How much did Disney lose over YouTube TV?

Disney lost approximately $110 million in operating income in its sports segment due to the 15-day YouTube TV carriage dispute in late 2025. The blackout, which involved ESPN and other channels, was estimated to have created a $30 million per week—or over $4 million per day—revenue headwind. Fox Business +2
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How much money is Disney losing from YouTube TV?

Disney was estimated to be losing about $4.3 million per day during the YouTube TV blackout last fall, according to one Wall Street analyst.
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How many people are canceling YouTube TV?

In fact, Variety's survey published Nov. 6 reveals that about 24% of YouTube TV subscribers have already canceled or plan to soon drop their subscriptions.
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Has YouTube TV and Disney reached an agreement yet?

Yes, YouTube TV and Disney reached a new multi-year agreement in November 2025, ending a two-week blackout where Disney channels like ESPN and ABC were unavailable; the deal restored content and includes new options like the Disney+/Hulu bundle and sports-focused packages, ensuring access to Disney's full portfolio of networks. 
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Is Disney losing money with Disney Plus?

The Walt Disney Company said on Monday that streaming profit (Disney+, Hulu and an ESPN service) increased 72 percent, to $450 million, partly because of higher prices.
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Disney channels go dark on YouTube TV as carriage deal expires

Did Disney lose 700000 paid subscribers?

Disney+ lost 700,000 subscribers over the final three months of 2024, which is the Walt Disney Company's first quarter of fiscal year 2025. Not counting Disney+ Hotstar, the cheap Disney+ service in India, Disney+ now has 124.6 million subs.
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Who won the Disney vs YouTube TV fight?

Neither Disney nor YouTube TV definitively "won" the recent carriage dispute (Nov 2025), as both made concessions, but many analysts suggest YouTube TV emerged stronger by securing rights to integrate ESPN's new streaming service (ESPN Unlimited) directly into their platform, while Disney got favorable financial terms and access to YouTube TV's growing subscriber base, but had to agree to integrate sports content within the YouTube TV ecosystem. 
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How many Disney subscribers cancelled their subscription?

Data from analytics firm Antenna shows Disney+'s so-called churn rate - the percentage of subscribers who cancel each month - jumped from a 4% average to 8%, which equates to about three million cancellations, while Hulu's rose to 10% or more than 4 million.
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Will Disney rejoin YouTube TV?

The new carriage deal means Disney sports, entertainment and news programming, such as ESPN and ABC, will return to YouTube's pay tv platform.
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What's the best replacement for YouTube TV?

What Are the Best YouTube TV Alternatives?
  1. DirecTV. DirecTV Stream offers 90+ live TV channels with its “Entertainment” package, which costs just $49.99/month right now as part of a special offer (compared to $83 for YouTube TV). ...
  2. Hulu + Live TV. ...
  3. Fubo TV. ...
  4. Sling.
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Why is ABC no longer on YouTube TV?

Because Google, LLC (parent company of YouTube TV) and Disney were unable to reach an agreement, YouTube TV dropped the Disney suite of channels. Unfortunately, this means all ABC-affiliated stations (even those not owned by Disney) were also dropped from the YouTube TV platform.
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Who is bigger, Netflix or YouTube?

YouTube has officially overtaken Netflix in revenue. In 2025, Alphabet Inc. revealed YouTube generated nearly $60B, surpassing Netflix's $45B and now sitting just behind The Walt Disney Company in entertainment.
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How many people left Disney Plus after Jimmy Kimmel?

According to data from subscription analytics firm Antenna, as reported by The New York Times on Monday, Disney+ lost approximately 3 million subscribers in September, the same month that ABC suspended the late night show for Kimmel's comments regarding Charlie Kirk's assassination.
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Is YouTube TV still negotiating with Fox?

Our current agreement with Fox is approaching its renewal date and we are in active and ongoing negotiations to continue carrying their content. Fox is asking for payments that are far higher than what partners with comparable content offerings receive.
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Why did Disney lose $4 billion?

Many social media users posted that they were canceling their Disney subscriptions. Some users went so far as to claim that Disney lost nearly $4 billion over the decision to suspend 'Jimmy Kimmel Live!'
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How much has Disney lost with the boycott?

Stock price is just a reflection of future expected earnings. So the market is predicting they are going to take a significant hit from the boycott. When did they lose $3.8 billion in market cap? Disney's market cap as of yesterday was approximately $204.5–$208.7 billion.
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Is Netflix or Disney+ bigger?

While Disney's total streaming base (Disney+, Hulu, ESPN+) has sometimes surpassed Netflix in raw subscriber numbers, Netflix remains the dominant leader in overall streaming revenue, profitability (operating margins), and a larger standalone Disney+ subscriber count, though Disney's various services combined have seen massive growth and competitive positioning, making them a close second in overall streaming scale.
 
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Is YouTube TV still negotiating with Disney?

By the time Disney's channels returned to YouTube TV, Google's streamer said it had "reached an agreement with Disney that preserves the value of our service for our subscribers and future flexibility in our offers." Disney executives maintained that the deal reflected the company's "continued commitment to delivering ...
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What is the 3/2/1 rule at Disney?

The Disney 3-2-1 Rule is a simple planning strategy for park days: aim for 3 must-do rides, 2 entertainment experiences (shows, parades, character meets), and 1 specific dining reservation or treat, treating anything extra as a bonus to avoid overwhelm and ensure a magical, manageable day. This framework helps focus your day on key priorities, reduces stress, and creates structure for a fun, less-rushed Disney vacation.
 
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How many people have dropped YouTube TV?

According to a survey fielded last week, 24% of YouTube TV subscribers said they've already canceled or intend to cancel service over the Disney blackout. A YouTube rep said that “while subscriber churn is always regrettable, it's been manageable and does not align with the findings of this survey.”
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What if you invested $1000 in Disney 20 years ago?

Investing $1,000 in Disney (DIS) stock 20 years ago (around early 2006) would have grown to approximately $4,700 to $5,000, including dividends, representing a solid return but significantly underperforming the S&P 500 index over the same period, which would have yielded much more, showcasing Disney's recent struggles despite past growth.
 
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How many people have deleted Disney+?

Disney dealt huge subscriber blow after 1.7 million fans reportedly walk away from Disney Plus, Hulu, and ESPN over Jimmy Kimmel saga.
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Is Disney growing or declining?

Disney is in a period of mixed signals, showing solid revenue growth and strong performance in Experiences (Parks/Cruises) and Streaming, but facing profit pressure from high movie costs (like Avatar: Fire and Ash) and some content/advertising challenges, with analysts generally positive on long-term fundamentals despite recent stock volatility from debt concerns and modest earnings beats. While revenue is up, profitability has been squeezed by massive film investments, leading to investor caution despite strong underlying segments like parks and streaming, suggesting a complex transition phase.
 
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