VIP+ Analysis: The influence of the “Cable Cowboy” on the pay TV equivalent of the Cuban Missile Crisis is unmistakable.
But then I remembered that like so many different parts of the global pay TV ecosystem you practically invented and continue to maintain ownership interests in — from Warner Bros. Discovery to Liberty Latin America — Charter is really under your control. So I best cut out the middleman and appeal directly to you.
Anyhoo, I’d like a word with you with regard to what your Winfrey puppet declared last week “is not a typical carriage dispute.” That’s on account of his promise that the company is prepared to walk away from offering TV channels to nearly 15 million subscribers if Disney doesn’t come to terms on a paradigm-shifting new deal.
Which basically makes this particular negotiation the pay TV equivalent of the Cuban Missile Crisis. , noting little progress had been made in the negotiations to date and blithely adding, “If we have to move on, that’s OK.”
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