Disney has all the leverage so there’s no reason to cave.
Fans wanna watch their teams. They want their games. That is a fundamental truth.
Sending them to Fubo or YouTube TV is absolutely fine for Disney- they get the same amount of money from those subscribers. It’s actually even better than sending them to Hulu+Live TV because you can still upsell them on D+/E+ which are included with Hulu+Live TV
For Charter, the long play is that broadband is a more profitable business. I get it on their side. Their CEO has wanted to get out of TV for a while.