MediaTalk

Network Owners Navigate M&A and Margins in Media’s New Era


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The latest episode of “MediaTalk” features insights from a recent S&P Global Market Intelligence webinar, "A New Era for Video Distribution," outlining how the years-long slide in pay TV subscribers is now shaping M&A strategies and profit margins within the evolving media industry.

The webinar featured a trio of S&P Global Market Intelligence Kagan principal analysts: Scott Robson discusses the historical high valuations of cable networks, which have significantly declined due to cord-cutting and reduced buyer interest. Seth Shafer highlights the strategic focus on content production and library assets as the true crown jewels in media acquisitions. And Justin Nielson discusses the pressures facing broadcasters, including regulatory hurdles and plateauing retransmission fee growth. Overall, the podcast underscores the strategic recalibrations media companies must undertake to navigate the challenges of declining traditional revenues and the opportunities presented by digital transformation.

More S&P Global content:

  • New Era for Video Distribution

Featured experts:

  • Justin Nielson, principal analyst at S&P Global Market Intelligence Kagan.

    Scott Robson, principal analyst at S&P Global Market Intelligence Kagan.

    Seth Shafer, principal analyst at S&P Global Market Intelligence Kagan

Credits:

  • Host/Author: Mike Reynolds
  • Producer/Editor: Sarah James

www.spglobal.com

www.spglobal.com/market-intelligence

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MediaTalkBy S&P Global Market Intelligence

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