Wall Street analysts suggest Warner Bros. Discovery should consider spinning off its linear TV brands into a new company with debt to focus on streaming and studios for growth.
Key Points
Speculative M&A rumors surrounding Warner Bros. Discovery
Suggestion to spin off linear TV assets into a separate company with debt
Potential for the new entity to become a 'roll up' for distressed linear TV assets
Challenges in the declining linear TV landscape
Pros
Creating more shareholder value
Allowing core assets to focus on growth
Opportunity to roll up declining linear TV assets
Cons
Possibility of saddling a new company with significant debt
Uncertainty regarding top management's willingness to consider such a move