Here's the contrarian (bull) take on the broadcasters to think about. CHTR reduces bundle prices after dropping ESPN et al., so they lose sports fans to vMVPDs, but say 50% of subs stick around and are very happy with their new, lower price. In this world, there is no reason for retrans gets cut, and there's arguably even MORE pricing po…
Here's the contrarian (bull) take on the broadcasters to think about. CHTR reduces bundle prices after dropping ESPN et al., so they lose sports fans to vMVPDs, but say 50% of subs stick around and are very happy with their new, lower price. In this world, there is no reason for retrans gets cut, and there's arguably even MORE pricing power because Charter might have more gross margin to share if the price cut is by less than Disney's $10 carriage.
Here's the contrarian (bull) take on the broadcasters to think about. CHTR reduces bundle prices after dropping ESPN et al., so they lose sports fans to vMVPDs, but say 50% of subs stick around and are very happy with their new, lower price. In this world, there is no reason for retrans gets cut, and there's arguably even MORE pricing power because Charter might have more gross margin to share if the price cut is by less than Disney's $10 carriage.