2025 will see a frenzy in dealmaking within all entertainment sectors.
- Comcast (NBC-Universal) and Warner Bros. Discovery are going to separate their cable networks from their other operations - this is already in the works.
- Warner Bros.is going to take it DC Comics unit public given it high intrinsic value.
There will be more and more consolidation in legacy media. This coupled with the Trump Administrations' favorable regulatory stance will spur on dealmaking activity throughout the year.
- Look for a lot of activity in the small, sub-scale direct-to-consumer streaming platforms. This merging of the small entities will be necessary if they want to complete. While consumers are willing to pay for two -to-four subscriptions, it leaves the smaller streamers at a disadvantage; therefore, streamers like Peacock, WBMAX, and Paramount+ could partner-up or sign consolidation deals. This type of coalescing will increase their subscription base, strengthen content offerings, and reduce marketing costs.
2025 will turn out to be a pivotal year in terms of the further consolidation of media companies across the entertainment industry.
BY: Jim Lavorato
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