The YouTube TV Offensive

NFL
"Disney knows that YouTube and YouTube TV are going to have more leverage because they’re making more money at the same time Disney and others are losing more money on the pay TV side. But thinking outside a traditional carriage dispute, isn’t it time for Disney to consider its approach to YouTube?" says Julia Alexander. Photo: Scott Taetsch/Getty Images
John Ourand
&
Julia Alexander
November 6, 2025

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It’s somewhat surprising that the YouTube TV–Disney standoff remains unresolved. But as the impasse drags on, it’s becoming clear that this isn’t your typical carriage dispute. With Google’s $3 trillion market cap, YouTube can afford to play the long game. Meanwhile, Disney continues to bleed cash from its linear business.