"How long will the Disney-YouTube TV carriage dispute last? The Mouse House just told investors that it doesn't know. Disney reported earnings on Thursday morning and shared its 10-K form, an annual filing with information about its business. While Disney didn't mention YouTube, YouTube TV, or Google in its quarterly earnings or prepared executive commentary, it referenced its long-running standoff with the tech giant on its 10-K form in the "risk factors" section."
"Disney disclosed to investors that its "channels were removed from YouTube TV following the expiration of the parties' distribution contract without agreement on renewal terms" on October 30, 2025. "The Company cannot predict how long this service blackout will last or reasonably estimate the adverse impact on our results of operations," the 10-K continued. Morgan Stanley estimates that Disney is losing $30 million a week from this dispute, which is now on its 14th day. The dispute is Disney's longest-ever carriage blackout."
Disney reported quarterly results and filed its 10-K, disclosing that its channels were removed from YouTube TV on October 30, 2025, after a distribution contract expired without renewal. The 10-K states the company cannot predict how long the service blackout will last or reasonably estimate the adverse impact on results of operations. Morgan Stanley estimates losses of about $30 million per week; the dispute reached its 14th day and became Disney's longest-ever carriage blackout. Disney accused YouTube and Google of using market power to push down rates, while YouTube warned that Disney's requested fees would force price increases. Disney also flagged rising sports-rights costs and risks of losing programming or distribution rights if contracts cannot be renewed on acceptable terms.
Read at Business Insider
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