Disney is losing $30 million every week the YouTube TV blackout lasts, Morgan Stanley says
Business Insider·2025-11-10 21:03

Core Insights - Disney is currently losing $30 million in revenue per week due to a carriage dispute with YouTube TV, affecting its TV networks including ESPN and ABC [1][2] - The standoff has lasted for 11 days and is projected to result in a total revenue shortfall of $60 million if it continues for 14 days [2] - Disney's quarterly net income estimate has been lowered by $25 million, reflecting a 1.6% decrease [4] Revenue Impact - The ongoing blackout is causing Disney to lose approximately $4.3 million each day due to the absence of its channels on YouTube TV [2] - If all 10 million YouTube TV subscribers claim a $20 credit, it would cost Google around $200 million, although not all subscribers may take advantage of this offer [10] Alternatives and Strategies - Disney has alternative platforms such as Hulu + Live TV, Fubo, and the standalone ESPN app, which could mitigate revenue losses if customers switch services [3] - The company is in a negotiation standoff with Google, with Disney claiming that Google is unwilling to pay the fair market rate for its channels [11]