How Streaming Became Cable TV's Unlikely Life Raft

Cable TV providers have spent the past decade losing tens of millions of households to streaming services, but companies like Charter Communications are now slowing that exodus by bundling the very apps that once threatened to replace them. Charter added 44,000 net video subscribers in the fourth quarter of 2025, its first growth in that count since 2020, after integrating Disney+, Hulu, and ESPN+ directly into Spectrum cable packages -- a deal that grew out of a contentious 2023 contract dispute with Disney. Comcast and Optimum still lost subscribers in the quarter, though both saw those losses narrow. Charter's Q4 numbers also got a lift from a 15-day Disney channel blackout on YouTube TV during football season, which drove more than 14,000 subscribers to Spectrum. Charter has been discounting aggressively -- video revenue fell 10% year over year despite the subscriber gains. Cox Communications launched its first streaming-inclusive cable bundles last month, and Dish Network has yet to integrate streaming apps into its packages at all.

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