Robert Fishman is an analyst at Moffet Nathansson and he really called this all the way back in March writing that WBD Warner Brothers Discovery could be a ripe target for the then Paramount Warner Brothers stock is up about 75% since then. Robert, so good call there. Glad to have you on.Do you see the do you see this deal actually happening. Well, it's definitely looking that way. Um, thank you for all of that.So what we can say is when we when we saw at the beginning of the year um the upgrade that we did ...

Got a new media mega deal may be in the works. Paramount Sky Dance preparing to make a bid to buy Warner Brothers Discovery. It follows Sky Dance's merger with Paramount, of course, just weeks ago.Let's bring in SPG Global Principal and former Hulu and Netflix executive Simon Gallagher. Simon, thanks for the help today. Good to see you. Good to see you.Why do you think they're were acting with such elacrity here. Well, there was some concern that if they didn't move quickly, uh, Warner Brothers Discovery, a ...

Industry Trend & Shift - The industry is rapidly shifting from podcasting to streaming due to the demand for real-time content and shorter time commitments [1] - Clips are becoming the preferred format for content consumption, serving as a "Trojan horse" to attract audiences [1] - The initial advantage of livestream "TV format" is diminishing as the market becomes saturated [1] Rollup TV's Strategy - Rollup TV aims to innovate beyond traditional formats and overlays in the next 100 days [2] - The company plans to transform viewers into active participants through two-way interactions to build a loyal fan base [2] - Rollup TV will launch new shows with unique formats, focusing on topics like tokenization, stablecoins, and AI [2][4] Future Vision - Streaming and clipping are becoming standard, requiring continuous innovation to maintain a competitive edge [3] - The company emphasizes the importance of growing the pie and collaborating with others in the media space [3] - Rollup TV is doubling down on its vision for media by introducing shows with a fresh new look [4]

Sources tell CNBC uh that Paramount Sky Dance is working with an investment bank to prepare an allcash takeover bid for Warner Brothers Discovery. Joining us now, Pucks Matt Bellan. Was I overstating it, Matt, that not only um are we in business news, but we're part of the media.So suddenly something like this is just so interesting because it it combines everything interesting. Can I ask you a question though. Why not wait if you are the Ellison's to buy what you want.And I figure that's the streaming stuf ...

Media Landscape & Strategic Partnerships - PLL inked a fresh 5-year broadcast deal with ESPN, with ESPN becoming a minority owner [1] - Potential media deal in the works, considering assets from Warner Brothers, Paramount, and Sky Dance [2] - Media conglomerates are positioning themselves in the tech awakening [3] - Connected TV is in 88% of homes, totaling 117 million homes, leading to a shift in viewership [11] - Streaming viewership eclipsed broadcast and cable viewership combined in May 2025 [12] PLL Growth & Performance Metrics - Pro sports is an amazing asset class with enterprise value moving from media to partnerships to live events [6] - Viewership across linear platforms is up significantly [13] - ABC broadcast viewership is up 55% [13] - ESPN viewership is up 81% [13] - All-Star game viewership is up 115% year-over-year [13] - Ticket sales are up 11% [13] - Sponsorship is up 20% [14] - Merchandise sales are up 10% [14]

Media Industry Focus - The article features an interview with media mogul John Malone [1] - The interview covers topics including Formula One, the future of streaming, and comparisons to Darth Vader [1]

On today’s Big Take Podcast @davidgura sits down with “Cable Cowboy”-turned-media mogul John Malone. They discuss how he approaches investment in the digital era and his thoughts on the rise of streaming, a proposed Warner Bros spinoff and more. https://t.co/U5XIQVPQFu ...

Summary of Magnite (MGNI) 2025 Conference Call Company Overview - **Company**: Magnite (MGNI) - **Industry**: Digital Advertising, specifically focusing on Supply-Side Platform (SSP) and Connected TV (CTV) advertising Key Points and Arguments Evolution of Business Model - Magnite has transitioned from a traditional SSP platform to a more comprehensive solution, focusing on streaming opportunities and CTV [4][5] - The company has made strategic acquisitions (Telaria, SpotX, SpringServe) to enhance its capabilities in the streaming space [4] Client Segmentation and Growth - There is significant overlap between CTV and DV+ clients, with major players like Disney and Paramount utilizing both services [7][8] - The company has positioned itself as a preferred programmatic partner for top streaming services, which has driven growth [11] Growth Drivers - Account wins and partnerships with major streaming platforms are key growth drivers [11] - The expansion of programmatic advertising and the entry of small to medium-sized businesses into the market are expected to increase demand [12] - International expansion is also a focus, with a current mix of 75% U.S. and 25% international, but international growth is outpacing U.S. growth [14] Partnerships with Major Players - Relationships with Netflix and Amazon are highlighted as significant, with Netflix potentially becoming one of Magnite's largest clients [24][28] - Amazon is not only a publisher but also a demand-side platform (DSP), and their partnership is multifaceted, involving both CTV and inventory monetization [29][30] Agency Partnerships - Agencies are increasingly building their own exchanges and leveraging Magnite's technology to curate better deals for clients [37][39] - This shift is seen as a way for agencies to regain control over media planning and pricing [36] Competitive Landscape - The company views the ongoing legal challenges faced by Google as a potential opportunity for market share gain, with a significant disparity in market share (60% for Google vs. 6% for Magnite) [45][46] - Any shift in market share could result in substantial revenue increases for Magnite [47] Impact of GenAI and Search Engines - The rise of GenAI and changes in search engine behavior are expected to impact traffic to publishers, but Magnite believes its diverse portfolio will mitigate risks [54][56] - The company is developing AI tools to enhance audience targeting and efficiency in ad buying [58] M&A Strategy - Future M&A activities will focus on enhancing product offerings without increasing debt, leveraging cash flow for acquisitions [63][64] Financial Outlook - Magnite is positioned as a highly leveraged business, with expectations of margin expansion as ad spend increases without proportional increases in costs [65][66] Additional Important Insights - The company is optimistic about its ability to adapt to changes in the advertising landscape, including the potential for new revenue streams from search engines [55] - The focus on building a robust technology infrastructure and partnerships is seen as critical for future growth [18][19] This summary encapsulates the key insights from the conference call, highlighting Magnite's strategic direction, growth opportunities, and competitive positioning in the digital advertising industry.

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John Malone, the billionaire media executive who helped engineer the merger of Warner and Discovery, said institutional investors will embrace a standalone studio and streaming business when it’s separated from the company’s cable TV channels https://t.co/cRaFAZzK1Y ...