The Disney blackout on YouTube TV won’t end just yet.
196 million—Disney+ and Hulu subscriptions, which is an increase of 12.4 million vs. Q3 fiscal 2025.
25%—Q4 ratings increased across ESPN networks, including ESPN on ABC.
10%—Monday Night Football up year-over-year, averaging 15.6 million viewers.
-$4.3 million—Estimated loss in revenue per day from Disney’s dispute with YouTube TV, according to Morgan Stanley.
One of the most significant things from Disney’s earnings call on Thursday is that it didn’t announce the end of its carriage dispute with YouTube TV.
