Analyst: media M&A shifts from dealmaking to the hard work of integration
TheWrap’s Jon Lafayette reports that TD Cowen analyst Doug Creutz says earnings season will be dominated by the fallout from Skydance’s completed Warner Bros. Discovery takeover and Fox’s pending Roku deal, with focus shifting to integration risk over deal value.
Why it matters. Investors must now judge Skydance, Fox-Roku and the Comcast spinoff on execution risk rather than deal premiums, with Creutz rating Skydance a hold over integration concerns.
Signal from thewrap.com · Jon Lafayette · read the original.
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