Bring in show music, please. >> This is Squawk Pod and I'm CNBC producer Cameron Costa. On today's episode, will they won't they? >> This could take a while. >> Warner Brothers Discovery tells shareholders that Netflix's deal is better than Paramount's hostile bid. It's drama fit for a prestige streaming series. Netflix co-CEO Greg Peters sat down with CNBC's David Faber only on Squawkbox. He says they are the ones to win. >> Our deal structure is clean. It's certain. We're a scaled company with, you know, ...

Core Insights - McKesson's stock slightly outperformed the market following its fourth quarter fiscal 2025 results, gaining 0.5% while the S&P 500 index declined by less than 0.1% [1] Financial Performance - McKesson reported revenue of $90.8 billion for the fourth quarter, representing a 19% increase compared to the same quarter last year [2] - The company's non-GAAP net profit grew by 15% to nearly $1.3 billion, translating to $10.12 per share [2] - Despite strong growth, McKesson's revenue fell short of the consensus analyst estimate of $93.5 billion, and adjusted profitability was below the expected $9.81 per share [3] Strategic Moves - CEO Brian Tyler highlighted the strength of McKesson's core pharmaceutical distribution business and the expansion of its oncology platform as key drivers of strong results [3] - McKesson announced plans to spin off its medical-surgical solutions unit into a new independent company [3] Future Guidance - For fiscal 2026, McKesson provided guidance for adjusted net income per share in the range of $36.75 to $37.55, exceeding the previous estimate of $33.05, with the consensus estimate at $36.83 [4]