cfx_april-2024 - 4
cablefaxmag.com
vp & group publisher, cablefax
Robbie Caploe
(917) 974-0640, rcaploe@accessintel.com
editorial
editorial director, cablefax
Amy Maclean
SHAKING IT UP
I'm sure writing this Editor's Letter five years ago that I would have
thought it a time of great disruption. Change is constant after all. But the
quakes and tremors we're feeling these days seem like true foundation
shifters.
Three competitors-Fox, Warner Bros. Discovery and Disney-have announced
plans to come together for a streaming sports jv this fall. Cable
operators are launching their own alternatives to traditional video through
Xumo and are dropping QAM for IP video. The regional sports network
model is undergoing an overhaul that sees networks moving to more
expensive pay TV tiers, the launch of DTC options and MLB taking control
of some teams' telecasts.
There's a lot to keep track of. Case in point-a day after we sent honorees
our Cablefax 100 Q&A asking when they thought ESPN would go direct-to-consumer,
the sports giant announced plans to roll out the service
in fall 2025.
While there are new deals and negotiations every day, we're still digesting
Charter and Disney's fall skirmish. The upshot of the nearly two-week
blackout of Disney content on Charter is that the operator's video customers
will receive access to certain Disney DTC offerings (including that
upcoming flagship ESPN streaming service) as part of select subscriptions.
Charter was also able to drop some of Disney's networks, including
Freeform and Disney Junior.
It seemed like a pretty big deal to us, but we asked the Cablefax 100 for
their thoughts. Overwhelmingly, execs from the content business, MVPDs
and technology companies agreed that the deal set a new precedent.
" Charter's Disney deal was a major moment in the industry, " said Altice
USA CFO Marc Sirota. " When we approach future deals, we must ask
ourselves if we're putting the customer first. It's so easy to keep doing
things the same way, but as customer needs and the industry continue to
change, we have to break the status quo and adapt how we do business. "
Kathleen Finch, Chairman & CEO of U.S. Networks for Warner Bros. Discovery,
drew a similar conclusion: " The old rules don't work anymore; we
need to get creative which Disney and Charter did. "
There were a few naysayers in the bunch as well as some uncertainty.
DirecTV Chief Content Officer Rob Thun, a new addition
to the 100 for his own attempts to upset the distribution
apple cart, said the deal set a new precedent, but added
that " more recent developments perhaps put me on the
fence. "
And that's the thing with innovation. There's no straight
roadway to the future. There will be twists, turns and
dead ends along the way. It's certainly an exciting time
to be along for the ride.
(301) 354-1760, amaclean@accessintel.com
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cfx_april-2024
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