The Town with Matthew Belloni Is Hollywood Broken? A Savvy Investor’s View of 2026.
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Jan 10, 2026 Jeff Sagansky, a seasoned media executive and founder of Eagle Equity Partners, shares his insights on the evolving Hollywood landscape as 2026 approaches. He discusses the potential for Warner Bros. to remain independent, while examining the impact of streaming on profit-sharing for creators—a 'dark age' for talent. Jeff highlights a busy M&A year ahead, with private equity showing interest and assets likely to trade. He also explores the rise of ad-supported services and the challenges Netflix faces against emerging platforms like YouTube.
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States Could Enforce Antitrust Bite
- State antitrust laws, especially California's, could be decisive even if federal regulators are passive.
- Sagansky emphasizes local enforcement can target job and competition harms from media mergers.
Old Guard's Community Responsibility
- Sagansky recalls Sid Sheinberg appointing him to boards and community roles when he started at TriStar.
- He uses that story to illustrate a prior generation's sense of responsibility to Los Angeles and the industry.
Warners Can Stand Alone
- Warners can survive independently after spinning out its studio and networks, with lower leverage and library revenue.
- Sagansky argues the standalone company has liquidity to pursue strategic moves without a sale.