Strong Telecom Players?
Hi all - don't mean to add to the rankings games that have been going on but think this is a little more nuanced. Generally curious to see who the strong telecom players are - since the vertical is housed within TMT and M&T groups, do these overarching groups matter more to experience/progression or should it really be vertical specific? Targeting telecom specifically and heading into an M7 program this fall. Thanks in advance!
telecom coverage at many banks being a glorified at&t financing bitch, so beware. media much more interesting imo.
Would you say telecom and media are interlinked nowadays though? Appears many traditional TV distributors are doing vertical M&A to bring content in-house?
yeah, tons of vertical integration in the sector. the cable companies are betting the house they’ll be able to create content on par with netflix to cross-sell their services. but looking at att’s hilarious hbo max launch im not sure that was the best use of $100bn. l
anyway, tons of m&a in media rn, which im sure is part of the reason why banks separated t from m&t. just look at liontree - they only do media and a deal of theirs is in the news every other week. shit deals still pay fees (see: viacom/cbs)
Haha yeah - agree on HBO. Pretty insightful thanks for sharing. Will be interesting to see how media M&A will play out in the next decade considering this past decade seemed to be the era of mega-mergers.
definitely an extremely interesting space to be in right now. honestly have no clue how the streaming wars will end up shaping the industry. have a feeling it might end up with history repeating itself - too fragmented (as cable once was) and consumers aren’t going to want to pay for 15 different new-age channels branding themselves as streaming platforms, just as they did with cable. up rises a netflix 2.0, rinse repeat. or maybe it is a winner-take-all after all. would be cool to start a discussion on this
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