Top Calls: Disney, Charter Fight Over Cable TV

The transcript discusses a significant dispute between Charter and Disney over carriage terms. Charter is considering dropping Disney content due to high costs, which could shift the balance of power in the industry. The discussion explores whether this situation represents a tipping point and the potential outcomes if neither side concedes. The implications for future content negotiations and the broader industry are also considered.

What is the main reason Charter is considering walking away from Disney?

• Charter is merging with another company.

• Disney is demanding higher prices for its content.

• Charter wants to focus on original content.

• Disney is no longer producing new content.

How has the value of exclusive content changed over the last decade?

• It has remained the same.

• It has increased significantly.

• It has decreased as content is available in more places.

• It has become irrelevant.

Which Disney content is considered an exception in terms of value to Charter?

• Disney Channel

• National Geographic

• ESPN

• Marvel Studios

What is the potential outcome if neither Charter nor Disney compromises?

• Charter will create its own content.

• Disney will lower its prices.

• A significant shift in industry power dynamics.

• Both companies will lose all subscribers.

What does Charter believe about the impact of losing Disney content?

• It will have a devastating impact.

• It will be indifferent to the loss.

• It will gain more subscribers.

• It will lead to a merger with Disney.