While Disney stocks dipped after the call, partly in response to the YouTube TV outlook, Iger said that a strong lineup of movies through the rest of 2025 will likely bolster the entertainment division's income overall and offset any potential future loss from the prolonged fight.

More than two weeks after having its channels go dark on the streaming TV service, Disney has resolved its big, expensive carriage fight with Google’s YouTube TV. Driven by the only pressure that actually seems to get anything done in American life—the fear that a percentage of the population might be asked to go without college and Monday Night Football for a desperate handful of days—the two giants have come to an agreement on how much YouTube will pay to offer Disney’s various channels to its ever-growing number of subscribers.

Disney's channels have been blocked from YouTube TV since Oct. 30 as the two companies negotiate a new carriage deal.

November 5, 2025 - The decision comes amid an ongoing business fight between Google and Movies Anywhere parent Disney involving YouTube TV.

We’re entering our first full week of Google’s fight with Disney over its YouTube TV agreements, and the pain is starting to spread. In addition to the looming threat of missing out on Monday Night Football,

Disney’s fiscal fourth-quarter performance was mixed, as a weak performance from its television networks and some films was buffered by strength in its streaming business and theme parks.