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Who needs Warner Bros. more: Comcast, Netflix, or Paramount? $CMCSA $NFLX $PSKY $WBD The LightShed Podcast, Ep. 288. With Brandon Ross and Walter Piecyk

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Rich Greenfield, LightShed 🔦

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11,173 görüntüleme • 9 ay önce •via X (Twitter)

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This weekend several parties are gearing up to bid on Warner Brothers Discovery in a heated auction. This comes a full quarter century since I advised Aol in their $183 billion merger with Time Warner in the largest deal in history in 2000, a deal way ahead of its time and massively financially lopsided (in my client’s favor). Who will win the bidding for Warner Bros. – Comcast, Netflix, Skydance Paramount or a dark horse candidate? My bet is on Paramount because Comcast’s Brian Roberts is economically rational and Netflix doesn’t need it. Plus, Skydance’s David Ellison has both his dad’s cash and connections (Saudi money?) and the right political connections (Trump) to get the deal greenlit. Whoever wins the auction, one thing’s certain: the real winner is David Zaslav who bet big on a high-risk leveraged play when he convinced AT&T to merge Warner Bros. with Discovery in deal at one point had $48 billion of debt – a deal that panned out after all at a time when legacy media is in decline. Very Disco!

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The DOJ approved the Paramount-Warner Bros merger without even telling the department's lawyers who were ready to shut it down. The next day David Ellison got dinner with Jared Kushner and Ivanka Trump. This is more than media consolidation, it's oligarchy consolidation.

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🚨Let’s think about this for a minute… Paramount buys Warner bros who owns CNN. David and Larry Ellison now own more than a third of tech and media with Trump right in the center of all this. Did Trump just takeover media?
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🚨Let’s think about this for a minute… Paramount buys Warner bros who owns CNN. David and Larry Ellison now own more than a third of tech and media with Trump right in the center of all this. Did Trump just takeover media?

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🚨🇺🇸 NETFLIX’S $72 BILLION TAKEOVER OF WARNER BROS SHAKES HOLLYWOOD TO ITS CORE Netflix just rewrote Hollywood’s future. The streamer announced a $72 billion cash-and-stock deal to acquire Warner Bros. Discovery’s film and TV studios, HBO, HBO Max, and gaming business... its largest acquisition ever and one of the biggest in media history. The offer values Warner Bros. at $27.75 per share ($23.25 in cash and $4.50 in Netflix stock), totaling $82.7 billion when factoring in debt. It beats rival bids from Paramount Skydance and Comcast and comes with a hefty $5.8 billion breakup fee if regulators block it. Netflix co-CEO Ted Sarandos said it’s all about growth and storytelling: “We can’t stand still. We need to keep innovating and investing in stories that matter most to audiences, and that’s what this deal is all about. The combination of Netflix and Warner Brothers creates a better Netflix for the long term. It sets us up for success for decades to come. Warner Brothers has some of the best entertainment in the world, period.” The merger would unite franchises like Harry Potter, Game of Thrones, and DC under one streaming roof, while preserving theatrical releases with shorter windows. Source: CNBC, Variety, Bloomberg
1:59

🚨🇺🇸 NETFLIX’S $72 BILLION TAKEOVER OF WARNER BROS SHAKES HOLLYWOOD TO ITS CORE Netflix just rewrote Hollywood’s future. The streamer announced a $72 billion cash-and-stock deal to acquire Warner Bros. Discovery’s film and TV studios, HBO, HBO Max, and gaming business... its largest acquisition ever and one of the biggest in media history. The offer values Warner Bros. at $27.75 per share ($23.25 in cash and $4.50 in Netflix stock), totaling $82.7 billion when factoring in debt. It beats rival bids from Paramount Skydance and Comcast and comes with a hefty $5.8 billion breakup fee if regulators block it. Netflix co-CEO Ted Sarandos said it’s all about growth and storytelling: “We can’t stand still. We need to keep innovating and investing in stories that matter most to audiences, and that’s what this deal is all about. The combination of Netflix and Warner Brothers creates a better Netflix for the long term. It sets us up for success for decades to come. Warner Brothers has some of the best entertainment in the world, period.” The merger would unite franchises like Harry Potter, Game of Thrones, and DC under one streaming roof, while preserving theatrical releases with shorter windows. Source: CNBC, Variety, Bloomberg

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