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YouTube TV and Fox Reach Agreement, Analysts Forecast Modest Upside for Alphabet Inc
ByAinvest
Friday, Aug 29, 2025 8:10 pm ET1min read
YouTube TV has reached an agreement with Fox to continue streaming Fox's channels during the college football season. Analysts forecast a 0.62% potential increase in Alphabet Inc's (GOOG) stock price. GuruFocus' GF Value estimates suggest a slight downside for GOOG shares over the coming year.
YouTube TV has announced a renewed carriage agreement with Fox, ensuring that Fox's channels will remain available on the streaming platform during the upcoming college football season. The agreement, which includes the Fox broadcast network, Fox News, FS1, and the Big Ten Network, was reached after a temporary extension in negotiations [1][2].The renewal comes as a relief to sports fans who subscribe to YouTube TV, as Fox Sports carries a significant number of college football and NFL games. Among the notable events is Saturday's premier college football matchup between No. 1 Texas and No. 3 Ohio State on Fox, which will now be accessible to YouTube TV subscribers [1].
The agreement was reached despite earlier contentious negotiations. YouTube TV had asserted that Fox was asking for payments that were "far higher than what partners with comparable content offerings receive." Fox, in response, expressed disappointment with Google's proposals, stating that they were "out of step with the marketplace" [1].
In addition to the renewal, Fox recently launched a direct-to-consumer streaming service called FOX One, priced at $19.99 per month or $199.99 per year. This service includes Fox Sports properties [2].
Analysts have responded to the news with a mixed outlook. While some analysts predict a potential increase in Alphabet Inc's (GOOG) stock price, others suggest a slight downside. Analysts at TipRanks, for instance, forecast a 0.62% potential increase in GOOG shares [3]. However, GuruFocus' GF Value estimates suggest a slight downside for GOOG shares over the coming year [3].
This development highlights the ongoing negotiations between streaming services and content providers, which can significantly impact subscriber satisfaction and stock performance. The renewal of the agreement between YouTube TV and Fox ensures that sports fans can continue to enjoy Fox's content without interruption.
References:
[1] https://www.nytimes.com/athletic/6583278/2025/08/28/youtube-tv-fox-agreement-football-season/
[2] https://seekingalpha.com/news/4490521-fox-channels-stay-on-youtube-tv-in-new-agreement-with-football-looming
[3] https://www.tipranks.com/stocks/googl/forecast
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