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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78090)	9/12/2025 1:51:23 PM
From: Sean Collett	1 Recommendation Recommended By E_K_S Respond to of 78478

<< Could they compete with NFLX?>> IMO, yes. I think Netflix has made a wonderful pivot during the streaming wars but they have benefited by how poorly executed competition has been which has led to subpar content creation all over. WBD has been a disaster for years. They have rebranded the streaming platform some five times! Content has been okay but I think not enough up to prior standards. You type in HBO in Google and this is the header you get: Living off legacy. I think the combined IP they have with PSKY/WBD gives them a deep library to leverage. The core will be they need to tap into the old magic of HBO and start driving quality content creation again. Strong shows that draw an audience in. If you think about what Netflix has produced content wise there's nothing that really has made a cultural impact like what HBO was known for. Maybe OZARK and a few others but often anything good they've cancelled before it could really flesh itself out. If the combined company can tap into this again + leverage the library they have then there is a good growth story here. Happy investing, Sean

To: E_K_S who wrote (78090)	9/12/2025 2:04:32 PM
From: Madharry	Respond to of 78478

psky and wbd both moving up nicely today. I wonder how much insider information is floating around re pricing of the offer.

To: E_K_S who wrote (78090)	9/14/2025 10:32:12 AM
From: Madharry	Read Replies (2) \| Respond to of 78478

I asked Grok: $26 per share Paramount Skydance (PSKY) is reportedly preparing a majority-cash takeover bid for Warner Bros. Discovery (WBD), backed by the Ellison family, as a strategic move to acquire the entire company—including its studios, streaming service (Max), and cable networks—before WBD's planned 2026 split. This would create a media giant with over 200 million streaming subscribers, $20 billion in TV ad revenue, and synergies estimated at $3–5 billion annually. No official bid has been submitted as of September 14, 2025, but analysts project a likely offer around $26 per share based on WBD's current valuation (post-50% stock surge to ~$19.18), its $30.7 billion net debt, and a 20x multiple on the Streaming & Studios segment (implying ~$26/share) plus $4/share for Global Networks. This equates to a ~36% premium over the pre-rumor price and clears CEO David Zaslav's $16.80/share change-of-control threshold. Higher bids (up to $30/share) could emerge if competitors like Amazon, Apple, or Comcast enter, but $26 aligns with PSKY's financing capacity and deal logic. Regulatory hurdles, including antitrust scrutiny on studio/news consolidation, remain risks.