Author Topic: VIACA, VIAC - ViacomCBS  (Read 8875 times)

glorysk87

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Re: VIACA, VIAC - ViacomCBS
« Reply #50 on: February 25, 2020, 09:16:10 AM »
Probably that's just when I noticed the price movement/correlation in VIAC: when CMCSA announced that video sub losses were over 3% in 2019 versus...what 1.5% in 2018 and they were projecting more losses in 2020 if I recall and were delaying a price increase because they are getting their testes kicked in.  Perhaps, if that is best in class (and continues for very long), we are all fkd.  I take it you are an TMT analyst?  That is an interesting observation about the relative performance.

I am sort of reserving initial judgment on the VIAC combination until 2021-2022, i.e., after they get to go through negotiations with distributors applying the new scale and we see how they perform on the cost "synergies."  Like I said, I would have liked to see like something in the streaming strategy besides "house of brands."

Yes, TMT and a few other sectors.

Fair enough on reserving judgment. Will be interesting to see how it plays out.


CorpRaider

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Re: VIACA, VIAC - ViacomCBS
« Reply #51 on: March 05, 2020, 11:44:00 AM »
Yeesh.  Hey, did you know Simon and Schuster is not a video asset?  Thanks Bob.

bizaro86

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Re: VIACA, VIAC - ViacomCBS
« Reply #52 on: March 05, 2020, 11:56:41 AM »
Yeesh.  Hey, did you know Simon and Schuster is not a video asset?  Thanks Bob.

Lol. Won't someone think of the synergies!?!?

CorpRaider

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Re: VIACA, VIAC - ViacomCBS
« Reply #53 on: March 05, 2020, 12:09:28 PM »
"House of brands" and "it's not video."   :o

 

Foreign Tuffett

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Re: VIACA, VIAC - ViacomCBS
« Reply #54 on: March 10, 2020, 10:27:41 AM »
So who could buy this, even if they wanted to?

Not Comcast (NBC)
Not Fox (Fox)
Not Disney (ABC)
AT&T would probably have anti trust issues as well
I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway?

OK, so maybe Sony?

Broeb22

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Re: VIACA, VIAC - ViacomCBS
« Reply #55 on: March 10, 2020, 10:40:57 AM »
So who could buy this, even if they wanted to?

Not Comcast (NBC)
Not Fox (Fox)
Not Disney (ABC)
AT&T would probably have anti trust issues as well
I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway?

OK, so maybe Sony?

Probably DISCA

Jurgis

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Re: VIACA, VIAC - ViacomCBS
« Reply #56 on: March 10, 2020, 10:46:01 AM »
So who could buy this, even if they wanted to?

Not Comcast (NBC)
Not Fox (Fox)
Not Disney (ABC)
AT&T would probably have anti trust issues as well
I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway?

OK, so maybe Sony?

Theoretically: AMZN. MSFT. GOOGL, IBM (IBM bought WeatherChannel, so...).
Out of these, AMZN might be the highest probability. But still probably all of them are low pro.
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