Disney Stands Firm as YouTube TV Subscribers Lose Access to ESPN and ABC

On November 14, 2025, Disney's ongoing licensing dispute with YouTube TV came to a head, resulting in the removal of ESPN and ABC from the platform. According to Disney CFO Hugh F. Johnston, the company is "ready to go as long as YouTube TV wants to" in this impasse, indicating its resolve to hold out for a better deal.

The conflict stems from Disney's failure to agree on a new distribution contract with YouTube TV. Disney, which owns ABC and ESPN's networks, claims YouTube has not been paying fair value for its programming. In contrast, YouTube TV argues that Disney's demands would lead to higher prices and fewer options for its 10 million subscribers.

In response to the loss of ESPN and ABC, YouTube TV has offered a $20 credit to its customers. However, Disney remains steadfast, with a recent memo signed by ESPN chairman Jimmy Pitaro, Disney Entertainment co-chairmen Dana Walden and Alan Bergman, stating that the company cannot allow anyone to "undercut" its ability to invest in the best talent and content.

Despite the setback in its cable and box office businesses, Disney's overall performance in the fourth quarter of 2025 was bolstered by its streaming services and theme parks, according to multiple reports.