The Walt Disney Company (DIS)
Disney losing $30M a week as YouTube TV blackout drags on, analysts say
Morgan Stanley estimates Disney loses $30 million weekly from YouTube TV blackout affecting ABC and ESPN channels, as the dispute nears the end of its second week.
Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday
Disney's fight with YouTube TV is on day 13, matching its longest carriage dispute in history. Standoffs between media companies and TV providers typically don't last long.
Disney: The Magic And The Drama Are About To Collide
The Walt Disney Company is poised for continued growth, driven by streaming, theatrical recovery, and strong theme park performance. DIS's streaming segment, especially Disney+ and the ESPN+ transformation, is a major growth engine, with subscriber and pricing gains fueling revenue. Despite some risks from competition and economic uncertainty, DIS's shares remain attractively valued for a high-quality, cash-generating business.
Does Disney Stock Have More Upside as Q4 Results Approach?
Investors are anxious to see if Disney's new prioritization of long-term growth over short-term cost savings is paying off.
Disney's blackout with YouTube TV sparks punishing $30M in weekly losses for Mouse House: analysts
The blackout has left ESPN, ABC and other Disney-owned channels unavailable to YouTube TV's estimated 10 million subscribers.
Why Walt Disney (DIS) is a Top Momentum Stock for the Long-Term
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The Price of a Standoff: Disney's Losses (Or Wins) from the YouTube TV Blackout
According to Morgan Stanley's analysts, Disney could be losing approximately $30 million per week during the YouTube TV blackout if the latter lasts for 14days.
Disney's Q4 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
DIS' streaming gains and strategic initiatives show promise, but parks' softness warrants caution. Hold existing positions ahead of the fiscal fourth-quarter results.
Wall Street Bulls Look Optimistic About Disney (DIS): Should You Buy?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Why Walt Disney (DIS) is a Top Stock for the Long-Term
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Disney (DIS) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top-and-bottom-line estimates for Disney (DIS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
YouTube's leverage in its fight with Disney goes beyond support from Google
YouTube TV is driving a hard bargain with Disney, whose channels are off the service. Media analysts say YouTube TV has leverage since it's supported by Google.
