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'Fast Money' traders on Netflix, Paramount shares amid WBD bidding war
Youtube· 2025-12-22 22:36
分组1 - Warner Brothers Discovery (WBD) shares increased by 3.5% following Paramount Skyance's enhanced bid, with a cash offer of $30 per share remaining unchanged and Larry Ellison guaranteeing over $40 billion in equity financing [1][2] - Paramount shares rose over 4% after Warner advised shareholders to reject the hostile bid, raising concerns about the Ellison family's commitment to funding the deal [2] - Netflix's shares fell more than 1% despite refinancing part of its $59 billion bridge loan to support its bid for Warner's film studio and streaming businesses, which were valued at nearly $83 billion [2][10] 分组2 - Larry Ellison's involvement in the deal suggests a strong financial backing, potentially positioning Paramount favorably in the competition for Warner Brothers [3][6] - The importance of content in the evolving media landscape, particularly in relation to AI, is highlighted, indicating that the ability to produce quality content will be crucial for future competitiveness [4][8] - The regulatory challenges surrounding the deal are significant, with Paramount facing more pressure to secure the acquisition compared to Netflix, which is expected to manage its content production effectively regardless of the outcome [13]
WBD Bids Could Go Higher, Says Former CNN President Klein
Bloomberg Technology· 2025-12-22 21:52
Do you think that the deal has to be sweetened. It can't just be about more for a breakup fee or good for the money in terms of Larry Ellison. >> Yeah, you know, it's a very clear picture of who's got the leverage here.Clearly WBD has suitors and David Zastaslav can just sit and fold his arms and say, "Look, you're not talking in my good ear yet, Paramount." And it's a it's not a dumb way to try to drive their offer up even higher. And that wouldn't surprise me. >> What do you think could be the quibbling a ...
WBD Bids Could Go Higher, Says Former CNN President Klein
Bloomberg Technology· 2025-12-22 21:49
Do you think that the deal has to be sweetened. It can't just be about more for a breakup fee or good for the money in terms of Larry Ellison. >> Yeah, you know, it's a very clear picture of who's got the leverage here.Clearly WBD has suitors and David Zastaslav can just sit and fold his arms and say, "Look, you're not talking in my good ear yet, Paramount." And it's a it's not a dumb way to try to drive their offer up even higher. And that wouldn't surprise me. >> What do you think could be the quibbling a ...
X @The Wall Street Journal
Industry Analysis - The media industry is facing potential consolidation, with Warner Bros facing the possibility of being acquired by Netflix or Paramount [1] - Warner Bros is considered a unique and significant studio in Hollywood history [1]
Netflix restructures financing for Warner Bros bid as Ellison backs rival Paramount offer
Proactiveinvestors NA· 2025-12-22 16:00
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Netflix Refinances Chunk Of Bridge Loan For Warner Bros. Acquisition
Deadline· 2025-12-22 15:39
Group 1 - Netflix has secured $25 billion in new bank financing to replace part of its $59 billion bridge loan for acquiring Warner Bros. Discovery's studios and streaming business [1][2] - The refinancing includes a $5 billion senior unsecured revolving credit facility and two senior unsecured delayed-draw term-loan facilities of $10 billion each [2] - The acquisition deal with Warner Bros. Discovery has an equity value of $72 billion, or $27.75 per share, with an enterprise value of $82.7 billion, expected to close after the separation of WBD's global networks business in Q3 2026 [4] Group 2 - Paramount has amended its hostile tender offer for Warner Bros. Discovery, addressing concerns from WBD's board, which preferred Netflix's deal [2][5] - Larry Ellison, co-founder of Oracle, has provided a personal guarantee of $40.4 billion for Paramount's cash offer, which has been raised to $30 per share [5] - WBD stockholders have until January 20 to tender their shares directly to Paramount [6]
Larry Ellison Personally Backs Paramount's Bid for Warner
Bloomberg Television· 2025-12-22 15:30
Paramount Sky dance. It sweetened its offer for Warner Brothers. Today, Larry Ellison agreeing to personally guarantee $48 billion in equity financing for the proposed $108 billion takeover offer for Warner Brothers.So let's bring in Bloomberg Attack co-host Caroline Hyde now for more on this story. So, Caroline, this is getting really interesting. What I'm curious about is how long can this continue on given that shareholders aren't voting until the middle of next year.I mean, this is such a Hollywood dram ...
Larry Ellison pledges $40-billion personal guarantee for Paramount's Warner Bros. bid
Yahoo Finance· 2025-12-22 14:47
The Paramount building in Hollywood. (Robert Gauthier/Los Angeles Times) Billionaire Larry Ellison has stepped up, agreeing to personally guarantee part of Paramount's bid for rival Warner Bros. Discovery. Ellison's personal guarantee of $40.4 billion in equity, disclosed Monday, ups the ante in the acrimonious auction for Warner Bros. movie and TV studios, HBO, CNN and Food Network. Read more: Paramount was poised to buy Warner Bros. Discovery. What went wrong? Ellison, whose son David Ellison is Para ...
Why Netflix WBD deal is bad for theatres struggling after pandemic
Invezz· 2025-12-22 13:32
Core Viewpoint - Netflix's acquisition of Warner Bros Discovery is expected to increase pressure on movie theaters, which are already facing challenges in attracting audiences post-pandemic [1] Industry Impact - The acquisition is likely to exacerbate the difficulties faced by movie theaters in filling seats, particularly during the holiday season with the release of "Avatar: Fire and Ash" [1]
X @Bloomberg
Bloomberg· 2025-12-22 13:20
Paramount sweetened its bid for Warner Bros., including offering a personal financial guarantee by Oracle Chairman Larry Ellison, as it seeks to beat out a rival bid from Netflix https://t.co/pH5wJNcJ0L ...