Disney (DIS) is pushing its streaming customers toward Hulu's live TV offerings after pulling its channels from Spectrum — a subsidiary of Charter Communications (CHTR) — television packages. Morning Consult Media Entertainment Analyst Kevin Tran and Ish Entertainment CEO Michael Hirschorn evaluate how Disney's renegotiations with Charter are hastening cord-cutting trends.
"Something that sticks out to me in particular about this dispute... is in one way or another it's still affecting what consumers are able to access on video streaming services," Tran describes. "One of the reasons why this dispute between Charter and Disney is such a big deal is because ESPN is involved."
The guests also touch upon the profit revisions studios like Warner Bros. Discovery (WBD) are expecting as a lasting effect of the Hollywood writers and actors' strikes.
