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Update - Disney has 19 channels on Charter and they sold ads on many of them. Ads may have to be refunded (happened with Netflix) but Nat Geo, Freeform and others are also down and revenue for each channel times 14 million isn’t coming in to Disney. Double down on trying to get ESPN off of cable could be imminent.

ESPN has been shut down on Charter Cable along with ABC. There are a lot of you upset about broadcast updates, but this is a biggie. Disney asked for more money per subscriber for ESPN and ABC both. Charter, for now, has shut down the stations. It’s also opening for college football season. ESPN stands to lose a lot of views.

This has happened before with the Big 10 network. I’ve gone on ad nauseum about coming trouble for NHL fans. Now NBA fans are in the same boat unless this gets settled. Disney released details of a deal to stream ESPN via Amazon Prime last week, and desperately want customers on the “ad tier”. Peacock has already inserted advertising in some of their programs that were previously ad free.

It looks like cord cutting has subs at about half of what they were pre pandemic. 50-60 million compared to 100-120 million. If you were making $10 per sub, that’s half a billion dollars (updated thanks to “the freak”) less revenue monthly for your network. Stay tuned, but this is just 2 weeks before prospect camp which will be streamed via WingsTV/YouTube/X. Sorry for an update like this.

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