Disney beats Q4 expectations as streaming turns profitable and 2026 catalysts boost analyst confidence in the stock.

Disney (DIS) stock is under pressure after the media giant released mixed quarterly results, with earnings beating estimates, while revenue missed. Yahoo Finance Senior Reporter Brooke DiPalma outlines the details.

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 weaker theatrical results affected its fourth-quarter earnings, though its experiences segment continued to perform, particularly the cruise line.

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

Tom Rogers, Versant Media Senior Advisor and fmr. NBC Cable President, joins 'Fast Money' to talk Disney stock sliding after earnings.

Disney shares tank as revenue misses estimates in its fiscal Q4. And while DIS stock now sits below its 200-day MA, there’s ample reasons to invest in them heading into 2026.

Disney reports Q4 FY25 earnings on Thursday, with analysts expecting mixed results as streaming and theme parks drive growth.

Disney's revenue for the September quarter was roughly flat year over year -- coming in short of Wall Street estimates -- and adjusted earnings per share declined 3%. But Disney+ and Hulu subscriber additions were better than expected,

On an earnings call today, Disney CEO Bob Iger and CFO Hugh Johnston touted their latest offer to YouTube TV and intimated they are ready for a prolonged fight.