NEW OWNERS, NEW PLAYERS, START-UP BOOT HILL
- Many of the leading legacy media companies are in-play, positioned for mergers, acquisitions and privatizing.
- Tech-focused Silicon Valley media companies will acquire and partner with legacy media companies that own large content libraries. The value of long-form content libraries will grow exponentially in value, as the economics around new production of original long-form programming decline. Marketers, studios and distributors will partner to re-introduce golden oldie content from the past.
- Media alliances will expand and strange bedfellows will engage. Most legacy media companies are in-play – buying and selling. Can Verizon/AOL and Time Warner possibly reconnect? Very unlikely but a fun theory. .. Will Apple and Disney connect? … Yahoo without Alibaba will be valued at only and estimated $3 to $4 billion - pocket change for many companies… Amazon will emerge as the most prized, innovative and valued media company when it connects One-Click Purchasing to advertising and content… What will AT&T do next? DISH? … Pay attention, above all else, to what John Malone does… What will Oracle, Adobe, Salesforce, IBM and corporate outliers acquire in the media space?... What unknown suitor is lurking?
- Thousands of VC-funded companies in the ad tech space will be acquired, merged or relegated to start-up boot hill as the industry contracts and consolidates around market leaders, as it always has.
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