Charter and Disney in carriage dispute; Charter proposes industry-changing video model, >$2.2B in fees at risk

CHARTER COMMUNICATIONS, INC. /MO/

Charter expected to pay Disney more than $2.2B in 2023 for content carriage; proposes lower penetration minimums and inclusion of Disney+ ads-supported apps.
Linear video industry lost ~25M subscribers (25%) over 5 years; Charter blames programming cost increases and migration to DTC.
Disney has not accepted a contract extension; Charter warns it may pivot to other models if no collaborative deal reached.
Charter's proposal includes marketing Disney's DTC products to broadband-only customers to create alignment and growth.

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