HBO及HBO Max流媒体服务
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大片来了:特朗普女婿入局7600亿华纳“截胡”战
阿尔法工场研究院· 2025-12-12 11:32
以下文章来源于棱镜 ,作者温世君 棱镜 . 腾讯新闻出品栏目,《棱镜》聚焦泛财经深度记录。 甲骨文创始人拉里 · 埃里森今年身家 曾 短暂超越埃隆 · 马斯克,一度成为世界首富。 作者 | 温世君 编辑 | 孙春芳 导语:超级富二代"大干"奈飞。 "这笔交易会破坏市场竞争环境!"拨通美国总统的电话后,81岁的甲骨文创始人拉里 · 埃里森——特朗普的长期铁杆盟友,明确表达了对这起并 购的不满。 12月5日,奈飞(Netflix)宣布以827亿美元(5848亿人民币)收购华纳兄弟探索(WBD)旗下核心资产,包括华纳兄弟影视版权及制作业务、 HBO及HBO Max流媒体服务。交易对价含每股27.75美元、合计720亿美元的股票加现金,同时奈飞还将承接华纳兄弟探索约107亿美元债务。 如果一切顺利,这将是近十年来全球规模最大的并购交易。但消息一经披露,便迅速惊动了最高权力中枢。 其实,在奈飞与华纳兄弟探索公布并购方案前,埃里森家族就已经是志在必得的竞逐者。眼看目标即将落入他人之手,除了拉里 · 埃里森向白 宫"陈情"外,更是打算拿出真金白银准备截胡: 12月8日,派拉蒙天空之舞(Paramount Skydance) ...
世界第二富豪也告御状
Xin Lang Cai Jing· 2025-12-10 10:11
Core Viewpoint - The article discusses the potential acquisition of Warner Bros. Discovery by Netflix and the subsequent counteroffer from Paramount Skydance, led by Larry Ellison's son, David Ellison, highlighting the competitive dynamics and implications for market competition and content ownership in the streaming industry [3][22][30]. Group 1: Acquisition Details - Netflix announced an $82.7 billion acquisition of Warner Bros. Discovery's core assets, including HBO and HBO Max, with a stock and cash component of $72 billion and assumption of $10.7 billion in debt [3][22]. - Paramount Skydance made a counteroffer of $108.4 billion in cash, proposing $30 per share for Warner Bros. Discovery's entire asset package, which includes additional channels like CNN [22][23]. Group 2: Market Competition and Antitrust Concerns - The merger would result in Netflix and HBO Max controlling 33% of the U.S. streaming market, raising antitrust concerns as it exceeds the 30% threshold set by U.S. regulatory guidelines [6][24][25]. - The acquisition of Warner Bros. would consolidate significant content assets, including popular franchises like Harry Potter and Game of Thrones, which are crucial for attracting subscribers and maintaining competitive advantage [6][25]. Group 3: Strategic Implications for Paramount Skydance - Paramount Skydance aims to enhance its market position by acquiring Warner Bros. Discovery, as its current streaming service, Paramount+, holds less than 10% market share [9][27]. - The acquisition would allow Paramount Skydance to surpass 20% market share, positioning it competitively alongside Netflix and Amazon Prime Video, while also enriching its content library [27][30]. Group 4: Background on Larry Ellison and Industry Dynamics - Larry Ellison, founder of Oracle, has been a significant player in the tech industry and has leveraged his influence to impact media acquisitions, including his involvement in the Paramount Skydance bid [10][28]. - The article notes a trend of Silicon Valley companies entering Hollywood, with previous acquisitions like MGM by Amazon, indicating a shift in the media landscape towards tech-driven content strategies [18][34].