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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)
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Author: abromber ✧  😊 😞
Number: of 70 
Subject: DIS and CHTR
Date: 09/11/2023 10:46 PM
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Looking at the deal between DIS and CHTR. Obviously, it is good, because it restores the cash flow to DIS, but the real significance is in the future. From what I gather, Charter subscribers will now get the full DIS/ESPN package, and CHTR will pay DIS a discounted per-subscriber rate. In essence, they will share subscribers; DIS will provide the programming, and CHTR will collect the fees and pay them to DIS. Short-term, CHTR gets to keep its subscribers but gives up some profit. DIS gets a lot of new subscribers but gives up some profit. Long term, both get to preserve their options. Maybe not a bad deal for either.

abromber
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