Did Netflix Cause the AT&T Time Warner Merger?
Chaos-absolute chaos-was the consequence of a recent court decision allowing AT&T Inc. (NYSE:T) to acquire Time Warner Inc. (NYSE:TWX).
Traders started whipsawing prices, analysts cranked out DCF models, and TV pundits declared it a "total and complete victory for AT&T." I'm not so sure they're right.
To me, the ruling looks more like a victory for Netflix, Inc. (NASDAQ:NFLX).
Let me explain...
Changes to the media industry didn't start with the AT&T Time Warner merger. In reality, those shifts began 16 years ago when Netflix went public on the.
Den vollständigen Artikel lesen ...
Chaos-absolute chaos-was the consequence of a recent court decision allowing AT&T Inc. (NYSE:T) to acquire Time Warner Inc. (NYSE:TWX).
Traders started whipsawing prices, analysts cranked out DCF models, and TV pundits declared it a "total and complete victory for AT&T." I'm not so sure they're right.
To me, the ruling looks more like a victory for Netflix, Inc. (NASDAQ:NFLX).
Let me explain...
Changes to the media industry didn't start with the AT&T Time Warner merger. In reality, those shifts began 16 years ago when Netflix went public on the.
Den vollständigen Artikel lesen ...