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Disney warns of distribution spat with YouTube TV

Financial Express Bengaluru

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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%.

- LISA RICHWINE & DAWN CHMIELEWSKI Los Angeles, November 13

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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