Paramount

“Beginning October first, the company will owe Warner Brothers Discovery shareholders a seven million dollar, seven million dollars per day ticking fee until the transaction closes.”

“Paramount is weighing whether to shift major operations out of California after Attorney General Rob Bonta and 11 other state attorneys general, I always get that wrong, filed today to block its one hundred and ten billion dollar acquisition of Warner Brothers…”

“So the proposed deal was the, and is the largest merger in Hollywood history. It would combine two of the five major film distributors and give the resulting company control of roughly 27% of US film distribution and basic cable channels.”

“Worth noting that the Justice Department has already cleared the merger while China and other international regulators have raised no comparable, comparable objections thus far.”

“I believe we'd go back to channel three, channel five and channel eight and 13, but globally. So who's it going to be? Paramount, YouTube, Amazon, you know Netflix.”

“Well, first of all, it's just going to get worse for two reasons. One is we're starting to see consolidation in the space. Like you have Netflix as this clear winter and then and then Paramount and Warner Brothers Discovery are going to tie up.”

“You know, this whole, like, who's gonna get net, you know, who's gonna get Warner Brothers? Netflix is gonna get it, or Paramount's gonna get it. You know, in a weird way, either one of them getting it is terrible for our business. It's terrible for the city o…”

“Instead we're just going to get A straight down the middle sort of a combination of two studios, and that's just gonna be a lot of layoffs, and it's gonna be just this brutal sort of, you know, decline over a longer period of time.”

“So he came in with an offer of 19 dollars per share. Finally got it done at 31 a share.”

“So Paramount will be footing the 2.8 billion dollar breakup fee paid from Warner to Netflix.”

“And the breaking news is that Warner Brothers says Paramount's new offer is superior.”

“When we started tracking this, Netflix was up at 50%, Paramount at 40%. Now, Paramount is starting to run away with it. They're at 62%, and Netflix is down at 33.”

“I have no idea why there would be any antitrust worries here. The antitrust question is always that there's no antitrust with Paramount here and Warner Brothers.”

“Netflix has bid 27 75 a share or 82.7 billion for Warner Brothers studio and streaming businesses, while Paramount has offered 30 dollars a share or one hundred and eight billion for the whole company.”

“He says this morning, Warner Brothers is going to resume talks with Paramount after two months of rejecting them, playing mind games.”

“Well, if you look today at TV viewing in the United States, as an example Disney's ahead of us. YouTube is, this is combining linear and on demand. YouTube's ahead of us. They're the largest. Disney's ahead of us. Even Paramount's ahead of us, because they all…”

“Warner Brothers has rejected Paramount's latest 108.4 billion dollar hostile bid and remain committed.”

“I feel like it's going to land with Netflix.”

“The deal has gone hostile. Paramount Has launched a hostile bid to acquire Warner Brothers. That's an all cash offer.”

“Like yesterday, we saw that that Ellison and Paramount came in with over a hundred billion. Of course, that included the CNN, the TV assets, but even when you broke it out, it seemed like It was very clear that Ellison was willing to pay more money and make a …”

“There's actually been six offers put forward by Paramount. David Ellison is putting on a clinic of Just not taking no for an answer. Cause all the way back on September 14th, he offered 19 dollars a share, and 60% of that was cash. So 60% cash offer. Then Sept…”

“Comcast didn't want it. Warners didn't want it. And Paramount had not decided what they were going to be.”

“Well, we, we've started, we've announced the boxing league with Paramount and we do the big kind of like huge super events.”

“They fired, Amazon fired 800 people, Paramount fired 700, all the marketing teams.”

“So, beginning in 2026, all UFC events will stream on Paramount Plus with select events also airing on CBS.”

“The fact that it's doing so as part of a deal that will essentially double the roughly five hundred and fifty million per year the UFC currently receives from ESPN likely only made that calculation easier.”

“What I can tell you is that Star Trek is a waterfall that keeps rolling downstream for 30 years in terms of licensing. So it's not just a matter of saying, okay, you have to decide in this quarter whether you're successful financially. My argument is you have …”

“From the minute we decide we're going to make a Star Trek show, a live action Star Trek show, you're two to three years out from it ever ending up on screen. Because you have to assume it's going to be a year of writing, a year of production, and a year of pos…”

“Well, no, he's actually, he's a movie studio. It just, instead of theaters, it's on your phone or on your TV. I was like, this guy is, he's just built like the new Paramount or whatever the studios are, the Warner Brothers. And that's exactly what he's doing.”

“And I think it's only going to get better for like this kind of five year period. And then these platforms are going to go away like Paramount plus and you know, like Quibi died, you know, Paramount plus what the fuck is that?”

“In some cases we're going backwards, particularly with writers where, you know, so many writers have written really good scripts and really good projects that somehow didn't come together. And in the hustle bustle of daily life, you've got to move on to the ne…”