TLDR · MISCELLANEOUS

CHARTER-DISNEY WINNERS AND LOSERS

stratechery.com12 min read

Summary from the TLDR newsletter

Disney and Charter Communications have reached an agreement to restore popular channels to the cable operator, ending a blackout that lasted for more than a week. The agreement marks a seminal moment in the relationship between pay-TV providers and entertainment companies. Charter appears to be the winner in the standoff as Disney has been forced to give up its attempt at double-dipping by getting paid by Charter for channels and charging subscribers directly for the same content. However, Disney may end up being the long-term winner. More details about the agreement and its implications are available in the article.