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Jimmy Kimmel’s return puts Disney Plus under investor scrutiny

A high-stakes return for Kimmel—and a make-or-break moment for Disney’s streaming ambitions. Will advertisers and viewers stick around?

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This picture shows an advertisement poster. We see a television and a girl standing on the side and we see text on the poster.

Jimmy Kimmel’s return puts Disney Plus under investor scrutiny

The suspension of Jimmy Kimmel Live! raised questions about its future and financial impact. Advertisers may now adjust their spending, possibly paying more or less to reach the same audience. For Disney Plus, the situation carries investment implications, as the company has seen only one fiscal year of organic double-digit revenue growth in nearly three decades.

The show’s return marks a critical moment for ABC and Disney Plus. A temporary ratings spike is possible, but lasting success will depend on balancing audience appeal without deepening political divisions. Advertisers and investors alike will be monitoring the outcome closely.

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