Google and Disney are arguing about content. This is said to cost Disney 3.7 million euros daily. However, an end to the dispute is now in sight.
What is the dispute about? The entertainment giant Disney uses the online service YouTube TV, a subscription service by Google and YouTube, to distribute its content.
But it is precisely about the distribution that there is now a dispute: Disney must negotiate a new contract with YouTube TV, and so far, no agreement has been reached. According to estimates by Morgan Stanley (an investment banking and securities trading company), Disney loses about $4.3 million in revenue daily (approximately 3.7 million euros) because of this. This is reported by the English-language magazine TheVerge.com.
Google accuses Disney of removing its channels as a “negotiation tactic” from YouTube TV and claims that its terms would lead to price increases for YouTube TV customers. Disney responds that Google “refuses to pay fair prices” for its content.
Both Disney and Google are said to be losing a lot of money due to the dispute
What is affected? Specifically, this is not about Disney+’s own service, but rather about other offerings that were previously available on YouTube TV: ABC, a network of television and radio stations, has not been usable via YouTube TV for many days.
In total, more than 20 Disney-owned channels are said to be affected and have been turned off on YouTube TV after the contract expired on October 30, 2025.
When will the dispute end? Analysts expect that Disney and Google will reach an agreement by the end of the week (Sunday, November 16, 2025). Because not only Disney, but also Google is said to be losing money due to the dispute: The English-language magazine Variety reports that, according to a survey by Drive Research among 1,100 US consumers, 24 percent have canceled or plan to cancel their subscription.
Google is at least trying to smooth things over by offering affected subscribers a credit of $20, or intends to do so if content remains unavailable (via blog.youtube).
Unfortunately, Disney is proposing costly economic terms that would lead to price increases for YouTube TV customers and would provide our customers with fewer choices, while Disney’s own live TV products – such as Hulu + Live TV and soon Fubo – would benefit from it.
If there is no agreement, we will have to remove Disney’s content from YouTube TV. Should this be unavailable for a longer period, we will offer our subscribers a credit of $20.
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