On the streaming topic, analysts pointed out that they were taking into account 14 days of impact from the ongoing YouTube TV blackout, which they estimated at “$60 million revenue headwind.” This means that with each week that passes with Disney channels not accessible via YouTube TV, Disney is losing around $30 million.

Walt Disney said on Thursday it would boost its dividend by 50% and double its share buyback plan for fiscal 2026, as the media giant's streaming and parks businesses powered a quarterly earnings beat.

Disney said that it "cannot predict how long this service blackout will last," referencing its long-running dispute with YouTube TV.

CNBC’s Julia Boorstin and Disney CFO Hugh Johnston join 'Squawk Box' to discuss the company's quarterly earnings results, the company's streaming strategy, Disney's theme parks business, negotiations over YouTube TV blackout,

Disney's carriage fight with Google's YouTube TV is beginning to create some issues for some of the company's most popular media properties. "NBC Nightly News" was able to claim victory over ABC's ‘World News Tonight" last week among viewers between 25 and 54 - the demographic most coveted by advertisers.

Disney shares plunged 8% in early trading Thursday after the company reported disappointing revenue and warned of a prolonged distribution fight with YouTube TV. Why it matters: Disney+ and Hulu's continued growth was overshadowed by a streaming-era carriage disagreement and declines in the legacy TV business.