Disney is likely feeling a financial pinch from the ongoing blackout of ESPN , ABC and other networks on Google’s YouTube TV .
Disney is losing an estimated $30 million per week from its networks being pulled off YouTube TV, which works out to nearly $4.3 million per day, according to Morgan Stanley analysts. The figure came in a research note from Morgan Stanley equity analysts Benjamin Swinburne and Thomas Yeh, who said in their financial forecast for Disney’s year-end 2025 quarter, they are “layering in 14 days of impact from the ongoing YouTube TV blackout, which we estimate is a $60mm revenue headwind.”
Nov. 11 marks the 12th day of the Disney blackout on YouTube TV. The Morgan Stanley analysts wrote that they expect the Disney-YouTube TV dispute to be resolved later this week,

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