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Former TikTok CEO Mayer on the battle for WBD: ‘For Paramount, it's more of a must-win situation'
Youtube· 2025-12-12 17:01
Core Insights - The ongoing bidding war for Warner Brothers Discovery is significant for both consumers and the Hollywood industry, with implications for content creators [1] - The merger of major buyers in Hollywood, such as Warner Brothers Discovery, could negatively impact creative output and opportunities for content creators [2][3] - The challenges facing Hollywood include declining box office revenues, reduced attention from younger audiences, and the decrease in pay TV subscriptions [4] Company Dynamics - The bidding process for Warner Brothers Discovery is competitive, with Paramount likely to make a higher bid, indicating that the situation is still evolving [6][7] - Paramount's need for Warner Brothers Discovery is more urgent compared to Netflix, which views the acquisition as a beneficial addition rather than a necessity [8]
Former TikTok CEO Kevin Mayer calls Disney-OpenAI deal a ‘smart move’ for the entertainment giant
CNBC Television· 2025-12-12 16:58
Joining us now first on CNBC, Candle Media co-founder and co-CEO Kevin Mayer. Also former Disney chief strategy officer as well as the former CEO of Tik Tok. Kevin, it's great to have you here.Welcome. >> Always good to be here. Thank you for having me.>> So would you have done this deal with with Open AI if you were leading Disney. >> Well, I think there's an inevitability to Hollywood having to intersect with this technology for sure. I don't know the details other than that which was reported about about ...
X @Investopedia
Investopedia· 2025-12-12 15:30
The Walt Disney Company and OpenAI announced a deal Thursday that will make Disney characters available through the ChatGPT maker's image and video generation tools, and see Disney invest $1 billion in OpenAI. https://t.co/wb3WmTaeqI ...
电视剧《反人类暴行》将播 揭露侵华日军731部队残酷人体实验
Xin Hua She· 2025-12-12 08:52
广电总局电视剧司相关负责人表示,该剧揭露了日本侵华的滔天罪行,批判日本军国主义的反人类 本质,揭穿日本军国主义的鼓动性、欺骗性、迷惑性,警醒所有爱好和平的中国人民和世界人民团结起 来,珍爱和平、守护和平,坚决反对一切逆历史潮流而动、妄图开历史倒车的行径。(记者白瀛) 侵华日军第七三一部队罪证陈列馆馆长金成民表示,该剧整体叙事框架高度符合真实历史,具有重 要的历史传播意义和现实教育意义。 作为国家广播电视总局2025年度电视剧引导扶持专项资金项目,电视剧《反人类暴行》将于12月13 日开播。该剧以双线叙事结构,揭露侵华日军731部队残酷人体实验和泯灭人性暴行,批判日本军国主 义体制性罪恶。 本剧导演牟芯岑介绍,创作团队从剧情脉络、叙事角度、呈现方式等方面,力求以全面、深刻、多 维的创新影视语言表达,深刻剖析和揭露日本军国主义泯灭人性滔天罪行背后的组织体系、历史本质和 思想根源,树立历史镜鉴。 ...
S&P 500 Hits New Record as Oracle Shares Slide | Closing Bell
Youtube· 2025-12-11 23:04
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with the global simulcast start at Carol Massar. Tim Sandvik there in the radio booth.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with you to post that day, post Oracle Day. And you take a look at the price action Carol Massar And what does it tell you. I know we've had what, two records Dow and S&P intraday like ...
Broadcom earnings analysis, OpenAI debuts ChatGPT 5.2, Disney & OpenAI impact on ad market
Youtube· 2025-12-11 23:00
Group 1: Broadcom's Performance - Broadcom shares surged after reporting better-than-expected fourth-quarter results, with a revenue growth of approximately 28%, surpassing the anticipated 24% [2][5] - The company expects AI semiconductor revenue to double year-over-year to $8.2 billion, indicating strong momentum in this segment [4][6] - Broadcom's adjusted EBITDA margin was reported at 68%, exceeding the forecast of 67%, showcasing robust operational efficiency [6] Group 2: AI Semiconductor Market - The AI semiconductor revenue grew by 74% in the October quarter, with expectations for continued growth over the next four to six quarters [7][10] - Broadcom is positioned as a leader in custom silicon development, particularly with Alphabet's TPUs, which could see a fivefold increase in business over the next five to six years [8][9] - The company is expected to gain significant market share in the broader compute market, especially compared to competitors like Nvidia [10] Group 3: Media Industry Developments - Disney announced a $1 billion investment in OpenAI, allowing users to generate content using its popular franchises, raising questions about the future of content creation [36][38] - The partnership reflects a shift in how advertisers may approach creative strategies, with a trend towards more engaging and interactive advertisements [40] - The ongoing competition among media companies, including Netflix and Paramount, indicates a dynamic landscape where content creation and distribution are evolving rapidly [42][44] Group 4: Market Trends - The Dow and S&P 500 reached new all-time highs, with the S&P 500 equal-weighted index also breaking records, indicating broad market strength [22][23] - The tech sector faced pressure, particularly with Oracle's stock decline, highlighting the volatility within the technology market [19][22] - The performance of metals, particularly silver and copper, has shown significant increases, suggesting a potential upward trend in commodity markets [33][34]
Paramount Skydance may raise bid for Warner Bros. Discovery by 10% after going hostile: sources
New York Post· 2025-12-11 21:46
Core Viewpoint - Paramount Skydance is considering increasing its takeover offer for Warner Bros. Discovery (WBD) from $30 to as much as $33 per share to counter Netflix's merger agreement [1][2]. Offer Details - The potential raised offer would total nearly $86 billion, which would cover the $2.8 billion breakup fee WBD would incur if it terminates the Netflix merger [2]. - The Ellisons are prepared to add at least $2 more per share as a "sweetener" to attract WBD shareholders [3]. Strategic Timing - Paramount Skydance plans to wait until December 22 for WBD's board to respond to its initial $30-a-share offer, which it argues is superior to Netflix's $30.75 cash-and-stock bid [4]. Competitive Landscape - Netflix is reportedly considering a counter-bid for WBD in response to any moves made by Paramount Skydance [5]. - David Zaslav, CEO of WBD, indicated that an offer of $35 per share could lead to a favorable response from WBD's board [8]. Legal and Regulatory Considerations - The Ellisons argue that their cash offer presents less antitrust risk compared to Netflix's proposal, which involves significant streaming overlap [11]. - Political connections are also at play, with Larry Ellison's ties to President Trump potentially influencing regulatory approval [10][12]. Spin-off Implications - Netflix's plan to spin off WBD's cable assets could result in a new company managed by current WBD executives, which may not provide shareholders with the expected value [15].
Disney Licenses Characters to OpenAI, Takes $1 Billion Stake
Bloomberg Technology· 2025-12-11 21:37
This is a big step in IP licensing in the world of generative A. I. Yeah, there's been a lot of anxiety about how I will affect the entertainment industry and Disney's support.Its investment in open A. I. is a huge development.I mean, this is something that we didn't really expect. There's been a lot of, you know, tension and controversy with AI in film. Dave Lee of Bloomberg Opinion.I get what open air I get out of this. A library of creature characters, 200 of them. What does Disney actually get out of it ...
The Next Rupert Murdoch? Inside David Ellison's $108 Billion Bid For Warner Bros.
Forbes· 2025-12-11 21:00
Core Insights - Rupert Murdoch's News Corp. is launching a West Coast version of the New York Post, named The California Post, in early 2026, marking a significant moment in Murdoch's long career [2] - David Ellison, CEO of Paramount Skydance, is positioning himself as a major media consolidator with a $108 billion bid for Warner Bros. Discovery (WBD), reflecting a modern approach to media empire building similar to Murdoch's [3][5] Group 1: David Ellison's Media Strategy - Ellison's aggressive deal-making includes a recent $8.4 billion merger of Paramount and Skydance, and he has made significant moves in Hollywood, such as acquiring creators from Netflix and securing UFC broadcasting rights [4][5] - The competition between Paramount and Netflix for control of WBD represents a significant consolidation effort in Hollywood, echoing Murdoch's historical media strategies [5] - If successful, Ellison's acquisition of WBD would give him control over major media properties, including CNN, HBO, and DC, potentially reshaping the media landscape [6][15] Group 2: Implications for CNN and News Media - Ellison has indicated plans for "sweeping" changes to CNN if he gains control, suggesting a shift in editorial direction that could align with a more centrist approach to news [6][7] - His vision for a scaled news service aims to appeal to a broad audience, reminiscent of Fox News' strategy to engage viewers it believes are underserved [7] - The potential influence of Ellison's ownership over WBD could mirror Murdoch's impact on American journalism, as both seek to consolidate media power [15][16] Group 3: Deal Dynamics and Future Outlook - Ellison's pursuit of WBD has involved multiple proposals, culminating in a $30 per share cash offer, demonstrating his commitment to the acquisition despite challenges [11][12] - The upcoming deadline for WBD to inform shareholders about its recommendation on Paramount's offer is set for December 22, which could significantly alter the competitive landscape in Hollywood and beyond [17]
X @Cointelegraph
Cointelegraph· 2025-12-11 20:15
🔥 NEW: Disney is investing $1 billion in OpenAI and signing a three-year deal that lets users create Sora and ChatGPT Image content featuring more than 200 Disney, Marvel, Pixar, and Star Wars characters starting next year. https://t.co/02KjXkfVI8 ...