Is told, some of our colleagues, Bloomberg Television earlier this month that taking a look at Paramount's offer at the time, that they were pretty much offering to overpay for Warner Brothers. Has your view changed at all. Well, you know, once again, I think Warner Brothers and Zaslav has done a masterful job extracting extra value out of Warner Brothers.You know, obviously key assets that now these two mega giants won, mostly overpower that in financial sense, in the sense of paying 100 billion for Warner ...

Core Viewpoint - The ongoing competition for Warner Brothers Discovery is seen as beneficial for Lionsgate, highlighting the value of premium content and the attractiveness of its library to potential bidders [2][8]. Company Status - Lionsgate is currently positioned as a pure play content company following its separation from Stars, which is believed to be advantageous for its stock performance [5]. - The company has a billion-dollar run rate with margins exceeding $500 million, indicating its strong financial health and the value of its content library [4]. Market Dynamics - There are indications that private equity firms are interested in acquiring assets in the media sector, which could provide more operational flexibility for companies like Lionsgate [9]. - Strategic alliances are expected to yield higher valuations than private equity due to potential synergies, both in cost and revenue [10]. Competitive Landscape - Netflix and Paramount are identified as potential acquirers of Lionsgate, with Paramount seen as particularly in need of additional content to enhance its scale [6][7]. - The interest from major investors like Steve Mnuchin and Steve Cohen suggests that Lionsgate's stock is undervalued in the current market context [6].

Core Viewpoint - Guggenheim raised its price target on FOX Corp. to $85.00 from $75.00 while maintaining a Buy rating, highlighting FOX as a top investment idea in the media sector due to its focus on sports and news programming, which are driving revenue and profit growth despite industry challenges [1] Group 1: Financial Performance and Projections - Guggenheim increased its second-quarter adjusted EBITDA forecast to $452 million from $439 million, and raised its fiscal 2026 EBITDA estimate to $3.29 billion from $3.27 billion, driven by stronger-than-expected advertising trends at Fox News and continued pricing power in sports [3] Group 2: Market Position and Growth Drivers - FOX is positioned to benefit from strong advertising demand and moderating subscription declines compared to peers, aided by the rise of "skinny bundles" and an upcoming cycle of distributor renewals where FOX is expected to gain market share [2] - Additional growth catalysts for FOX include a robust content slate featuring the FIFA World Cup and U.S. elections, along with disciplined investments in growth initiatives such as Tubi, FOX One, and sports gambling [2] Group 3: Industry Context - The firm acknowledged that NFL contracts are likely to be renewed at higher costs ahead of their 2027 expiration, but believes the expense increase will be manageable and provide long-term visibility into the 2030s [3]

The war for the future of Warner Brothers continues, as Paramount Skydance announced Monday an amended all-cash offer for the legacy movie studio. The offer includes an “irrevocable personal guarantee” from a major backer, Oracle billionaire Larry Ellison, to provide tens of billions in equity financing for the deal. It’s the latest move by Ellison’s son, David Ellison — the CEO of Paramount Skydance — to pry the potential acquisition loose from his competition, the streaming giant Netflix. “Larry Elli ...

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Larry Ellison said he would provide an ‘irrevocable personal guarantee’ for the entire equity of Paramount’s offer - Toru Yamanaka/AFP or licensors The billionaire founder of Oracle has agreed to provide a personal guarantee of $40bn (£31bn) in an effort to revive Paramount’s hostile takeover bid for Warner Bros. Larry Ellison, an ally of Donald Trump and one of the world’s richest men, said he would provide an “irrevocable personal guarantee” for the entire equity of Paramount’s $108bn offer. Paramoun ...

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Core Viewpoint - Paramount has amended its hostile bid for Warner Bros. Discovery (WBD) to include a personal guarantee from Larry Ellison, supporting a $108 billion proposal, while WBD has accepted a lower bid from Netflix for $82.7 billion [1][2]. Group 1: Bid Details - The financial value of Paramount's offer remains at $30 per share, with an increased breakup fee of $5.8 billion, matching Netflix's offer [3]. - Larry Ellison has committed to providing an irrevocable personal guarantee of $40.4 billion for the equity financing of the offer and any damages claims against Paramount [2][3]. Group 2: Concerns and Criticism - WBD's board expressed concerns regarding the nature of Ellison's involvement, particularly about the trust through which he is participating, which could be subject to manipulation [2]. - Paramount criticized WBD for not raising concerns or demands for a personal guarantee during the 12 weeks leading up to WBD's acceptance of Netflix's offer [4]. Group 3: Market Impact - The competition for WBD is expected to significantly reshape the entertainment landscape, regardless of the outcome, and both bidders are likely to face regulatory scrutiny [4].

Netflix's acquisition of Warner Bros Discovery is poised to add more pressure to movie theatres, which are struggling to fill seats after the pandemic. The holiday release of Avatar: Fire and Ash, the... ...

Ellison, the son of Oracle Corp. ( ORCL ) co-founder Larry Ellison, isn’t out of the race. He has appealed directly to shareholders with a $30-a-share offer, hoping they will overrule the board. He can also increase his offer and use his father’s relationship with President Donald Trump to push for regulators to intervene and block the Netflix deal.It was too late. That night, the Warner Bros. board decided to sell the company’s namesake studio and HBO Max streaming business to Netflix Inc. ( NFLX ) For the ...