Netflix stocks is worth right it's in the within the collar it's worth at least 350 a share to the deal. I mean saying our cash versus theirs doesn't seem a fair comparison David. >> So so father respectfully I disagree.I mean look th those shareholders can basically go buy Netflix cash on the sorry Netflix stock on the open market if they want to and they're going to be sitting there with a linear stub that's valued at a dollar a share which is a business that's in secular decline that without the synergie ...

Summary of Comcast's 2025 Conference Call Company Overview - **Company**: Comcast (NasdaqGS:CMCSA) - **Date**: December 08, 2025 - **Key Segment**: NBCUniversal Key Points and Arguments NBCUniversal Performance and Strategy - NBCUniversal achieved significant accomplishments in 2025, executing its planned initiatives effectively [2][4] - The Versant spin-off is highlighted as a strategic decision aimed at benefiting shareholders, allowing NBCUniversal to focus on its core assets [2][3] - The remaining linear assets include NBC, Telemundo, and Bravo, which are integral to the strategy for Peacock [3][4] - The media segment generated $40 billion in global revenues, with a focus on leveraging content for streaming and parks [5][19] Streaming and Peacock - Peacock is positioned as a domestic-focused streaming service, leveraging NBC's legacy and content [14][22] - The service has seen a significant increase in subscribers, reaching 41 million, and improved EBITDA by $900 million over the last 12 months [18][19] - Upcoming major sports events, including the Super Bowl and NBA All-Star Game, are expected to drive engagement and subscriber growth [15][19] - Peacock's strategy includes partnerships with platforms like Amazon and Apple to enhance distribution [18] Warner Bros. Acquisition Attempt - Comcast explored a potential acquisition of Warner Bros. but ultimately decided against pursuing a deal that would stress its balance sheet [10][11] - The proposal included a significant equity stake in a combined entertainment company, which would have changed Comcast's streaming aspirations [11][12] - The management team felt reassured about their current strategies after evaluating the Warner Bros. opportunity [12] Connectivity Business - New leadership under Steve Crone aims to enhance competitiveness and operational efficiency in the connectivity segment [30][31] - The competitive environment remains intense, with aggressive promotions and a focus on a new go-to-market strategy that simplifies pricing [34][35] - Comcast will not implement a price increase in the first half of 2026, which may impact RPU growth and EBITDA [34][35] Wireless Strategy - The wireless business has become profitable, with a focus on retention and customer acquisition through bundled services [38][39] - Comcast aims to increase awareness and market penetration of its wireless offerings, leveraging its broadband services [40][42] Business Market and MVNO Strategy - The business services segment has grown to over $10 billion in revenue, with a focus on small to mid-sized enterprises [46] - The partnership with T-Mobile for MVNO services is expected to enhance offerings in the business market [46] Financial Outlook - Comcast anticipates returning to revenue and EBITDA growth in the second half of 2026, driven by the media segment and improved profitability from Peacock [49][51] - The company maintains a strong balance sheet and continues to prioritize capital allocation towards growth segments [54][55] Dividend Policy - Comcast plans to maintain its dividend policy, with a projected increase for shareholders in 2026, reflecting a commitment to returning capital [55] Additional Important Insights - The consolidation in the media industry is viewed positively, as it may lead to market healing and better long-term strategies [24][25] - The company is focused on investing in its leadership teams and growth segments, including parks, studios, and connectivity [54][55]

Paramount, a Skydance Corporation, announced Monday it has launched an all-cash tender offer to acquire the outstanding shares of Warner Bros. Discovery for $30.00 per share in cash, with the company suggesting it’s a "superior" offer than the recently announced Netflix deal. Paramount's proposed transaction is for the entirety of WBD, including the Global Networks segment that includes CNN and other cable assets. This comes after Netflix agreed to acquire Warner Bros. Discovery's film and television studio ...

Paramount launched a hostile takeover offer for Warner Bros. Discovery, taking its case for acquiring the company directly to shareholders just days after Warner agreed to a deal with Netflix. ...

Market Overview - The S&P 500 was approximately 0.3% below its all-time high set in October, while the Nasdaq Composite increased by 0.3% [4][6] - Trading across the broader market remained subdued, with most stocks lower [4][6] Company News - Warner Bros Discovery shares surged by 7.8% after Paramount made a direct bid to acquire the media group, offering $30 in cash per share [4][6] - Paramount's bid aims to displace Netflix's cash-and-stock offer for Warner Bros Discovery, which is under regulatory scrutiny [4][6] - Confluent's stock jumped by 28.7% following IBM's announcement of an $11 billion acquisition to enhance its artificial intelligence capabilities [4][6] - Carvana's shares rose by 6.9% after it was announced that the company would join the S&P 500 index on December 22 [5][6] - CRH and Comfort Systems USA also saw stock increases of 5.3% and 0.8%, respectively, as they were named new entrants to the S&P 500 index [5][6] Economic Indicators - Markets are anticipating a third interest rate cut from the Federal Reserve, with a decision expected on Wednesday [5][6] - Inflation remains above the Federal Reserve's 2% target, leading to divided opinions among policymakers regarding economic risks [5][6] - US Treasury yields were steady, with the 10-year yield at 4.14% [5][6] International Markets - Overseas stock markets showed mixed results, with Hong Kong's index declining by 1.2% and South Korea's benchmark rising by 1.3% [5][6]

Core Viewpoint - Paramount is making a $78 billion hostile takeover bid for Warner Bros. Discovery after being outbid by Netflix, which has offered $82.7 billion for the company, including debt [6][4]. Group 1: Paramount's Offer - Paramount's final bid was increased to $30 per share, representing a 139% premium over Warner's stock price of $12.54 on September 10 [14]. - The total enterprise value of Paramount's offer, including Warner's cable channels and debt, would be approximately $108.4 billion [14]. - Paramount's bid is backed by significant financial commitments, including $11.8 billion from Larry Ellison's family and $24 billion from Middle Eastern sovereign wealth funds [17][18]. Group 2: Netflix's Position - Netflix's offer includes a cash and stock deal valued at $72 billion, or $27.75 per share, and would take on over $10 billion in Warner Bros. debt [4]. - Netflix's co-CEO expressed confidence in their deal, stating it would benefit shareholders, consumers, and Hollywood workers [8]. - Concerns exist regarding regulatory approval for Netflix's acquisition due to its large market share [11][13]. Group 3: Regulatory and Market Implications - The involvement of political figures, including President Trump's family, complicates the regulatory landscape for both bids [5][19]. - Paramount is appealing directly to shareholders, bypassing Warner's board, and claims its offer is a "superior alternative" to Netflix's [7][9]. - The Warner Bros. board has expressed support for Netflix's bid, and shareholders will receive recommendations within 10 business days [6]. Group 4: Market Reactions - Following the news, shares of Warner Bros. increased by 4.4% to $27.23, while Paramount's shares rose by 9% to $14.57, and Netflix's shares fell by 3.4% to $96.79 [21].

Paramount Skydance (PSKY) announced on Monday a bid to acquire Warner Bros. Discovery (WBD) in an all-cash deal worth $30 per share, or roughly $108.4 billion, as the company moves to top Netflix's (NFLX) deal struck last week to acquire the storied studio. Paramount stock rose about 2% after the announcement, while Warner Bros. stock rose as much as 7%. Paramount's bid on Monday would see the company acquire all of Warner Bros.' assets. On Friday, Netflix agreed to acquire Warner Bros.' TV, film, studio ...

Paramount Targets Warner Bros. For Hostile Bid—Challenges Netflix Dealhttps://t.co/XaArabMlmk https://t.co/ChifCYLGRe ...

Group 1 - Paramount Skydance has launched a hostile bid valued at $108.4 billion for Warner Bros Discovery [1] - The bid aims to disrupt Warner Bros Discovery's existing deal with Netflix [1] - This move is characterized as a last-ditch effort by Paramount Skydance to secure a competitive position in the industry [1]

Federal Reserve Insights - The Federal Reserve's stance on interest rates and the US economy will be clarified through comments from Jerome Powell and the Summary of Economic Projections (SEP) [2][4] - Key figures to watch include Jerome Powell, Steven Myron, Michelle Bowman, and Christopher Waller, with a focus on potential dissenters within the FOMC [3][4] - The market anticipates a 25 basis point rate cut, with discussions around the possibility of starting quantitative easing following the end of quantitative tightening [5][6] Earnings Reports - Significant earnings reports are expected from major companies such as Adobe, Oracle, Broadcom, Costco, and Lululemon on Wednesday and Thursday [3][7] - Broadcom is highlighted as a key player in the AI sector, with expectations of strong performance despite Nvidia's recent post-earnings decline [7][8] - Lululemon and Costco's earnings will provide insights into the US consumer market [8] Netflix and Warner Brothers Merger - Netflix has won the bid to move forward with the Warner Brothers acquisition, but the deal is expected to face extensive scrutiny and could take a long time to finalize [10][11] - Paramount Sky has launched a $30 all-cash tender offer for Warner Brothers, raising the stakes in the bidding war [12][13] - The enterprise value of Warner Brothers has escalated to approximately $108.4 billion, indicating a competitive environment for the asset [14][16]