Charter was looking to avoid paying Disney (DIS) price increases, notes Tim Nollen. He and Dan Rayburn discuss the takeaways from DIS and Charter’s carriage deal. Tim mentions that both sides met in the middle somewhere, so no one really won the agreement. Dan highlights that the losers are the consumers. They then go over how the landscape is evolving to streaming instead of linear. They also look at media industry trends to watch. They also mention challenges facing DIS’s DTC business. Tune in to find out more about the stock market today.