B&C Networks

In another timeline we would guide to an upcoming media m&a landscape. That implies demand. If what Iger, Redstone and others are saying now come to manifest there will be a lot of networks up for grabs with few suitors. Couple that with a crippling actor and writer strike and you have the equivalent of thousand year storm in broadcast and cable. The landscape starts to look like a fire sale.  I did a rough projection just looking at a few stakeholders and being conservative…