Vitrina A.I.’s Post

The MultiChoice and Canal+ merger is a big deal for the pay-TV industry. Both companies are in talks with regulators about joining forces, which could mean big changes for TV across Africa and beyond. MultiChoice is a big player in Africa, while Canal+ has a global presence, so together they could do some serious damage in the competitive world of digital and streaming. With streaming platforms shaking up the game, this merger could help traditional broadcasters like MultiChoice and Canal+ pool their resources, beef up their content, and break into new markets. If it goes through, they could get the boost they need to take on the big global streaming giants. But first, they've got to get past the regulators. They'll have to prove that the merger won't stifle competition or hurt consumers. It's a tricky balance that could have a huge impact on the future of pay-TV. #MultiChoice #CanalPlus #PayTV #TelevisionIndustry #MergersAndAcquisitions #StreamingWars #DigitalTransformation #ContentStrategy #Regulation #EntertainmentIndustry

This buyout of MultiChoice by Canal+ is a game changer in the pay-tv landscape. This merger will create a powerful entity with a wider audience reach across continents. It will be interesting to see how they'll leverage their combined offerings and navigate potential content distribution challenges. #canalplus #multichoice #payTV #mediamerger Canal+ and MultiChoice agree to buyout deal (broadbandtvnews.com)

As consolidation looms globally, European TV producers face a shakeup after a decade-long "Golden Age." François Godard of Enders Analysis predicts mergers, with production firms as the focus, unlike U.S. studios like Warner Bros. Discovery and Lionsgate. Major 2024 deals include RedBird IMI's $1.45 billion acquisition of All3Media, which retains its "federal" structure under CEO Jane Turton. Heading into 2025, European content firms face challenges from U.S. studio strategies, inflation, and ad market distress. 

Developments ongoing as Vivendi moves to split its businesses this month, including CANAL+ Group whose acquisition of MultiChoice Group is continuing. 2024 has been a structurally progressive year for Vivendi, and for Canal there's a definite trajectory. Economists are better positioned to comment but it does seem that revenues are up, the process of listing Canal in London in December is seemingly on track, the Group footprint is strengthening in Europe and steadily increasing elsewhere. It seems they are even taking a closer look at the US? This is all in line with Canal's clearly stated objective of holding a global subscriber base of 60 million. Add to that STUDIOCANAL's own sub-genre development strategy (Stories, Kids + Family) and its studio slate, including #PaddingtoninPeru + #Maria and this operation which is relatively quiet about its scale and presence, has been busy. If all goes to plan, 2025 will bring Canal its biggest challenge yet - wooing millions of Africans across the sub-continent. #Vivendi #CanalPlus #MultiChoice #Africa #streaming #broadcast #satellite #payTV

From the NYT: The moguls are orchestrating corporate maneuvers that could usher in a sweeping reordering of the media industry in 2025. Among them are the leaders of Warner Bros. Discovery, the parent company of CNN; Comcast, the owner of NBC; and John Malone, the influential investor behind Live Nation Entertainment. In addition, Paramount, the owner of MTV and Nickelodeon, could soon have a new owner in David Ellison, who has access to billions of dollars in capital that could be used to strike additional deals. The starting gun went off in October, when Comcast’s president, Michael Cavanagh, said the company was exploring a spinout of its cable networks, which include Syfy, USA and MSNBC, into a new company. Analysts expect the as-yet-unnamed company to go on a shopping spree, buying up smaller cable networks and peeling off channels from rivals. Mr. Malone, the cable pioneer with stakes in many major #entertainment companies, went next. In November, he replaced his longtime chief executive, Greg Maffei, in tandem with a sale of the broadband business Liberty Broadband and a spin out of @Liberty Lve, a major shareholder in the concert promoter Live Nation. On Thursday, Warner Bros. Discovery announced it was planning to reorganize its company into two big divisions, lumping its traditional TV networks into one group and its streaming and studio businesses into another. “The climate for deal making is going to be really strong in 2025 for a lot of reasons,” said Reed Phillips, the co-founder and chief executive of Oaklins, an investment bank for media, marketing and #technology. “It’s a combination of a good economy, the uncertainty about the election being resolved, and there are a lot of companies that need to show growth again so that they themselves are attractive to investors.” There is no shortage of smaller companies for these media mammoths to scoop up. The decline of traditional cable has created a clutch of small #TV companies trying to navigate the industrywide transition to video #streaming. Those players, including AMC Networks, Hallmark Media and A&E Networks, are potential targets for the likes of Comcast and Warner Bros. Discovery. There are also new players coming onto the scene that are interested in acquiring media companies. Antenna, a media company that owns a stake in the Saudi broadcaster MBC, has been exploring deals for English-language media companies, including The News Movement. Redbird IMI, a #media company backed by the United Arab Emirates and run by the former CNN chief executive Jeff Zucker, recently tried to purchase The Telegraph, the British newspaper. Wall Street bankers have been gearing up for the prospect of a deal spree following the election of Donald J. Trump “It may offer a pace of change and an opportunity for consolidation that may be quite different, that would provide a real positive and accelerated impact on this industry that’s needed,” Mr. Zaslav said.

https://lnkd.in/dEADqQ2s |Business Bites||Media| |Broadcasting| Monopoly Reduced |IPL| Media Valuation by 11.7% &New |IPO| #business #businessnews #news #tsbpofficial #tsbpnews

The Skydance-Paramount deal was finally struck, closing Q1-Q2 2025. I'm curious to see the integration process, efficiencies, & content proposition evolve once it does. Meanwhile, M&A-driven efficiency is always in the air in today's maturing streaming landscape - I'm more fascinated to see what moves on the M&A chessboard are made by other big players in the market now that this has fallen into place. What are your thoughts on the next big M&A deals potentially happening in the next year? #mergers #acquisitions #ott #streamingvideo #consolidation

Two #satellite #broadcasting heavyweights call off their proposed merger. DirectTV will no longer join with Echostar's Dish. With pay TV via satellite in a downward trend, TPG will now acquire AT&T's interest in and control of DirectTV. #space https://lnkd.in/esrQQ9SP

Whenever I hear about mergers like this (thank you Bloomberg) I always think about the IP - what will the new company be called? It appears that the combined company will be called DirectTV will continue to market DishTV and SlingTV - for now. It will be interesting to see how they maintain the combined IP and perhaps repurpose it in marketing to different consumers.

Brat TV Merges with Electric Monster to Launch ZATV, Expanding Digital Video Reach In a significant move within the digital entertainment industry, Brat TV has announced its acquisition of Electric Monster, leading to the creation of a new venture named ZATV. This merger aims to enhance the companies’ presence in the digital video space, particularly among younger audiences including Gen Z and Alpha generations. https://lnkd.in/eNuEa7FA #ZATV