Disney's channels have been blocked from YouTube TV since Oct. 30 as the two companies negotiate a new carriage deal.

Disney in late October pulled ESPN, ABC and other programming from YouTube TV after the sides failed to reach a distribution deal. The new agreement is a "multi-year" deal, Disney said.

While Disney stocks dipped after the call, partly in response to the YouTube TV outlook, Iger said that a strong lineup of movies through the rest of 2025 will likely bolster the entertainment division’s income overall and offset any potential future loss from the prolonged fight.

After a 15-day standoff, a deal cleared the way for YouTube TV to resume carrying ESPN, ABC and other Disney-owned channels.