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Sources: the FTC has opened an in-depth investigation into Amazon's purchase of MGM

Any hopes that Amazon had of completing its $8.5 billion purchase of movie and TV studio MGM anytime soon may have just gone out the window.  —  The Federal Trade Commission on Friday opened …

The Information Josh Sisco

Context & Ripple Effects

The FTC had already been assigned to review Amazon’s proposed MGM acquisition; the in-depth inquiry escalates that initial FTC review of the proposed deal into a process that can hold up closing. Related coverage later shows Amazon setting a deadline for an FTC challenge before proceeding, while the European Commission found the parties’ overlaps limited and cleared the transaction unconditionally.

First-order effects

  • Amazon’s $8.5 billion MGM purchase faces a longer U.S. review, delaying Amazon’s ability to close and integrate MGM.
  • The FTC gains a formal opportunity to test whether Amazon’s ownership of MGM raises competition concerns, rather than allowing the transaction to move directly to completion.

Second-order effects

  • MGM and Amazon must operate separately for longer, postponing decisions that depend on a completed acquisition.
  • The investigation adds MGM to the FTC’s broader scrutiny of Amazon, a connection underscored when the agency later revamped its Amazon antitrust probe and sought information about the deal.

Third-order effects

  • The episode points to merger review becoming part of a wider examination of Amazon’s market power: approval of a transaction need not end regulator attention to how the combined business operates.
  • Divergent treatment across jurisdictions—later unconditional EU clearance alongside an extended U.S. investigation—makes cross-border regulatory timing a more consequential factor in large media acquisitions.

The trend: Large technology acquisitions are increasingly assessed not only as standalone deals but as components of broader antitrust scrutiny of the buyer.