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SPG Global's Simon Gallagher on Paramount Skydance's hostile bid for Warner Bros. Discovery
Youtube· 2025-12-08 17:19
Paramount Skydance's hostile bid coming after Netflix announced last week that it would acquire Warner Brothers Discovery for $72 billion, a move that attracted scrutiny from President Trump as well over the weekend. Joining us now is SPG Global Principal and former Hulu and Netflix executive Simon Gallagher. Do you agree with Ellison.>> No, I don't. I think uh he is looking at it on a streaming service versus streaming service basis. You need to look at it on an all media basis.So if you're going to evalua ...
Oracle earnings preview. Netflix, Paramount Skydance battle for Warner Bros.
Youtube· 2025-12-08 16:07
[music] Happy Monday and welcome to opening bid. I'm Yahoo Finance executive editor Brian Sazy. [music] I am looking forward to getting some big tech predictions from former Cisco CEO John Chambers.John is always on the mark with his big calls. That chat is just moments away. Here's what's on my mind today though.Netflix begins to make its case for Warner Brothers with a new twist. Uh Netflix co Ted Sarandis met with President Trump ahead of going public with his $72 billion deal for Warner Bros. Trump said ...
Paramount Skydance's hostile bid for Warner Bros. Discovery, Berkshire's top stock picker to leave
Youtube· 2025-12-08 15:24
Welcome to Morning Brief presented by [music] Robin Hood, the Home to Commission free trading. I'm Julie Heyman. Let's get to the three things you need to know today.First up, the Federal Reserve will issue its allimportant [music] rate decision this week. The central bank widely expected to cut rates at its meeting, but the Fed is still concerned about persistent [music] inflation, adding uncertainty to its path forward. Bets on a December rate cut have helped boost investor sentiment recently, but there i ...
Tide Teams Up with Netflix's Stranger Things 5 to Reimagine its 1987 Letters to Tide Campaign Featuring New Boosted Formula
Businesswire· 2025-12-08 15:00
CINCINNATI--(BUSINESS WIRE)--Tide®, America's #1 trusted laundry detergent brand, is proud to announce its partnership with Netflix's Stranger Things for the show's highly anticipated fifth and final season. This collaboration celebrates the show's most memorable looks - like Eleven's pink dress and Dustin's 'Camp Know Where' tee - with stain-induced scenes inspired by the show, like Demogorgon-goo and pizza grease, putting Tide's most advanced formula yet to the test. The partnership is brough. ...
Paramount Skydance CEO on hostile bid for WBD: 'We're really here to finish what we started'
Youtube· 2025-12-08 14:44
I am here now uh with David Ellison, the chairman and CEO of Paramount, which this morning has launched a $30 allcash tender offer to acquire Warner Brothers Discovery, a company that I believe you bid at the last count six times for. >> Correct. >> Um but did not come up with the prize that you sought, hence this morning's news.David, why are you doing this. >> So, look, we're really here to uh to finish what we started. like just to kind of take you through the road in terms of how we got here.On December ...
These 3 Little-Known Stocks Are Analyst Favorites
Yahoo Finance· 2025-12-08 13:48
Core Insights - A few mega-cap stocks dominate investor focus and influence the S&P 500's performance, yet there are still opportunities in less noticed market segments. Investors should look for stocks with attractive valuations and strong Wall Street support to identify potential winners [3] Company Analysis - GFL Environmental Inc. (NYSE: GFL) is highlighted for its strong value metrics and positive analyst ratings, with a projected earnings growth of nearly 83% in the coming year and a potential upside of about 28%. The company has a low price-to-earnings (P/E) ratio of around 7, indicating it is undervalued compared to peers [4][7] - GFL has shown resilience in its business model by serving a diverse client base across residential, commercial, and industrial sectors, which has helped maintain steady operations despite market fluctuations [4] - The company recently reported a record adjusted EBITDA margin of 31.6% and a 6.3% increase in pricing due to improved volumes, contributing to its stock recovery after a decline earlier in the year [6][8] Market Conditions - GFL's stock experienced a downward trend from July to November due to external pressures such as commodity prices and economic factors affecting construction volumes. However, recent performance indicates a turnaround, with the stock now up marginally year-to-date [5][8] - The company is also expanding through mergers and acquisitions, with executives projecting annual revenue of up to $6.6 billion for 2025 following an increase in full-year guidance [6]
The Warner Bros. acquisition is 'a must-do' for Netflix, says Activate CEO Michael Wolf
Youtube· 2025-12-08 13:27
Netflix's winning bid for Warner Brothers Discovery's film and streaming assets still has obviously a long way to go before it's finalized. Joining us now with his take on the deal, former MTV president and COO Michael Wolf. He's co-founder uh and CEO of Activate. Just what what do you think what had happened and and your overall impression? >> I it's a must do for Netflix >> for Netflix. >> And there are a couple reasons. One, for anybody to succeed in streaming, they need two things. They would need one g ...
Inside the Netflix-Warner Bros. deal: BofA's Jessica Reif Ehrlich on what's next
Youtube· 2025-12-08 13:11
Core Viewpoint - The proposed acquisition of Warner Brothers Discovery Studios and its streaming platform by Netflix is seen as a significant opportunity due to the unparalleled value of its intellectual property (IP) assets, although the situation remains fluid with multiple bidders involved [2][3][4]. Company Analysis - Bank of America Securities has raised its price target for Warner Brothers to just under $29 per share, up from a previous target of $24, indicating confidence in the attractiveness of Warner Brothers as an asset [1][2]. - The valuation of Warner Brothers has dramatically changed in the past nine months, reflecting increased interest from various bidders [3]. - Netflix's subscriber base is estimated to be between 325 million and 350 million, while HBO Max has 128 million subscribers, suggesting a significant market opportunity for Netflix to leverage HBO content [6]. Market Dynamics - The regulatory landscape surrounding the acquisition is uncertain, with predictions indicating a 19% chance of the deal closing by the end of 2026, down from a previous 59% [7][8]. - The competitive landscape is shifting, with other companies like Paramount and Comcast needing to reassess their strategies in light of Netflix's potential acquisition of Warner Brothers [11][12]. - There is speculation about potential mergers among weaker players in the industry, such as a combination of Paramount and Discovery Global Networks, which could create a stronger entity to compete against Netflix [18][19].
Netflix and the Hollywood End Game
Stratechery By Ben Thompson· 2025-12-08 11:00
Listen to this post:Log in to listenWarner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought a second-hand projector and started showing short films in Ohio and Pennsylvania mining towns; in 1907 they bought their first permanent theater in New Castle, Pennsylvania. Around the same time the brothers also began distributing films to other theaters, and in 1908 began producing their own movies in California. In 1923 the brothers formally incorporat ...
Trump Warns Netflix-Warner Bros. Deal 'could Be A Problem'
RTTNews· 2025-12-08 10:34
While talking about Netflix, Inc.'s $83 billion deal to acquire Warner Bros. Discovery, Inc., US president Donald Trump said the streaming video giant's very big market share could be a problem in culminating the mega deal.Netflix, which announced the proposed $72 billion equity transaction for the media and giant last week, is seeking regulatory approval in the US and in Europe. Netflix reportedly has agreed to pay a $5.8 billion break-up fee to Warner Bros. if the deal is blocked by antitrust officials.T ...