- Analysts think a combination of Discovery Communications (DISCA) and Scripps Networks (SNI) would make a strategic fit due to the complementary nature of their programming. It's a common theme in the sector as negotiations over licensing deals and carriage fees gets easier with scale.
- The merger activity within the sector is seen as a recognition that the Pay-TV industry is set to see more major changes. One of the biggest takeaways from the UBS Global Media and Communications Conference this week was that programmers such as Disney (DIS), Time Warner (TWX), and CBS (CBS) are prepared to work out deals with virtual MPVD (online TV) players that emerge from the tech industry.
- Merger scuttlebutt: DirecTV (DTV)-Dish Network (DISH), Madison Square Garden (MSG)-Time Warner, Charter (CHTR)-Time Warner Cable (TWC).
Media watch: Mergers on the left, mergers on the right
Dec 11 2013, 07:58 ET