Beginning of end for ESPN on cable/streamers. Spectrum is forcing the issue and this is about so much more than carriage fees…
The cable giant, with nearly 15 million TV subs, told analysts Friday that it is prepared to "move on" from its video business: "We've reached the point of indifference."
www.hollywoodreporter.com
I'm skeptical. Do you think Charter is going to drop all the Mouse stations and pass those savings along in lower cable fees?
I'm really skeptical. If they expect customers to accept less stations for the same money, that's a losing strategy for them.
I don't use cable but if I did and Charter dropped the ESPN family, the Disney family, the FX family, NatGeo, and whatever else Disney has from my plan, whether I watch those stations or not, I'm looking for a nice price drop.
If Charter drops my bill by $30 / month and I'm paying Disney $30 / month to get them back, meh. That's a pain.
if Hulu or YouTube TV pay up to Disney and make it one bill for my media, that's easier.
If Charter is FINALLY going to "a la carte" stations, the real losers will be the "pay to play" religious and specialty channels AND Charter who gets paid by those channels.
The "bundles" of scarcely watched channels have always benefited Charter, but if I'm going to be offered a real "build my own package" cable deal, I'm not interested in several channels Charter generates revenue with.
If they're going to drop high quality programming (forcing me to buy it separately) and still force unwanted channels on me so they can get paid, thanks but no thanks.
I just don't see how Charter comes out a winner here, but I'm willing to listen if you have an idea.