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

ESPN announced a notable decision regarding its college football pregame show after making a deal with YouTube TV.

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.