Netflix已提出以720亿美元的价格收购WBD，该交易将不包括后者的有线电视网络业务。派拉蒙则启动 恶意收购，提出以超过1080亿美元价格全面收购WBD。 特朗普在接受《NBC晚间新闻》采访时表示："我一直没有参与其中。" 特朗普 "双方都联系过我。两边在竞购，但我决定自己不应该参与进去。司法部会处理这件事。"特朗普称。 凤凰网科技讯北京时间2月5日，据CNBC报道，美国总统特朗普在周三的一次最新采访中表示，他不会 介入Netflix与派拉蒙对华纳兄弟探索公司(WBD)的竞购战。 和去年12月初相比，特朗普的态度发生了转变。当Netflix最初提出收购WBD时，特朗普曾表示，若联 邦监管机构批准该交易，Netflix有望获得的市场份额规模"可能引发问题"，他将参与审查和可能批准该 交易的流程。(作者/箫雨) ...

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Warner Brothers. Guys, we got a new amended proxy. Why am I mentioning that.It was filed this morning around 8:30. Because the timeline is moving quickly here on Warner Brothers Discovery and that shareholder vote that is the center of course of what are still Paramount's hopes to get current Warner Brothers Discovery uh shareholders to vote down the Netflix deal. By the way, you're not voting on a Paramount deal. You're just simply going to be voting on a Netflix deal up or down.that vote is coming closer ...

Paramount has named Ted Lehman as senior vice president and head of U.S. public policy and government affairs. Lehman joins the company after the departure of DeDe Lea, the longtime head of global public policy and government relations. When Makan Delrahim was named chief legal officer in September, his responsibilities included oversight of Paramount’s government relations and lobbying team. In a note to staffers, Delrahim said that Lehman wil lead Paramount’s D.C. office, “direct all aspects of Paramount ...

Gold Industry - The Gabelli Gold Fund (GLDIX) has achieved impressive returns of 194% over the past year, indicating strong fundamentals behind the gold rally [1] - Central banks are increasingly investing in gold, which is expected to sustain the current rally, with gold recently experiencing its largest advance in six years [5] - Countries like China are shifting away from holding US dollars and are opting for gold as a store of value [3] Mining Sector - Analysts from the Gabelli Gold Fund recently visited seven mines in Western Australia to assess the mining industry [4] - The fund operates without leverage, but the profitability of gold miners increases significantly when gold prices rise, as their costs do not increase at the same rate as revenues per ounce [5] Automotive Parts Industry - The automotive parts sector is experiencing increased demand due to an aging vehicle fleet, with a focus on the need for parts for approximately 300 million cars in the United States [10] - Advanced Auto Parts has seen a decline of about 15% over the past six months, attributed to supply chain issues and competition from other companies like O'Reilly and AutoZone [11][12] - The new CEO of Advanced Auto Parts is working to improve parts availability, which is expected to enhance the company's performance in the coming years [12] Live Entertainment and Sports - The live entertainment sector is anticipated to grow significantly, with a focus on corporate financial engineering, including spin-offs and acquisitions [13] - Companies like Madison Square Garden Sports and the Atlanta Braves are highlighted as potential investment opportunities, especially with upcoming events like the World Cup [15] - Manchester United is also mentioned as a company undergoing financial changes, which could present investment opportunities [16] Media and Entertainment - Warner Brothers is in discussions with Netflix, with the stock price of Warner Brothers having increased from a low of $12 to $28 over the past year [18] - Paramount is seen as a competitor in the media space, with ongoing negotiations that could impact its stock performance [21][22]

Core Insights - Paramount+ experienced a significant boost in subscribers, gaining approximately 1 million new subscribers on the day of its first UFC match, marking it as the second-largest day of sign-ups for the streaming service [1][2] - The UFC 324 event became the second-most-streamed sporting event on Paramount+, with nearly 5 million streaming views, making it the largest-ever exclusive live event for the platform [7][11] - Paramount's deal with UFC parent TKO involves a payment of $7.7 billion for UFC rights in the US over seven years, indicating a strong commitment to enhancing its sports content [1][6] Subscriber Growth - The UFC event led to a notable increase in subscriber numbers, with Paramount+ reporting about 1 million new sign-ups on the event day [1][2] - The streaming service previously announced that just under 5 million people streamed its UFC broadcast, showcasing the event's popularity [7] Streaming Performance - UFC 324 was highlighted as the second-most-streamed sporting event on Paramount+, reflecting the growing interest in UFC content among viewers [2] - The performance of UFC 324 set a high bar for future events, with expectations for continued momentum into UFC 325 [13] Financial Commitment - Paramount's agreement to pay $7.7 billion for UFC rights underscores the company's strategy to invest heavily in exclusive sports content to attract and retain subscribers [1][6] Company Collaboration - The success of the UFC event was attributed to the collaborative efforts across various divisions within Paramount, demonstrating the effectiveness of teamwork in achieving common goals [12]

Core Viewpoint - Paramount Skydance aims to save $6 billion through job cuts and operational efficiencies if it successfully acquires Warner Bros. Discovery, amidst concerns of job losses in Hollywood due to industry downsizing [1][2]. Group 1: Acquisition Plans - Paramount is pursuing a $108.4 billion deal to acquire Warner Bros. Discovery, which includes major assets like HBO, HBO Max, and CNN [4]. - Warner's board currently favors Netflix's $82.7 billion offer and has rejected Paramount's proposals, leading to a more aggressive approach from Paramount to appeal directly to Warner's investors [5]. Group 2: Cost-Saving Strategies - The combined company plans to identify savings by eliminating duplicative operations across various business functions, including finance, legal, and technology [3]. - Paramount has previously indicated a target of $6 billion in synergies from the merger, although it would reduce program spending by about 10% if the acquisition is successful [6]. Group 3: Production Goals - David Ellison aims to increase the combined output of Paramount and Warner Bros. to over 30 films annually, with Paramount looking to nearly double its own output to 15 films [7][8]. - Warner Bros. plans to release 17 films this year, and the combined studio's total would reach 32 films if Paramount's goals are met [8]. Group 4: Industry Impact - Paramount emphasizes that the merger would strengthen Hollywood rather than weaken it, aiming to support the creative industry and enhance competition [6][9].

智通财经1月23日电，奈飞联席首席执行官Greg Peters接受媒体采访时表示，公司收购华纳兄弟旗下电 影和电视工作室的提议有望获得后者股东的支持。他补充说，派拉蒙的竞标方案"根本经不起推 敲"，"如果没有拉里·埃里森独立为交易提供融资支持，派拉蒙根本不可能完成这个项目"。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经） ...

Core Insights - David Ellison is implementing a tech-first vision for Paramount Skydance by promoting Jason Kim to oversee data across the entire company, not just the direct-to-consumer division [1][2] - This change is part of a broader strategy to transform Paramount into a tech-forward media company, as emphasized by Domenic DiMeglio during a staff meeting [2][3] Company Strategy - The elevation of Jason Kim is seen as an opportunity for the team to play a larger role in the company's future, aligning with Ellison's vision [3] - Paramount aims to reduce fragmentation and enhance collaboration across its data and analytics teams, as stated by Dane Glasgow [4] Organizational Changes - The company has experienced significant changes, including leadership shifts and the departure of key personnel, indicating an ongoing organizational transformation [5] - Despite previous layoffs of about 1,000 employees, Kim reassured that the scope of the data and insights team is expected to grow rather than shrink [5][6] Employee Sentiment - Employees expressed excitement about the changes, noting that it would provide greater visibility and indicate a serious commitment to the company's technological transformation [6][7]

Core Viewpoint - The future of Warner Bros. Discovery (WBD) hinges on European regulators' stance regarding Netflix, which could significantly impact its assets, including its movie studio and cable networks [1][7]. Group 1: WBD's Assets and Deals - WBD owns numerous live U.S. sports rights, including March Madness, Major League Baseball, and the National Hockey League, but these rights will not be transferred to Netflix under the current deal [2]. - Netflix has agreed to acquire WBD's movie studio and streaming business for $27.75 per share, while the cable networks will be spun off into a separate entity called Discovery Global [3]. - Paramount has made a competing bid of $30 per share for the entirety of WBD, which has been rejected by WBD's board [4]. Group 2: Shareholder Response and Confidence - WBD reported that less than 7% of shareholders have tendered their shares to Paramount, indicating a lack of support for the competing offer [5]. - WBD expressed confidence in securing regulatory approval for the Netflix merger, citing that over 93% of shareholders have rejected Paramount's offer [6]. Group 3: Regulatory Considerations - European regulators will also need to approve the Netflix deal, with WBD estimating a 95% certainty of approval, although Netflix may need to meet certain conditions [8]. - Paramount believes that the Netflix deal faces significant challenges in gaining approval from European regulators [9]. - Historical precedents exist where European regulators have blocked deals between U.S.-based companies, indicating potential hurdles for the Netflix-WBD transaction [10].