlands will look into the numbers very closely, and we will have a lot of debate on this topic in the months to come.”

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