Disney's YouTube TV blackout costs entertainment giant $30 million weekly as carriage dispute continues over channel fees and fair pricing terms.

Walt Disney said on Thursday it would boost its dividend by 50% and double its share buyback plan for fiscal 2026, as the media giant's streaming and parks businesses powered a quarterly earnings beat.

Disney just proved the skeptics wrong. The entertainment giant beat fourth-quarter earnings expectations while laying out a roadmap for 2026 that has Wall Street buzzing. The company reported adjusted earnings of $1.

Disney removed the terms "diversity," "inclusion" and "DEI" from its annual business report for the first time in five years after its recent Q4 meeting.

Streaming and experiences profits were up, and Disney says it will return more cash to investors.

Disney's mixed Q3 results and YouTube setback could sway media-focused ETFs as investors weigh streaming strength against risks.

Disney's Q4 earnings double down on the success of sports streaming content, but the YouTube TV blackout continues.

Jason Bazinet, Media & Entertainment Analyst at Citigroup, says Disney must show strong parks performance, reaffirm earnings guidance, and deliver DTC growth to regain its premium valuation.

Disney touts strong streaming financials for Q4, but the company will no longer report subscriber figures after this report.

Wells Fargo analyst Steven Cahall: "DIS's results indicate a strong FY'26 w/ final EPS growth above the initial guide & solid DTC net adds. The initial in-line forecast for FY'26/'27 likely has upside. However, F1Q is weaker, so there may be some angst about the FH2 weight to the year."

A seasonally potent earnings report along with a likely theatrical blockbuster and a new theme park attraction will keep Disney moving this month.

Disney ( DIS) is set to report fiscal fourth quarter results before the bell on Thursday as investors look for signs that CEO Bob Iger’s turnaround plan, built on cost cuts, price hikes, and a streaming pivot, is beginning to deliver more durable profit growth.