The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?
Understanding regional sports networks, and why they make sense with ESPN — but why ESPN makes less and less sense with Disney. Then, a brief — and final — follow-up on Title II and Net Neutrality.
Disney’s rumored acquisition of 21st Century Fox is all about competing with Netflix; whether or not that is a good thing depends on your frame of reference.
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.