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One free scan finds every outdated or missing driver and matches the right update for your exact hardware.Free scan · exact hardware matchRoss Gerber argues that several major media and entertainment companies are undervalued—but that they need new growth engines, including technology, creator content and gaming. His comments, reported by Jon Lafayette in TheWrap on October 5, 2026, are an investor’s judgments, not independent proof of fair value or a recommendation to buy.
Gerber is CEO, president and chief investment officer of Gerber Kawasaki. TheWrap reported that the firm had $4.78 billion in assets under management in 2026. In his interview, he connected the sector’s prospects to two forces: the cost of financing large transactions and the shift in audience attention toward newer forms of video and gaming.
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All market prices and transaction details below describe TheWrap’s October 5, 2026 snapshot. They should not be read as current quotes or confirmed deal terms.
Why Gerber thinks media companies are undervalued
Gerber sees valuable brands and intellectual property at major entertainment companies, but believes investors are wary of businesses tied to declining legacy cable and uncertain growth. His thesis is that companies can improve their prospects by using technology to lower production costs and by reaching audiences through creator-led video and games.
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That is a view about potential, not a demonstrated forecast: TheWrap’s interview did not independently quantify likely AI savings or measure audience migration. A company’s assets alone do not establish that its shares are cheap; the investment case also depends on earnings, debt, execution and the price investors pay.
Why higher rates could slow media mergers
Gerber argues that rapidly rising interest rates can make large acquisitions less attractive by changing borrowing costs and deal economics. On the proposed Paramount–Warner Bros. Discovery transaction, he told TheWrap: “I don’t see deals getting done right now. When rates move this quickly, it changes the numbers on every deal fairly substantially.” He also called taking on $80 billion of debt “insanity” and said the rate environment was “the worst thing that could have happened to them.”
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Gerber estimated that each 1% increase in rates would add $800 million in costs. That figure is his reported estimate, not an independently verified financing calculation. TheWrap separately reported a $110 billion transaction valuation and a filed $41.4 billion debt offering while the deal awaited settlement approval; those details are distinct from Gerber’s comments and are not confirmation of the transaction’s status today. Rates, financing and regulatory or settlement developments can change, so the October 2026 account should not be treated as a live deal update.
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| Company | Gerber’s view as reported October 5, 2026 | Important qualification |
|---|---|---|
| Netflix | A long-term, brand-name investment that may need an acquisition to reignite growth. | His valuation and the share-price snapshot are dated assumptions, not current market data. |
| Disney | A strong collection of assets trading at a discount, in his view. | He links investor skepticism to a share price that had not risen for five years and to declining legacy-cable revenue and profitability. |
| Take-Two Interactive | Attractive franchises, including the upcoming “Grand Theft Auto VI,” and sports games; Gerber Kawasaki had recently increased its position. | His suggestion that Netflix could acquire Take-Two was speculation; TheWrap reported no offer or confirmed transaction. |
| Alphabet / Google / YouTube | One of Gerber Kawasaki’s top positions, supported in his view by video, search and advertising; he sees YouTube as a destination for video attention. | This is his firm’s investment view, not a consensus rating or a measured account of audience migration. |
| Comcast / NBCUniversal | NBCUniversal could look more interesting as an investment if separated from Comcast’s cable and broadband operations, particularly because of its theme parks. | The view is conditional on a corporate separation; it is not a report that one has occurred. |
Netflix: an illustrative valuation, not a price target to rely on
In TheWrap’s October 5 account, Netflix shares were reported about 45% below their 52-week high and below $70. Gerber illustrated his valuation with roughly $4 per share in earnings multiplied by 25, which implies $100; he said he valued the stock closer to $120. Those are his assumptions and opinion, not an independently established fair value. His remark, “There’s very little downside in Netflix,” is likewise a categorical statement of his view, not an objective assessment of investment risk.
Take-Two: the acquisition idea is conjecture
Gerber said a Netflix purchase would need to add at least $5 billion in annual revenue and argued that Take-Two could contribute gaming intellectual property and sports games. The threshold and strategic rationale are his reported views. TheWrap did not report a Netflix bid, agreement or confirmed plan to acquire the company.
Alphabet and YouTube: attention as an asset
Gerber cited Alphabet’s combination of video, search and advertising, calling it a top holding at his firm. He said, “How do you not own Google? They are a cash cow. It’s really nice.” He also argued that YouTube is where video attention is moving and that traditional media companies are poaching creators. These comments explain his thesis; they do not establish a sector-wide consensus or quantify the shift.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How AI, creators and games fit the growth argument
Gerber believes entertainment companies should adapt to changing technology and viewing habits. He said AI could make content production cheaper, adding: “AI is going to revolutionize many industries including entertainment, and in a good way,” and “I think the entertainment people are scared of the wrong thing, because with AI, you’ll be able to make content a lot cheaper.”
The practical investment question is whether a company can turn those possibilities into durable earnings. Lower production costs would matter only if they translate into better margins or more valuable output; creator partnerships and games would need to attract audiences and generate returns. The interview offered no quantified savings or proof that any named company has already achieved those outcomes.
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How to read the “undervalued” claim
Gerber’s remarks are useful as a map of one investor’s priorities, not as a complete valuation exercise. To assess any of the companies independently, a reader would need to test the assumptions that drive its price and prospects:
- Valuation: Check what earnings or cash flows the share price assumes, and whether a proposed multiple is reasonable for the company’s growth and risks.
- Financing: Consider debt levels, interest costs and whether acquisitions would add value after financing and integration costs.
- Growth execution: Distinguish an announced strategy from demonstrated revenue, audience engagement or improved profitability.
- Business mix: Examine how declining cable operations compare with newer businesses such as streaming, games, advertising and theme parks.
- Time-sensitive facts: Verify current share prices, filings, transaction status and corporate structure rather than relying on a dated interview snapshot.
The underlying account is Jon Lafayette’s October 5, 2026 TheWrap interview. TheWrap’s The Ledger archive identifies the column as a weekly guide to investor thinking and money flows in media and entertainment.
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