Not to put it too strongly, uh, Peter Spino joins us now from Wolf Research. Peter, it's great to see you. Let's start with the issues that you see facing Paramount.>> Well, Paramount has a rich library, but they're competing in a game defined by scale from a subscale position. Paramount has fewer streaming subscribers. It has a lower revenue per streaming subscriber.And the productivity of the film and TV studio over the last 10 to 20 years has been lower than others in Hollywood. And so while the library ...

Group 1: IonQ - IonQ is a quantum computing company positioned in an early-stage market with growing interest from enterprises and governments seeking alternatives to classical computing [2] - The company offers commercially accessible quantum hardware through a cloud-based "quantum as a service" model, lowering adoption barriers for customers [3] - Analysts expect rapid revenue growth through 2026 as pilot projects convert into long-term commercial contracts, supported by partnerships with major cloud platforms like Microsoft Azure [3] - If quantum computing transitions from experimentation to practical applications, even modest adoption could significantly impact IonQ's financial profile and lead to a valuation re-rating [4] - Key risks include ongoing losses, share price volatility, and uncertainty regarding the timing of widespread quantum adoption [4] Group 2: Roku - Roku has transitioned from a streaming hardware business to a connected TV platform primarily driven by advertising and subscription revenue [7] - The platform revenue has outpaced overall growth due to increased streaming engagement and improved ad monetization [8] - The shift of advertising budgets from traditional television to streaming is a central tailwind, supported by Roku's large user base and expanding relationships with major advertisers [8] - Connected TV is one of the fastest-growing segments in digital advertising, and Roku's scale positions it to capture a growing share of that spend [9] - Improvements in ad technology and potential political advertising related to the U.S. midterm elections in 2026 could further enhance revenue and margins [9] - Risks include competition, uneven hardware performance, and exposure to cyclical advertising demand [9]

Key Takeaways Disney's $1B OpenAI partnership enables AI-driven content creation and broad internal deployment.The deal includes exclusivity, equity warrants, and plans to enhance Disney experiences using APIs.AI initiatives span content creation, targeted advertising, and park operations via robotics and analytics.Disney's (DIS) landmark $1 billion investment in OpenAI positions the entertainment giant at the forefront of generative AI adoption, yet persistent headwinds in linear television and streaming c ...

As the person who green-lights content for Netflix, the 55-year-old Bela Bajaria is the queen of streaming, the person who decides how over 300 million subscribers around the world on any given night will watch shows and movies.And her strategy clearly works.The scale of her power is unprecedented. Read more about her: https://t.co/cOj9siYTos #PowerWomen📸: Ethan Pines for Forbes ...

Ten 100% Rotten Tomatoes Scored 2025 Shows To Watch Right NowWe are approaching the end of the year, and you may be gearing up for time off from work or school. There will be a lot of downtime, which means a lot of streaming, which means finding things to watch without scrolling through six streaming services for hours at a time. https://t.co/7BIAtB4kfJ ...

Business Strategy & Market Position - Disney controls valuable IP and distribution channels, generating over $90 billion annually [2] - Disney's flywheel system translates entertainment IP into experiences and products, driving revenue across the company [11] - Disney aims to integrate its television business, serving fans across streaming and linear channels [12][13] - Disney is developing a super app to personalize the Disney Plus experience and reduce friction for users [33][34] Streaming & Content - Disney Plus launched with 10 million subscribers in the first 24 hours [9] - Disney's streaming business turned a profit for the first time in 2024, but remains behind Netflix [23] - Disney focuses on curating content rather than creating a "fire hose" of content [25] - FX's Shogun had 70% Japanese dialogue and became FX's biggest hit ever, signaling a move towards global and localized content [29][31] Leadership & Challenges - Declining revenues from traditional TV and movie theaters pose challenges as studios compete in the streaming market [4] - Political challenges have put Disney and its subsidiaries like ABC in the spotlight [4] - Disney is navigating succession planning, with Dana Walden as a potential candidate for CEO [5][46] - Disney is approaching AI in storytelling with actors, writers, and directors to protect human contributions [39]

Core Viewpoint - The competition between Netflix Inc. and Paramount Skydance Corp. for Warner Bros. Discovery Inc. highlights the contrasting valuations of struggling cable TV networks and the strategic importance of a strong content library in the streaming industry [1][7]. Bidding Details - Paramount has initiated a bidding war with a $30-per-share all-cash offer, valuing Warner Bros. at $108.4 billion, including debt, aiming to counter Netflix's previously announced offer of $27.75 per share [2]. - The $2.25 difference in share price between the two offers is attributed to the inclusion of struggling cable channels in Paramount's bid, which Netflix's offer excludes [3]. Financial Backing - Paramount's bid is supported by $11.8 billion from CEO David Ellison's family and $24 billion from Middle Eastern sovereign wealth funds, with additional participation from RedBird Capital Partners and Affinity Partners [4]. Potential for Increased Bids - Paramount's banker indicated that the $30-per-share offer is not the final proposal, suggesting the possibility of higher bids [5]. Netflix's Position - Netflix has the option to match Paramount's offer if deemed superior by Warner Bros., and its executives expressed confidence in the approval of their deal [6]. Importance of Content - The acquisition of Warner Bros. would significantly enhance Paramount's streaming service, which currently has about 80 million subscribers, by adding valuable titles like Game of Thrones and Batman [7]. - For Netflix, acquiring Warner Bros. would further solidify its lead in the streaming market, reaching over 300 million households globally [8]. Cable TV Industry Challenges - The cable TV business is facing significant declines, with Warner Bros. planning to spin off its pay-TV networks by 2026, reflecting broader industry trends [9]. - Warner Bros.' cable audience dropped 26% in Q3, with a revenue decline of 5% to $20.2 billion last year [12]. Valuation of Cable Channels - Analysts estimate the value of Warner Bros.' cable channels, which are set to be spun off, to be between $2 to $4 per share, potentially influencing the bidding dynamics [10][13]. Regulatory Considerations - Regulatory approval is a critical factor in determining the success of either bid, with concerns raised about antitrust issues related to Netflix's offer [13][14].

Lucas did a really good job in explaining the differences in structure of the deals and also the different perspectives of each party, but I wondered if you'd help our audience understand what the difference is between a Netflix joined with Warner Brothers Discoveries streaming and studio business versus a Paramount Sky Dance taking the entire thing. What does that look like. >> You and Lucas have already done a great job, so I'll try to pitch in here.really WBD and Paramount more redundancies, more overlap ...

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Simple question for you to start, Rich. What happens next. You know, it is really anyone's guess.You know, we've now got this hostile offer, tender offer from the Olsens and from Paramount. Obviously, shareholders are going to have to, you know, really look at this. I mean, you've got you know, the offers are very different, right.Because one is for just the streaming and studios and you're going to end up with a resulting sort of equity that is the cable network piece. And, you know, depending on how that' ...