华纳兄弟表示，若Netflix修改报价后，董事会仍倾向于派拉蒙的收购方案，那么华纳兄弟则有权终止与 Netflix的协议。华纳兄弟称，在此之前，与Netflix的合并协议仍然有效，华纳兄弟董事会将继续建议股 东批准与Netflix的交易。 凤凰网科技讯北京时间2月27日，据《华尔街日报》报道，华纳兄弟探索公司周四表示，公司认定派拉 蒙修改后的收购报价优于其与Netflix达成的协议。这场围绕着老牌娱乐公司长达数月的争夺战出现了新 变数。 Netflix现在有四个工作日提出修改后的报价，供华纳兄弟董事会判断该报价能否与派拉蒙的最新出价相 匹配。派拉蒙寻求整体收购华纳兄弟，而Netflix的协议则针对华纳兄弟的电影电视工作室以及HBO Max流媒体服务。 派拉蒙占得先机 截至发稿，Netflix尚未就此置评。(作者/箫雨) ...

Key TakeawaysDell Technologies (DELL) shares surged 10% after the company forecasted $50 billion in AI server revenue for FY2027, supported by a record $43 billion backlog.The US Department of Defense is threatening to bar Anthropic from the military supply chain or invoke the Defense Production Act unless the company removes safeguard limits on its Claude Gov AI.Warner Bros. Discovery Inc. (WBD) has moved forward with a $111 billion bid from Paramount Skydance after Netflix Inc. (NFLX) declined to raise it ...

Core Insights - The bidding war for Warner Bros. Discovery has concluded with Paramount Skydance acquiring the company for $31 per share, valued at approximately $111 billion [1][5] - Netflix has opted not to counter Paramount's offer and will withdraw its previous all-cash bid of $82.7 billion [1][5] - Warner Bros. Discovery will incur a $2.8 billion termination fee to Netflix as part of ending the existing agreement [2] Acquisition Details - Paramount's acquisition includes all of Warner Bros. Discovery's assets, such as studios, HBO, streaming services, games, and linear television networks like CNN and TBS [3] - Paramount will also assume about $33 billion in debt from Warner Bros. Discovery [6] - Larry Ellison, a significant backer of Paramount, has agreed to provide additional equity to support the acquisition [6] Market Reactions - Following the news, Netflix shares increased by up to 10% in extended trading, while Paramount's shares rose by 4.5% [8]

Breaking in just the past couple of minutes, Netflix is declining to raise its offer to buy Warner Brothers Discovery Studios and streaming business. The move effectively puts Paramount in a position to take over the storied Hollywood giant. Today, Warner Brothers board announced that Skyance owned Paramount's offer is superior to the agreement it had previously struck with Netflix.Now, Netflix says the price that would be required to buy Warner makes the deal no longer financially attractive. ...

Group 1: Stock Performance - Netflix (NFLX) closed at $84.61, marking a +2.31% move from the previous day, outperforming the S&P 500's 0.54% loss [1] - The stock has dropped by 2.29% in the past month, which is slightly worse than the Consumer Discretionary sector's loss of 2.3% and lagging behind the S&P 500's gain of 0.58% [1] Group 2: Upcoming Earnings - Netflix is predicted to post an EPS of $0.76, indicating a 15.15% growth compared to the equivalent quarter last year [2] - The consensus estimate projects a revenue of $12.17 billion, reflecting a 15.42% rise from the equivalent quarter last year [2] Group 3: Full-Year Estimates - Full-year Zacks Consensus Estimates call for earnings of $3.12 per share and revenue of $51.19 billion, representing year-over-year changes of +23.32% and +13.3%, respectively [3] - Recent changes to analyst estimates for Netflix are significant as they indicate the changing landscape of near-term business trends [3] Group 4: Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Netflix at 3 (Hold) [5] - Netflix's Forward P/E ratio is 26.47, which is a premium compared to its industry average Forward P/E of 10.84 [6] Group 5: PEG Ratio and Industry Context - Netflix currently holds a PEG ratio of 1.47, compared to the Broadcast Radio and Television industry's average PEG ratio of 1.2 [7] - The Broadcast Radio and Television industry is part of the Consumer Discretionary sector and has a Zacks Industry Rank of 65, placing it in the top 27% of all industries [8]

1、美股周四收盘，道指微涨，标普500指数跌0.5%，纳斯达克 综合指数跌1.18%。英伟达绩后收跌 5.5%，AMD和英特尔跌3%。纳斯达克中国金龙指数收跌1.78%，阿里巴巴跌2.7%，百度跌5.6%。 2、 戴尔美股盘后涨幅扩大至12%，奈飞美股盘后大涨近8%。 3、美伊谈判取得重大进展，双方同意在不到 一周内再次会晤，计划于下周在维也纳展开技术层面磋商。伊朗外长称部分达成共识，美方评价积极。 4、美联储古尔斯比表示利率可以下调，但不想在通胀缓解之前就提前大幅降息。 5、伊朗南部阿巴丹 工业综合体发生大火，火灾位于园区内聚合物工厂，未造成人员伤亡，园区内伊朗最大炼油厂未受影 响，六支消防队正扑救火情，预计一小时内扑灭。 6、美国30年期抵押贷款利率跌穿6%，为2022年以 来首次。 7、六架美国空中加油机正飞往以色列本·古里安 机场，加入该地区美军部署。 8、美乌日内瓦 会谈结束，未公布具体成果。 9、沙特阿美取消2月和3月从朱艾马码头装运的液化 石油气货物，该港输 送系统部分结构受损，维修预计持续一个多月。 10、特朗普政府放宽对古巴新兴私营部门燃料运输举 措，旨在提升美国推动古巴政治经济变革筹码。 ...

Core Insights - The article discusses the competitive dynamics in the media industry, particularly focusing on Netflix, Paramount, and Warner Bros, highlighting the implications of recent earnings reports and strategic decisions made by these companies. Group 1: Netflix - Netflix shareholders expressed relief as the company's stock rose in after-hours trading, attributed to a debt-free strategy and increased spending on content [2] - Netflix is on a strong growth trajectory, significantly outperforming competitors like Disney, with its streaming EBITDA over seven times that of Disney's [9] - The company is now free from potential burdens associated with a $60 billion debt and can focus on addressing competitive challenges, particularly regarding AI-generated content [10][11] Group 2: Paramount and Warner Bros - Paramount's recent offer to acquire SkyDance includes a commitment to pay Netflix a termination fee of $2.8 billion, relieving Warner Bros of this obligation [6][7] - Warner Bros reported a 27% decline in EBITDA from its cable networks in the fourth quarter, indicating a troubling trend for Paramount, which relies heavily on cable networks for 80% of its EBITDA [5][4] - The merger between Paramount and SkyDance faces regulatory scrutiny, with a potential $7 billion termination fee if the deal is not approved [7][14] Group 3: Industry Dynamics - The media landscape is evolving, with traditional television facing challenges from streaming services, as evidenced by Netflix's newfound freedom and its implications for competitors like Disney [12][13] - Paramount's consolidation of two movie studios and news organizations raises antitrust concerns, particularly from both U.S. and European regulators [14]

奈飞联席CEO泰德·萨兰多斯和格雷格·彼得斯在一份声明中表示："我们协商达成的这笔交易原本能够为 股东创造价值，并且有明确的获得监管部门批准的路径。然而，我们一直都很谨慎，如果要匹配派拉蒙 天空之舞的最新报价，这笔交易在经济上已不再具有吸引力，因此我们拒绝匹配派拉蒙天空之舞的报 价。" 奈飞周四表示不会提高对华纳兄弟探索公司的收购报价，这意味着派拉蒙天空之舞公司将赢得这场竞购 大战。 这一决定是在派拉蒙将其对华纳兄弟探索公司的收购报价从每股30美元提高至每股31美元之后两天做出 的，派拉蒙计划收购华纳兄弟探索公司旗下的所有资产，包括有线电视网络。 来源：环球市场播报 ...

本文源自：金融界AI电报 周四，Netflix 拒绝提高对华纳兄弟发现的收购报价，因为这家好莱坞电影公司称派拉蒙天空舞蹈公司 修订后的每股 31 美元的报价优于其与这家流媒体巨头的现有协议。Netflix 的股价在延时交易中大涨 10%。Netflix 在一份声明中表示："我们一直都很严谨，按照与派拉蒙天空舞蹈公司最新报价相匹配的 价格，这项交易在财务上不再具有吸引力，因此我们拒绝与派拉蒙天空舞蹈公司的出价相匹配。" ...

Netflix联席CEO泰德·萨兰多斯(Ted Sarandos)与格雷格·彼得斯(Greg Peters)周四在声明中表示："我们协 商达成的交易本可创造股东价值，且具有明确的监管获批路径。但我们始终坚持审慎原则，在需要匹配 派拉蒙最新报价的价格水平下，该交易在财务层面已不再具备吸引力，因此我们决定不匹配派拉蒙的出 价。" 派拉蒙 凤凰网科技讯 北京时间2月27日，据CNBC报道，Netflix周四宣布，放弃收购华纳兄弟探索公司的影视 和流媒体资产。稍早前，华纳兄弟认定派拉蒙修改后的收购报价优于其与Netflix达成的协议。 华纳兄弟此前表示，Netflix有四个工作日提出修改后的报价，供华纳兄弟董事会判断该报价能否与派拉 蒙的最新出价相匹配。派拉蒙寻求整体收购华纳兄弟，而Netflix的协议则针对华纳兄弟的电影电视工作 室以及HBO Max流媒体服务。 华纳兄弟表示，若Netflix修改报价后，董事会仍倾向于派拉蒙的收购方案，那么华纳兄弟则有权终止与 Netflix的协议。华纳兄弟称，在此之前，与Netflix的合并协议仍然有效，华纳兄弟董事会将继续建议股 东批准与Netflix的交易。(作者/箫雨) 更 ...