As respected Wall Street investment house MoffettNathanson sees it, the themes of 2025 will in many ways be continuations of the themes of 2024. “For several media companies, that is exactly the problem,” says the firm’s Senior Analyst, Robert Fishman. “Last year was one many eagerly sought to turn a page on, but this new chapter ahead may well throw more of the same at weakened players.”
That’s not-so-great news for traditional “linear” media companies
“For several media companies, that is exactly the problem,” says the firm’s Senior Analyst, Robert Fishman. “Last year was one many eagerly sought to turn a page on, but this new chapter ahead may well throw more of the same at weakened players.”
That’s not-so-great news for traditional “linear” media
, while meaningful direct-to-consumer profitability for “second and third tier players” still seems a few years out of reach.
With that backdrop, FOX Corporation as gotten a downgrade, while Warner Bros. Discovery has received an upgrade.
