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Paramount facing competition for Warner Bros. Discovery as Comcast could emerge as suitor
New York Post· 2025-10-09 23:02
The list of suitors for Warner Bros. Discovery is poised to get longer – with possible bidders that include cable-TV giant Comcast, On The Money has learned.As first reported by The Post, Paramount Skydance chief David Ellison is in talks with private equity giants including Apollo Global Management to join a possible bid to buy Warner Bros. Discovery – a megadeal that could be worth more than $60 billion.Sources said Ellison is casting for alternative sources of cash amid doubts whether his dad Larry Ellis ...
David Ellison won't talk about buying Warner Bros. — but everyone thinks he will.
Business Insider· 2025-10-09 19:12
Does David Ellison, who just bought Paramount, want to buy Warner Bros. Discovery next? Most everyone in the media business thinks so. And multiple outlets have reported that Ellison, backed by his father, Oracle founder Larry Ellison, plans to bid for WBD, whose assets include HBO, the Warner Bros. movie and TV studio, and cable channels including CNN.Onstage at a Bloomberg event on Thursday, David Ellison refused to answer questions about his plans. That's not a surprise — a company won't formally announ ...
Paramount Skydance talking to Apollo, buyout firms to join possible $60B Warner Bros. Discovery bid: sources
New York Post· 2025-10-08 16:10
Paramount Skydance chief David Ellison is in talks with major private equity firms to join his possible bid to buy Warner Bros. Discovery – a megadeal that could cost upwards of $60 billion, The Post has learned.Potential investors weighing the WBD deal include Apollo Global Management – the buyout giant that in spring 2024 had made a $26 billion, debt-fueled offer for Paramount before ultimately losing that race to Skydance, people with direct knowledge of the situation said.Led by billionaire CEO Marc Row ...
Can WBD's Studio Business Emerge as the Core Engine of EBITDA Growth?
ZACKS· 2025-10-07 17:06
Key Takeaways Studios' revenues surged 55% year over year in the second quarter of 2025 to $3.8 billion.WBD expects Studios' EBITDA to top $2.4 billion in 2025, advancing toward its $3 billion target.New DC titles and blockbuster releases are driving renewed franchise strength.Warner Bros. Discovery’s (WBD) Studio segment, comprising Warner Bros. Motion Pictures, DC Studios and Warner Bros. Television, is the creative backbone of the company’s entertainment ecosystem. The division develops, produces and dis ...
How a Netflix bid for Warner Bros Discovery could reshape India's entertainment landscape
MINT· 2025-10-07 08:16
Netflix is said to be preparing to bid for Warner Bros Discovery, a major Hollywood studio with a vast library of films and TV shows, a move that could significantly impact the future of the entertainment industry, including in India. Popular movies from the DC Comics franchise and HBO shows such as Game of Thrones, currently split between different networks, could possibly come to Netflix, helping it strengthen its hold over premium, urban viewers. Moreover, this could result in opportunities for distribut ...
Jim Cramer on Warner Bros: “It Came Alive This Quarter Past”
Yahoo Finance· 2025-10-05 09:15
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the noteworthy Q3 stocks Jim Cramer was focused on. Cramer discussed the company’s past underperformance and recovery, as he commented: “The third winner is Warner Brothers Discovery, which had been a long-time underperformer, but it came alive this quarter past, rallying over 70% thanks first to an improved balance sheet and a better box office, and then of course to takeover chatter… David Zaslav, the CEO of Warner Brothers Discovery, has been tempted ...
Paramount's CEO David Ellison has high hopes of using his attorney to lure Zaslav to sell Warner Bros. Discovery
New York Post· 2025-10-05 00:19
Group 1 - Paramount Skydance's CEO David Ellison is attempting to persuade David Zaslav to sell Warner Bros. Discovery (WBD), leveraging the expertise of new hire Makan Delrahim, a former antitrust chief [1][2] - Delrahim's strategy includes highlighting the potential consequences for Zaslav if he does not sell, referencing the recent sale of Paramount's media empire for $8 billion after delays [2] - Zaslav has engaged Goldman Sachs to explore selling WBD, indicating interest from major players like Netflix, Amazon, and Apple, which complicates Ellison's bid [3][6] Group 2 - Warner Bros. has achieved significant box office success, being the first studio to earn $4 billion in 2023, and HBO Max is profitable with strong subscriber growth [5] - Zaslav is actively reducing debt from the TimeWarner acquisition and restructuring the company to facilitate a potential sale, separating cable channels from streaming and studio operations [5][6] - Zaslav is reportedly seeking a bid in the $30 range for WBD's streaming and studio assets, significantly higher than the $22 to $24 per share that Ellison is rumored to be preparing [7][12] Group 3 - Delrahim's assessment suggests that potential buyers like Netflix and Amazon face regulatory hurdles, particularly due to existing consent decrees and antitrust scrutiny [10][11] - Apple is also seen as a less likely suitor, as it prefers to build content organically rather than through acquisitions [11] - The dynamics of the deal-making process are complicated by Zaslav's experience and connections, including his mentorship under notable figures in the industry [12][13]
Embrace the tape Q3 winners can still rally, says Jim Cramer
Youtube· 2025-10-01 23:57
Core Viewpoint - The third quarter's stock performance reveals significant winners and losers, with a focus on the implications of the government shutdown being less impactful on stock performance than initially thought [2][4]. Group 1: Third Quarter Winners - Apploven emerged as the best-performing S&P 500 stock, rallying 105% in the third quarter, driven by its mobile technology services for app developers [5][6]. - Western Digital and Seagate Technologies also performed well, with Western Digital up nearly 88% and Seagate up almost 64%, benefiting from the market's demand for data storage solutions [7][8]. - Warner Brothers Discovery saw a resurgence with a 70% increase, attributed to an improved balance sheet and potential takeover discussions [9][10]. - Corning, known for its glass products, rallied 56% due to its fiber optic glass technology, which is crucial for data centers [12][13]. - Teradyne, a semiconductor test equipment manufacturer, increased by 53% for the quarter, showcasing its strong market position [14]. - Robinhood, appealing to younger investors, rose 53% as it integrated cryptocurrency into its offerings [17][18]. - Intel's stock appreciated nearly 50% under new leadership, focusing on balance sheet improvements and strategic partnerships [19]. - Invesco, a money management firm, saw a 45% increase, reflecting the overall positive market conditions [20][21]. Group 2: Third Quarter Losers - Chipotle was identified as a potential comeback candidate despite a 30% decline, as the company has a history of recovery after management adjustments [22]. - Other notable losers included managed care, cable, used cars, and Invisalign braces, which are viewed as less likely to rebound in the near term [23]. Group 3: Market Outlook - The overall sentiment suggests that the winners from the third quarter are likely to continue performing well through the end of the year, although the most significant gains may have already been realized [24].
X @The Wall Street Journal
Review: "Bring Her Back," a horror film on HBO Max directed by Michael and Danny Philippou, features Sally Hawkins as the foster mother of two step-siblings https://t.co/J9JVSyvx87 ...
Fox Corporation (FOX): A Bull Case Theory
Yahoo Finance· 2025-09-30 14:36
We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOX. Fox Corporation's share was trading at $55.43 as of September 23rd. FOX’s trailing and forward P/E were 11.29 and 13.50 respectively according to Yahoo Finance. Copyright: wihtgod / 123RF Stock Photo Tubi, Fox Corporation’s wholly owned free, ad-supported streaming service (FAST), has demonstrated notable growth, with its viewership share reac ...