Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the stocks Jim Cramer recently commented on. During the episode, Cramer noted that he has always been a “believer in CEO David Zaslav,” as he stated: “Third, let’s talk Warner Brothers Discovery. I’ve always been a believer in CEO David Zaslav… When he got handed the Warner Brothers portfolio from AT&T loaded with debt, he did his best to get that pile of debt down while cutting costs, creating some very good lasting properties. He turned it into the num ...

President Donald Trump signaled he’ll oppose a Warner Bros. Discovery Inc. deal that doesn’t include new ownership of CNN, a potential wrinkle for the bid from Netflix Inc.“I think any deal should — it should be guaranteed and certain that CNN is part of it or sold separately,” Trump said during a meeting with business leaders Wednesday at the White House. “I don’t think the people that are running that company right now and running CNN, which is a very dishonest group of people, I don’t think that should b ...

Netflix, a company that built its business on junk bonds, is looking to borrow heavily again. The streaming company once known as “Debtflix,” before it started generating heavy cash flow, is looking to add tens of billions of dollars of debt to finance its planned $72 billion acquisition of most of Warner Bros. Discovery Inc. But Netflix Inc. has a stronger balance sheet than it did before the pandemic, which will probably allow the company to boost the price it pays in any bidding war that emerges, while r ...

华纳兄弟探索（WBD）正在经历一场震撼业界的并购战。Netflix于12月5日提出827亿美元收购邀约，收购部分资产，甲骨文太子小埃里森的派拉蒙天舞 于12月8日发起约1084亿美元的全现金敌意收购。 让中国吃瓜群众万万没想到的是，这里面还有腾讯的事儿。 根据周三披露的派拉蒙向美国证券交易委员会（SEC）提交的修订版收购要约文件，腾讯控股已退出派拉蒙天舞对WBD的竞购。之前，腾讯为此次全现 金收购提供10亿美元融资承诺。 派拉蒙表示，这是由于腾讯作为"非美国股权融资来源"参与竞购可能会引发美国外国投资委员会（CFIUS）的审查，尽管获得CFIUS或联邦通信委员会的 批准并非竞购前提条件。 与腾讯一同为派拉蒙收购案提供240亿美元资金部分支持的，还有沙特阿拉伯、阿布扎比和卡塔尔的外国主权财富基金，均已同意放弃参与华纳兄弟管理 的权利，以避免额外审查。 派拉蒙发起的是全现金收购，报价高达每股30美元，总价超1000亿美元。其竞争对手Netflix主要提供股票用于交易，派拉蒙为了提供更优越的条件，就需 要海量的流动资金。大卫·埃里森家族虽然富有，但也需要引入外部资本来分担巨大的财务压力。 相比Netflix只要影视 ...

Core Viewpoint - Pier Silvio Berlusconi, CEO of MFE-MediaForEurope, expressed a preference for Paramount's Skydance over Netflix as a potential buyer for Warner Bros Discovery, highlighting strategic considerations in the media landscape [1] Group 1: Company Insights - MFE-MediaForEurope is actively evaluating potential buyers for Warner Bros Discovery, indicating a strategic shift in the media industry [1] - The preference for Skydance suggests a belief in the potential for better alignment in content strategy and market positioning compared to Netflix [1] Group 2: Industry Context - The media industry is experiencing significant consolidation, with major players like MFE-MediaForEurope and Warner Bros Discovery navigating potential acquisitions [1] - The choice of buyer reflects broader trends in the industry, where content creation and distribution strategies are increasingly critical for success [1]

划重点 ① 奈飞斥资 720 亿美元收购华纳兄弟（WBD），标志着流媒体行业进入利润整合与寡头垄断时 代。这笔交易的核心逻辑是奈飞以全球分发规模，彻底解决自身的 IP 软肋，一举纳入 DC 宇 宙、哈利·波特等 HBO 稀缺资产。 ② 此次交易结构设计复杂，通过"分拆+收购"隔离了华纳的夕阳业务，实现了税务优化。然 而，奈飞背负的 590 亿美元新债，财务风险巨大。同时，反垄断审查和派拉蒙的敌意搅局增加 了外部不确定性。奈飞算法文化与 HBO 创作自主性的冲突是根本矛盾，任何妥协都可能导致奈 飞重蹈科技公司收购传统媒体失败的覆辙。 ③ 若整合成功，奈飞将实现内容协同效应，巩固定价权，并加速 IP 变现。然而，高回报伴随高 风险。投资者必须紧盯自由现金流（FCF）兑现和 HBO 领导层的稳定性，这是评估奈飞能否避 免历史诅咒的关键。这场科技巨头对好莱坞权力核心的攫取，要么助力奈飞登顶全球娱乐之 巅，要么使其承受沉重债务。 RockFlow 本文共3480字， 阅读需约13分钟 想进群看深度投研？现在就行动！ 点赞＋推荐＋评论本文，截图发给 Fafa（微信：rockflowfafa），马上开通 RockFlow ...

Colette Kress , who recently crossed the billionaire net-worth threshold as the CFO of Nvidia , made clear that China remains a pressure point despite record data center results. She noted that “sizable purchase orders never materialized… due to geopolitical issues and the increasingly competitive market in China,” and reiterateed Nvidia is “not assuming any data center compute revenue from China” in its Q4 outlook. Inventory rose 32%, and supply commitments climbed 63% sequentially, which Kress framed as p ...

With a market cap of $70 billion, New York-based Warner Bros. Discovery, Inc. (WBD) is a global media and entertainment company formed through the merger of WarnerMedia and Discovery. Its portfolio includes prominent film and television studios, cable networks, and the Max streaming platform. The company operates across content creation, distribution, and direct-to-consumer streaming, leveraging franchises such as DC, HBO, Warner Bros. Pictures, Discovery, and CNN. Companies valued $10 billion or more ar ...

President Donald Trump has once again targeted CNN, suggesting on Wednesday that the news network should be sold as part of the ongoing deal involving its parent company Warner Bros. Discovery (NASDAQ:WBD) .Trump Attacks CNN Again“I think the people that have run CNN for the last long period of time are a disgrace. I think it’s imperative that CNN be sold because you certainly wouldn’t want to…just leave those people with some money, good money…so that.. they can spend even more money spreading poison becau ...

智通财经APP获悉，华纳兄弟探索公司(WBD.US)的控制权之争已在好莱坞点燃战火：工会谴责潜在失 业危机，影院业为电影发行的未来敲响警钟，演员们则对言论自由表达忧虑。如今，关于最终收购方是 奈飞(NFLX.US)还是派拉蒙天舞(PSKY.US)的争论，正沿着政治路线割裂美国。 在共和党圈子中，反对奈飞已成为一种潮流。派拉蒙由与白宫关系密切的大卫·埃里森执掌，其对华纳 兄弟的竞购获得总统特朗普女婿贾里德·库什纳的支持。另一方面，一些知名民主党人对派拉蒙的竞标 提出反对，质疑其240亿美元资金中来自中东的背景。 特朗普周三更添戏剧性表态，声称任何收购华纳兄弟的交易都必须包含其旗下CNN有线新闻网的出 售。"必须保证CNN包含在交易中或被单独出售，"他表示，并指责该新闻网由"一群极不诚实的人"运 营。华纳兄弟、派拉蒙均拒绝置评，奈飞未回应评论请求。 近年鲜有并购案能像华纳兄弟争夺战这般引发两极分化，这场角逐交织着好莱坞的浮华、电视新闻的影 响力、中东资金带来的异国谜团，以及白宫偏袒的幽灵。特朗普的言论进一步增加了不确定性，他此前 曾对奈飞收购华纳兄弟提出反垄断担忧。 经过数月竞拍，华纳兄弟上周同意以每股27.75 ...