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X @Bloomberg
Bloomberg· 2025-12-05 23:30
The deal Netflix struck to purchase the streaming and studio assets of Warner Bros. is likely to impact the entertainment industry for decades. Here's what to know https://t.co/2I6VFAlmar ...
Why Netflix agreed to pay almost $72B for Warner Bros. Discovery, SpaceX seeks $800B from share sale
Yahoo Finance· 2025-12-05 22:04
[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go until the closing bell and stocks are higher.Let's welcome in now Jared Blickery joining us to break down the headlines. Jared, what are you seeing in the markets. >> We've got some small gains and I think investors will take that.That's what's supposed to happen this time of year. Here's the Dow. This is perfect example.up 160 points or about 1/3 of a percent. Uh kind of choppy in ...
What experts say about Netflix's offer to buy Warner Bros. film and streaming assets
CNBC Television· 2025-12-05 21:56
Netflix winning the bidding war for Warner Brothers Discovery this morning. A huge transaction worth $72 billion. [music] >> The combination of Netflix and Warner Brothers creates a better Netflix for the long term.It sets us up for success for decades to come. [music] I don't think Netflix is buying Warers for the stock value. They've got that.They're the growth stock. What they need is to grow subscribers and to grow the overall uh audience and they see the intellectual property and the library that Warne ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-05 21:00
Netflix’s deal with Warner Bros. Discovery is expected to be investigated by the Justice Department, which has already begun considering how it would further cement the streaming company's dominance in the media industry https://t.co/voirhFjkfq ...
Netflix–Warner Bros. Discovery deal will ‘ultimately destroy Hollywood,’ says Matt Stoller
CNBC Television· 2025-12-05 17:16
Joining us this morning is Matt Stler, research director for the American Economic Liberties Project. Matt, it's good to see you. Thanks for joining us today. >> Hey, thanks for having me.>> Your piece doesn't mess around. You call it an illegal deal. You say the ideal scenario is is a trial uh that puts some Hollywood executives and filmmakers or or financiers on display.>> Yeah, that's right. I think that that Hollywood is a a great national security asset. It's a great thing for America and it's been suf ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-05 15:33
🚨What we know about the new Netflix Warner Bros. merger:The companies agreed after Warner Bros. split its studios and HBO Max streaming business from its cable networks.This deal would reshape the entertainment industry. ...
Fox Corporation (FOXA): A Bull Case Theory
Yahoo Finance· 2025-12-04 17:01
Core Thesis - Fox Corporation is experiencing a bullish sentiment driven by its streaming platform Tubi, which is gaining market share and is expected to contribute to profitability in the coming years [1][4]. Company Overview - Fox Corporation operates in the news, sports, and entertainment sectors in the United States, with its stock trading at $65.50 as of November 28th [1][2]. - The trailing and forward P/E ratios for Fox Corporation are 14.72 and 14.79, respectively [1]. Tubi's Performance - Tubi has achieved a 2.2% share of total TV viewing as of October, making it the sixth-largest streaming service in the U.S., surpassing established brands like NBC's Peacock and Warner Bros. Discovery [2][3]. - Tubi's growth is notable as it operates as a free ad-supported service, appealing to cord-cutters and younger demographics seeking free, on-demand content [3][4]. Future Expectations - There are expectations that Tubi will start generating incremental profits in 2026 and 2027, which is central to Fox's growth narrative [4]. - Tubi's ability to increase engagement, expand advertising inventory, and utilize Fox's content pipeline positions it as a strategic growth engine for the company [4].
Roku, Inc. (ROKU): A Bull Case Theory
Yahoo Finance· 2025-12-04 16:59
We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.'s share was trading at $96.79 as of November 28th. ROKU’s forward P/E was 84.03 according to Yahoo Finance. Copyright: antonioguillem / 123RF Stock Photo Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. ROKU is increasingly emerging as a meaningful player in the broad ...
Paramount can win long-term with or without buying Warner Bros. Discovery, says Rich Greenfield
CNBC Television· 2025-11-26 14:17
In media news this morning, reports saying that Warner Brothers Discovery is asking bidders to submit new Sweden offers by Monday. So, a lot of bankers are going to be working overtime this Thanksgiving. Rich Greenfield, co-founder of Lightshed Partners, good morning to you. What do you think these bids look like? I know you've you've you've said before that you know you think that Comcast Brian Roberts who controls this company at least currently uh needs to do this deal but also it appears that Netflix ma ...