CTVWS 2024 - Global lessons from the landmark Charter/Disney renegotiation
Автор: Adwanted UK
Загружено: 2024-04-08
Просмотров: 25
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THE CHANGING SHAPE OF PAY TV
Richard Broughton, Ampere Analysis
What the landmark 2023 Charter/Disney U.S. carriage renegotiation tells us about the future of Pay TV operator and channel owner/studio relationships, the Pay TV business model, and the future of linear channels on Pay TV platforms. This presentation considers the implications of the new agreement for the U.S. market before reviewing the lessons for global markets. How many linear channels will migrate off broadcast EPGs and into D2C studio apps? Can we expect more hard-bundling (and potentially discounting) of D2C apps within the super-aggregation model? What are the keys to a mutually beneficial, sustainable aggregator/content owner relationship in an increasingly IP-centric and D2C-centric world?
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