MoffettNathanson: Programmer M&A Speculation Will Increase This Year
With programmers facing ever-increasing competition from Netflix and Amazon, speculation on mergers and acquisitions will ramp up this year, particularly around the future of Warner Bros. Discovery, MoffettNathanson told investors Tuesday. It said the most likely consolidation targets include film…
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studios, cable networks and streaming services, and a WBD deal with Comcast makes the most sense. There also could be speculation about whether Paramount Global will make a play for WBD, or at least for Warner Bros. studio, HBO and Max, MoffettNathanson said. In addition, it predicted "less-contentious affiliate fee negotiations" in 2025.