"Every banker that has pay-TV is crunching the numbers," said Jonathan Miller, CEO of Integrated Media. He noted the industry is at an inflection point where maturing streaming TV businesses may lead traditional linear TV channel owners to divest their non-growth sectors. This combination of market maturation and corporate restructuring is expected to provide fertile ground for mergers and acquisitions as stakeholders look to maximize their investments before further market shifts occur.
Insiders indicate that Comcast's spinning off of NBCUniversal's cable channels into a new entity could be the spark that ignites a wave of M&A activity, as this new company plans to acquire additional channels. This anticipated movement suggests a cyclical nature to industry consolidation, wherein major players set in motion a chain reaction of deal-making throughout the media landscape.
The pending merger of Skydance Media with Paramount Global is another potential catalyst for M&A, expected to take place in the latter half of 2025. This merger not only brings together valuable intellectual properties but also symbolizes a strategic alignment among entertainment conglomerates to adapt to the turbulent industry landscape, indicative of broader trends where companies are expected to streamline operations by divesting less profitable assets.
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