With Paramount Global entering key renewal talks with Charter Communications in the second quarter, Lightshed Partners' Richard Greenfield has become the latest equity analyst to question Paramount's ability to carve out the kind of groundbreaking agreement established between Disney and the No. 1 U.S. pay TV operator back in September.
The landmark Disney deal gave wholesale discounts for Charter to resell Disney Plus and other Disney streaming services. The pact will likely serve as “the paradigm for how [Charter] approaches future distribution agreements,“ Greenfield said in a Lightshed blog post.
