..that two media powerhouses, particularly in the area of
content creation (versus distribution) might combine? According to news reports, Disney and 21st
Century Fox have held talks that involve 21st Century Fox selling
its cable networks, TV and movie studio, and international distribution
operations to Disney while retaining its broadcast network business. The motivation for the merger is for Disney
to bulk up its content, but to remain fairly agnostic regarding distribution (with
the exception of its direct-to-consumer streaming service planned to launch in 2019
using its newly acquired BamTech platform).
Once again, we wait and ponder if a media deal might
happen, and if it did, how might competitors, on all fronts (MVPDs, content
owners, OTT providers, telecoms), respond.
We often worry about regulatory approval too when deals are
huge and horizontal. But, content is so
fragmented these days, I imagine this deal will not get much regulatory attention.
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