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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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Israel sees no certainty Iran’s government will fall despite war

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Israel sees no certainty Iran’s government will fall despite war
Israeli officials in closed discussions have acknowledged there is no certainty the war against Iran will lead to a collapse of its clerical government, a senior Israeli official told Reuters, with no sign ​of an Iranian uprising amid the bombardment.
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Canada’s Carney under pressure to act after synagogues shot at in latest antisemitic incidents

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Canada’s Carney under pressure to act after synagogues shot at in latest antisemitic incidents

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Over the weekend, two Toronto synagogues were attacked by gunfire. Several days earlier, another synagogue was hit by around twenty gunshots on the Jewish holiday of Purim. 

Though the three attacks caused no injuries, many in the Jewish community are demanding concrete action from Prime Minister Mark Carney — not just words of comfort that have typically followed such antisemitic incidents.

Carney took to X saying that the “antisemitic and criminal attacks violate the right of Canadian Jewish men and women to live and pray in complete safety” and “represent a serious assault on the way of life of all Canadians.”

ISRAELI MINISTER WARNS CANADA IS ‘MARCHING TOWARD THE ABYSS’ AFTER JEWISH MAN ATTACKED IN FRONT OF CHILDREN

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Temple Emanu-El in Toronto, Canada was shot at on March 3, 2026. No injuries were reported. (Nick Lachance/Toronto Star via Getty Images)

In the aftermath of the first synagogue attack, Israel’s National Security Council warned Israelis overseas to “maintain vigilance and adhere to safety precautions.” Among their suggestions were for Israelis to “conceal Jewish and Israeli identifiers while in public spaces,” to be aware of surroundings “in areas associated with Israel or Judaism,” and to “avoid visiting sites identified as Jewish or Israeli.”

On X, Israeli President Isaac Herzog said that “all eyes are on Canada: it’s time to halt the unprecedented wave of Jew-hatred that has erupted since October 7th.”

Anti-Israel demonstrators gather outside Union Station during a rally in Toronto, Ontario on Jan. 4, 2024.  (Mert Alper Dervis/Anadolu via Getty Images)

Like many Western countries, Canada has seen a marked rise in annual antisemitic incidents since the Hamas terror attack in Israel on Oct. 7, 2023. The League for Human Rights B’nai Brith Canada found that there were 6,219 incidents of antisemitism in Canada in 2024. This constituted an average of 17 incidents per day, more than double the eight incidents per day calculated in 2022. 

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CANADA’S ANTISEMITISM ENVOY RESIGNS, CITING EXHAUSTION AMID HATE SURGE

While figures for 2025 have yet to be released, Public Safety Canada noted that from April to June 2025, “Among hate crimes targeting religion… the majority were directed at the Jewish community (69%).”

Conservative MP Roman Baber, said the behavior of Canadian Prime Minister Mark Carney and other liberal Canadian politicians have been “adding fuel to the fire of Jew hatred in Canada.”

Baber aimed further criticism at Carney, saying, “When the Prime Minister on the campaign trail says he knows there is genocide in Gaza, he engages in Jew hatred.”

General view of Beth Avraham Yoseph of Toronto synagogue in Thornhill, north of Toronto, Ontario. The place of worship was one of three synagogues attacked in early March 2026.

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Baber was referring to an event in April 2025 during which a heckler yelled over a bustling crowd that “there is a genocide happening in Gaza.” Carney responded, “I’m aware, that’s why we have an arms embargo.”

SKYROCKETING ANTISEMITISM IN CANADA SPARKS CONCERN FOR COUNTRY’S JEWS AHEAD OF ELECTION

Carney later said that he did not hear the heckler use the term “genocide.”

Baber noted that “when the Prime Minister recognized the Palestinian state, he rewarded the brutality of Hamas, and he did so on the eve of Rosh Hashanah.”

In his announcement, released the day prior to the Jewish holiday, Carney claimed that recognizing “the State of Palestine, led by the Palestinian Authority, empowers those who seek peaceful coexistence and the end of Hamas,” and “in no way legitimizes terrorism, nor is it any reward for it.” He also claimed recognition “in no way compromises Canada’s steadfast support for the State of Israel, its people, and their security.” 

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Anti-Israel protesters gather outside the Beth Avraham Yoseph of Toronto synagogue on March 7, 2024. The place of worship was one of three synagogues shot at in the first week of March 2026. (Mert Alper Dervis/Anadolu via Getty Images)

Watchdog organization StopAntisemitism told Fox News Digital that “every day we are seeing painful reminders that antisemitism remains a real and dangerous threat. Acts of violence meant to intimidate or silence our community will not succeed. Loud and proud Jews will not allow hatred or fear to deter our Jewish way of life or our presence in the world. Not in Canada, in the United States, in Europe, and certainly not in Israel.”

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StopAntisemitism called for the perpetrators to “be punished to the fullest extent of the law so that justice is served and deterrence is clear.”

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Not ‘a litre of oil’ to pass Strait of Hormuz, expect $200 price tag: Iran

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Not ‘a litre of oil’ to pass Strait of Hormuz, expect 0 price tag: Iran

Warning comes as 400 million barrels of oil are being released from global reserves during waterway’s closure.

Iran’s Islamic Revolutionary Guard Corps (IRGC) says it will not allow “a litre of oil” through the Strait of Hormuz as the closure of the key Gulf waterway continues to roil global energy markets during the US-Israeli war on Iran.

A spokesperson for the IRGC’s Khatam al-Anbiya Headquarters said on Wednesday that any vessel linked to the United States and Israel or their allies “will be considered a legitimate target”.

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“You will not be able to artificially lower the price of oil. Expect oil at $200 per barrel,” the spokesperson said in a statement. “The price of oil depends on regional security, and you are the main source of insecurity in the region.”

Global oil prices have fluctuated wildly this week during continued US-Israeli attacks against Iran, which has retaliated by firing missiles and drones at targets across the wider Middle East.

The closure of the Strait of Hormuz, through which about one-fifth of the world’s oil supplies transit, and production slowdowns in some Gulf countries have raised concerns of further disruptions.

Concerns around the duration of the war, which began on February 28 and has shown no sign of abating, are also adding to uncertainty, sending oil prices soaring.

On Wednesday, three ships were hit by projectiles in the Strait of Hormuz, maritime security and risk firms said, including a Thai-flagged cargo vessel that came under attack about 11 nautical miles (18km) north of Oman.

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Release of oil reserves

World leaders, including members of the Group of Seven (G7) and the European Union, have been mulling what action to take in response to the war’s impact on global economies.

Christian Bueger, a professor of international relations at the University of Copenhagen and an expert in maritime security, said Europe will be facing “a major energy supply crisis” if the Strait of Hormuz is not reopened.

“For the shipping industry right now, it’s impossible to go through the Strait of Hormuz,” Bueger told Al Jazeera. “And if there are not stronger signals in the near future that they can at least try to go through the strait, then we are looking at a major shipping crisis, which can last weeks if not months.”

On Wednesday, the International Energy Agency (IEA) announced that its 32 member countries had unanimously agreed to release 400 million barrels of oil from their emergency reserves to try to lower prices.

“This is a major action aiming to alleviate the immediate impacts of the disruption in markets,” IEA Executive Director Fatih Birol said during an address from the agency’s headquarters in Paris.

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“But to be clear, the most important thing for a return to stable flows of oil and gas is the resumption of transit through the Strait of Hormuz,” he added.

The reserve supplies will be made available “over a timeframe that is appropriate” for each member state, the IEA said in a statement without providing details.

German Economy and Energy Minister Katherina Reiche said earlier in the day that the country would comply with the release while Austria also said it would make part of its emergency oil reserve available and extend its national strategic gas reserve.

Meanwhile, Japan’s Ministry of Economy, Trade and Industry said it would release about 80 million barrels from its private and national oil reserves.

Japanese Prime Minister Sanae Takaichi said the country, which gets about 70 percent of its oil imports through the Strait of Hormuz, would begin releasing the reserves on Monday.

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