Back when the Altice agreement was done with Disney it was reported that the Disney Verizon agreement would be up in late 2018. Here we are Thanksgiving, so it's late 2018.

Then it said Charter Spectrum and ATT, which would include DirectTV, are mid 2019. No mention of Comcast. You could be right in that DirectTV and Comcast are making room. Neither are going to alienate Disney.
[Post edited by HOO86 at 11/19/2018 11:00AM]