亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？_老虎社区_美港股上老虎

亚马逊买下米高梅之后，下一个媒体巨兽并购案是谁？

华尔街见闻2021-05-30

竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon ...

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VersaillesLi
·2021-05-30
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dkpoh
·2021-05-30
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- Simon00:
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Jefflau749
·2021-05-30
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- CodyTang:
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艾妮沐慕嗒
·2021-05-30
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peterlau
·2021-05-30
亚马孙变成大吃兽
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·2021-05-30
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安妮1022
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Amazon.com bought MGM, who is the next media behemoth merger?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6795ca5f9cc8b4afaa2f47177b66053b","symbols_score_info":{"03086":0.9,"09086":0.9,"AMZN":0.9,"QNETCN":0.9},"content_text":"竞争如火如荼的流媒体赛道，已经进入惨烈的淘汰赛阶段。\n\n上周，流媒体界敲定一项重磅收购案。亚马逊同意以84.5亿美元收购米高梅。该交易是亚马逊公司历史上第二大收购，仅次于亚马逊在2017年以137亿美元对全食超市(Whole Foods Market)的收购。\n亚马逊表示，希望借助米高梅电影制作的悠久历史以及高产出（超过4000部电影和17000个电视剧），来帮助打造旗下的影视部门Amazon Studios。\n而在这项收购案发生前不久，AT&T决定将WarnerMedia与Discovery合并，各界普遍认为，这两项并购案已为新一轮流媒体业务整合拉开序幕。\n那么，下一个将轮到谁？\nNBC环球和狮门（Lionsgate）公司\n收购狮门公司将在两个不同方面帮助康卡斯特旗下的NBC环球公司。首先，它将为NBCUniversal的订阅视频服务Peacock增加更多内容。狮门公司拥有的节目包括《广告狂人》、《新不了情》、《纳什维尔》和《佐伊的非凡播放列表》。狮门公司目前将这些节目授权给一些流媒体服务。\n其次，狮门公司拥有高端网络Starz，这将与NBC环球公司的产品完美结合。与竞争对手华纳旗下的HBO，和维亚康姆-哥伦比亚广播公司的Showtime不同，NBC环球没有一个高端网络。\n在流媒体方面，Starz和Peacock的组合--无论是作为一项服务，还是作为一项捆绑服务，都可以扩大NBCUniversal的全球愿望。该公司CEO John Feltheimer本周表示，Starz已经在58个不同的国家提供服务，并有望在2025年前拥有6000万全球用户，这将令Peacock的扩张愿景占得先机。\n狮门的市值目前仅38亿美元（企业价值约为64亿美元）。如果康卡斯特打算留下NBC环球，而非像AT&T那样放弃垂直媒体整合，那么收购狮门公司将是一个明智之举，使其可以在流媒体战争中保持竞争力。\n刚刚合并华纳媒体和Discovery，维亚康姆哥伦比亚再动手合并\n本月月中，美国最大电信运营商AT&T宣布将传媒巨头“华纳媒体”与其竞争对手Discovery合并。这意味着，竞争如火如荼的流媒体赛道将出现一家估值上千亿美元的巨头。\n但对于刚刚合并的华纳媒体与Discovery，各界已经揣测其是否会与NBCUniversal进行再合并。Discovery的控股股东约翰-马龙在接受媒体采访时表示，如果监管部门允许，合并后的公司可能对未来与NBCUniversal的合并持开放态度。\n不过，按2019年和2018年票房收入计算，康卡斯特旗下的环球公司，与华纳媒体和华纳兄弟公司的影院票房收入位列全球二、三，再合并出来的“巨兽”并非是监管愿意看到的。\n因此，更合理的猜测是将刚刚合并华纳媒体和Discovery，与维亚康姆哥伦比亚公司合并。\n和NBC环球不同，维亚康姆哥伦比亚没有大型有线电视新闻网，因此CNN还可能存续下去。\n虽然维亚康姆哥伦比亚业有电影制片公司，但近些年派拉蒙的票房表现远不及环球，在2019年和2018年票房收入位列第六，因此从反垄断层面来说，三者的再合并并不是问题。\n迪士尼与AMC网络\n目前来看，迪士尼并不需要AMC，毕竟前者现有的内容做得相当不错。\n但由于迪士尼旗下的Hulu引入了许多授权内容，其软肋也更明显，另一头被亚马逊收购的米高梅制作出了《使女的故事》这类热播剧，被亚马逊收购之后，尚不知未来《使女的故事》是否会继续在Hulu上播放。\nAMC拥有热门IP《行尸走肉》、IFC Films和 Sundance Now，可以为Hulu提供成人向的内容，也能平衡迪士尼+上儿童向以及ESPN+上体育向的节目。AMC预测，到2021年底，它将拥有至少900万流媒体用户，到2025年底将升至2500万。虽然与Hulu目前的4160万或Disney+的1.036亿相差甚远，但至少证明AMC也有自己的忠实用户群体。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":137591974,"gmtCreate":1622358268098,"gmtModify":1634102052001,"author":{"id":"3580330978833195","authorId":"3580330978833195","name":"VersaillesLi","avatar":"https://static.tigerbbs.com/ca74aeaa97cb87febbf8247318cbb951","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580330978833195","idStr":"3580330978833195"},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137591974","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4505695,"gmtCreate":1622358278982,"gmtModify":1635394691750,"authorId":3580330978833195,"author":{"id":3580330978833195,"idStr":"3580330978833195","authorId":3580330978833195,"name":"VersaillesLi","avatar":"https://static.tigerbbs.com/ca74aeaa97cb87febbf8247318cbb951","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137591974,"type":1,"supId":0,"prevId":0,"content":"[害羞]","text":"[害羞]","html":"[害羞]"}],"langContent":"CN"},{"id":137507895,"gmtCreate":1622357969117,"gmtModify":1634102055114,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3569639956293909","idStr":"3569639956293909"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137507895","repostId":1119290214,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4506110,"gmtCreate":1622362348920,"gmtModify":1635394652357,"authorId":3581680957656743,"author":{"id":3581680957656743,"idStr":"3581680957656743","authorId":3581680957656743,"name":"Simon00","avatar":"https://static.tigerbbs.com/175b0b8022b6805c99aa38bdf8f5b106","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137507895,"type":1,"supId":0,"prevId":0,"content":"[得意][得意][得意]","text":"[得意][得意][得意]","html":"[得意][得意][得意]"}],"langContent":"EN"},{"id":137246884,"gmtCreate":1622355088348,"gmtModify":1634102075305,"author":{"id":"3576195246415673","authorId":"3576195246415673","name":"Jefflau749","avatar":"https://static.tigerbbs.com/3b16bea38b728770eeacee83d0ca1b56","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576195246415673","idStr":"3576195246415673"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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