Deals & Financings

Inside the Stream: Dissecting Warner Bros. Discovery’s Split Posted on 06-13-2025
This week we dissect the big news that Warner Bros. Discovery is going to split into two companies, one that will hold its global cable networks and the other that...
Inside the Stream: Comcast’s SpinCo Signals More Cable Network Consolidation Posted on 11-22-2024
This week Comcast announced its decision to spin out all of its cable networks except Bravo into an independent company. For years cable networks were the financial jewel in...
Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery Posted on 02-16-2024
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We...