WBD Acquisition Thread

[JulianRO]

Until March 20 when the shareholders's vote happens, we don't know. I think that is the final vote.

But for now it's either thinking to switch to Paramount, or simply reject and stick with Netflix.

 

[zakawer2]

I've predicted beforehand that neither Netflix nor Paramount will succeed in buying WBD, whether the entire company (Paramount) or just post-separation Warner Bros. (Netflix).

 

[Insidus]

WBD was always interested in a Paramount merger as it dates far back to 2021/2

 

[awinger24]

WB ditching Netflix will be a disaster. More layoffs will happen under Paramount.

 

[Elijah Abrams]

Time I calm down these fears of WBD siding with Paramount.

David Ellison Warns Senate Committee That Netflix Deal Would “Extinguish” Competition; Paramount CEO’s Letter Does Not Answer Queries About Trump

Ellison submitted testimony to the Senate Judiciary Committee following the Netflix hearing.

deadline.com

 

[Insidus]

Time I calm down these fears of WBD siding with Paramount.

David Ellison Warns Senate Committee That Netflix Deal Would “Extinguish” Competition; Paramount CEO’s Letter Does Not Answer Queries About Trump

Ellison submitted testimony to the Senate Judiciary Committee following the Netflix hearing.

deadline.com

If I was Paramount, I wouldn't raise my bid by $1 maybe $2 to $6 dollars anyways here's what Paramount owns. Honestly, I think Warner Bros. can benefit from a Netflix merger think of all the revivals that could come out of such a merger I mean DreamWorks Animation managed to grow its kids slate thanks to that licensing agreement with Netflix.

 

[JulianRO]

DFAN14A

www.sec.gov

Home | Vote WBD Netflix

A Winning Combination for Shareholders. Vote FOR the Netflix transaction.

www.votewbdnetflix.com

They're really forcing people to prevent the Paramount merger to happen, are they?

 

[Daikun]

DFAN14A

www.sec.gov

Home | Vote WBD Netflix

A Winning Combination for Shareholders. Vote FOR the Netflix transaction.

www.votewbdnetflix.com

They're really forcing people to prevent the Paramount merger to happen, are they?

That's some really clever website design. Using your mouse wheel to scroll down zooms you into the video.

 

[Insidus]

DFAN14A

www.sec.gov

Home | Vote WBD Netflix

A Winning Combination for Shareholders. Vote FOR the Netflix transaction.

www.votewbdnetflix.com

They're really forcing people to prevent the Paramount merger to happen, are they?

I wouldn't mind a Paramount merger particularly for the linear networks but if there's any brand I feel can help grow WBD catalogue it's Netflix. A Paramount merger will likely end up like AT&T and Warner

 

[JulianRO]

Warner Bros. Discovery says it's worried employees will quit if it picks Paramount's offer

Warner Bros. Discovery warns that employees could quit in droves if it accepts Paramount Skydance's offer over Netflix's bid.

www.businessinsider.com

Surely Netflix wouldn't do the same?

 

[Insidus]

Warner Bros. Discovery says it's worried employees will quit if it picks Paramount's offer

Warner Bros. Discovery warns that employees could quit in droves if it accepts Paramount Skydance's offer over Netflix's bid.

www.businessinsider.com

Surely Netflix wouldn't do the same?

I think cuts would be even more severe under Paramount Skydance and we all know how corporate is like they don't care about job cuts but about making money. They won't care if Paramount opts to reduce linear operations by 60%.

 

[JulianRO]

Paramount would do the most severe ones at how many counterbids they did submit.

 

[GRPHX]

Warner Bros. Discovery says it's worried employees will quit if it picks Paramount's offer

Warner Bros. Discovery warns that employees could quit in droves if it accepts Paramount Skydance's offer over Netflix's bid.

www.businessinsider.com

Surely Netflix wouldn't do the same?

Actually, no. Because Netflix is a megatech company and they don't have any major studios or TV networks.

 

[JulianRO]

Exclusive: Netflix has ample room to increase its offer in battle for Warner Bros, sources say

Netflix has ample cash and could bump up its offer for HBO Max owner Warner Bros Discovery if competing bidder Paramount Skydance increases its own offer, two people with knowledge of the matter said.

www.reuters.com

Do it Netflix, do it quickly.

 

[Elijah Abrams]

Inside Warner Bros. Discovery, Mood Among Many Staffers Shifts in Favor of Netflix Sale vs. Paramount Takeover

Most Warner Bros. Discovery staffers are now supportive of Netflix's deal to acquire Warner Bros.'s studios and HBO Max rather than having WBD subsumed in its entirety by David Ellison's Paramount Skydance.

variety.com

Paramount Skydance Bid For WBD Likely To Fail Despite The Headlines

While Paramount Skydance has a week to negotiate directly with the Warner Bros. Discovery board, Netflix remains the favorite in the race to acquire the company.

www.forbes.com

 

[Insidus]

Inside Warner Bros. Discovery, Mood Among Many Staffers Shifts in Favor of Netflix Sale vs. Paramount Takeover

Most Warner Bros. Discovery staffers are now supportive of Netflix's deal to acquire Warner Bros.'s studios and HBO Max rather than having WBD subsumed in its entirety by David Ellison's Paramount Skydance.

variety.com

Paramount Skydance Bid For WBD Likely To Fail Despite The Headlines

While Paramount Skydance has a week to negotiate directly with the Warner Bros. Discovery board, Netflix remains the favorite in the race to acquire the company.

www.forbes.com

Paramount has a plan B in case that happens one of which is possibly merging with NBCUniversal

 

[zakawer2]

Paramount has a plan B in case that happens one of which is possibly merging with NBCUniversal

Paramount and NBCUniversal merging isn't something too unfamiliar to me. I mean, the two companies have essentially already merged their international theatrical film distribution efforts into a single entity called United International Pictures, and they even share a common streaming service in much of continental Europe called SkyShowtime which runs on the Peacock platform.

 

[JulianRO]

https://www.sec.gov/Archives/edgar/data/1437107/000110465926017613/tm2533570d62_dfan14a.htm

Looks like Paramount is adopting some sort of "MAGA" campaign for the WBD shareholders to vote with its offer.

 

[Elijah Abrams]

Paramount has a plan B in case that happens one of which is possibly merging with NBCUniversal

Paramount and NBCUniversal merging isn't something too unfamiliar to me. I mean, the two companies have essentially already merged their international theatrical film distribution efforts into a single entity called United International Pictures, and they even share a common streaming service in much of continental Europe called SkyShowtime which runs on the Peacock platform.

Paramount and NBCUniversal can’t merge into one, as each owns a broadcast network. They can form a joint venture that merges Paramount+ and Peacock though.

 

[zakawer2]

Paramount and NBCUniversal can’t merge into one, as each owns a broadcast network. They can form a joint venture that merges Paramount+ and Peacock though.

So basically SkyShowtime (which is exactly that)?