Yeah. >> Why does it make sense to give your competitor Paramount Sky Dance a week to negotiate with Warner Brothers if you already have a deal with them. >> Well, best if we start with where we're at, which is we have the only signed deal with Warner Brothers to acquire Warner Brothers Studios and Warner Brothers Television Studios and HBO.That is a signed deal that we have. um Peace Sky Paramount have been making a ton of noise, you know, flooding the zone with confusion for for shareholders. Uh so they d ...

Yeah. >> Why does it make sense to give your competitor Paramount Sky Dance a week to negotiate with Warner Brothers if you already have a deal with them. >> Well, best if we start with where we're at, which is we have the only signed deal with Warner Brothers to acquire Warner Brothers Studios and Warner Brothers Television Studios and HBO.That is a signed deal that we have. um Peace Sky Paramount have been making a ton of noise, you know, flooding the zone with confusion for for shareholders. Uh so they d ...

Warner Brothers Discovery and Netflix Merger - Warner Brothers Discovery (WBD) has set a shareholder vote date for March 20th regarding its proposed merger with Netflix, and has begun mailing its definitive proxy statement [1] - Netflix has granted WBD a limited 7-day waiver to negotiate with rival bidder Paramount Sky Dance, which has proposed a potentially higher per share offer but has not yet submitted binding terms [2] - WBD's board continues to support the Netflix deal, labeling it as the superior and more certain option, while urging shareholders to reject any proposal from Paramount Sky [2] Amazon's Stock Performance - Amazon's stock has experienced a significant decline, dropping nearly 20% over the past 10 trading days, which has resulted in a loss of approximately $450 billion in market value [4] - Despite a slight recovery, Amazon's shares are still down 12% over the past 52 weeks, reflecting ongoing investor concerns regarding its $200 billion AI and infrastructure spending plan [3][4] Micron's Manufacturing Capacity - Micron is reportedly investing $200 billion to expand manufacturing capacity in Boise, Idaho, in response to a significant memory chip shortage that has affected various companies, including Apple and Qualcomm [5] Alibaba's AI Model - Alibaba has launched a new AI model that is said to be 3.5% cheaper and more efficient in processing workloads compared to its predecessor [6] Upcoming Earnings Reports - Analysts expect Carvana's revenue to grow nearly 50% year-over-year to $5.25 billion, with earnings projected at $116 per share [7][8] - Door Dash is anticipated to report revenue of $4 billion, reflecting a 40% year-over-year increase, with earnings per share expected at $1.29 [8]

奈飞联合首席执行官：确信为华纳兄弟达成的交易是最具价值的方案。 来源：滚动播报 ...

We're back on Morning Trade Live. Here's where Warner Brothers, Netflix, and Paramount are trading to start the week as the back and forth to acquire Warner Brothers continues. We are mixed.We've got Warner Brothers Discovery High by 2.3%. Netflix is down one and a half. Paramount Skyance is up 5.8%.So, that very much is the focus of the morning trade. Joining us now for a closer look is Marley Kalin. And Marley, it wouldn't be an M&A Monday on a Tuesday without an update on this uh ongoing saga and another ...

Core Viewpoint - Warner Bros. Discovery (WBD) is concerned about potential employee departures if Paramount's Skydance successfully acquires the company over Netflix, which could lead to job insecurity among its workforce [1][2]. Group 1: Employee Concerns - WBD's board expressed that there may be significant employee and talent losses during the pre-closing period if Paramount's bid is selected over Netflix's [2]. - The board highlighted that the issue of employee retention has been a persistent concern, previously mentioned in a January filing [2]. Group 2: Financial Implications - Paramount has promised investors $6 billion in cost savings, which WBD's board believes would likely result from workforce reductions due to overlapping business operations [6]. - Netflix has indicated it expects to save between $2 billion and $3 billion if it acquires WBD's assets, primarily through reduced licensing costs rather than significant layoffs [7]. Group 3: Bidding Details - Netflix's bid stands at $27.75 per share for WBD's most valuable assets, while Paramount has proposed $30 per share for the entire company, including its cable networks [8]. - Both bids are all-cash offers, and the final decision may hinge on the valuation of WBD's TV networks and the extent of Paramount's willingness to increase its bid [8].

奈飞(NFLX.US)跌近2%，报75.35美元。消息面上，华纳兄弟探索将暂时重启与派拉蒙天舞的交易谈 判，并预计派拉蒙的报价将超过每股31美元。华纳兄弟探索称，奈飞同意给其7天时间与派拉蒙谈判， 公司仍然"完全致力于"与奈飞达成交易。对此，奈飞表示，坚信其向华纳兄弟探索提出的报价具有"更 高价值"。(格隆汇) ...

来源：环球市场播报 核心要点 华纳兄弟探索周二表示，在获得奈飞授予的7 天豁免期后，将重启与派拉蒙天空舞蹈的收购谈判，以评 估派拉蒙收购华纳全部股权方案中存在的 "不足"。 这家传统媒体公司目前已与奈飞达成流媒体与影业业务的并购协议。派拉蒙在与奈飞的竞购中失利后， 直接向华纳兄弟探索股东发起恶意收购要约，报价每股 30 美元。 华纳兄弟探索在公告中称： 华纳兄弟探索首席执行官戴维・扎斯拉夫在声明中表示： "整个过程中，我们唯一的关注点是为华纳股东实现价值最大化与确定性。我们已就派拉蒙方案中的不 足和改进方向给出明确指引。我们现在与派拉蒙接触，是为了确认其能否通过最终最优报价，拿出一份 可执行、有约束力、能为华纳股东提供更优价值与确定性的方案。" 华纳兄弟探索周二同时宣布，将于3 月 20 日召开股东特别大会，并表示董事会仍一致推荐与奈飞的交 易，而非派拉蒙的报价。 奈飞在声明中称，此次股东大会日期是 "我们与华纳交易的重要里程碑"。 "根据华纳与奈飞的并购协议条款，奈飞已向华纳提供有限豁免，允许华纳在2026 年 2 月 23 日截止的 7 天内，与派拉蒙天空舞蹈（PSKY）进行谈判，以便为华纳股东厘清情况， ...

Group 1 - Paramount increased by 2.5% [1] - Warner Bros. rose by 2.7% [1] - Netflix has opened a 7-day negotiation window [1] Group 2 - Masimo saw a significant increase of 34.7% [1] - Danaher declined by 5.9% following a proposed $10 billion acquisition of Masimo [1] Group 3 - Norwegian Cruise Line increased by 5.9% as activist investor Elliott built a position exceeding 10% [1] Group 4 - General Mills fell by 3.4% after the company lowered its annual sales and profit forecasts [1]

Warner Brothers Discovery setting a special meeting date to March 20th and unanimously recommending uh shareholders vote for the Netflix merger, but it's giving Paramount an opportunity to negotiate a better deal. David Faber joins us now. David, all over the weekend, you know, I saw other financial types all saying, "Look, uh, there's things under the surface here, uh, going on in terms of Paramount and Warner Brothers and something is likely uh to be happening." Um, can you make sense of of what it actual ...