S&P Global Market Intelligence CONTRIBUTOR

Ron Marcelo

Ron Marcelo is an associate research analyst in the Kagan media research group within S&P Global Market Intelligence.

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Date

Type

Title

Segment

Sep 2023

Research

Disney's Charter dispute may result in over $2.2 billion in lost annual rev

Charter Communications Inc. and Walt Disney Co. sent waves through the industry on Aug. 31 after they failed to renew their carriage deal, leaving millions of Charter video subscribers without popular Disney channels like ESPN, Disney Channel and Freeform. The dispute highlights a growing frustration from multichannel operators over increasing payments for programming that fewe...

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Technology, Media, and Telecom

Aug 2023

Blog

Sports networks most expensive in price to value equation of US basic cable

We examined the affiliate revenues earned by basic cable networks over the course of a year, comparing them to the average number of households reached within a 24-hour period during the same year. Our analysis revealed that among these networks, those dedicated to sports tend to have the highest carriage fees relative to the number of households they reach, making them the mos...

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Nov 2021

Blog

New Kagan report: Cable TV carriage deals revenue estimates

Affiliate fees from multichannel operators remain important to U.S. cable networks despite the prevalence of cord cutting and cord shaving. Kagan tracked 132 multiyear carriage agreements between cable network owners and traditional multichannel operators since 2013, with an aggregate value of $28.19 billion of affiliate revenues per year on average. The deals vary in length, w...

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