华纳兄弟探索公司正建议其股东拒绝派拉蒙天舞公司(PSKY.US)的敌意收购要约，转而支持其与奈飞的 原定协议，并认为派拉蒙的报价"更低劣"且"不充分"。 周三，奈飞(NFLX.US)涨2%，报96.47美元。据报道，奈飞计划在12至18个月内完成华纳兄弟探索公司 (WBD.US)交易，已提交与交易相关的HSR申报文件。奈飞周三上午致信华纳兄弟股东，重申其要约更 优，并敦促他们批准该协议。奈飞联合首席执行官泰德.萨兰多斯写道："华纳兄弟探索董事会再次确 认，奈飞的合并协议更优，我们的收购最符合股东利益。" ...

智通财经APP获悉，周三，奈飞(NFLX.US)涨2%，报96.47美元。据报道，奈飞计划在12至18个月内完 成华纳兄弟探索公司(WBD.US)交易，已提交与交易相关的HSR申报文件。奈飞周三上午致信华纳兄弟 股东，重申其要约更优，并敦促他们批准该协议。奈飞联合首席执行官泰德·萨兰多斯写道："华纳兄弟 探索董事会再次确认，奈飞的合并协议更优，我们的收购最符合股东利益。" 华纳兄弟探索公司正建议其股东拒绝派拉蒙天舞公司(PSKY.US)的敌意收购要约，转而支持其与奈飞的 原定协议，并认为派拉蒙的报价"更低劣"且"不充分"。 ...

华纳兄弟探索公司（Warner Bros.Discovery，WBD）董事会周三表示，一致建议WBD股东拒绝派拉蒙 天空之舞（Paramount Skydance）提出的收购要约，并继续推进与奈飞（Netflix，NFLX）达成的"更 优"交易方案。 来源：视频滚动新闻 ...

本文源自：金融界AI电报 华纳兄弟探索公司(WBD.O)股价下跌1.1%。 ...

Antitrust & Regulatory Approval - Netflix believes the acquisition of Warner Brothers Discovery will be approved by regulators because it is pro-consumer, pro-creator, pro-worker, pro-growth, pro-innovation, and pro-competition [3] - Netflix has already begun engaging with competition authorities, including the DOJ and EU Commission, to explain the benefits of the deal [5] - The Warner Brothers board believes there is no material difference in regulatory risk between the Netflix deal and the Paramount deal [2] - The US President and administration care about American industry and the success of American companies, which supports the deal [12] - The EU is also an important regulatory body, and Netflix is engaged with the EU Commission to highlight opportunities for European creators [14][15] Market Position & Competition - Netflix's TV viewshare is ranked sixth, behind Google (YouTube), Disney, Comcast (NBCU), Fox, and Paramount [4] - Even combined with HBO Max and HBO viewing, Netflix would still be behind YouTube and Disney [5] - New buyers like Amazon, Apple, and FAST services like Tubi are increasing competition for content creators [8] Deal Value & Strategy - Over 75% of HBO Max members also subscribe to Netflix, creating an opportunity to offer consumers better-optimized subscription plans [7] - Netflix sees tremendous value in the HBO brand and wants to see it thrive, using it as another tool for assembling plans and delivering different offerings [9][10][11][12] - The deal brings an important iconic studio into a sustainable model, leading to more investment, opportunities, American jobs, union jobs, and production staying in the United States [13][14] - The Warner Brothers catalog offers an incredible library of content that Netflix can bring to more people around the world, creating value for consumers and creators [15] - Netflix has created over 140,000 jobs in the United States in the last four years [13]

本文源自：金融界AI电报 奈飞(NFLX.O)首席执行官：我们坚信监管机构最终会认为与华纳兄弟探索公司(WBD.O)的交易有利于 消费者、有利于增长。 ...

Faber joins us right now from the New York Stock Exchange. He has that news. Good morning, David. >> Good morning, Becky.We've been waiting for the response, so to speak, from Warner Brothers Discovery to that tender offer we got more than a week ago from Paramount to acquire Warner Brothers for $30 a share in cash, and we've gotten it this morning. It's a 14D9 filing. It is, as you might imagine, voluminous.Uh that said, um the key points are ones we've been making. And of course, the lead is no thank you, ...

Core Viewpoint - Warner Bros. Discovery's board has unanimously rejected Paramount's $108 billion hostile bid, citing concerns over the financial backing from the Ellison family and the overall risks associated with the deal [5][7][8]. Group 1: Warner Bros. Discovery's Position - Warner's board reaffirmed support for Netflix's $27.75 per share proposal, stating it is the best deal for shareholders and urged investors not to tender shares to Paramount [2]. - The board expressed that Paramount's proposal contained "gaps, loopholes and limitations," including the ability for Paramount to amend the offer [1]. - Warner's board criticized Paramount for failing to provide a solid financial commitment from the Ellison family, which they deemed necessary for the deal [6][17]. Group 2: Paramount's Offer and Strategy - Paramount's proposal includes a cash offer of $30 per share, valuing the entire company at $78 billion, and it plans to absorb Warner's debt, bringing the total deal value to $108 billion [4][10]. - David Ellison, Paramount's CEO, has argued that their offer provides superior value and certainty compared to Netflix's bid, emphasizing the backing from the Ellison family [11][19]. - Paramount disclosed plans to rely on $24 billion from sovereign wealth funds and $11.8 billion from the Ellison family for the equity portion of the deal, alongside needing over $60 billion in debt financing [13][14]. Group 3: Market Reactions and Implications - Netflix shares rose by approximately 0.25% to $94.79, while Warner Bros. Discovery closed at $28.21 and Paramount at $13.10 [1]. - The Warner board noted that the ultimate decision regarding the bids rests with its shareholders, indicating that the situation remains fluid [20]. - Paramount has made six offers for Warner Bros., with the most recent proposal lacking a clear commitment from the Ellison family [15].

Warner Bros. Discovery is advising its shareholders to reject a hostile takeover bid by Paramount in favor of its original agreement with streaming giant Netflix https://t.co/iV8hNqVjDw ...

Warner Bros. Discovery advises shareholders to reject Paramount's hostile takeover bid.https://t.co/xt1v5BXrC6 ...