Disney and YouTube TV are stuck in a messy and millions of viewers are caught in the middle. More than 20 Disney-owned channels, including ESPN, ABC and FX — have been off YouTube TV since October 31.

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.

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

Disney (NYSE:DIS) reported a mixed quarter, managing to beat profit expectations while falling a little short on revenue. The company posted Q4 Non-GAAP EPS of $1.11, topping estimates by $0.09. Revenue came in at $22.

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

Disney beat analyst estimates on earnings, but missed on revenue expectations. The company’s entertainment unit was buoyed by streaming as the linear TV business experienced further declines in ad revenue.

Investors are anxious to see if Disney's new prioritization of long-term growth over short-term cost savings is paying off.

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 reported earnings per share (EPS) of $1.11 for the quarter ended September 27, surpassing Wall Street's expectation of $1.05. However, total revenue of $22.46 billion did not meet the anticipated $22.75 billion. This discrepancy resulted in a 3% decline in Disney's stock during premarket trading, reflecting investor concern.

Disney's Q4 2025 earnings reveal deeper risks and potential for further stock declines. Read here for the latest insights on DIS stock and why it is rated a hold.

Disney said that it "cannot predict how long this service blackout will last," referencing its long-running dispute with YouTube TV.