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Paramount (PARA) - 2025 Q4 - Earnings Call Transcript
2026-02-25 22:45
Paramount Skydance (NasdaqGS:PARA) Q4 2025 Earnings call February 25, 2026 04:45 PM ET Speaker8Good afternoon. My name is Nadia, I'll be the conference operator today. I would like to welcome everyone to Paramount's Q4 2025 earnings conference call. At this time, all lines have been muted to prevent any background noise. After the speakers' remarks, there will be a Q&A session. If you would like to ask a question during this time, simply press star followed by 1 on your telephone keypad. If you would like t ...
Raise Or Bail? As Netflix Weighs Options In WBD Battle, Its Stock Jumps In Latest Sign Of Investor Angst
Deadline· 2026-02-25 20:52
Core Viewpoint - The ongoing merger discussions between Warner Bros. Discovery (WBD) and Paramount have prompted Netflix to consider its position, with speculation about whether it will increase its offer or withdraw from negotiations [1][2]. Group 1: Netflix's Position and Market Reaction - Netflix shares rose by 6% following the news of WBD extending merger talks with Paramount, despite a nearly 30% decline in its stock since last November [1][3]. - Co-CEO Ted Sarandos is actively engaging with political figures to bolster Netflix's case in the merger discussions [1][2]. - The company has maintained a commitment to disciplined capital allocation, indicating that it will not pursue the deal if the financials do not justify it [5][7]. Group 2: Merger Dynamics and Financial Considerations - WBD's board extended the negotiation window, suggesting that Paramount's improved offer could be seen as superior to Netflix's, which is currently at $27.75 per share [4][7]. - The shareholder vote on the Netflix transaction is scheduled for March 20, which adds urgency to the negotiations [4]. - Analysts predict that final bids may exceed the current $31 offer from Paramount, with expectations that Netflix may not justify a higher bid than $30 [7][8]. Group 3: Human Factors in Decision-Making - The decision-making process in mergers is influenced by the individuals in leadership positions, highlighting the importance of human factors alongside financial metrics [6][7]. - The dynamics of management beliefs and information asymmetry can significantly impact the outcome of the negotiations [7].
Netflix's Acquisition Of Warner Bros Bad For America, GOP Attorneys General Tell Feds
Deadline· 2026-02-25 17:03
As events are leaning toward David Ellison and Paramount prevailing in its $108 billion hostile-takeover bid for Warner Bros Discovery, almost a dozen Republican state attorneys general are insisting that the federal government heavily scrutinize Netflix‘s bid for the iconic studio. “We, the undersigned Attorneys General, write to express our concerns that the proposed merger between Netflix and Warner Brothers will likely result in undue market concentration that stifles competition and therefore creates ...
David Ellison has a rocky history at the box office. Buying Warner Bros.
CNBC· 2026-02-25 13:00
In this articleWBDPSKYChairman & CEO Paramount David Ellison attends the UFC 324 event at T-Mobile Arena on January 24, 2026 in Las Vegas, Nevada. Jeff Bottari | Ufc | Getty ImagesA longtime Hollywood executive, Ellison has produced some massive hits at the box office, but his track record has been far from consistent. Where Netflix has a fraught relationship with theatrical releases — disrupting the traditional business and opting for years to prioritize streaming films for its subscribers — Ellison's prod ...
氪星晚报|英特尔与SambaNova达成多年战略合作;宗馥莉任浙江娃哈哈管理咨询公司董事;特斯拉指控法国饮料公司恶意抢注Cybercab商标
3 6 Ke· 2026-02-25 10:39
大公司: 横店影视:连续2日收盘价跌幅偏离值累计超20% 法国金融市场管理局2月25日公布的文件确认,截至2月19日,阿尔诺家族在路易威登集团(LVMH)的 持股比例已升至50.01%的资本份额和65.94%的表决权份额。(新浪财经) 宝莫股份:多位董高人员辞职,总经理代行董秘职责 36氪获悉,宝莫股份公告,因公司控制权转让后续安排,董事长陶旭城、副董事长冉卫东、董事文莉和 罗雅心辞职,文莉因工作交接将履职财务负责人至2026年2月28日,其余已完成交接。因工作内容和个 人原因,副总经理、董秘张世鹏和人事行政总监、证代廖媛媛也辞职,张世鹏仍任副总经理。截至公告 披露日,上述人员均未持股、无相关承诺问题。董事会指定总经理李鼎代行董秘职责,期限不超3个 月。 联想:基础设施业务第三财季营收同比增长超30% 联想集团执行副总裁兼中国区总裁刘军在内部邮件中特别指出,联想中国区基础设施业务取得里程碑式 进展。其中,服务器业务营收年比年增长17%,CSP(云基础设施)已拿下多家互联网厂商大单、营收 同比增长37.1%,E/SMB(企业基础设施)营收年比年提升52%;联想AI服务器业务实现两位数高速增 长,尤其在国内实现6 ...
Warner Bros. weighing revised bid from Paramount Skydance as bidding war escalates
New York Post· 2026-02-24 16:11
Warner Bros. Discovery  said Tuesday it was considering a new bid from Paramount Skydance without disclosing the value of the deal, as the CBS owner makes a last-ditch effort to thwart Netflix from buying the coveted Hollywood studio.The latest offer is higher than Paramount’s previous bid of $30 per share in cash, or $78 billion including debt, for the whole of Warner Bros., a source familiar with the matter told Reuters on Monday.The offer followed a week of talks between the companies to address concerns ...
Havana Roasters Coffee Companies Inc. Launches New Ticker Symbol THRC, Completing Corporate Rebranding
Thenewswire· 2026-02-24 16:10
 The adoption of its new ticker symbol marks the final stage of a remarkable transformation — from industrial commodities company to premium Cuban-style coffee brand. Los Angeles, CA – TheNewswire – February 24, 2026 — Havana Roasters Coffee Companies Inc. ("HRC" or the "Company") (OTC: THRC) (formerly NAFSD) announces that the Company began trading on the OTC Market under its new ticker symbol "THRC" as of market opening on February 24, 2026. The ticker symbol change marks the completion of the Company's ...
华纳兄弟探索称派拉蒙提更高报价 董事会将权衡奈飞交易
Xin Lang Cai Jing· 2026-02-24 14:49
根据公开资料,派拉蒙预计将提出每股32美元的全现金报价,并同意承担25亿美元的解约费用。此外, 若交易在2026年后仍未获监管批准,派拉蒙承诺向华纳兄弟股东支付每季度至少6.5亿美元的"递增补偿 费"。 免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。 来源:观点地产网 此前,华纳兄弟设定了2月23日为派拉蒙提交最终报价的截止期限。值得注意的是,奈飞仍保有对竞争 性报价的匹配权。 观点网讯:2月24日,华纳兄弟探索公司表示,派拉蒙天舞已提交一份更高的收购报价,公司董事会将 对该要约与此前和奈飞达成的交易进行权衡。 ...
WBD称派拉蒙提出更高报价,董事会将权衡该要约
Xin Lang Cai Jing· 2026-02-24 13:32
华纳兄弟探索公司称派拉蒙提出更高报价,董事会将权衡该要约与奈飞的交易。 来源:环球市场播报 ...
Global Trade and Energy Tensions Escalate: China Restricts Japan Exports as White House Pressures Big Tech
Stock Market News· 2026-02-24 05:08
Key TakeawaysChina imposes strict export bans on 20 Japanese entities, including major industrial players, to curb what Beijing describes as Japan's "remilitarization."The White House is pressuring technology companies to pledge that massive AI data center expansions will not drive up electricity prices for American consumers.TD Cowen doubled its price target for Ultra Clean Holdings (UCTT) to $70, signaling high confidence in a 2026 semiconductor "super-cycle."Panama has seized two strategic ports previous ...