and changing quickly. Here now with more Tom Rogers, CNBC founder, now a contributor, senior adviser of Versent, which will soon be our parent company along with a hundred other titles we don't have time to get to. Tom, thanks for joining us.Nextar Intega, again, corporate names. Our viewers have no idea who they are, but they own a lot of local TV. What would that deal, if it happens, mean for television.Well, you need some regulatory change here. The courts have started to help. It looks like the FCC is u ...

Welcome back. Paramount and TKO striking a landmark 7-year $1.1% billion a year agreement making Paramount Plus the exclusive US home for the UFC that starts in 2026. Joining us now in a CNBC exclusive to talk about the deal and sports and who knows what else.TKO CEO Ari Emanuel and its president COO Mark Shapiro. Guys, thank you both. Right.Um David Ellison was sitting in this very studio on Friday. Did you guys have a deal done at that point. Just give me some sense here.How quickly did this come together ...

RT threadguy (@notthreadguy)Today I'm announcing @CounterPartyTV. The next chapter of the Threadguy stream.@macdegods and I are building this together.CounterParty is the evolution from a janky stream with a webcam and a whiteboard background to the next generation of finance media.“Round one” of the Threadguy stream saw genuine traction and PMF. it was obvious there was demand for the product and I realized I loved doing it.Interviewing and platforming the brightest traders, founders and thinkers making mo ...

Yeah, of course. So, I'll give you a couple of examples and and look, I want to be clear when we think about kind of our priorities, we think in order to be able to effectively transition this business, the number one thing we need to do is obviously win on content. And that means being the number one destination for the most talented artists and filmmakers in the world, number one destination for the most important sports rights.But when we talk about technology, what we mean is we want to be the most tech ...

Let's talk about the future and for our audience of course there's still a public float out there. You are the control shareholder uh on your group is certainly um three to five years for growth I think is what you said yesterday. You sort of were pointing to people that.So what does that mean for the next couple of years in terms of what the future holds for Paramount. Is it just about reorganizing, restructuring, trying to save money. >> So uh I would say is like one we we yes we've announced obviously $2 ...

Core Viewpoint - AMC Networks is facing ongoing challenges in the cable network industry but does not plan to sell or spin off its assets like some competitors [1][2]. Company Performance - AMC Networks reported a revenue decline to $600 million from $625.9 million year-over-year, despite exceeding analysts' forecasts [5]. - The company experienced an 18% year-over-year decline in advertising revenue, totaling $123 million, attributed to linear ratings declines and lower marketplace pricing [10]. - Affiliate revenue decreased by 12% to $151 million, due to basic subscriber declines and contractual rate decreases [9]. - Streaming revenue increased by 12% year-over-year to $169 million, with a slight increase in subscribers to 10.4 million [9]. Financial Outlook - The company anticipates strong cash flow, projecting it to reach $250 million this year [4]. - Despite a 6% drop in shares initially, the stock later rose by 21% on above-average trading volume, although it has fallen more than 25% year-to-date [4]. Strategic Positioning - AMC Networks differentiates itself from competitors like Versant and Warner Bros. Discovery by emphasizing its streaming business, which is expected to comprise the majority of revenue by 2025 [2]. - The CFO highlighted the company's diverse assets, including a studio and a robust streaming portfolio, which work synergistically [6]. - The Dolan family's control over AMC Networks suggests motivations beyond purely financial considerations, as the company is a smaller part of a larger empire that includes valuable assets like Madison Square Garden [7].

what's going on with Warner Brothers. >> Hey Andrew Warner Brothers discovery out with earnings this morning. Earnings coming in at $0.63% a share.Revenue 9.8% billion. That was ahead of expectations. Total adjusted EBITDA grew 9% to $2 billion over the prior year, driven by growth in streaming and studio segments.Streaming numbers reached 125.7% million. That's slightly ahead of estimates. Joining us now is Rich Greenfield Lightshed partners.Rich, great to have you with us. What's your first reaction to th ...

Core Viewpoint - The Walt Disney Company is experiencing revenue headwinds but shows enduring brand strength and improving profitability, particularly following Bob Iger's return to leadership [1][2]. Financial Performance - In Q2, Disney reported net revenue of $23.65 billion, a 2.1% increase year-over-year, with growth in Entertainment and Experiences offsetting declines in Sports [6]. - EBIT grew by 4%, segment operating income by 8%, adjusted earnings by 16%, cash from operations by 41%, and free cash flow by 51%, with adjusted earnings exceeding consensus by nearly 1200 basis points [7]. Business Strategy - The company is focusing on streaming and sports, integrating Hulu and Disney+ to create a more comprehensive streaming solution, and acquiring NFL media assets for ESPN [9]. - Disney's diversified business model and emphasis on quality are contributing to growth despite challenges in Q2 [6]. Market Outlook - Analysts are optimistic about Disney's stock, with a 12-month price forecast of $129.83, indicating a potential upside of 12.58% from the current price of $115.32 [10]. - Institutional investors own 66% of Disney's stock and are buying at a two-to-one pace in Q3, providing a strong market tailwind [12]. Capital Return and Shareholder Value - The company has reduced debt and total liabilities while increasing equity by 7%, despite share buybacks that lowered the share count by 1.2% [10][11]. - Dividend payments are expected to continue steadily, remaining below 20% of forecasted earnings, with an anticipated increase in 2026 [11].

How much does this story play into how you view the results coming out of Disney and what they should be saying about their future prospects and forecast. >> Yeah, I I don't I don't think it's the most meaningful piece of the puzzle. I I I think the the conversations probably two years ago that Disney was having were really trying to get the leagues to take equity stakes to sort of cement ESPN across a wide array of leagues to make ESPN sort of the de facto streaming destination for sports.That didn't happe ...

Disney earnings are out this morning. Uh earnings beat estimate revenue just slightly below. Joining us now is Hugh Johnson.Disney CFO Julia Borston uh is here as well. The stock um Hugh it's good to see you and I I don't know where you want to start. maybe start with earnings because I think uh on on the other news the stock was uh reacting positively is up at I think 122 now I think 117 116 uh after I guess maybe the Julia pointed out you've been beating revenue uh estimates right in recent quarters uh so ...