🎬 Hollywood’s Reshuffle Is in Full Swing
By the end of 2025, the U.S. media market has entered a phase of tectonic shifts. A wave of acquisitions, influenced by Donald Trump’s policies, is reshaping the industry ahead of 2026.
🛒 Netflix + Warner Bros.: The streaming giant is acquiring WBD assets for $82 billion. Competing with this bid is David Ellison (Skydance), who has put forward an alternative plan backed by Oracle.
🕹 EA Goes Private: Electronic Arts is leaving the public market, as Silver Lake and Saudi Arabian funds acquire the company for $55 billion.
📱 TikTok Split: By January 22, a deal will close to create a U.S. version of TikTok, with 80% ownership going to Oracle and investors from the UAE.
🧠 AI Alliances: Disney has invested $1 billion in OpenAI. Major studios are shifting from lawsuits over model training to direct monetization of AI-generated content.
🤡 The Political Factor: Trump plans to personally take part in approving mergers. The new administration is using regulation as leverage to influence the loyalty of media conglomerates.
