secwatch.observer — SEC 8-K summary
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Issuer:     CHARTER COMMUNICATIONS, INC. /MO/ (CHTR)
CIK:        0001091667
Form:       8-K
Filed at:   2023-09-01T23:59:59+00:00
Accession:  0001091667-23-000126
Event type: other_material
Sentiment:  negative
Materiality: 0.90
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1091667/000109166723000126/0001091667-23-000126-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1091667/000109166723000126/chtr-20230901.htm
  HTML page:      https://secwatch.observer/filing/0001091667-23-000126

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer