Disney contract dispute ended on Nov. 14 after ESPN and other networks were blacked out on the streaming platform starting Oct. 30.

ESPN announced a notable decision regarding its college football pregame show after making a deal with YouTube TV.

On the streaming topic, analysts pointed out that they were taking into account 14 days of impact from the ongoing YouTube TV blackout, which they estimated at “$60 million revenue headwind.” This means that with each week that passes with Disney channels not accessible via YouTube TV, Disney is losing around $30 million.

While Disney stocks dipped after the call, partly in response to the YouTube TV outlook, Iger said that a strong lineup of movies through the rest of 2025 will likely bolster the entertainment division’s income overall and offset any potential future loss from the prolonged fight.