Charter’s Spectrum TV service is already bundled with Disney+, and the company could be pursuing Altice to lure more streamers into similar deals.

The winds of acquisition are blowing, and this time it’s Charter Communications that’s looking to pursue a major opportunity. A new report from Bloomberg indicates that Charter is evaluating whether an acquisition of Altice USA — a broadband and cable distributor with around 5 million American customers — is worth the investment, despite the declining value of pay-tv providers in the country.

Acquiring Altice would allow Charter to make up for subscription losses from cord-cutting and broadband losses due to increased competition. No official deal has been put on the table by Charter, and the company may decide not to pursue an acquisition at all. Picking up Altice could give Charter greater leverage as it pursues more bundled streaming deals similar to its agreement with Disney. Sign Up Now $7.99+ / month disneyplus.