🌊 A Wave of Mega-Deals in Media and AI Is Coming
The entertainment and telecom markets are entering a phase of “scale and resilience.” According to a PwC report, the second half of 2025 saw a sharp surge in M&A activity, with investors once again ready to pour capital into premium content and infrastructure.
Netflix’s $82.7 billion acquisition of Warner Bros. Discovery marks the end of the era of independent streaming services. From now on, only players with maximum scale will survive.
The $10 billion sale of the Los Angeles Lakers set a new benchmark for sports franchises and live broadcasting rights.
Operators (such as AT&T) are rapidly divesting non-core assets to raise billions for 5G deployment and AI upgrades.
Analysts believe that 2026 will bring “portfolio rationalization”: companies will shed excess assets and consolidate in order to remain competitive in a world where content and neural networks require massive investment.
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