Disney's Strategic Move With Charter: Analysts See Financial And Strategic Alignment As Key To Dominating Streaming And Linear TV Markets
Portfolio Pulse from Shivani Kumaresan
Disney (NYSE:DIS) and Charter Communications (NASDAQ:CHTR) have announced a multi-year distribution agreement, which will see the majority of Disney's networks and stations restored to Spectrum's video customers. The deal is expected to grow Disney Plus AVOD subscribers and align the two companies financially and strategically. However, Disney will lose the distribution of 8 smaller networks. Analysts believe that Disney will be a winner in the streaming wars due to its superior marketing skills, strong IP franchises, and world-class storytellers.
September 12, 2023 | 6:03 pm
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POSITIVE IMPACT
The multi-year distribution agreement with Disney is expected to align Charter Communications financially and strategically with Disney.
The agreement with Disney will allow Charter Communications to align strategically with Disney and potentially increase its customer base.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
The multi-year distribution agreement with Charter Communications is expected to grow Disney Plus AVOD subscribers and align the two companies financially and strategically. However, Disney will lose the distribution of 8 smaller networks.
The agreement with Charter Communications will allow Disney to increase its subscriber base and align strategically with Charter. However, the loss of distribution of 8 smaller networks could impact Disney's reach.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100