Session.
The Great Media Reshuffling: Consolidation, Spin-Offs and the Battle for Scale
Media’s next chapter will be shaped as much by what companies separate and sell as by what they acquire. Faced with declining linear revenues, escalating content and sports costs, technology disruption, and pressure from investors, media companies are reconsidering which assets belong together — and whether scale remains the answer. Leaders from Wall Street and private capital examine the deals, breakups and strategic combinations redrawing the media landscape, what the market will reward and who could emerge stronger from the industry’s next wave of restructuring.
Key Topics:
- The M&A, spin-offs, separations and asset sales reshaping media and entertainment
- Which businesses need greater scale — and which may be more valuable on their own
- What buyers value across studios, streaming, sports, news, broadcast and linear networks
- The growing role of private capital and technology companies in media ownership
- Whether consolidation can solve fundamental business problems — or merely combine them
- How debt, valuations and regulatory scrutiny will determine which deals move forward
- The likely winners, losers and acquisition targets in the next phase of restructuring
Speakers
Alex ShermanMedia & Sports ReporterCNBCModeratorVIEW BIO
Aaron SobelPartnerApollo Global ManagementSpeakerVIEW BIO
Eric MenellGlobal Head, Media and Communications Investment BankingJ.P. MorganSpeakerVIEW BIO
Jessica Reif EhrlichManaging Director, Media & Entertainment, U.S. Equity ResearchBofA Securities, IncSpeakerVIEW BIOBuild a Personalized Schedule
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