Three CEOs of major media and telecommunications companies privately told CNBC they are hoping for […]
December 2023
The Jerome Powell factor
After the benchmark 10-year Treasury yield hit a 16-year high in October, rates have come down as […]
Will 2024 bring good tidings to media and telecom companies? That’s unlikely
It’s human nature for a new year to bring optimism and hope. For executives, investors […]
Executive 10: RedBird Capital will acquire Paramount Global and name Jeff Zucker CEO
Private equity firm RedBird Capital, founded by Gerry Cardinale, has been stockpiling executive talent, including […]
Executive 9: Warner Bros. Discovery’s Max, Netflix and Disney will offer the first significant streaming bundle
Media pundits on CNBC love to say that subscription streaming will eventually be bundled in something that […]
Executive 8: Local broadcast stations take most local NBA, NHL and MLB sports rights away from regional sports networks
Sticking with the sports theme, the regional sports network business may or may not be collapsing. Broadcast […]
Executive 6: NBA rights will go to Disney, Warner Bros. Discovery and Apple
One of the most closely watched media stories of 2024 will be what the National […]
Executive 5: Disney will buy Candle Media and Kevin Mayer will position himself as a leading internal candidate to take over for Iger
One last Disney succession prediction! This person predicted Disney would purchase privately held Candle Media […]
Executive 4: Iger will name Dana Walden his successor as Disney CEO
If Iger does leave, he and the Disney board will need to name a successor. […]
Executive 3: Nelson Peltz and Jay Rasulo will win their campaign to join the Disney board
One thing that may prevent Iger from extending his contract is if Nelson Peltz and […]