Core Insights - Lionsgate has sold its Lionsgate Play streaming platform in South Asia and Southeast Asia to Rohit Jain, who has been instrumental in building the service over the past eight years [1] - The transaction allows Lionsgate Play to operate under founder-led ownership, emphasizing regional expertise and targeting Asia's growing digital entertainment market [2] - Lionsgate will continue to license the Lionsgate Play name and provide access to its film and TV library under a multiyear agreement [2] Company Transition - Rohit Jain will fully transition to managing Lionsgate Play and will exit Lionsgate as part of the transaction [1] - The Lionsgate brand has gained significant recognition in South Asia and Southeast Asia, with Lionsgate Play emerging as a premium streaming platform in a rapidly growing market [3] - Rohit Jain expressed gratitude for the opportunity to build Lionsgate's business in India and aims to expand Lionsgate Play beyond its current offerings [4]

Core Insights - The construction of the Lionsgate Newark film studio marks the first purpose-built studio in New Jersey specifically designed for TV and film production [2][3] - The nearly 300,000-square-foot complex will include studio production space, offices, support areas, and parking for 145 cars, 22 trucks or trailers, and 11 RVs [2] - The project is a collaboration between Gilbane Building, Great Point Studios, NJPAC, and the Newark Housing Authority, with a focus on community benefits [3][4] Company Involvement - Gilbane Building is the lead builder for the Lionsgate Newark project, leveraging its extensive experience in New Jersey and a history of successful projects in the Newark area [4] - The company aims to meet inclusion goals by dedicating 25% of total construction contracting to Minority Business Enterprises and 7% to Women's Business Enterprises [5] - Additionally, 40% of total worker hours will be allocated to Newark residents, emphasizing community engagement [5] Community Impact - The project aligns with NJPAC's mission to advance the arts and transform lives through artistic expression and production [3] - A Community Benefit Agreement was signed to formalize Lionsgate Newark's commitments to the residents of the South Ward and the city of Newark [3]

Quick check on Nova, which just got approval for its oral wig with Goi, the first in the United States to launch in January. Those shares are higher by more than 7% right now. Uh, final trade time, Julie Beal.>> I think those regional banks are going to be doing better and they're going to be buying more software probably and CEO will probably sell it to them. >> Steve, >> if Paramount Sky Dance does not get Warner Brothers, they're going to be looking at something else. Lionsgate.>> Dan, >> Mel, I think yo ...

Group 1 - Nova has received approval for its oral wig product, set to launch in January, marking a significant milestone as the first of its kind in the United States, leading to a more than 7% increase in its shares [1] - Regional banks are expected to perform better and increase their software purchases, indicating a potential growth opportunity for software companies [1] - Paramount's Sky Dance is considering alternatives, such as Lionsgate, if they do not secure a deal with Warner Brothers, highlighting the competitive landscape in the media industry [1] Group 2 - There is speculation that Snap may experience a significant moment related to AI in 2026, suggesting potential future growth in the tech sector [2] - Bristol Myers is mentioned, indicating ongoing interest in pharmaceutical companies within the investment community [2]

For more on the battle for Warner Brothers discovery, let's bring in Lionsgate vice chairman Michael Burns, friend of the show for more than a decade. >> No, since the beginning of the show. >> Beginning of the show.Yes. >> Since the Carl icon the first sitting on set. Yes.>> We should play some of those clips. >> Please don't. [laughter] >> It's great to see you.How do you see this shaking out. >> Well, I don't have a horse in the game, but I think it's uh in many ways great for us. certainly validating th ...

Core Viewpoint - The ongoing competition for Warner Brothers Discovery is seen as beneficial for Lionsgate, highlighting the value of premium content and the attractiveness of its library to potential bidders [2][8]. Company Status - Lionsgate is currently positioned as a pure play content company following its separation from Stars, which is believed to be advantageous for its stock performance [5]. - The company has a billion-dollar run rate with margins exceeding $500 million, indicating its strong financial health and the value of its content library [4]. Market Dynamics - There are indications that private equity firms are interested in acquiring assets in the media sector, which could provide more operational flexibility for companies like Lionsgate [9]. - Strategic alliances are expected to yield higher valuations than private equity due to potential synergies, both in cost and revenue [10]. Competitive Landscape - Netflix and Paramount are identified as potential acquirers of Lionsgate, with Paramount seen as particularly in need of additional content to enhance its scale [6][7]. - The interest from major investors like Steve Mnuchin and Steve Cohen suggests that Lionsgate's stock is undervalued in the current market context [6].

Core Insights - FreeWheel has become the exclusive ad-serving partner for Lionsgate's portfolio of FAST channels in the U.S. [1] - This partnership allows Lionsgate's premium inventory to be accessible to buyers through the FreeWheel SSP, facilitating both direct and programmatic sales [1] Company Overview - FreeWheel is recognized as a leading global technology platform within the streaming advertising ecosystem [1] - Lionsgate is expanding its portfolio of FAST channels, indicating growth in its advertising capabilities [1] Industry Implications - The partnership enhances the advertising opportunities for premium video publishers by utilizing FreeWheel's platform [1] - The integration of direct and programmatic sales methods through the FreeWheel SSP signifies a trend towards more flexible advertising solutions in the streaming market [1]

Market Analysis - Gold price average in 26 models is expected to be between $42 and $4,500 per ounce [2] - The weakening Japanese Yen (JPY) could be beneficial for the stock market, but currency hedging is recommended [2] Company Mentions - AEM (Agnico Eagle Mines Limited) was previously discussed [1] - Lionsgate was mentioned [3] Investment Strategy - Consider DXJ (WisdomTree Japan Hedged Equity Fund) for currency neutral exposure [3]

Core Insights - "Five Nights at Freddy's 2" achieved $63 million in ticket sales during its opening weekend, significantly exceeding expectations and marking the largest opening ever for the weekend after Thanksgiving [1][2][3] Box Office Performance - The sequel's opening is the biggest for a PG-13 rated movie in 2023 and the second largest horror opening, following "The Conjuring: Last Rites" [2] - The film's production cost was reported at $36 million, indicating a strong potential for profitability given its opening performance [4] Audience Reception - Despite negative reviews, with 70% of ticket buyers indicating they would "definitely" recommend the film to friends, showcasing the loyalty of the horror fanbase [5] - The teen video gamer demographic is highlighted as a significant audience that can drive box office success when the right film is presented [6] Industry Impact - The success of "Five Nights at Freddy's 2" contributed to the largest first weekend post-Thanksgiving for the industry, countering the prevailing negative sentiment about the box office [3] - The overall domestic box office for the year surpassed $8 billion, with the industry needing strong performances from upcoming films to reach the $9 billion threshold [10][11] Other Notable Releases - "Zootopia 2" secured second place with $43 million in its second weekend, contributing to Disney's total global box office exceeding $5 billion for the year [7] - "Wicked: For Good" and "Jujutsu Kaisen: Execution" also performed well, with respective earnings of $16.8 million and $10.2 million [8]

Core Insights - Paramount's Ananey Studios has formed a strategic partnership with Future Today to bring three acclaimed titles to the Fawesome platform, enhancing global accessibility to these stories [1][2] Group 1: Partnership Details - The partnership will feature three titles: The Malevolent Bride, Rising, and Remnants, which will be available on Future Today's Fawesome platform [1] - Fawesome is a leading free ad-supported streaming platform that offers over 150,000 movies and TV shows, making these titles accessible to millions of viewers worldwide [1][7] Group 2: Content and Audience Impact - Remnants is highlighted as the first scripted drama addressing the events of October 7, showcasing Ananey Studios' commitment to bold storytelling [2] - The collaboration aims to deliver culturally impactful content that resonates with global audiences, aligning with both companies' visions for premium storytelling [4] Group 3: Company Profiles - Ananey Studios is an award-winning creative studio known for producing innovative content across various genres, including dramas, documentaries, and children's programming [5] - Future Today operates multiple ad-supported streaming channels, including Fawesome, and is recognized as a key player in the international digital distribution market, reaching millions of viewers monthly [3][8]