After years of resisting, cable providers are now working on a plan to allow customers to subscribe to channels on an individual, or "a la carte," basis. Providers have warmed to the idea thanks to soaring content costs and growing subscriber losses, Cable network owners such as Disney (DIS) and Time Warner (TWX) can be expected to fiercely oppose the idea.
If cable providers are able to make the transition, it could be devastating to a network owner such as DIS, which reportedly gets $4/month per subscriber for ESPN, whether or not a subscriber cares for it.
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