Disney likely to concede 'aggressive' demand in Charter spat: Deutsche Bank
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The carriage dispute between Walt Disney (NYSE:DIS) and Charter Communications (NASDAQ:CHTR) has sent shockwaves throughout the media industry, but Deutsche Bank thinks that the Mouse House is likely to cave on its demand.
Analysts Bryan Kraft and Ben Soff said that Disney (DIS) is likely to concede its "aggressive" demand for increased carriage minimums and possibly even its ask for a longer agreement. 
On the flip side, the analysts think that Charter (CHTR) will concede to pay Disney's asking price per subscriber and concede its demand for Disney's streaming apps be included for free to Charter subscribers.
The analysts added that it's likely the two companies reach an agreement to distribute Disney's (DIS) streaming apps through Xumo, the streaming app platform that is jointly owned by Charter (CHTR) and Comcast (CMCSA). Xumo is slated to launch later this year.
Despite this potential outcome, the analysts did note that Charter's (CHTR) comments about it potentially ending its video business altogether would likely be a more negative outcome for Disney (DIS), given that it would accelerate the revenue decline it gets from its linear channels and make future distribution deals more challenging.
Disney (DIS) shares fell 0.5% in early Thursday trading, while Charter (CHTR) was fractionally higher.

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