Friday, November 14, 2025 -Disney’s stock tumbled 8% after the company reported a revenue miss for the quarter, even as its streaming and parks divisions grew.
Traditional TV, which has been under pressure for some time, dragged down the top line — a reminder that Disney still can’t fully escape the headwinds facing legacy broadcast businesses.
On top of that, Disney warned investors that its carriage dispute with YouTube TV — which began on October 30, when Disney’s networks were pulled from the platform — could stretch on for a long time. CFO Hugh Johnston said during the earnings call that Disney has “built a hedge” into its forecasts to account for prolonged negotiations.
The blackout is already taking a meaningful financial toll: analysts estimate Disney is losing about $4.3 million per day, or roughly $30 million a week, due to the standoff.
The core of the dispute seems to be a clash over how much YouTube TV should pay Disney for its channels — and Disney says its proposed terms are fair, if not better, than deals it’s made with other distributors.
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