Paramount
Search documents
X @Bloomberg
Bloomberg· 2025-12-08 17:30
Paramount launched a $108 billion hostile bid for Warner Bros., days after the company agreed to a deal with NetflixPeter Elstrom explains the battle for one of the biggest names in Hollywood https://t.co/0oJubcr4rv https://t.co/0fs23ho9dl ...
Warner Bros. Discovery, Inc. (WBD) M&A Call Transcript
Seeking Alpha· 2025-12-08 17:27
PresentationGood morning. My name is Nadia, and I'll be the conference operator today. At this time, I would like to welcome everyone to Paramount management call to discuss the launch of their all-cash tender offer to acquire Warner Bros. Discovery. [Operator Instructions] I would now like to turn the call over to Kevin Creighton, Paramount's EVP of Investor Relations. You may now begin your conference call.Kevin CreightonEVP of Corporate Finance & Investor Relations Good morning, and thank you for taking ...
SPG Global's Simon Gallagher on Paramount Skydance's hostile bid for Warner Bros. Discovery
CNBC Television· 2025-12-08 17:19
Paramount Skydance's hostile bid coming after Netflix announced last week that it would acquire Warner Brothers Discovery for $72 billion, a move that attracted scrutiny from President Trump as well over the weekend. Joining us now is SPG Global Principal and former Hulu and Netflix executive Simon Gallagher. Do you agree with Ellison.>> No, I don't. I think uh he is looking at it on a streaming service versus streaming service basis. You need to look at it on an all media basis.So if you're going to evalua ...
IMAX CEO on Paramount Skydance vs. Netflix battle for WBD: Whoever wins will be good for us
CNBC Television· 2025-12-08 16:53
Industry Outlook & Trends - 电影行业并未消亡,尽管面临电视、流媒体和疫情等挑战,但人们仍然喜欢去电影院 [2][3] - 内容提供商的多样性,如亚马逊和苹果,并未终结电影业务,反而促成了新的合作模式,例如 IMAX 与苹果在 F1 上的合作 [3] - 行业正在进化,奈飞(Netflix)等流媒体平台也在探索与 IMAX 的合作模式,例如奈飞的《纳尼亚》将在 IMAX 独家上映两周,然后进入流媒体窗口期 [4] - 电影制作人的选择权至关重要,行业变化应考虑到他们的声音 [7] - 不要对所有听到的信息全盘接受,行业内的各种声音都带有各自的利益考量 [8][12] - 线下娱乐正在发生变化,体育赛事和演唱会变得越来越受欢迎,IMAX 是这一趋势的一部分 [10] IMAX's Position & Strategy - IMAX 对行业整合持开放态度,认为无论结果如何,IMAX 都会是赢家 [6][14] - 近期,9/11 的分析师提高了 IMAX 的目标股价 [6] - IMAX 在全球 90 个国家拥有 1800 家影院,每年发行约 200 部内容 [6] - IMAX 关注与派拉蒙(Paramount)等公司的合作,讨论电影续集、原创系列和游戏相关项目 [5][13] Antitrust & Mergers - 对市场的定义方式将影响对潜在反垄断问题的看法 [5]
X @Bloomberg
Bloomberg· 2025-12-08 16:53
Paramount Skydance and Netflix are battling for control of Warner Bros. Discovery. Here’s how the two proposals compare. https://t.co/uWOq1KrL8T ...
X @Forbes
Forbes· 2025-12-08 16:38
Paramount, run by David Ellison, said it will offer $30 per share for Warner Bros. Discovery, Inc. and slammed the $27.75-per-share Netflix deal as offering "inferior and uncertain value." https://t.co/8Yfa13FQYM (Photo: Patrick T. Fallon/AFP via Getty Images) https://t.co/SrTyWpA14C ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-08 16:33
Middle East sovereign wealth funds and Jared Kushner are part of the Paramount bid for $WBD?Game over.$NFLX ...
X @Bloomberg
Bloomberg· 2025-12-08 16:23
RT Bloomberg Live (@BloombergLive)NEW: Aiming to outmaneuver Netflix, Paramount–Skydance has launched a hostile bid for Warner Bros. We had all the key players discussing this deal and their acquisition strategies last fall at #BloombergScreentime.We're back in LA Sept. 30 & Oct. 1, 2026.Tickets on sale now 🎟️https://t.co/qhSsshVI18 ...
David Ellison: There was 'inherent bias' against Paramount in WBD negotiations
CNBC Television· 2025-12-08 16:07
Do you feel as though you were disadvantaged in this process. And if you were, what can you cite to prove in fact that somehow you were not on a level playing field in having your offer considered with their offer. >> So, so I do think that there was an inherent bias towards us. If you look at it, >> we found an inherent bias towards them.>> Correct. We we put the company in play. Yes.>> We, you know, which again, we don't think was particularly taken well. >> No, I think that actually starts you off on a p ...
Paramount Skydance CEO says their offer to Warner Bros. Discovery is superior for shareholders
CNBC Television· 2025-12-08 16:02
Netflix stocks is worth right it's in the within the collar it's worth at least 350 a share to the deal. I mean saying our cash versus theirs doesn't seem a fair comparison David. >> So so father respectfully I disagree.I mean look th those shareholders can basically go buy Netflix cash on the sorry Netflix stock on the open market if they want to and they're going to be sitting there with a linear stub that's valued at a dollar a share which is a business that's in secular decline that without the synergie ...