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Disney's YouTube TV blackout casts shadow over FY26 guidance Nov. 11, 2025 2:47 PM ETThe Walt Disney Company (DIS) Stock, GOOG StockBy : Amy Thielen, SA News Editor Comments As Disney (DIS) gears up for fiscal fourth quarter results and FY26 guidance this week, the entertainment giant is contending with a high-stakes carriage dispute with YouTube TV (GOOG), impact to its parks division from a Quick Insights The dispute may reduce FY26 revenue and cause conservative guidance due to lost YouTube TV revenue from a blackout period. Tough macro conditions deter consumers from spending on experiences and discretionary goods, slowing revenue growth at parks. ESPN Unlimited is projected to gain 3 million subscribers by FY26, but may also contribute to carriage disputes impacting revenue. Recommended For You More Trending News
