Walt Disney Signs Multi-Year Deal With YouTube - Where Next?

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Walt Disney Signs Multi-Year Deal With YouTube - Where Next?Walt Disney Company (The)BATS:DISDEXWireNewsThe Walt Disney Company has announced a major multi-year distribution agreement with YouTube TV, expanding access to Disney’s broad entertainment, sports, and news portfolio. The deal restores all Disney-owned networks—including ESPN, ABC, FX, Freeform, Disney Channel, and National Geographic—to YouTube TV subscribers, resolving a blackout that briefly affected viewers earlier in the week. A central highlight of the agreement is the inclusion of ESPN’s new direct-to-consumer service, ESPN Unlimited, at no extra cost for YouTube TV customers. Subscribers will also gain access to a selection of its live and on-demand content directly within the YouTube TV interface. The two companies also plan to integrate Disney+, Hulu, and genre-specific network bundles into select YouTube offerings, giving users more flexibility in how they access Disney content. Disney’s leadership emphasized that this deal reflects the company’s strategy to evolve alongside shifting viewing habits as streaming and hybrid distribution become the core of modern media consumption. The restored networks arrive just in time for major live sports programming, particularly college football, which historically drives high viewership and subscription engagement. Technical Outlook From a technical perspective, Disney’s stock has been in a prolonged range since August 2022, trading between a low of $78 and resistance at $120 following its steep decline from the $203 peak in March 2021. In June 2025, price was rejected at the $120 zone once again, reinforcing it as a strong resistance level. The stock is now sliding back toward the $78 support region. For traders, the key setup remains a breakout. A move above $120 could open the door for momentum-driven buying and a potential recovery back toward historical highs. Conversely, a breakdown below $78 would signal renewed weakness. This new YouTube partnership, however, could provide the fundamental catalyst needed to push price out of its multi-year consolidation.