Cable Takes on The Mouse
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 5 September 2023
⏱️ 30 minutes
🔗️ Recording | iTunes | RSS
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| 0:00.0 | A major cable company tells Disney it's not me, it's you. |
| 0:09.2 | Motley full money starts now. |
| 0:11.6 | I'm Ricky Mulvey joined today by Jim Gillies. |
| 0:23.8 | I am excited for the show we have coming up because today you are fired up. |
| 0:28.9 | I'm fired up Ricky, but yeah, today I think you selected the stories deliberately to |
| 0:33.4 | provoke an old man's show to cloud so might as well do this. |
| 0:38.6 | The first one is the battle between charter communications and Disney. |
| 0:42.4 | If you are one of the 15 million paid TV subscribers, you cannot watch Disney networks |
| 0:48.1 | on linear television. |
| 0:49.6 | That means ESPN. |
| 0:51.6 | Jim, this beef is a little bit different than the traditional carriage rights disputes |
| 0:55.9 | where one company wants a little bit more money, one company wants a little bit less money |
| 1:01.1 | to set the table. |
| 1:02.1 | What does charter want from Disney? |
| 1:04.3 | Well, charter wants to pay less. |
| 1:09.5 | They would like to, I think charter would like to go back about 20 years and maybe do some |
| 1:13.9 | other renegotiations, but yeah, no, everyone is fighting over table scraps at this point |
| 1:19.6 | because the traditional cable model, which I assert has been dead for at least a decade |
| 1:25.9 | and a half, and we've just been watching the cable companies fight over the declining |
| 1:30.8 | scraps. |
| 1:32.9 | The streaming services, for a consumer perspective, a one-on-one online, for a consumer |
| 1:36.5 | perspective, have never been better. |
... |
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