Tag: M&A

Warner Bros. Discovery has set an April 23 shareholder vote to approve its $110 billion sale to Paramount Skydance, marking the final procedural step before closing and signaling the deal has shifted fully into execution. The $31 per share offer,…

Skip examines a Netflix exec's recent claim that Paramount’s $6B in projected merger synergies are “code for job cuts,” arguing the framing is designed for regulatory and competitive impact rather than financial precision.

David Ellison confirmed that if Paramount closes its acquisition of Warner Bros. Discovery, HBO and Paramount+ will merge into a single streaming service surpassing 200 million subscribers, consolidating billing, ad tech, identity, and engagement data into one platform. The move…

Netflix declined to match Paramount Skydance’s revised $31 per share bid for Warner Bros. Discovery, signaling that the asset didn’t meet its return threshold despite strategic appeal. Investors rewarded that discipline, sending Netflix shares up more than 10% after hours…

Skip explores what would happen to Max if Netflix or Paramount Global acquires Warner Bros. Discovery, and whether the app and studio assets would operate independently or be folded into a larger platform. He breaks down how identity systems, billing…

Warner Bros. Discovery is reviewing an increased takeover offer from Paramount Skydance, with analysts expecting a revised bid in the $32 to $35 per share range, up from the prior $30 proposal. David Ellison’s willingness to raise the offer, clarify…

The E.W. Scripps Company is restructuring its local broadcast operating model around AI, automation, and centralized production to drive $125 million to $150 million in incremental annualized EBITDA by 2028. With Q3 2025 revenue down 19% and local media revenue…

Netflix is preparing an all-cash offer to acquire Warner Bros. Discovery’s studio and streaming assets, restructuring its original cash-and-stock proposal to speed up the approval process. Backed by $59 billion in financing, the move comes as Paramount Skydance intensifies its…

Warner Bros. Discovery formally rejected Paramount’s $30 per share hostile takeover bid, calling the offer “illusory” and lacking firm financial backing from the Ellison family. The board cited significant regulatory and execution risks, while reiterating support for its signed Netflix…

Harmonic is selling its video business to MediaKind for $145 million to double down on broadband infrastructure, particularly its vCMTS platform supporting DOCSIS 4.0 rollouts at Comcast and Charter. This move frees Harmonic to align fully with operator demand and…