Disney, YouTube
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ESPN, ABC and other networks have returned to YouTube TV's streaming platform after a licensing dispute that affected millions of subscribers.
Disney's channels have been blocked from YouTube TV since Oct. 30 as the two companies negotiate a new carriage deal.
An agreement to bring Disney programming back to YouTube TV subscribers after a two-week blackout shows how the center of gravity has shifted from linear television to streaming.
Disney in late October pulled ESPN, ABC and other programming from YouTube TV after the sides failed to reach a distribution deal. The new agreement is a "multi-year" deal, Disney said.
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.