Tag: Lina Khan

Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in … Continue reading Powering The Bundle: What Streaming Services Can Learn From Enterprise Software

Apple + Disney

Apple + Disney

We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney

The FTC Is Making M&A More Difficult

The FTC Is Making M&A More Difficult

As we predicted new FTC Chair Lina Khan is making it increasingly difficult for firms to execute M&A transactions. Recently the FTC rolled out new policy changes that provide the agency with veto power over a given company‚Äôs future M&A transactions once that company attempts an anticompetitive (as defined by the FTC) merger or acquisition. … Continue reading The FTC Is Making M&A More Difficult

Big Tech Firms Will Find It More Difficult To Execute M&A

Big Tech Firms Will Find It More Difficult To Execute M&A

Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A