Walt Disney Stock News

Alphabet and Disney on Friday announced that they've reached a deal to restore content from ABC and ESPN onto Google's YouTube TV. The deal comes after a two-week standoff that resulted in channels like ESPN, ABC and others going dark on the popular YouTube TV streaming service.

Disney missed on revenue for the quarter. Revenue from the entertainment unit fell 6%.

YouTube TV subscribers will miss college football on ESPN, ABC and conference networks for the third weekend straight.

Walt Disney (DIS) stock has declined 7.7% in just one day. The recent downturn comes after the media behemoth posted mixed Q4 FY'25 earnings, with larger-than-expected declines in its linear TV business - which remains key to overall revenues and profits, despite the surge in the streaming business.

Maybe Warner Bros. Discovery Inc. (NASDAQ: WBD) was America's worst-run entertainment company.

The Walt Disney Company stock fell nearly 10% after its FY2025 report, driven by concerns over the ongoing YouTube TV blackout dispute. The earnings report itself was solid, with steady free cash flow and improved net income, but transparency around ESPN's performance has decreased. The blackout with YouTube TV poses a significant risk, potentially costing DIS up to $3.5 billion in annual reven...

Disney reported $22.46 billion in revenue for the quarter, which just missed analyst expectations and resulted in a 5% drop in premarket trading on Thursday.

The severe negative reaction post Disney's Q4 2025 earnings release is justified. Although the quarter was somewhat mixed, there are some problems beneath the surface. Contrary to what the relatively low valuation multiples might indicate, the stock poses more downside risk.