Charter-Cox merger tilts retrans leverage further toward distributors
Charter’s $34.5B Cox deal creates a 38-million-customer connectivity giant with 14 million video subscribers. Broadband now defines the relationship, freeing Charter to resist rising programming costs and push its DTC-bundling model deeper into local markets.
Why it matters. Local broadcasters must now negotiate retrans deals from a weaker position while also competing with Charter’s expanding Spectrum News footprint and local ad-targeting business.
Signal from TVREV · Tim Hanlon · read the original.
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