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business12h ago
ESPN Took $110 Million Hit From YouTube TV Blackout Last Fall
- ESPN suffered a $110 million hit to its operating income in the year-end quarter due to the YouTube TV blackout.
- Disney estimated a daily loss of about $4.3 million during the outage.
- The blackout ended with a deal that restored Disney channels on YouTube TV on November 14.
- Disney stated subscriber shifts occurred as channels were unavailable during the blackout.
- ESPN’s revenue and operating income data for the broader year ended quarter were disclosed by Disney in earnings.
- ESPN faced increased costs from programming and production, offset by other revenue factors.
- Disney owns roughly 72% of ESPN following the NFL deal alongside others' stakes.
- ESPN’s overall year-end 2025 revenue was reported at $4.9 billion, up 1%.
- ESPN’s operating income in the year-end 2025 quarter was $191 million, down 23% year-over-year.
- Disney did not disclose ESPN's standalone subscriber numbers after the bundle changes.
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