Lou Whiteman
๐ค PersonAppearances Over Time
Podcast Appearances
Every problem is solved by a deal.
Look, there are two tiers.
I think the royalty is the royalty, the rest have to team up.
Peacock, Paramount, call each other.
I think that deal makes sense.
I think it would make at least a stronger second-tier player.
The real question there is egos.
I don't see the Ellisons wanting to give up control.
And I think Comcast likes having a horse in this race.
So I don't know how you structure that so everybody is happy.
But assuming Netflix is allowed to buy Warner Brothers Discovery, and maybe it becomes easier if Peacock and Paramount are together, because you can say, look, this is another.
You can at least try and make the argument to regulators.
But I do think that further consolidation is the natural result of something this big.
Yeah, same answer.
The Comcast TV networks, trying to tread water with a little more scale to spread out over the sales team, yeah, I think
There are too many of these things, period.
As a consumer, as a business, consolidation slash failure, I think consolidation is more likely because they all do have something of value.
I think probably that's the way the world was going before this deal, but a big deal tends to shake things up and cause other deals.