I guess it's hard to interpret these earnings because everything could be different with these companies. I think what was solid and what they're showing is that with integration of Paramount and Skydance with the new asset that they now owned by David Ellison, he is managing to do more with less in terms of profitability. They smashed expectations in terms of how much they're bringing in and overall adjusted earnings.So that shows that even the revenue is on the down side, even though they're seeing all th ...

6. Alphabet将机器人软件子公司Intrinsic重新划归至谷歌旗下，加码物理AI布局。 美股时段值得关注的事件： 1. 美国三大股指期货小幅上涨，纳指期货涨0.04%，标普500指数期货涨0.1%，道指期货涨0.11%。 2. 欧股主要指数齐涨，德国DAX指数涨0.51%，英国富时100指数涨0.12%，法国CAC指数涨0.95%，欧 洲斯托克50指数涨0.42%。 3. 英伟达Q4营收同比增长73%至681亿美元创新高，Q1业绩指引强劲；预期芯片收入将超越5000亿美元 的目标。 4. 英伟达CFO：公司获准向中国出口少量H200芯片，但尚未获得任何收入。 5. 据报苹果为iPhone 17系列敲定三星DS部门LPDDR5X订单，价格提高100%。 21:30 美国至2月21日当周初请失业金人数 (格隆汇) 7. 特斯拉中国"变相降价"，推出五年零息购车方案。 8. 礼来：在2型糖尿病试验中，Orforglipron在血糖控制和减重方面均优于司美格鲁肽。 9. AMD和Nutanix联合开发一个开放的全栈人工智能(AI)基础设施平台。 10. SK海力士携手闪迪启动高频宽快闪记忆体全球标准化进程。 ...

Warner Bros. Discovery logged lower revenue in the fourth quarter, driven by declines across each of its segments, as it remains in the middle of a high-stakes bidding war between Netflix and Paramoun... ...

2026年2月下旬，围绕好莱坞传统制片厂华纳兄弟探索公司的控制权争夺战再度升级。派拉蒙环球旗下 天舞传媒于24日向华纳董事会提交了修订后的收购提案，将全现金收购报价提高至每股31美元，并增设 了包括延期补偿金、承担竞争对手分手费在内的一系列强有力的交易保护条款。此举使得这场本已陷入 僵局的数百亿美元并购战重新燃起硝烟，也迫使原本已达成收购协议的奈飞面临是否跟进的艰难抉择。 然而，此次提案的杀手锏在于其近乎"全险"的交易保障条款。派拉蒙承诺，若因监管原因导致交易失 败，其将向华纳支付的"监管终止费"从58亿美元大幅提高至70亿美元。这笔费用相当于派拉蒙一年的营 收，展现了其志在必得的决心。 更为激进的是，派拉蒙还承诺，若华纳为接受其报价而终止与奈飞的现有协议，派拉蒙将代为承担华纳 需向奈飞支付的约28亿美元"分手费"。 此外，针对交易可能面临的长时间审批，提案新增了"延期补偿金"条款：若交易在2026年9月30日后仍 未完成，派拉蒙将向华纳股东每季度额外支付每股0.25美元的补偿，直至交易完成。 从交易规模看，派拉蒙此次提出的是针对整个华纳兄弟探索公司的全资产收购，此前披露的含债务估值 约为1080亿美元。而奈 ...

Paramount Skydance (NasdaqGS:PARA) Q4 2025 Earnings call February 25, 2026 04:45 PM ET Company ParticipantsAndy Gordon - CSO and COODavid Ellison - Chairman and CEODennis Cinelli - CFOJeff Shell - PresidentKevin Creighton - EVP of Corporate Finance and Investor RelationsKutgun Maral - Media, Cable and Telecom Equity ResearchRic Prentiss - Managing DirectorConference Call ParticipantsBryan Kraft - Lead Equity Research AnalystJohn Hodulik - Media and Telecom AnalystMichael Morris - Senior Managing Director an ...

Paramount Skydance (NasdaqGS:PARA) Q4 2025 Earnings call February 25, 2026 04:45 PM ET Company ParticipantsAndy Gordon - CSO and COODavid Ellison - Chairman and CEODennis Cinelli - CFOJeff Shell - PresidentKevin Creighton - EVP of Corporate Finance and Investor RelationsKutgun Maral - Media, Cable and Telecom Equity ResearchRic Prentiss - Managing DirectorConference Call ParticipantsBryan Kraft - Lead Equity Research AnalystJohn Hodulik - Media and Telecom AnalystMichael Morris - Senior Managing Director an ...

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 ...

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].

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 ...

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 ...