Disney Should Cave To Charter Demands: Analysts Size Up Missed Revenue Without A Deal
Portfolio Pulse from Chris Katje
The ongoing dispute between The Walt Disney Company (DIS) and Charter Communications (CHTR) could impact the ability of consumers to watch NFL games and the U.S. Open tennis tournament. Analysts suggest that Disney should cave to Charter's demands to maximize ad revenues and avoid a potential $1B/year fall in ad revenue. Without an agreement, Disney could see its revenue fall, but its costs for sports rights would remain the same. Other companies like FuboTV (FUBO), Alphabet (GOOG, GOOGL), Netflix (NFLX), and Roku (ROKU) could benefit from the dispute.
September 07, 2023 | 4:30 pm
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NEGATIVE IMPACT
Charter's dispute with Disney could impact its ability to provide NFL games and the U.S. Open tennis tournament to its consumers.
The ongoing dispute with Disney could impact Charter's ability to provide popular sports content to its consumers. This could negatively impact Charter's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 100
RELEVANCE 100
NEGATIVE IMPACT
Disney could see a fall in revenue and a potential $1B/year fall in ad revenue if it doesn't reach an agreement with Charter.
The ongoing dispute with Charter could lead to a significant fall in Disney's revenue and ad revenue. This could negatively impact Disney's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 100
RELEVANCE 100
POSITIVE IMPACT
FuboTV could benefit from the dispute between Disney and Charter.
The dispute between Disney and Charter could lead to more viewers turning to other platforms like FuboTV. This could positively impact FuboTV's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Alphabet could benefit from the dispute between Disney and Charter.
The dispute between Disney and Charter could lead to more viewers turning to other platforms like Alphabet. This could positively impact Alphabet's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Alphabet could benefit from the dispute between Disney and Charter.
The dispute between Disney and Charter could lead to more viewers turning to other platforms like Alphabet. This could positively impact Alphabet's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Netflix could benefit from the dispute between Disney and Charter.
The dispute between Disney and Charter could lead to more viewers turning to other platforms like Netflix. This could positively impact Netflix's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Roku could benefit from the dispute between Disney and Charter.
The dispute between Disney and Charter could lead to more viewers turning to other platforms like Roku. This could positively impact Roku's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50