MERGING AHEAD
Download MP3Place your bets! FUBO-HULU ante up in the battle of streaming. Will ROKU cash out and sell? Will Apple ROLL THE DICE and hit the table? Who's ALL IN and who's BLUFFING?
Evan Shapiro and Marion Ranchet delve into the steaming pot of mergers and acquisitions in media. They'll explore the motivations, consequences, and implications of the latest deals shaping the industry. Today, the stakes have never been higher.
Marion's Substack, Streaming Made Easy goes PREMIUM! Each week, Streaming Made Easy aims to equip you with insights and analysis that deepened your understanding of the European Streaming Video Landscape always with an eye on what was happening internationally. As listeners of this podcast, you can get Streaming Made Easy Premium for a year at 149.99€ (instead of 179.99€) here: https://marionranchet.substack.com/themediaodyssey
Marion's Substack, Streaming Made Easy goes PREMIUM! Each week, Streaming Made Easy aims to equip you with insights and analysis that deepened your understanding of the European Streaming Video Landscape always with an eye on what was happening internationally. As listeners of this podcast, you can get Streaming Made Easy Premium for a year at 149.99€ (instead of 179.99€) here: https://marionranchet.substack.com/themediaodyssey
WATCH THE VIDEO POD ON OUR YOUTUBE - https://youtu.be/tEy7AQirDCQ
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Connect with us on Linkedin:
Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/
Newsletters:
Marion Ranchet - https://marionranchet.substack.com/
Evan Shapiro - https://eshap.substack.com/
- (00:00) - Introduction and Compliments
- (00:43) - Discussing the Fubo-Hulu Merger
- (02:45) - Disney's Strategic Moves
- (05:43) - International Implications of the Merger
- (08:12) - Vivendi and Canal Plus Spin-Off
- (10:39) - Challenges in Mergers and Acquisitions
- (14:07) - Advertising Agency Mergers
- (19:02) - Apple's Potential Acquisitions
- (19:16) - Roku's Market Position and Future
- (20:00) - Impact of Mergers and Acquisitions on Jobs
- (22:15) - Apple's Content Strategy and Warner Bros. Discovery
- (24:48) - Gaming Industry Mergers
- (26:57) - European Broadcasting and Telco Mergers
- (30:07) - Public Service Broadcasters in the UK
- (37:09) - Conclusion and Announcements
Creators and Guests
Host
Evan Shapiro
Based in the US, Evan Shapiro is the Media Industry’s official Cartographer, known for his well-researched and provocative analysis of the entertainment ecosystem in his must read treatises on Media’s latest trends and trajectories.
Host
Marion Ranchet
Marion Ranchet, French expat based in Amsterdam, has become the industry’s go-to expert in all things streaming, building a following for turning even the most complex problems into easily digestible and actionable insights.