Betting on the Sky: Canal+, MultiChoice, and the Battle for Africa’s Screens
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
This playlist unpacks one of the most fascinating corporate battles in emerging markets: Canal+’s pursuit of MultiChoice and the fight for dominance across Africa’s rapidly expanding media landscape. Through analytical narratives, it explores how local content, pricing models, and market penetration strategies collide with global streaming ambitions.
This video examines the deal’s strategic logic, valuation implications, and cultural context — revealing how Africa has become the next frontier in the global content war. It’s a story of technology, competition, and the high-stakes economics behind the screens we watch.
This video examines the deal’s strategic logic, valuation implications, and cultural context — revealing how Africa has become the next frontier in the global content war. It’s a story of technology, competition, and the high-stakes economics behind the screens we watch.
What's included?
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1 video
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A high-stakes corporate drama where valuation meets vision — Canal+ and MultiChoice battle for the future of African media.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
Ideal for investors, media strategists, and emerging-market analysts seeking to understand Africa’s streaming economy. This playlist offers a sharp, finance-driven lens on the Canal+–MultiChoice battle, decoding valuation signals, regulatory hurdles, and strategic intent behind one of the decade’s most pivotal media contests.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.






