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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (73546)	9/1/2023 1:29:17 PM
From: Sean Collett	Read Replies (1) \| Respond to of 78740

You are correct on Charter and Disney in the short-term; my comment was a broader though. These disputes break out all the time and a resolved. Down the line though a company like Disney is trying to protect their streaming platforms and will win for now, but if you look at them their future isn't as clear IMO. Disney isn't creating as much engaging new content for the platform and they are already losing subscribers. If consumer spending takes a hit in Q4 going into Q1 2024 then this can speed up those declines. This is a pretty decent risk for a model that continues to raise prices and can be cancelled anytime by users. I think what we may see is further market consolidation in broadcasting to get leverage over some of these big media companies and possibly even the eventual roll up of some of these streaming platforms into them. I look at the WWE who was one of the first to disrupt the PPV model from broadcasters, and then eventually sold their platform to Peacock/Comcast. I still see some long-term opportunity in broadcasting as the market evolves. -Sean