Recent content by lowell

  1. lowell

    WBD Acquisition Thread

    I still wouldn’t go that far to make any detailed assumption at this point when Comcast wants to pursue ITV channels to help Sky and could still scoop up Lionsgate, Starz, and AMC Networks to bolster up NBCUniversal and Peacock. One person could say you’re correct and Comcast comes out with the...
  2. lowell

    WBD Acquisition Thread

    It’s the same article I posted. That’s a factually wrong assumption about Comcast, who’s growing Sky with ITV’s linear networks in the UK. If Comcast want to expand Peacock with Lionsgate, Starz, & AMC Networks, it makes actual sense and they’re free to do so because these are bite-size...
  3. lowell

    WBD Acquisition Thread

    This signals an actual return to those countries and a Paramount+ rollout to any other European territories that doesn't currently have it and definitely some African countries & Asia.
  4. lowell

    WBD Acquisition Thread

    Yup, I'd even call it Universal Access as a more unique name instead of everyone trying to use Plus in their branding. But Peacock & Hayu will have to combine before that and that's still not adequate for an international rollout. It's not like Comcast can't scoop up Lionsgate, Starz, & AMC...
  5. lowell

    WBD Acquisition Thread

    To me, this SkyShowtime exit is seemingly looking like that Paramount+ will have to resume its international expansion to increase its profitability. The decision to finally integrate the niche BET+ service pools together its U.S. subscribers but you could only do so much growth within that...
  6. lowell

    WBD Acquisition Thread

    Either way, Comcast will entirely inherit SkyShowtime as Skydance exits from the unprofitable European joint-venture and will have to reframe it into Peacock's international expansion or it's just a dying write-off: "So far the E.U. isn’t asking Paramount to divest its kids channels or...
  7. lowell

    WBD Acquisition Thread

    I mean, the TN and PA AG offices could literally call up the GA AG for a meeting at this point. If not, someone should be forwarding this article to the GA AG office at this point (because productions are actively leaving the state for tax incentives in other places with great impact in 2027)...
  8. lowell

    WBD Acquisition Thread

    The EU probe on the Middle East wealth funds through its Foriegn Subsidies Regulation is still ongoing, though: "The transaction is also being reviewed under the bloc’s foreign subsidies regulations, which are designed to prevent state-backed financial support from distorting competition in the...
  9. lowell

    WBD Acquisition Thread

    @Moe Looks like the WSJ corrborated NY Post's coverage on Trump's 60 Minutes settlement for the Redstones's Paramount Global sale and dived further into Larry's CNN overhaul pledge for Skydance's WarnerDiscovery pursuit at an Oval Office meeting: "Behind the scenes, the younger Ellison was...
  10. lowell

    WBD Acquisition Thread

    If Discovery+'s integration into HBO Max could be done for Italy, the same thing could be done for the U.S. In the long-term, it doesn't make sense to have 2 services when everything can be pooled together into one main platform. That's why Discovery+ isn't even expanding anywhere anymore but...
  11. lowell

    WBD Acquisition Thread

    If every other non-U.S. country (besides India) has Discovery+ folded into HBO Max and its international expansion is mostly done, Discovery+ U.S. being integrated into HBO Max U.S. makes total sense after the DC Universe and Boomerang services were given the same treatment. With streaming...
  12. lowell

    WBD Acquisition Thread

    Once HBO Max's international expansion is mostly done, Zaslav could just argue that folding in Discovery+ into it brings down streaming operation costs. If the $7B check and the ongoing debt reductions make a heavy meaningful dent in the debt load, Zaslav and Wiedenfels could just easily...
  13. lowell

    WBD Acquisition Thread

    Lots of info to go through but here it is: "California Attorney General Rob Bonta criticized the Trump administration for clearing Paramount Skydance Corp.’s $110 billion acquisition of Warner Bros. Discovery Inc., as several states mull a possible challenge to the deal. The Justice Department...
  14. lowell

    WBD Acquisition Thread

    Respectful companies usually don't do this until things are fully done, though. You could make preliminary guesses during due diligence but jumping the gun is off-limits. And yeah, David Ellison doesn't think those rules apply to him. That's why the Redstones let him, Jeff Shell, and other...
  15. lowell

    WBD Acquisition Thread

    A little more on Skydance's early integration meetings at NYC's Hudson Yards & Atlanta's Techwood campus: "A few weeks ago, as CBS News and CNN inched closer to a corporate marriage, top executives from the two news organizations and their parent companies convened for an introductory meeting...

Featured Posts

Back
Top