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kq4ym
kq4ym
6/26/2018 | 10:00:32 AM
Re: of growth & whatever
I would wonder just how far vertical integration might travel as regulators have now opened the gates presumably for huge mergers and takeovers. Whether the content or the delivery service is more important will be moot as there becomes the possibility of almost monopolistic industry practices with those permitted mergers.
Phil_Britt
Phil_Britt
6/14/2018 | 6:41:15 PM
Re: of growth & whatever
Both are valuable, which was the driver behind the AT&T/Time Warner deal.
mendyk
mendyk
6/14/2018 | 12:20:02 PM
Re: of growth & whatever
Agree -- this comes back to the question of which is more valuable -- content or the distribution channel for content.
Phil Harvey
Phil Harvey
6/14/2018 | 12:04:32 PM
Re: of growth & whatever
Also, I wonder about the idea that content growth is linear, which they seem to be saying for the sake of Wall Street. But some content takes off and some content won't, no matter how hard you promote it and how many screens it reaches. 
mendyk
mendyk
6/14/2018 | 9:18:25 AM
of growth & whatever
The main factor that will drive the coming round of business aggregation is "growth" moreso than any sort of magical opportunity of the 1 + 1 = 3 variety. The case can be made that companies that get aggressive about acquisitions are doing so because management knows organic growth prospects are narrowing. The problem with buying growth is that 1 + 1 usually ends up being somewhat less than 2. But that's for the next group of CXOs to deal with.


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