ViacomCBS inc analyst floats takeover rumors

[Y2kTheNewOldies]

Analyst Floats ViacomCBS As Possible Takeover Target

ViacomCBS's "relatively sub-scale player" status and content assets might make it attractive to Comcast or one of the tech giants looking to grow in streaming, says Merrill Lynch's Jessica Reif Ehrlich.

www.mediapost.com

Note Amazon, Netflix and Comcast are named as candidates. However the Comcast one is less likely to happen given that they own NBC. Amazon not likely given the pending MGM deal if it's true.

I heard of CBS wanting Lionsgate in the past but that was killed off at the time due to the Viacom talks.

 

[TheBigA]

Shari Redstone was hoping that by combining CBS and Viacom, her company would be too big to take over. Unfortunately with trillion dollar tech companies on the prowl, Viacom is now the small fish. With a market cap under $30 billion, the smart move would have been for Viacom to buy Discovery. That might have saved Viacom from this situation. So now she has to wonder what options she has for her father's company.

 

[Markxxx]

Comcast could easily spin off CBS network and keep the rest

 

[TheBigA]

Comcast could easily spin off CBS network and keep the rest

Maybe, but the CBS network is a lot stronger than the Viacom cable channels. In fact in the merger, CBS had the advantage.

The real prizes are the Viacom TV library and the Paramount movie library.

 

[Y2kTheNewOldies]

Comcast's Reported Roku and ViacomCBS Merger Plans Doused in Cold Water By Analysts

They cite regulatory concerns for starters

www.nexttv.com

Here is more and Comcast was named as a candidate to get Roku too.

 

[Don CT]

Comcast could easily spin off CBS network and keep the rest

Comcast will never get their hands on CBS.

 

[Y2kTheNewOldies]

Tongues wagging over Shari Redstone meeting with Comcast

The powwows between media bosses at the Sun Valley confab reached a new level of intensity this year, including meetings between bosses at Disney and Netflix as well as at Comcast and Viacom/CBS, o…

nypost.com

The talks continue over the CBS and Comcast meeting.

 

[Y2kTheNewOldies]

Any Potential ViacomCBS-Comcast Deal On Hold Amid Uncertain Regulatory Environment, Says Insider

ViacomCBS and Comcast await the Biden Administration’s regulatory review of the proposed merger of AT&T’s WarnerMedia unit with Discovery, before resuming discussions about ways the two sides could work together in the future.

www.forbes.com

Another part is the antitrust issues for holding up the deal.

 

[Y2kTheNewOldies]

Comcast & ViacomCBS To Launch Joint Streamer SkyShowtime In 20 European Markets

Comcast and ViacomCBS have announced the next phase of their expected joint streaming venture into international markets in the form of SkyShowtime, which is looking to roll out in 20 European terr…

deadline.com

Turns out CBS and Comcast has plans for a joint Streamer in the EU which is has a proposed release date in 2022.

Deadline reported last month that the two entertainment majors were exploring combined opportunities in the international sphere, rather than planning a full-out merger. Recently, it was announced that ViacomCBS was partnering with Comcast-owned Sky for the launch of streaming platform Paramount+ in a host of European nations including the UK, Italy and Germany.

Those territories do not overlap with SkyShowtime, which is looking to roll out in the following: Albania, Andorra, Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Denmark, Finland, Hungary, Kosovo, Montenegro, Netherlands, North Macedonia, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, and Sweden.