（全球TMT2025年8月12日讯）今日要点：英伟达和AMD同意向美政府上缴15%收入换出口许可；特朗普对英特尔CEO态度反转；马斯克指责苹 果应用商店偏袒OpenAI；微信上线文转图新功能；微软GitHub负责人离职；印度外包行业面临美国客户需求疲软困境。 马斯克在社交平台发文称，苹果公司涉嫌通过限制措施，使除OpenAI外的任何人工智能公司都无法在其应用商店排行榜中登顶，称此为"明确的 反垄断违规行为"。马斯克表示，其旗下xAI公司将立即采取法律行动。此后，OpenAI CEO Sam Altman转发了前者的帖文并表示："我听说有人指 控马斯克通过操纵X来谋取个人及公司利益，并损害其竞争对手和他不喜欢的人的利益，这一指控令人震惊。我希望有人能对此展开反调查，我 和许多人都想知道究竟发生了什么。但OpenAI将专注于打造卓越的产品。" 英伟达和AMD同意向美政府上缴15%收入换出口许可 英伟达(Nvidia)和AMD已同意，将它们向中国出售人工智能(AI)芯片的部分销售额上交给特朗普政府，这些不同寻常的协议加深了这两家公司与美 国政府之间的关系。作为批准英伟达对华出口H20 AI芯片协议的一部分，特朗普政 ...

Paramount struck a $7.7 billion deal with the Ultimate Fighting Championship just days after merging with Skydance, giving CBS and Paramount+ streaming and broadcasting rights to the mixed martial arts fights.https://t.co/IxNqUiYcUT https://t.co/mOiDiMMMnc ...

Paramount struck a $7.7 billion deal with the Ultimate Fighting Championship just days after merging with Skydance, giving CBS and Paramount+ streaming and broadcasting rights to the mixed martial arts fights.https://t.co/IxNqUiYcUT https://t.co/yxtYtj2i9x ...

Paramount struck a $7.7 billion deal with the Ultimate Fighting Championship just days after merging with Skydance, giving CBS and Paramount+ streaming and broadcasting rights to the mixed martial arts fights.https://t.co/IxNqUiYcUT https://t.co/pHqdNai2nX ...

Group 1 - Paramount has secured a $7.7 billion deal to become the exclusive US broadcaster of UFC fights over seven years starting in 2026 [1][4] - All UFC events will be available on Paramount Plus subscriptions, with select events simulcast on CBS, shifting away from ESPN [2][3] - The deal is part of Paramount's strategy to enhance its live sports offerings amid increasing competition in the streaming market [2][4] Group 2 - UFC has become one of the most valuable sports properties, appealing to a younger, global audience that streaming services are targeting [2][4] - The agreement is seen as a significant win for UFC, providing greater exposure for its athletes and the sport itself [4] - Media companies are under pressure to secure live content to retain subscribers, and Paramount is betting on UFC to strengthen its position in the streaming landscape [4]

智通财经APP获悉，拥有百年历史的好莱坞电影业巨头派拉蒙已获得在未来七年内于美国独家播放终极 格斗冠军赛(即UFC)所有赛事的权利，双方于当地时间周一宣布了这笔价值高达77亿美元的重磅交易， 旨在推动派拉蒙旗下的流媒体服务平台——"Paramount+"流媒体订阅服务的进一步发展以及向奈飞 与"迪士尼+"这两大全球流媒体领军者发起强力挑战，欲占据更大规模的流媒体市场份额。 派拉蒙将通过其流媒体服务提供UFC的13场重磅赛事以及另外30个同样受到格斗爱好者们聚焦的"搏击 之夜"，并从明年开始在CBS广播网播放部分精选赛事。UFC的重磅赛事通常带有编号，设有顶级选手 参与的冠军战;而"搏击之夜"通常由后起之秀或关注度较低的对阵构成。 据了解，UFC为Paramount+提供了一项全年性质的体育项目，以吸引观众并防止他们退订。派拉蒙旗下 的该流媒体服务平台已承载美国国家橄榄球联盟(NFL)、部分大学橄榄球、高尔夫、足球联赛以及重磅 的大学篮球比赛。但在每年4月至8月之间，其体育节目相对更为稀缺。 "UFC是一项独角兽级的体育资产，"派拉蒙新任掌舵者埃里森在一次采访中表示。"它将成为任何单一 平台上独家拥有的最大体育 ...

Well, as we of course have told you, Paramount and Sky Dance have officially completed their merger. Long uh wait there. David Ellison taking over as the company's chairman and CEO as of yesterday.And he joins us now in a CNBC exclusive talking about obviously your plans for the company. It's good to have you. Thank you for for being here. Thank you.It's it's a pleasure to be here on day two. Um you know, you and I did have a chance to talk when you first got the deal. That was a long time ago.Finally, I fe ...

Core Insights - Brian Robbins has officially departed from his roles as co-CEO of Paramount Global and President and CEO of Paramount Pictures and Nickelodeon, marking the end of a significant tenure that began in 2017 [1][9] Company Performance - During Robbins' leadership, Paramount Pictures achieved 17 No. 1 box office releases, including six in 2022, contributing to one of the studio's most successful years, highlighted by "Top Gun: Maverick," which grossed nearly $1.5 billion globally [1][12] - The studio expanded its franchises, including "Sonic the Hedgehog," "A Quiet Place," "Mission: Impossible," and "Teenage Mutant Ninja Turtles," with the latter two generating over $2.5 billion in consumer products revenue in 2023 [1][12] Production and Development - Robbins' administration secured production deals with notable filmmakers and talent, including John Krasinski, Ryan Reynolds, and Damien Chazelle, enhancing the studio's creative output [2] - Upcoming projects include a variety of films such as "A Quiet Place Part III," "Teenage Mutant Ninja Turtles: Mutant Mayhem" sequel, and a biopic of Evel Knievel starring Leonardo DiCaprio [4][5] Nickelodeon Achievements - At Nickelodeon, Robbins oversaw the successful anniversaries of "SpongeBob SquarePants" and "Dora the Explorer," while expanding the franchise with new shows and films [7][13] - The network innovated its relationship with sports, introducing AR-driven NFL broadcasts and achieving significant engagement with younger audiences during major sporting events [8][13] Future Outlook - The company is positioned for continued success with a strong pipeline of projects and leadership transition, as Robbins expressed confidence in the incoming team from Skydance [14]

Paramount Global streaming CEO Tom Ryan and his wife, clinical psychologist Anjannette Padilla-Ryan, hired one design firm to help them pull of renovations in the Hollywood Hills, Malibu and Palm Springs. https://t.co/INx4kyqmUZ ...

Core Insights - Paramount Global (PARA) reported adjusted earnings of 46 cents per share for Q2 2025, exceeding the Zacks Consensus Estimate by 12.2%, but down 15% from the previous year [1][8] - Revenues reached $6.85 billion, slightly missing the Zacks Consensus Estimate by 0.22%, with a year-over-year increase of 1% [1][8] - The revenue growth was primarily impacted by softness in TV Media revenues [1] Revenue Details - Advertising revenues, accounting for 31.44% of total revenues, fell 4.4% year over year to $2.153 billion [3] - Affiliate revenues, making up 50.3% of total revenues, increased significantly by 42.3% year over year to $3.445 billion [3] - Theatrical revenues rose 84.05% year over year to $254 million, while licensing and other revenues decreased by 13.32% to $1.009 billion [3] Segment Performance - Direct-to-Consumer (DTC) revenues grew 14.9% year over year to $2.16 billion, with subscription revenues increasing by 21.8% due to subscriber growth and price hikes for Paramount+ [4] - DTC adjusted OIBDA improved by $131 million year over year, indicating strong revenue growth [6] - TV Media revenues decreased by 6.08% year over year to $4.01 billion, driven by declines in affiliate and advertising revenues [7] Financial Metrics - Consolidated adjusted OIBDA fell 5% year over year to $824 million, reflecting improvements in D2C [2] - Selling, general, and administrative expenses decreased by 11.3% year over year to $1.4 billion [2] - As of June 30, 2025, cash and cash equivalents stood at $2.74 billion, with total debt remaining at $14.16 billion [13] Notable Achievements - Paramount+ reached 77.7 million subscribers, despite a decrease of 1.3 million in the quarter [6] - The platform's global ARPU increased by 9%, and domestic watch time per user rose by 11% year over year [6] - CBS maintained its position as the most-watched broadcast network for the 17th consecutive season, airing 14 of the top 20 series [10]