YouTube TV Blackout Is Costing Disney an Estimated $4.3 Million Per Day In Lost Revenue

Disney is losing an estimated $4.3 million per day (about $30 million per week) from the ongoing YouTube TV blackout of ESPN, ABC, and other networks amid a contract dispute over carriage fees. Of course, YouTube is also feeling financial pressure from users who have already canceled or intend to cancel their service. Variety reports: 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, but estimated that each week its networks are dark on YouTube TV will lower Disney's adjusted earnings per share by 2 cents.

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