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Posted

Preliminary non-binding bids due tomorrow.  3 bidders: Paramount SkyDance (David Ellison); Netflix; and Comcast.  All 3 create different industry challenges.  A Paramount/WBD merger creates a monster, probably outsizing the Mouse.  Netflix has historically shun the box office for streaming.  Would they continue to do so?  The acquisition would vastly enhance their production capabilities (and selfishly for our company this is by far the best outcome), and Comcast, who doesn't want the cable networks, may be forced to buy them, and if that is the case, may not have the money. 

WBD is simultaneously looking at splitting its studio and tv businesses, but that might not maximize shareholder value.  Whatever happens, it could be one of the biggest industry resets in ages, if not ever. 

Posted
2 hours ago, Sbbruin said:

Preliminary non-binding bids due tomorrow.  3 bidders: Paramount SkyDance (David Ellison); Netflix; and Comcast.  All 3 create different industry challenges.  A Paramount/WBD merger creates a monster, probably outsizing the Mouse.  Netflix has historically shun the box office for streaming.  Would they continue to do so?  The acquisition would vastly enhance their production capabilities (and selfishly for our company this is by far the best outcome), and Comcast, who doesn't want the cable networks, may be forced to buy them, and if that is the case, may not have the money. 

WBD is simultaneously looking at splitting its studio and tv businesses, but that might not maximize shareholder value.  Whatever happens, it could be one of the biggest industry resets in ages, if not ever. 

Why are they looking to sell? 

Posted
30 minutes ago, Biff Tannen said:

Why are they looking to sell? 

They want to split the theatrical/studio production group from the cable networks, but in order to do their fiduciary duty to maximize shareholder value they have to see if the market will provide a higher share price than a split would.

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