Moffettnathanson Sees AT&T-Time Warner Sparking Media M&A

The transcript discusses the potential acquisition of Time Warner, with an 80-20 chance in its favor. It explores Comcast's possible topping bid for Fox, surpassing Disney's offer, and the implications for Verizon. The conversation shifts to Comcast's interest in acquiring European Sky to expand its market and control sports rights. The discussion concludes with the impact of these deals on the US M&A landscape and the role of the DOJ in antitrust matters.

In what ways could the acquisition of Time Warner be considered game-changing?

What is the significance of the term 'top ticking' in the context of Disney and Fox?