Charter Communications and Disney at Crossroads: What a Potential Agreement Means for the Future of Streaming and Linear TV
Portfolio Pulse from Anusuya Lahiri
Charter Communications (CHTR) and Disney are in a programming dispute and carriage blackout, with the outcome potentially setting a template for other MVPDs and programmers. The dispute involves Disney's streaming-centric DTC approach versus linear with decades-long subsidization of ESPN by subscribers who do not watch sports. An agreement could involve Disney bundling AVOD offerings with linear networks with Spectrum marketing for SVOD products. CHTR shares traded lower by 1.98% at $413.96 on the last check Tuesday.
September 05, 2023 | 6:04 pm
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NEUTRAL IMPACT
Comcast Corp's interests may diverge from those of Charter Communications and Disney due to its ownership of NBCUniversal.
Comcast Corp's ownership of NBCUniversal could lead to divergent interests in the ongoing dispute between Charter Communications and Disney. However, the direct impact on Comcast is unclear at this stage.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Charter Communications is in a dispute with Disney over programming and carriage. The outcome could set a precedent for other MVPDs and programmers. CHTR shares are down 1.98%.
The ongoing dispute with Disney could have significant implications for Charter Communications. If an agreement is reached, it could involve Disney bundling AVOD offerings with linear networks, which could impact Charter's business model. The uncertainty surrounding the dispute is likely contributing to the decline in CHTR's share price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100