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Started By
Message
Disney absolutely got wrecked by Charter Communications
Posted on 9/12/23 at 4:40 am
Posted on 9/12/23 at 4:40 am
15 million homes in the United States have been granted the ad-based tier of Disney+ at no additional cost as part of their basic Spectrum package. And those who pay for the more expensive Spectrum TV Plus package will also get ESPN+ at no additional cost. Disney initially refused Charter's demands when it came to these two services but caved completely.
This sets a precedent that larger media companies such as NBC Comcast will exploit when their present contracts with Disney expire. If Charter was able to get this sweet sweet deal from Disney, you know Comcast will be able to get a better one.
YouTube analysis
This sets a precedent that larger media companies such as NBC Comcast will exploit when their present contracts with Disney expire. If Charter was able to get this sweet sweet deal from Disney, you know Comcast will be able to get a better one.
YouTube analysis
This post was edited on 9/12/23 at 4:45 am
11
Posted on 9/12/23 at 4:43 am to RollTide1987
“I ain’t watching no 9 minute 30 second video…“
Duck Fisney
Duck Fisney
Posted on 9/12/23 at 5:34 am to RollTide1987
When does that deal start?
Posted on 9/12/23 at 5:37 am to RollTide1987
quote:
will also get ESPN+
Somebody can have mine.
Posted on 9/12/23 at 7:01 am to RollTide1987
quote:
15 million homes in the United States have been granted the ad-based tier of Disney+
Now Disney can fudge the numbers and pretend like there’s more subscribers.
Posted on 9/12/23 at 7:21 am to RollTide1987
So real cable is coming back
Posted on 9/12/23 at 7:46 am to SlowFlowPro
Charter is paying a wholesale cost for the products. You’re not getting it for free. Plus Disney is offering 1.99 ad free for three months to everybody. So 2 dollars basically breaks Disney even and it’s gravy for them every month you forget to delete the subscription.
Posted on 9/12/23 at 7:50 am to tigerpimpbot
quote:
Now Disney can fudge the numbers and pretend like there’s more subscribers.
Posted on 9/12/23 at 8:26 am to Crisprdestroyer
quote:
Charter is paying a wholesale cost for the products. You’re not getting it for free. Plus Disney is offering 1.99 ad free for three months to everybody. So 2 dollars basically breaks Disney even and it’s gravy for them every month you forget to delete the subscription.
Disney did not want to do this, however. This is what Spectrum wanted and this is what Spectrum got. They didn't mind paying the wholesale cost of the streaming service. The whole point of this was to strike a blow against the streaming model by including streaming services such as Disney+ and ESPN+ in their cable packages.
This post was edited on 9/12/23 at 8:27 am
Posted on 9/12/23 at 8:52 am to RollTide1987
quote:
Disney did not want to do this, however. This is what Spectrum wanted and this is what Spectrum got. They didn't mind paying the wholesale cost of the streaming service. The whole point of this was to strike a blow against the streaming model by including streaming services such as Disney+ and ESPN+ in their cable packages.
How do you know any of this?
Posted on 9/12/23 at 9:05 am to LeClerc
quote:
How do you know any of this?
I can read? It's the whole reason why Disney took ESPN and ABC off of Charter. They couldn't come to an agreement on this issue. So Charter just decided to wait Disney out.
Posted on 9/12/23 at 9:08 am to RollTide1987
Read what?
Posted on 9/12/23 at 10:23 am to LeClerc
This?
LINK
quote:
The inclusion of Disney's ad-supported streaming apps for Charter's customers had appeared to be a sticking point in the negotiations that stalled and led to a blackout. While this deal doesn't appear to give all Charter pay TV customers access to all of Disney's apps – which also include Hulu – it is a step in that direction as cord cutting ramps up for pay TV distributors.
The dispute between Charter and Disney had been ongoing since late August when carriage renewal negotiations broke down between the two companies and left millions of customers without Disney TV channels, including ESPN, FX and Disney Channel.
LINK
Posted on 9/12/23 at 10:31 am to RollTide1987
Charter ran the numbers and determined it could walk away without losing money
Posted on 9/12/23 at 10:58 am to RollTide1987
quote:
Disney will receive an increase on the subscriber fees it receives from Charter.
Yeah, Disney was absolutely "wrecked."
Your subject line imparts a whiff of glee that Disney was "wrecked" by the deal. When clearly it was not. They got something out of it as well which you left out of your quote (interestingly.)
Disney employs hundreds of thousands of people, pumps billions of dollars into the economies of California and Florida yet you openly root for the company to fail. Is that making America better? Would America be better if Disney failed? Truth is you don't give a shite because all you care about is owning the libs with your anti-woke rage.
Good for you. frick everyone else.
Posted on 9/12/23 at 11:12 am to tigerpimpbot
quote:It is not fudging when it is true. Smart move by Disney.
Now Disney can fudge the numbers and pretend like there’s more subscribers.
Posted on 9/12/23 at 12:32 pm to RollTide1987
Didn't Charter also agree to pay Disney more as part of the deal?
Not seeing how Disney got wrecked if the end result is that they're ultimately getting Charter to pay them more. Most people weren't subscribed to ESPN+ anyway, so its probably a net win for Disney to sell subscriptions to that wholesale through Charter packages.
Not seeing how Disney got wrecked if the end result is that they're ultimately getting Charter to pay them more. Most people weren't subscribed to ESPN+ anyway, so its probably a net win for Disney to sell subscriptions to that wholesale through Charter packages.
Posted on 9/12/23 at 2:05 pm to RollTide1987
quote:
Disney absolutely got wrecked by Charter Communications
That's not even the worse part. They forced Disney to unbundle their channels and Charter was allowed to drop eight of them. This has never happened before. In the past, Disney has had told cable/satellite companies they ain't getting ESPN unless they take all of their channels. This sets a precedent and other cable/satellite companies will now demand Disney, Warner, etc, unbundle their least watched channels.
This post was edited on 9/12/23 at 2:06 pm
Posted on 9/12/23 at 2:14 pm to RollTide1987
I guess I lost out. I had kept Charter/Spectrum until the day after the blackout just for convenience to the ESPN/SEC Network. I was probably the laziest IT guy left paying for cable but it was easier than trying to show my wife how to navigate streaming. Whenever they blacked it out I called to see if they'd credit me or give me some sort of concession but they basically told me to kick bricks so I canceled.
Posted on 9/12/23 at 2:45 pm to RollTide1987
quote:
This sets a precedent that larger media companies such as NBC Comcast will exploit when their present contracts with Disney expire. If Charter was able to get this sweet sweet deal from Disney, you know Comcast will be able to get a better one.
Maybe not. Charter and Comcast are set up a bit differently.
Comcast owns several channels: NBC, Telemundo, TeleXitos, and Cozi TV, MSNBC, CNBC, USA Network, Syfy, Oxygen, Bravo, and E!. If Comcast plays hardball with ESPN and ESPN pulls their programing, the subscribers of Comcast cable may say "frick it", and end their cable subscription. If/when that happens, those lost customers will no longer be paying for MSNBC, USA, Bravo, etc, etc, like they are now.
Charter is different. They don't own any major channels. They do, however, own broadband internet infrastructure. So they looked at this dispute from a different perspective of leverage. People have been and are continuing to cut the cable. Disney/ABC (ESPN) has been signaling recently they they will likely be going to a subscription based streaming model for all of ESPN in the future. Charter essentially said "screw you ESPN. We don't care if you not being a part of our cable subscription kills our cable business...because we don't really care about our cable business. It's a dying business. But, people still need to get their internet. And they will still get it from us...even if they don't subscribe to our cable package. So we are going to still make money even if those disgruntled customers drop our cable and subscribe to YouTube, Hulu, Sling, etc, etc. And when you (ESPN) eventually go to a full streaming platform we (Charter) will still make money because people are still going to need the internet to stream your programming."
Comcast still needs people to subscribe to their cable packages because they need people to pay for Bravo, CNBC, USA, etc. Thus, they are more hesitant to take action which may induce people to drop their Comcast cable package. Charter didn't have that concern.
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