Disney-FuboTV could be first deal in busy media M&A year
It was a busy week in the streaming space with Disney (DIS) set to combine Hulu + Live TV with FuboTV (FUBO), while Disney's ESPN, Fox (FOX, FOXA), and Warner Bros. Discovery (WBD) scrapped plans for their joint sports streaming service, Venu Sports. With an uptick in media industry mergers and acquisitions (M&As) expected in 2025, Solomon Partners partner and head of media Mark Boidman sits down with Asking for a Trend Host Josh Lipton to discuss what investors can expect. "The media market continues to change so rapidly," Boidman says, noting he expects more media deals in 2025. "It's all about scale and consumers are looking to reach great content, and content is more and more expensive. So, having the scale [and] bringing content together is easier. It also allows legacy media, [like] broadcast and cable network TV, to hold on to some of their assets." Watch the video above to learn more about what Boidman expects from the media M&A market in 2025, including streaming consolidation efforts, the regulatory environment under Trump 2.0, and Comcast's (CMCSA) spin-offs. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Naomi Buchanan.
