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 Moving

TL;DR

Disney's ongoing blackout with YouTube TV, matching its longest dispute, may end soon with a potential deal before Disney's earnings report, impacting over 10 million subscribers.

Analysis

The ongoing blackout between Disney and YouTube TV, potentially ending before Disney's earnings report, could significantly impact Disney's stock price and investor sentiment. A resolution may lead to increased subscriber numbers and revenue, while a prolonged dispute could result in negative market reactions and potential financial losses for both companies.

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