Disney in late October pulled ESPN, ABC and other programming from YouTube TV after the sides failed to reach a distribution deal. The new agreement is a "multi-year" deal, Disney said.

While Disney stocks dipped after the call, partly in response to the YouTube TV outlook, Iger said that a strong lineup of movies through the rest of 2025 will likely bolster the entertainment division’s income overall and offset any potential future loss from the prolonged fight.

Disney's channels have been blocked from YouTube TV since Oct. 30 as the two companies negotiate a new carriage deal.

On the streaming topic, analysts pointed out that they were taking into account 14 days of impact from the ongoing YouTube TV blackout, which they estimated at “$60 million revenue headwind.” This means that with each week that passes with Disney channels not accessible via YouTube TV, Disney is losing around $30 million.

As of Thursday, the only positive step in the right direction was YouTube TV offering subscribers a $20 voucher in a measly effort to appeal to the frustrated masses. With another huge weekend of football on the horizon,