Disney reportedly loses $4.3 million daily amid YouTube TV blackout

Disney suffers $4.3 million daily loss as YouTube TV blackout keeps ESPN, ABC and top shows off air

Disney is facing a significant financial impact as the ongoing YouTube TV blackout continues to block its networks, including ESPN and ABC. Analysts at Morgan Stanley estimate Disney is losing $30 million per week, which equates to roughly $4.3 million per day. The blackout, now entering its twelfth day, has left millions of YouTube TV subscribers unable to access popular programming such as ‘Monday Night Football’, ABC primetime shows, and major news broadcasts like ‘World News Tonight’ and ‘Good Morning America.’

The dispute stems from failed contract negotiations between Disney and Google, with disagreements over pricing reportedly causing the networks to go dark on YouTube TV as of October 30. Google claims Disney demanded an unprecedented fee hike, while Disney insists the company is refusing to pay fair rates for its channels. The standoff comes shortly after the launch of ESPN Unlimited, Disney’s standalone streaming service, which Morgan Stanley estimates will attract about three million subscribers by September 2026, generating $18-$20 in monthly net revenue per user.

Subscriber frustration has been evident, with surveys indicating that 24 percent of YouTube TV users have either canceled or considered canceling their subscriptions due to the blackout. YouTube has responded by offering a one-time $20 credit for affected users to help mitigate churn. Despite the financial strain, both companies have signaled optimism that a resolution may occur later this week, potentially restoring access to Disney networks and mitigating further revenue losses.

The blackout’s impact is expected to reduce Disney’s adjusted earnings per share by approximately two cents for each week of disruption, according to analysts. Disney is scheduled to report earnings for the September 2025 quarter on November 13, making the resolution of this carriage dispute a key factor for investors.