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Disney warns of distribution spat with YouTube TV
Financial Express Mumbai
|November 14, 2025
WALTDISNEY SIGNALLED that it was girding for a prolonged fight with YouTube TV over distribution of its television channels, worrying investors about the outlook for its already declining TV business and pushingits shares down 6.6%.
The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company’s streaming and parks businesses that powereda profit beat. On a post-earnings call, Chief Financial Officer Hugh Johnston told analysts Disney has “built a hedge” into its forecasts assuming the negotiations could drag on. Disney’s networks disappeared from YouTube
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