Is this the video tipping point?

Charter has estimated it was projected to pay Disney $2.2 billion for carriage rights in 2023.

This is not a typicalcarriage dispute, he said during a conference call with investors.

Spectrum, Disney, ESPN

Spectrum, Disney, ESPNGetty/Disney

The current video ecosystem is broken.

The lifeboats have already been burned, they wrote.

Video is already being de-emphasized at Spectrum, according to the MoffettNathanson report.

Carlos Alcaraz

If need be, it will just be de-emphasized faster.

Charter, like all of Cable Ones peers, has absorbed the lesson.

They will need to replace that revenue pretty quickly.

Right now, theres nothing immediately there to replace it.