由于担心更深入的削减和院线策略，华纳兄弟探索 （WBD） 的许多员工现在更倾向于Netflix （NFLX） 收购其制片厂/HBO Max，而不是派拉蒙天空之舞（PSKY）的收购；WBD获得7天的豁免期 以重新与派拉蒙接触。 由于担心更深入的削减和院线策略，华纳兄弟探索 （WBD） 的许多员工现在更倾向于Netflix （NFLX） 收购其制片厂/HBO Max，而不是派拉蒙天空之舞（PSKY）的收购；WBD获得7天的豁免期 以重新与派拉蒙接触。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Group 1 - Paramount's share price may exceed $32, influencing Netflix's bidding strategy [1] - Netflix may refrain from bidding if the asset is deemed 'not a must have' [1]

Paramount has cleared a 10-day waiting period after responding to a second request for information from the DOJ around its unsolicited offer for Warner Bros. Discovery. The company said today that the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Act means “there is no statutory impediment in the U.S. to closing” the acquisition. Paramount, unusually, had moved on regulatory approvals without a deal in hand. WBD has agreed to a sale of its assets to Netflix. Netflix is in the proce ...

Group 1 - Warner Bros. Discovery (WBD) has restarted negotiations with Paramount Global for a potential acquisition, requesting a final bid by February 23, following a previous rejection of Paramount's $108.4 billion offer for all assets [1] - WBD opted for a deal with Netflix worth $83 billion, focusing on streaming and film operations, prompting Paramount to initiate a hostile takeover and increase its offers [1] - Paramount's latest proposal maintains a cash offer of $30 per share, includes a $2.8 billion breakup fee to Netflix, and additional financial commitments if the deal is not completed by January 1, 2027 [1] Group 2 - The acquisition battle is primarily driven by the Ellison family, with David Ellison, CEO of Paramount, accelerating media expansion and planning significant reforms if the acquisition of WBD is successful [2] - David Ellison's strategy includes appointing new leadership in news and sports, and securing exclusive broadcasting rights for UFC, alongside developing new film projects [2] Group 3 - WBD is set to hold a shareholder meeting on March 20 to vote on Netflix's acquisition proposal [3]

2026.02.20 当地时间2月17日，华纳兄弟探索公司（WBD）宣布重启与派拉蒙天舞的交易谈判，派拉蒙天舞需在2 月23日前提交最终最优报价。 WBD去年拒绝了派拉蒙1084亿美元收购整个公司的方案，转而选择与流媒体巨头奈飞达成830亿美元协 议，仅仅出售流媒体与影业业务。尽管如此，派拉蒙天舞迅速向WBD的股东发起了恶意收购并多次提 高报价，甚至发起诉讼要求WBD解释为何认为奈飞的报价更优。重压之下，奈飞也被迫把此前的现金 加股票的形式改为全现金收购。 目前，WBD称派拉蒙天舞方面已有意将报价提高到31美元/股，但后者尚未公开提高其报价。哥伦比亚 法学院商业教授塔利（Eric Talley）表示："这场堪称史上最'死气沉沉'的企业竞购战，终于该进入实质 性价格争夺阶段了。" 本文字数：1652，阅读时长大约3分钟 作者 |第一财经 程程 关于好莱坞百年老店华纳兄弟的收购之战如今再添变数。 埃里森家族会成为下一个"默多克"吗？ 这场"蛇吞象"的推进离不开派拉蒙背后的埃里森家族。派拉蒙天舞的首席执行官大卫·埃里森是世界第 六富豪、甲骨文创始人拉里·埃里森的儿子。 派拉蒙为何执着"蛇吞象" 数月以来，市值140 ...

Philippe Laffont, a hedge fund manager with an excellent track record, sold Nvidia and bought Netflix in the fourth quarter.Billionaire Philippe Laffont runs Coatue Management, a hedge fund that beat the S&P 500 (^GSPC 0.28%) by 112 percentage points over the last three years. Beating the S&P 500 by any margin over an extended time period is impressive, but outperforming to that degree is astonishing.Laffont made interesting trades in the fourth quarter. He sold 667,400 shares of Nvidia (NVDA 0.11%), a bran ...

Core Insights - Apple is following Netflix's successful strategy by acquiring full ownership of the hit series "Severance," which has garnered significant acclaim and awards [4][7] - The acquisition is part of Apple's broader strategy to enhance its streaming service by focusing on original content and premium programming [10][11] Group 1: Acquisition Details - Apple acquired the rights to "Severance" from Fifth Season for approximately $70 million, retaining the original creative team [4] - "Severance" has been a major success for Apple TV, receiving 27 Emmy nominations and winning eight awards [4] Group 2: Challenges and Future Plans - The series faced production challenges due to the pandemic and Hollywood strikes, leading to delays between seasons [5] - Apple plans to produce future seasons in-house and is considering expanding the franchise with spin-offs and international versions [6] Group 3: Market Position and Strategy - Apple positions itself as a premium brand in the streaming market, contrasting with competitors that offer broader content libraries [8][10] - Despite not disclosing subscriber numbers, estimates suggest Apple TV has around 45 million subscribers, with the service currently operating at a loss of over $1 billion annually [9] Group 4: Long-term Outlook - Apple's strategy of slowly entering markets and building a strong presence has been successful in other product categories, indicating potential for growth in streaming [11] - The company's stock is currently valued at a premium, reflecting confidence in its long-term strategy and recent successes in other segments [12]

Warner Bros. Discovery (NASDAQ:WBD) on Tuesday rejected the latest hostile takeover bid from Paramount Skydance (NASDAQ:PSKY), giving the David Ellison-led company until February 23 to submit its "best and final offer." This offer can be matched by Netflix Inc. (NASDAQ:NFLX) under the terms of the merger agreement, Warner Bros said in a statement. In the pre-market trading session on Tuesday, shares of Warner Bros. Discovery and Paramount climbed 2.72%, each, while Netflix was trading 0.70% higher at last ...

Sarandos周四在接受采访时表示，奈飞与华纳兄弟的合并"对院线更为有利"，因为奈飞可以借助华纳兄 弟已搭建的发行渠道，将自家影片推向影院。 他表示："如果这笔交易顺利达成，院线有望迎来更多高质量影片。" 智通财经APP获悉，奈飞(NFLX.US)联合首席执行官Ted Sarandos表示，若公司成功收购华纳兄弟探索 公司(WBD.US)，未来将有更多电影登陆大银幕，以此回应好莱坞业内对这笔重磅收购案的核心质疑 ——该交易关乎这家行业标志性影视公司的归属。 奈飞已承诺，华纳兄弟的影片将享有45天独家院线窗口期。但Sarandos在周四采访中表示，无意将这一 承诺落实为书面条款。 "我不会将其写入书面协议，因为我不希望做完这笔交易，反而让我们未来陷入莫名其妙的竞争劣 势，"他说道。 若派拉蒙成功收购华纳兄弟，已承诺将合并后公司的年产量提升逾一倍，至每年30部电影。 Sarandos则质疑派拉蒙无法兑现这一承诺，原因是后者在收购后需致力于削减债务、降低成本，并指责 对方散布不实信息。 "这比目前运营健康的影视公司年产量多出近10部，"他表示，"我认为这基本不可能实现。" 尽管奈飞已于去年12月签署协议，以720 ...

Netflix co-CEO Ted Sarandos says the company’s bid to acquire Warner Bros. Discovery offers great value to Warner Bros. shareholders and Netflix. He speaks with @EdLudlow and @Lucas_Shaw on Bloomberg Television https://t.co/NPndVxG8w0 https://t.co/g6UHgi0lxp ...