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Billionaire investor Mario Gabelli on the battle for Warner Bros. Discovery
Youtube· 2026-02-24 17:44
time. Joining us now is longtime media investor, positions in WBD, Paramount, Sky Dance, and Netflix, Gamco Investors chairman and CEO Mario Gabelli. So, so just remind us how how much how how big of a shareholder are you in Warner Brothers and which way do you lean.>> Oh, well, there's 25, you know, there's two and a half billion shares at 30. That's close to $75 billion of market cap. Uh, it's clearly one of the top 20 holdings.It's probably a couple hundred million dollars with a very low cost basis, but ...
Warner Bros. weighing revised bid from Paramount Skydance as bidding war escalates
New York Post· 2026-02-24 16:11
Warner Bros. Discovery  said Tuesday it was considering a new bid from Paramount Skydance without disclosing the value of the deal, as the CBS owner makes a last-ditch effort to thwart Netflix from buying the coveted Hollywood studio.The latest offer is higher than Paramount’s previous bid of $30 per share in cash, or $78 billion including debt, for the whole of Warner Bros., a source familiar with the matter told Reuters on Monday.The offer followed a week of talks between the companies to address concerns ...
Ryman Hospitality Properties(RHP) - 2025 Q4 - Earnings Call Transcript
2026-02-24 16:02
Ryman Hospitality Properties (NYSE:RHP) Q4 2025 Earnings call February 24, 2026 10:00 AM ET Company ParticipantsAri Klein - Director of Equity ResearchColin Reed - Executive ChairmanCooper Clark - VP of Equity ResearchDaniel Politzer - Executive Director of Equity ResearchDavid Katz - Managing DirectorDuane Pfennigwerth - Senior Managing DirectorJay Kornreich - Vice President of REIT Equity ResearchJennifer Hutcheson - CFOJohn DeCree - Head of Institutional Investor ResearchMark Fioravanti - President and C ...
Netflix Stock: Is NFLX Underperforming the Communication Services Sector?
Yahoo Finance· 2026-02-24 15:34
Valued at a market cap of $321 billion, Netflix, Inc. (NFLX) provides entertainment services. The Los Gatos, California-based company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages. Companies valued at $200 billion or more are typically classified as “mega-cap stocks,” and Netflix fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the entertainment indus ...
Warner Receives Revised Bid From Paramount
Yahoo Finance· 2026-02-24 14:27
Warner Bros. studios in Burbank, Calif. Warner said it is reviewing Paramount’s revised bid. - brehman/epa-efe/shutterstock Warner Bros. Discovery said Tuesday it has received a revised offer from Paramount to buy its entire company, but didn’t provide details of what the offer included. Warner said it is reviewing the bid. The board is tasked with determining if it is superior to Netflix’s signed agreement to acquire its prized movie and TV studios and HBO Max streaming service. Most Read from The Wall ...
Warner Bros Discovery is now running a merger auction with a March 20 deadline and Hollywood's future at stake
Yahoo Finance· 2026-02-24 13:51
Warner Bros Discovery is now running a merger auction with a March 20 deadline and Hollywood's future at stake Proactive uses images sourced from Shutterstock Netflix has a signed deal and the cash to defend it. Paramount has a higher bid and a political edge. The Warner Bros board has roughly three weeks to decide which gamble it prefers The bidding war for Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) has entered its most consequential phase, with a new Paramount offer on the table, an activist inve ...
Warner Bros. Discovery says Paramount makes higher bid, board will weigh offer against Netflix deal
CNBC· 2026-02-24 13:32
Core Viewpoint - Warner Bros. Discovery (WBD) is reviewing a higher takeover offer from Paramount Skydance while maintaining its existing agreement with Netflix [1][2][3] Group 1: Takeover Offer - Paramount Skydance has submitted a revised proposal to acquire WBD, which is currently under review by WBD with the assistance of financial and legal advisors [3] - WBD had previously announced plans to re-engage in deal talks with Paramount under a seven-day waiver from Netflix [2] Group 2: Existing Agreements - WBD has an agreement with Netflix to sell its legacy media group's studio and streaming businesses, which remains in effect despite the new proposal from Paramount [2][3] - The WBD Board continues to recommend the Netflix transaction to shareholders, advising them not to take any action regarding the amended Paramount Skydance tender offer at this time [3]
Warner Bros reopens door to Paramount, putting Netflix deal in doubt
Yahoo Finance· 2026-02-24 13:22
By Dawn Chmielewski Feb 24 (Reuters) - Warner Bros Discovery opened the door on Tuesday to Paramount Skydance after the rival bidder raised its offer to $31 per share. The intense bidding war for the studio behind Batman and Harry Potter has reached a fever pitch, with the board signaling that Netflix may lose ‌its place as the preferred suitor. Paramount enticed Warner's board back to the bargaining table last week by raising the possibility of an improved cash offer ‌for Warner shareholders. In its ...
VENU Partners with AmpThink to Advance Operational Efficiencies Through Advanced Technology Integration
Businesswire· 2026-02-24 13:00
VENU Partners with AmpThink to Advance Operational Efficiencies Through Advanced Technology IntegrationFeb 24, 2026 8:00 AM Eastern Standard Time# VENU Partners with AmpThink to Advance Operational Efficiencies Through Advanced Technology IntegrationShare---Latest technology for immersive content being leveraged for state-of-the-art fan and artist experiencesVENU Partners with AmpThink to Advance Operational Efficiencies Through Advanced Technology IntegrationCOLORADO SPRINGS, Colo.-- ([BUSINESS WIRE])-- [V ...
浙商证券:AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景
智通财经网· 2026-02-24 05:57
AI大幅压缩漫剧生产成本,促成低成本和高ROI,大幅提升盈利空间 智通财经APP获悉,浙商证券发布研报称,2025年漫剧市场规模预计突破200亿量级,随着各大平台推 出的漫剧扶持计划落地,漫剧极有可能成为下一个现象级风口。AI大幅压缩漫剧生产成本,促成低成 本和高ROI,大幅提升盈利空间。该行坚定看好头部企业业绩及其前景。行业商业化路径正在从单一分 账模式向以IP为核心的多层级变现结构升级。 浙商证券主要观点如下: 漫剧市场规模迅速起量,从短剧体系内的新尝试升级为一条具备独立用户心智、成熟供给结构与可持续 商业模式的内容赛道 2025年全年抖音上线漫剧约60947部,总播放量超过700亿(对应内容分成比例该行预计在billion量级), 其中最火爆者——《斩仙台下,我震惊了诸神》播放量超过10亿,抖音大盘投流日耗突破2000万元。25 年市场规模预计突破200亿量级。2025年微信生态漫剧上架数量同比上涨3380%,体现出对漫剧的需求 在微信生态呈爆炸式增长。随着各大平台推出的漫剧扶持计划落地,漫剧极有可能成为下一个现象级风 口。 漫剧的商业化路径正在从单一分账模式向以IP为核心的多层级变现结构升级 IP从内 ...