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cover of episode The media shakeout has begun

The media shakeout has begun

2025/6/12
logo of podcast Wall Street Breakfast

Wall Street Breakfast
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People
A
Anthony Paglioni
B
B of A analysts
G
Greg Peters
G
Guy Labar
J
Josh Silverman
K
Kim Kahn
M
Michael Pachter
P
Pantheon Macro
Topics
Kim Kahn: 我观察到Netflix认为华纳兄弟探索的拆分是美国媒体行业洗牌的信号，流媒体和点播正在取代传统电视。 Greg Peters: 我认为一切都在转向流媒体和点播，这将导致行业洗牌和转型。公司需要适应流媒体的需求，传统媒体公司之间可能会出现合并。

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Netflix sees Warner split as first step to big changes) to streaming and on-demand. (0:15) Jobs market showing cracks). (2:04) GameStop sinking) again. (3:02)  Show NotesA.I. Joe – The Unreal American Hero)BlackRock looks to dominate crypto)Episode transcripts: seekingalpha.com/wsb ) Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).