Wall Street Punishes U.S. Media as Cord Cutting Accelerates

One person’s crisis may be another’s opportunity. As the board rooms and C-suites of US media conglomerates convulse to the rhythms of finger pointing and job preservation, publicly-listed media companies haemorrhage cash from self-inflicted wounds. 

Stock market investors in the largest US media companies are feeling the pressure while private equity investors embrace a growing Media & Entertainment industry ripe for continued disruption. 

Private Equity fund managers broke records in 2021 with US$733 billion in new capital raised, the largest full-year tally on record. According to an article in Private Equity International, a PE industry trade journal, Private Equity fund managers are targeting US$930 billion for 2022. 

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