
My December Take on the Netflix‑Warner Bros. Deal
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
Triple Win: Netflix, WBD, and Paramount All Profit
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
Investors Question Netflix's Push for WBD Amid Skepticism
Netflix CEO Ted Sarandos will say he looks long term, but if Netflix ups its bid for WBD, investors who clearly are skeptical about the deal — even as is — may get even more concerned: why does Netflix want...
Paramount's $31 per Share Bid Not Final, WBD Says
Clearly, WBD has been told or is inferring Paramount's $31/shr offer is still not the company's "best and final" offer -- and ongoing saga that still hasn't ended.
Disney's Comm Chief Kristina Schake Exits with Iger
And.... some big Disney news too. Chief of comms Kristina Schake will leave on March 18 to coincide with Bob Iger's CEO departure. No replacement named.
WBD Board Holds Off Decision on PSKY vs Netflix
“The Board has not made a determination as to whether the revised PSKY proposal is superior to the merger with Netflix. WBD will engage further with PSKY to determine if a proposal that constitutes a “Company Superior Proposal,” as defined...
WBD Board Says Para Offer May Prompt Superior Bid
Para offer —> $31/shr with $0.25 ticking fee…. WBD board says “Could Reasonably Be Expected to Lead to a “Company Superior Proposal””