If I had anything material to highlight, I would, he said of the negotiations.

So that should tell you something.

The rift between the No.

Charter Spectrum and ESPN

Charter Spectrum and ESPNCourtesy

The average customer who remains isnt going to be a sports customer.

Now, its on the verge of flipping, with the video side becoming a liability.

Ultimately, in Winfreys view, its going to be Disney that decides the outcome.

Paramount CEO Bob Bakish

It would stick and it would actually grow from that point, Winfrey said about a leaner bundle.

Doing without Disney programming wouldnt mean that you couldnt sell sports via direct-to-consumer and SVOD outlets, he added.

That initiative has muddied the water with Charter and could complicate other pay-TV relationships.

As a broadband provider, Charter could continue to help customers access sports programming, Winfrey noted.

Thats a pretty good picture, he said.

Certainly great for the consumer and it could be great for us over time.

On a broader level, the cable industry veteran acknowledged, a smaller bundle would represent a significant milestone.

I dont think its good for the entire video ecosystem, he said of a Disney-free Spectrum offering.