Big news. The ground has shifted as Warner Bros. Discovery said its board determined tha a new proposal from Paramount could reasonably be expected to lead to a so-called “Company Superior Proposal” as defined in WBD’s merger agreement with Netflix and that it will continue talks with the David Ellison company. The revised proposal includes an increased purchase price of $31.00 per WBD share in cash, plus a daily ticking fee equal to $0.25 per quarter beginning after September 30, 2026, as well as a $7 bil ...

time. Joining us now is longtime media investor, positions in WBD, Paramount, Sky Dance, and Netflix, Gamco Investors chairman and CEO Mario Gabelli. So, so just remind us how how much how how big of a shareholder are you in Warner Brothers and which way do you lean.>> Oh, well, there's 25, you know, there's two and a half billion shares at 30. That's close to $75 billion of market cap. Uh, it's clearly one of the top 20 holdings.It's probably a couple hundred million dollars with a very low cost basis, but ...

Key Takeaways WBD is set to report Q4 2025 results on Feb. 26, with revenues seen down 5.7% year over year.Streaming gains, password-sharing crackdown and $100M sports cost relief may aid results.Netflix agreed to buy WBD's Streaming & Studios for $82.7B, adding upside but deal uncertainty.Warner Bros. Discovery (WBD) is slated to report fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $9.46 billion, indicating a decline of 5.7% year over year.The ...

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 ...

来源：环球市场播报 华纳兄弟探索公司可能会重新审查派拉蒙天空之舞的新报价，同时在3月20日股东投票前继续推荐已签 署的奈飞协议。 ...

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。 ...

Core Viewpoint - The article suggests that in high-stakes bidding wars, the company that does not win the bid often ends up with better stock performance in the long run, indicating a strategic advantage in letting competitors win [1]. Group 1: Company Strategies - Paramount's shareholders should prefer that its bid to acquire Warner Bros. Discovery is rejected, as this could lead to better long-term outcomes for the company [1]. - Conversely, Netflix's shareholders should hope that its takeover bid for Warner Bros. Discovery is also rejected, allowing Paramount to succeed instead [1]. Group 2: Market Implications - Historical trends indicate that the "loser" in bidding wars often experiences superior stock performance, suggesting that avoiding overpaying in acquisitions can be beneficial [1].

PARAMOUNT CONFIRMS SUBMISSION OF REVISED PROPOSAL TO ACQUIRE WARNER BROS. DISCOVERY [Accessibility Statement] Skip NavigationLOS ANGELES and NEW YORK, Feb. 24, 2026 /PRNewswire/ -- Paramount Skydance Corporation (NASDAQ: PSKY) ("Paramount") today confirmed it has submitted to the Board of Directors of Warner Bros. Discovery, Inc. (NASDAQ: WBD) ("WBD") a revised proposal to acquire WBD. This submission follows a period of engagement with WBD after it received a seven- day waiver under its merger agreement wi ...

Warner Bros Discovery is now running a merger auction with a March 20 deadline and Hollywood's future at stake Proactive uses images sourced from Shutterstock Netflix has a signed deal and the cash to defend it. Paramount has a higher bid and a political edge. The Warner Bros board has roughly three weeks to decide which gamble it prefers The bidding war for Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) has entered its most consequential phase, with a new Paramount offer on the table, an activist inve ...

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 ...