Disney Losing $30 Million Per Week in YouTube TV Dispute
Disney is reportedly losing $30 million each week as its channels remain unavailable on YouTube TV due to a carriage dispute with Google.
The disagreement, now stretching over 11 days as of today, November 11, 2025, centers on the placement of Disney’s channels within the YouTube TV service. Morgan Stanley research analyst Ben Swinburne calculated the weekly financial impact on Disney, highlighting the significant stakes involved. This dispute impacts access to popular channels like ESPN, potentially influencing viewership during key sports seasons.
Industry analyst Rich Greenfield of LightShed predicts a resolution is likely before Disney’s fourth-quarter earnings call on Thursday, stating, “I can’t imagine Disney going into earnings on Thursday without a deal,” and adding, “This is such a big part of ESPN’s revenues and profits. I just can’t fathom getting on the earnings call and being dark still.” YouTube TV is currently offering customers a $20 credit for the missing channels, though some users report difficulty claiming the reimbursement. For more information on cord-cutting trends, see Cord Cutters News.
The ongoing negotiation reflects the broader challenges facing media companies as they navigate the evolving landscape of streaming television and the distribution of content. The National Association of Broadcasters provides further context on these industry dynamics here.
Disney officials have not yet commented on the status of negotiations, but are expected to provide an update during Thursday’s earnings call.
