November 20, 2025

Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday

IntelME Verdict

Market Impact

TL;DR

Disney's ongoing blackout on YouTube TV, matching its longest dispute, may end soon, with analysts predicting a resolution before Disney's earnings report.

Analysis

The ongoing blackout between Disney and YouTube TV, potentially ending before Disney's earnings report, is crucial for business leaders due to its market impact on over 10 million subscribers and the significant revenue implications tied to major sports programming and entertainment content. Resolving this dispute could influence customer loyalty and competitive positioning.

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