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Disney And DirecTV Lock Horns In Carriage Renewal Talks: Will The Result Be A Bold New Pay-TV Plan Or Just Private Equity “Spin”?
DirecTV and Disney are going down to the wire with carriage renewal negotiations ahead of the current deal's expiration on Sunday.
“They’re trying to lay the blame for their lack of investment in their platform at the feet of programmers.” Rob Thun, CEO of DirectTV says the talks have unavoidably been colored by the recent federal court ruling blocking Disney, Fox and Warner Bros. While charged rhetoric is not new to carriage disputes, a lot has changed of late in the pay-TV trenches since Disney’s last major renewal, a high-profile clash a year ago with Charter Communications. Emboldened by the Charter outcome and the Venu ruling, which came during a lawsuit filed by pay-TV operator Fubo, DirecTV sees a chance to be able to hold the line on costs instead of continuing to ante up for the same networks.
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