Walt Disney Stock News

Disney's YouTube TV blackout costs entertainment giant $30 million weekly as carriage dispute continues over channel fees and fair pricing terms.

Shares of a major media player dropped as underperformance from its TV networks dragged on its quarterly performance. Meanwhile, demand driven by the buildout of artificial intelligence infrastructure helped lift shares of a large tech firm.

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It's taken time, but Bob Iger's magic is working on The Walt Disney Company NYSE: DIS, setting its investors up for robust share price gains in 2026. While the Q4 results were mixed, providing excuses for selling in pre-market action, the takeaways are bullish.

The Walt Disney Company ( DIS ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Carlos Gomez - EVP, Treasurer & Head of Investor Relations Robert Iger - CEO & Director Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division Steven Cahall - Wells Fargo Securities, LLC, Research Division Robert Fishman ...

Major U.S. equities indexes fell Thursday, a day after President Donald Trump signed a funding bill to end the longest federal shutdown in U.S. history. Technology shares dragged the Nasdaq down nearly 2%, while the S&P 500 and Dow Jones Industrial Average were also lower.

Disney will be increasing its overall content spending by $1 billion to $24 billion in fiscal 2026, largely due to growth in the cost of rights for marquee sports like the NBA. The company disclosed the projection during its fiscal fourth-quarter earnings release.

The Walt Disney Co. said it is digging in for a lengthy standoff with Google-owned YouTube TV over carriage fees — stoking investor fears over the Mouse House's struggling TV business and sending its stock plunging more than 9%.