Disney announced earnings earlier this week. There wasn't a lot said about their MVNO businesses, but they did say that ESPN Mobile had not met the expectations put forth at the time of launch.
My earlier blog covers most of what I have to say on this topic – the audience for video, music, mobile content (more broadly) and news is bigger than it is for an entertainment-first wireless service provider.
The Disney MVNO will be interesting to watch. Parents are still buying on value best provided by the carriers, but are motivated by knowing that their children are safe. I think it will be a question of: are voice and SMS enough for me to communicated with my children and know where they are? Is knowing where they are enough to give me peace of mind? Is it the children or the parents that have the real need here?