Bernstein analysts

“While we do not view [the] Roku transaction as creating meaningful horizontal or vertical concentration concerns, current regulatory developments for [the] PSKY-WBD process indicate that transaction timing can be unpredictable even when the underlying antitrust arguments appear relatively weak,”

Bernstein analysts · said date not stated · reported 2026-08-24

In a note on the Fox-Roku transaction, Bernstein analysts said transaction timing can be unpredictable even when antitrust arguments appear weak.

“regulatory timing risk, particularly given the ongoing PSKY-WBD process.”

Bernstein analysts · said date not stated · reported 2026-08-24

Bernstein analysts flagged a regulatory timing risk tied to the ongoing PSKY-WBD process in a note about the Fox-Roku deal.