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Wall Street’s Hollywood Dealmaking Predictions for 2025 and Beyond
The Hollywood ReporterStory by Georg Szalai
scrn logline
Wall Street predicts a media merger frenzy in 2025 as Comcast, Warner Bros. Discovery, and other giants eye dealmaking opportunities amid shifting industry dynamics.
beat sheet
- Comcast and Warner Bros. Discovery are seen as potential merger partners for their cable network spin-offs, creating a possible industry 'roll-up vehicle' for consolidation.
- Analysts suggest DC Comics could be spun off as a separate public company to unlock higher market value for its valuable IP, as parent company Warner Bros. Discovery navigates the changing media landscape.
call sheet
Shari Redstone, David Ellison, James Gunn, Peter Safran, Skydance Media, RedBird Capital, Paramount Global, Comcast/NBCUniversal, Warner Bros. Discovery, Wells Fargo, Pivotal Research Group, Bank of America, Morgan Stanley, TD Cowen, FBN Securities, AMC Networks, Lionsgate, DirecTV, EchoStar, Charter Communications, Liberty Broadband, AT&T, Tegna, Sinclair, Nexstar, Standard General, DC Comics