Seeking Alpha

Analysis: Media consolidation to be a theme in 2014

Consolidation in the media industry will involve more than just deals between heavyweights such as Time Warner Cable, Charter Communication, Cox, and Comcast, according to analysis from MoffettNathanson.

Due to the negotiating leverage of broadcast networks and sports rights owners, the investment firm sees subscale content owners combining forces in the sector.

On watch: Discovery Communications (DISCA), Scripps Network Interactive (SNI), AMC Networks (AMCX), Starz (STRZA), Madison Square Garden (MSG).

Related ETFs: PBS

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