One of Disney's major "live tv" competitors is trending this week...and not in a good way.

Many of DirecTV's 11 million subscribers have found themselves in a blackout this month, unable to watch their favorite sporting events, including the opening weekend of college football, the US Open, and Monday Night Football.

Disney pulled the plug on its pay-TV channels including ESPN and FX in opposition to DirecTV plans to create genre-specific bundles.

Charter's Spectrum faced a similar battle last year -- I think you can guess who won (Charter eventually accepted Disney's request for higher fees).

At LikeFolio, data tells us this: consumers aren't loyal to a carrier -- they just want to watch live sports. And that benefits Disney.

Cancel DirecTV searches hit new highs over the weekend.

And web visits ticked up for DirecTV streaming competitors.

Disney currently holds the cards in the battle for eyeballs on TV screens, though it is facing legal hurdles in launching its proposed live sports streaming channel in partnership with Warner Bros and Fox.

In Q3 Disney posted its first ever streaming profit ($47 million) vs. a $512 million loss in the same quarter a year ago.

The company's trifecta bundle including Disney+, Hulu, and ESPN+ encompasses most of what consumers want to watch -- live and on-demand.

Disney has also proven it has pricing power, raising the prices for Disney+ and Hulu for both its ad-supported and ad-free tiers.

Increased ad spend in the back half of the year should also benefit Disney.

Despite this streaming victory, DIS stock is struggling.

Is it a buy from here?

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