Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here's the latest in trending:State of the Union: President Trump touted his economic record, tariffs and stock market highs, and unveiled a new 401(k) initiative.Better deal? Warner Bros. Discovery (WBD) said Paramount's (PSKY) sweetened offer may lead to a superior proposal to Netflix's (NFLX) deal.AI safeguards: Anthropic (ANTHRO) softened its AI safety p ...

Core Viewpoint - Paramount has expressed its approval of the Warner Bros. Discovery (WBD) board's assessment that its latest acquisition offer could be a viable option, providing further details on the enhanced terms of the proposal [1][2]. Group 1: Offer Details - Paramount has increased its cash offer to $31 per share for 100% of WBD, up from the previous offer of $30 [4]. - The revised offer includes an accelerated "ticking fee" of $0.25 per quarter starting after September 30, 2026, until the deal is finalized [4]. - Paramount has raised the regulatory termination fee to $7 billion if the transaction fails due to regulatory issues [4]. Group 2: Additional Commitments - Paramount has committed to providing additional equity funding as necessary to support the solvency certificate required by PSKY's lending banks [5]. - The definition of "Company Material Adverse Effect" has been adjusted to exclude the performance of WBD's Global Linear Networks business, closing a potential loophole [5]. - Paramount reaffirmed its obligation to pay a $2.8 billion termination fee to Netflix if the existing merger agreement is terminated [6]. - The company also confirmed it would eliminate WBD's potential $1.5 billion financing cost related to its debt exchange offer [6]. Group 3: Current Status and Next Steps - WBD is still in discussions with Paramount while maintaining its agreement with Netflix, which offers $27.75 per share for Warner's studios and streaming business [7]. - WBD has a fiduciary duty to evaluate all proposals but has previously rejected all of Paramount's offers until this latest one [7]. - For a switch in deal partners to occur, WBD's board must first determine that Paramount's revised proposal is superior, after which Netflix will have four business days to match the offer [8].

Hey, Melissa. Yeah. Uh, Paramount's made a big step towards its long-term goal here of acquiring Warner Brothers Discovery with the uh decision of the Warner Brothers board, which we learned about just a short time ago, uh, to determine that the new proposal from Paramount uh, could reasonably be expected to lead to a superior proposal.It's a big step for Paramount. Um and it puts them in what I would argue is sort of the lead position at this point uh in terms of again their um their goal of acquiring Warn ...

AMC Entertainment (NYSE:AMC) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAdam Aron - CEOChad Beynon - Managing DirectorJohn Merriwether - VP of Investor RelationsSean Goodman - CFOOperatorHello, welcome everyone to today's AMC Entertainment Holdings, Inc. fourth quarter and full year 2025 earnings webcast. At this time, all participants are in a listen-only mode. Later, you will have the opportunity to ask questions during the question-and-answer session. To register to ask a que ...

The dramatic deal to acquire Warner Bros. Discovery looks like it may have a cliff-hanger ending after all. ...

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Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sam Bodis at the New York Stock Exchange. Some final thoughts on the session from both of us.For me, of course, an update to the saga that I love. The Warner Brothers Discovery acquisition drama back in focus after the company confirmed it received a higher takeover bid from Paramount Skyance, escalating the bidding war with Netflix. Paramount is trying to top Netflix's roughly 2775 per share agreement with its enhanced proposal tha ...

First, let's get one thing straight here. Is the Netflix deal still on the table. Yes, right.They have not canceled the Netflix deal. What they've said is this. This could lead to a better deal with Paramount.And so we're going to keep talking to them. I am curious about the conditionality of all this, the idea that they have a bid, the numbers are there. It's either superior or it's not.What's the issue. It's obvious that the Warner Brothers board is not completely convinced that they're there. They maybe ...

After 10 tries, David Ellison's Paramount Skydance has finally made a proposal that Warner Bros. Discovery's board is excited about. Paramount is prepared to pay $31 per share for all of WBD, including its TV networks like CNN and TruTV, up from $30 per share in its previous public offers, WBD told shareholders on Tuesday.WBD's board said Tuesday that Paramount's offer "could reasonably be expected" to lead to a superior proposal to Netflix's. However, WBD added that its board had "not made a determination" ...

Core Viewpoint - Warner Bros. Discovery is reviewing a new takeover offer from Paramount while continuing to recommend a competing proposal from Netflix to its shareholders [1] Group 1: Takeover Offers - Warner Bros. Discovery disclosed that it received a revised offer from Paramount after a seven-day window to renew talks elapsed [1] - Paramount confirmed the submission of its proposal, which is expected to be an increased offer [1] - Paramount's all-cash hostile offer is valued at $77.9 billion, providing Warner stakeholders with $30 per share, leading to an enterprise value of approximately $108 billion [1] Group 2: Competing Proposal from Netflix - Netflix's proposal aims to acquire Warner's studio and streaming business for $72 billion in cash, or about $83 billion including debt [1] - Warner's board has consistently supported the Netflix deal and reaffirmed that the agreement remains valid [1] - A shareholder vote on the Netflix proposal is scheduled for March 20 [1]