Jan 23 (Reuters) - Netflix (NFLX) co-chief executive Greg Peters said the company is on track to win the ​backing of Warner Bros Discovery (WBD) shareholders for its $82.7 ‌billion offer for the company's film and television studios, adding that Paramount's (PSKY) rival ‌bid "doesn't pass the sniff test", the Financial Times reported on Friday. In an interview with the FT, Peters said only a "very small" number of WBD shares had been tendered in support ⁠of Paramount's hostile $108 ‌billion offer for the ...

Core Viewpoint - Netflix is on track to secure the support of Warner Bros Discovery shareholders for its $82.7 billion acquisition offer for the company's film and television studios [1] Group 1 - Netflix co-chief executive Greg Peters expressed confidence in winning shareholder backing for the acquisition [1] - The acquisition is valued at $82.7 billion, indicating a significant investment in expanding Netflix's content production capabilities [1]

"这是一场反映了Netflix正在全面优化业务的电话会议，也是一份以'视频内容+'为逻辑基底的泛娱乐内容产业投资与布局指引" 就在Netflix传出将对华纳兄弟探索公司（WBD）的收购报价调整为每股27.75美元全现金交易模式后不久，该公司发布了2025年第四季度财报，报告显 示，营收与净利润双双超过华尔街分析师预期。 在致股东的季度信中，Netflix高管表示2025年全年营收增长16%，经营利润达29.5%；第四季度营收增长18%，第四季度净利润为 24.2 亿美元。 同时，信中还透露本季度付费用户规模突破3.25亿——虽然Netflix一年前停止公布季度订阅用户总数，并表示更关注用户参与度、内容影响力等深层指 标。（2025 年下半年总观看时长比 2024 年同期增长了 2%，品牌原创内容观看时长增长了 9%） 据悉，Netflix近期在内容与体验层面动作频繁，正持续拓展其全球娱乐生态的边界： 除了先后开设三家线下IP体验店，在内容储备上，平台近期先后与索尼影业、派拉蒙影业达成重要授权合作：不仅与索尼签署了首个全球付费观影协议， 并将合作范围从动画延伸至真人电影；同时还引入多部派拉蒙旗下此前未在全球播出 ...

中新社洛杉矶1月22日电 (记者 张朔)美国电影艺术与科学学院22日在比弗利山塞缪尔·戈尔德温剧院公布 第98届奥斯卡奖提名名单，《罪人》(Sinners)以16项提名领跑并刷新奥斯卡奖提名数量纪录。 《罪人》由瑞恩·库格勒自编自导，强势挺进最佳影片、最佳导演、最佳男主角、最佳男配角、最佳女 配角、最佳摄影、最佳剪辑、最佳原创剧本、最佳制作设计、最佳化妆与发型、最佳服装设计、最佳原 创配乐、最佳原创歌曲、最佳音效、最佳视觉效果和最佳选角奖项赛道。 这部由华纳兄弟影业推出的动作剧情片，一举打破已延续75年，由《彗星美人》(All about Eve)、《泰 坦尼克号》(Titanic)和《爱乐之城》(La La Land)三部影片共同保持的14项提名纪录，成为奥斯卡奖历史 上获提名数量最多的影片。 同为华纳兄弟影业旗下的动作剧情片《一战再战》(One Battle After Another)，以13项提名紧随其后。该 片由保罗·托马斯·安德森自编自导、好莱坞明星莱昂纳多·迪卡普里奥主演，是最佳影片、最佳导演、最 佳男主角、最佳男配角、最佳女配角、最佳选角、最佳摄影与最佳改编剧本等奖项的有力竞争者。 另一部颁奖 ...

Paramount Skydance (PSKY) extended the deadline for its bid to acquire Warners Bros. Discovery (WBD) on Thursday, while Warner Bros. continued to recommend shareholders vote for its deal to be bought by Netflix (NFLX) as the Hollywood studio drama continues to rock the media world. Early Thursday, Paramount said in a new proxy filing that its all-cash, $30 per share offer to acquire all of WBD would be extended to Feb. 20; the initial bid was set to expire on Jan. 21. Earlier this week, Netflix announced ...

Paramount Skydance CEO David Ellison is urging Warner Bros. Discovery shareholders to reject rival Netflix's already accepted offer, but has so far stopped shy of raising his own counteroffer. ...

派拉蒙天舞(PSKY.US)再次延长对华纳兄弟探索公司(WBD.US)股票的要约收购期限，让其股东有更多 时间决定是否接受其收购要约。 据周四提交的代理文件显示，派拉蒙天舞将最新要约的截止日期延至2月20日。自去年9月以来，派拉蒙 天舞一直试图收购华纳兄弟探索。该公司最初于12月8日启动要约收购，时间点恰在奈飞宣布达成收购 华纳兄弟制片厂与流媒体业务协议后的三天。随后，派拉蒙天舞已于12月22日将要约期限延长过一次。 奈飞方面周二表示，已达成一项修订后的全现金协议，拟收购华纳兄弟的流媒体及制片厂业务。此次修 订旨在加快交易完成进度，并简化对股东的支付方式，此前的方案中还包含股票对价。 派拉蒙天舞首席执行官大卫.埃里森表示，他将在下一次华纳兄弟股东大会上对奈飞的交易提出挑战。 华纳兄弟计划最迟在4月前召开特别股东大会，以批准与奈飞的交易，这也意味着派拉蒙天舞只有有限 时间来说服股东其方案更具吸引力。 近来，派拉蒙天舞持续就奈飞的收购提案展开游说，与股东及监管机构密集沟通，强调其每股30美元的 全现金报价在财务上更具优势，并称该方案将为消费者带来更佳结果。对此，华纳兄弟董事会则始终力 挺奈飞方案，认为后者能为股东 ...

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].

Core Insights - Ryan Coogler's film "Sinners" received a record-breaking 16 nominations at the 98th Academy Awards, surpassing the previous record of 14 nominations held by "All About Eve," "Titanic," and "La La Land" [1][10] - "One Battle After Another," directed by Paul Thomas Anderson, followed closely with 13 nominations, showcasing strong competition between the two films [2][10] - The Academy's recognition of these films reflects a focus on original American narratives that resonate with current social issues, particularly in the context of race and rebellion [3][10] Nominations Overview - The ten films nominated for Best Picture include "Bugonia," "F1," "Frankenstein," "Hamnet," "Marty Supreme," "One Battle After Another," "The Secret Agent," "Sentimental Value," "Sinners," and "Train Dreams" [6][10] - "Frankenstein," "Marty Supreme," and "Sentimental Value" each received nine nominations, indicating a competitive landscape for the awards [6][10] Actor and Actress Nominations - In the Best Actor category, nominees include Michael B. Jordan for "Sinners," Timothée Chalamet for "Marty Supreme," Leonardo DiCaprio for "One Battle After Another," Ethan Hawke for "Blue Moon," and Wagner Moura for "The Secret Agent" [7][10] - The Best Actress nominees feature Jessie Buckley for "Hamnet," Rose Byrne for "If I Had Legs I'd Kick You," Kate Hudson for "Song Sung Blue," Renate Reinsve for "Sentimental Value," and Emma Stone for "Bugonia," marking her sixth nomination [7][10] Industry Context - The Oscars introduced a new category for casting, which benefited "Sinners" and "One Battle After Another," further enhancing their nomination tallies [9][10] - Warner Bros. achieved its best Oscar nominations morning ever amid a contentious sale to Netflix for $72 billion, highlighting significant industry shifts [10]

另一方面，派拉蒙为推动其对华纳兄弟开出的1084亿美元敌意收购案获得支持，近期正在欧洲展开一系 列公关攻势，不仅与法国总统马克龙举行了会谈，还与英国相关官员开展了磋商。 对此，派拉蒙拒绝置评。奈飞和欧盟委员会也未能立即发表评论。 根据欧盟相关规定，交易规模达到最低营收门槛的收购案，均由欧盟并购监管机构负责审查，该机构由 反垄断专员Teresa Ribera领导。监管机构的初步调查约耗时一个月，且通常会再延长90天;若官员要求补 充信息或推动企业做出让步，调查周期还会进一步推迟。调查结束后，监管机构可决定批准交易，或直 接否决。 （原标题：谁买华纳(WBD.US)，欧盟说了算：将对奈飞(NFLX.US)、派拉蒙(PSKY.US)收购要约同步审 查） 智通财经APP获悉，据知情人士透露，欧洲反垄断监管机构计划同步审查奈飞(NFLX.US)与派拉蒙 (PSKY.US)提交的收购要约，两家公司均有意竞购华纳兄弟探索(WBD.US)旗下核心优质资产。这意味 着，这两家流媒体巨头将陷入一场罕见且正面交锋的反垄断审查战。 报道指出，由于两家竞争对手的提案提交时机相近，且双方均已就收购计划与欧盟监管机构进行过初步 沟通，同步 ...