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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Highguard is the next Concord. It’s shutting down this month, after originally launching in January. It’s yet another victim of publishers chasing the success of games like Fortnite https://t.co/aXm68HJQMj
The NFL will generate more money from its rights, without replacing existing partners. $FOXA $PSKY $DIS $CMCSA $AMZN The LightShed Podcast, Ep. 303. With @BrandoLightShed and @WaltLightShed https://t.co/87a3KpxJEZ
Will anyone dare call it Bay of Pigskin? JFK’s endorsement of the Sports Broadcasting Act of 1961, an @NFL-friendly antitrust law, is coming back to haunt the New Frontier in the age of @Netflix, @Peacock, @YouTubeTV, and @Amazon @PrimeVideo. @BasedMikeLee,...
Banijay and All3Media Strike Merger Deal to Form Multi-Billion Dollar Production Group https://t.co/S2DGE01t3X via @variety
On the #GameOfThrones movie news: be wary of any development reports not accompanied by a studio quote. That said, given the incoming ownership's hunger for franchise IP, I wouldn't be surprised if it eventually happens.
We did a merch collab with the greatest anime ever made in the history of the universe, Naruto :D https://t.co/vMBSTlcdKJ
Paramount Skydance Debt Downgraded to Junk Status by Fitch Ratings Following Warner Bros. Discovery Deal https://t.co/bBiUN3grT5 via @variety
Versant, the newest company in the media sector, is getting ready to tackle some of the most lucrative properties in the business..... https://t.co/Hf3JAskeC5 via @variety
Versant Sees Chance to Snatch Big Sports Rights as NFL Opt-Out Looms https://t.co/Hf3JAskeC5 via @variety
Paramount’s $110 Billion Warner Bros. Deal Backed by Arab Sovereign Funds Raises Soft Power Concerns https://t.co/YAzJc52Fgq
🎙️ 🎙️ NEW POD: Puck all-stars @MattBelloni & @WilliamCohan debate David Ellison’s existential Paramount-WBD challenge, Ted Sarandos’ next play, and the legacy of David Zaslav… this is a fun one… Apple: https://t.co/FhmAiCfP7H Spotify: https://t.co/skJZmlCppk @PuckNews
Just in: S&P Global Ratings placed all its ratings on global diversified media company PSKY, including the 'BB+' issuer credit rating and our issue-level ratings on its debt, on CreditWatch with negative implications
Consistently and without fail, the biggest mistake former TV and studio executives make is retrofitting legacy media economics into digital media models. The Ellisons aren’t building a legacy media conglomerate. They understand the tech and more importantly the new medium...
Versant investor call is about to begin CEO Mark Lazarus and CFO/COO Anand Kini are on the call.... $VSNT
Policyband Headlines ■ Are Nexstar and @TEGNA on the Same Page on When Deal Might Close? ■ Analyst Supino: PSky Might Need to Pay $7 Billion Breakup Fee ■ Swarztrauber: @NTIAgov Needs BEAD Rainy Day Fund ■ Former @FTC Democrat Slaughter Fears...
D.C. Memo: @Optimum CEO Pitches @FCC Chairman @BrendanCarrFCC on @NXSTMediaGroup/@TEGNA Merger Conditions. Dennis Mathew urges FCC leader to require 'divestiture of Big-4 triopolies in a local market' $NXST $TGNA | https://t.co/aAaKQ9Pivw
FY23 financial projections from the Warner Media / DISCA deal. Fast forward to FY25: WBD generated total revenues of $37.3 billion, with $10.9 billion from DTC, EBITDA of $8.7 billion, and FCF of $3.1 billion. Missed every one of their financial projections...
Fun fact: Paramount will now own 25% of the CW Network. CBS and Warner each held 12.5% stakes so...25%.
This is the problem with all legacy media streaming services - will be fascinating to see if David Ellison & team can change this narrative at $PSKY
Genuine q as I’m no economist: seems like plenty more media/tech layoffs incoming — Paramount/WBD, big tech w/AI, decline of trad media, etc — so an abundance of well paid people fighting for no jobs in markets that don’t want...
Friday: RedBird helps Paramount pry Warner Bros. away from Netflix. Monday: RedBird helps Artists Equity ink major streaming deal with Netflix.
Getting Your Music Placed in TV Shows Like; Selling Sunset, Holiday Wars 📺 This is what you do ↴
I'm excited for @netflix's #Narnia movie for three reasons. 1. It's the streamer's biggest theatrical step 2. It will test franchise IP reactivation/fantasy hunger 3. I love Greta Gerwig See how the film is tracking and what it means for the industry. https://t.co/xij6SmW3BX
Tale of Two Slide: Can Paramount Suceeed where Warner Bros Discovery Failed? Today: (Top) — $PSKY + $WBD 2021: (Bottom) — WarnerMedia+Discovery https://t.co/qQblRU5byq https://t.co/nR1QFgHVJU
Jeff Shell a No-Show as Paramount Brass Brief Wall St. on WBD Merger https://t.co/HsMvPz26yJ via @sportico @crupicrupicrupi
Fox Corp. CEO Lachlan Murdoch says he expects Paramount-Warner to continue to sell content to third parties and anticipates that will be a condition of the deal.
Fox CEO Lachlan Murdoch says at Morgan Stanley conference, "We don’t believe in scale for scales sake, we don’t believe you need to get bigger to get better."
Out @Lmanfredi7 lays out the path for Paramount to clear the Warner deal- the hurdles and the company’s secret weapon.
That’s a relief: Ellison said, “Our viewpoint is HBO should stay HBO. They built a phenomenal brand. They’re a leader in the space, and we just want them to continue doing more of it.“
New: Paramount Will Combine HBO Max and Paramount+, Won’t Sell or Spin Off Cable Assets https://t.co/o9Loe8qBMA
💯 Priceless quote from Ted Sarandos ending his post-mortem interview with @Lucas_Shaw Lucas: "If you feel like this is a rare asset, that also means that an asset like this may not come up again anytime soon, right?" Ted: "Possibly. Or...
Paramount boss David Ellison confirms their @ufc agreement enables them to put fights on @HBO, sorta brings HBO back to its fighting roots @BrandoLightShed $PSKY $WBD https://t.co/Dph8xQXjcP
Prediction: this will make the Disney / Hulu / ESPN DTC integration, which has taken 5+ years and with a lot of tough decisions to make along the way, look like a walk in the park. And that's before considering...
the only analysis on this, imo, outside of "efficiency savings" through mass layoffs (🤮🤮🤮🤮) and tech stack consolidation is what percentage of "churn and return" customers from these two cohorts would extend their subscription lifetime with very little CAC increases.
"We have no intention to pull back on production," says Paramount CEO David Ellison, who adds combining streaming requires investing in content to achieve growth goals.
If CNN can't get a decent sub growth push with the recent strikes in Iran, it should be a sign that a standalone CNN streaming app is a Bad Idea, and should be brought back into HBO Max. Then again,...
Meet Bruce. He’s Got a Long Line of Advertising Mascots to Honor in Quest to Sell for Procter & Gamble https://t.co/CEGcvtR0UM via @variety
Procter & Gamble has backed ad mascots ranging from Mr. Clean to the Charmin bears. Now it's hoping to add another one to its roster --- for weed-killer? https://t.co/CEGcvtR0UM via @variety
"HBO should stay HBO," promises Paramount CEO David Ellison. Praises Casey Bloys and says "Game of Thrones" is his favorite HBO show." I'd get to negotiating a new deal for Bloys then ASAP.
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.
Paramount COO Andy Gordon says $6 billion in synergies can be realized in three years from consolidating streaming structures, optimizing real estate holdings, combining various units, etc.
Paramount CEO David Ellison commits to 30 theatrical movies and a 45-day window and says HBO will continue to have the resources and independence to "do what it does best."
Paramount CEO David Ellison says deal with Warner is opportunity to help shape the future and build the next generation media and entertainment company.
Paramount investor call to discuss merger w Warner is about to begin.... $PARA $WBD https://t.co/fMPs2jSr2O
Policyband Headlines ■ @FCC Merger Approval a Breeze for Charter-Cox ■ How Far Can @BrendanCarrFCC Go to Keep @NFL on Free TV? ■ @FSFthinktank's Long Calls for New Cable Rules if 39% Cap Goes ■ Malone Seeks @FCC Approval to Take Control of...
Netflix Boss Ted Sarandos Speaks Out After Losing Warner Bros. Bid: Paramount Offers Were ‘Irrational,’ Relied on Political Pressure Because it’s ‘Cheaper to Make Noise’ https://t.co/lSMiTSgKnA
Ted Sarandos to @Lucas_Shaw: "Once it was clear that we weren’t in the CNN business, it was a lot less interesting. He didn’t care that much more about our deal." https://t.co/0CAfEi37Ws
