Paramount+ Can’t Recover $7.7B UFC Deal With Subscriptions
How Can Paramount+ Recoup Its $7.7 Billion UFC Bet? Subs Won’t Do It 👇https://t.co/zU9AQ6MVr4 via @sportico
CNN's Ownership Shift Signals Media's Legitimacy Crisis
Nothing uncertain about it: CNN is fucked. This is the last nail in the coffin of American mass media as a legitimate actor. For CNN, a Change in Ownership Means a Suddenly Uncertain Future https://t.co/JFGHcIaQYc
Warner Bros. Gains 78% Stock Surge After Hollywood Merger Battle
Hollywood's mega-merger battle ends with Warner Bros. as the real winner with a 78% stock bump since September - https://t.co/Ue55w8GTQk
CNN Staff Panic as Major Media Deal Looms
Suffice to say, the mood inside CNN is not good tonight. “We are doomed," one staffer texted me. “The panic at CNN right now is off the charts,” an insider added. Details in @get_status: https://www.status.news/p/cnn-david-ellison-trump-paramount-wbd-netflix-deal
Param
As Paramount Skydance Grabs Warner Bros. and Netflix Bows Out, the Mood Inside All Three: Champagne Toasts vs. ‘Gut Punch’ https://t.co/7WOc11cdK3
Hollywood Fears Netflix vs Paramount Studio Takeover Showdown
WaxWord: For months Hollywood has been transfixed and horrified by the prospect of either Netflix or Paramount winning the day. On the one hand, the streaming service that has become the most dominant force in the entertainment industry was threatening...
Schiff Demands Independent Review of Paramount Merger
Sen. Adam Schiff: “What was true for Netflix is still true now for Paramount. The merger of two of Hollywood's biggest studios must be subject to the highest levels of scrutiny, free from White House political influence, to determine...
Zuffa Boxing Near Sky Sports UK Media Rights Deal
TKO’s Zuffa Boxing is on the precipice of a media rights deal with Sky Sports for the U.K. market. The latest news in The Varsity: https://t.co/whUqSmkk1E
Netflix Rejects Warner Bros Deal Amid Price War
Netflix Says No to Warner Bros. After Price War, Beltway Concerns 👇https://t.co/Yhskq9nksa via @sportico @crupicrupicrupi
Netflix Skips Pricey Bid, Shares Jump 8%
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
Get Answers on Paramount‑WBD Deal Impact
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
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
Sarandos' White House Meeting Ends Warner Bros. Bid
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
Paramount's Full-Asset Bid Keeps WBD Movies and Cable United
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
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.
Paramount Ups Bid, Netflix Faces Critical Decision
Axios Pro Rata on Feb. 11: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make."
WonderMan's Modest Debut: 10.3M Hours, Hopes for Longevity
#WonderMan debuted to 10.3M U.S. hours, per @nielsen. As a ~half hour binge release, that's not awful but it's not great. Longer hit shows tend to premiere to 20M+ hours. I hope it has legs and can stay on the...
Warner Bros. Chooses Paramount Over Netflix, Matching Window Opens
To explain this in English: Warner Bros. has decided that Paramount's offer is better than its Netflix deal, but Netflix has a window to match or best Paramount. Does Netflix stick with it? Or will it bail? https://t.co/W9rTU1YRbY
Warner Says Paramount Offer Outpaces Netflix, Challenges Sarandos
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
Warner Bros Declares Paramount Deal Superior, Challenges Netflix
Warner Bros says the Paramount deal is now superior. The ball is in Netflix’s court.
Antitrust Panel Seeks Second Look at Netflix‑WBD, May Add Paramount
Antitrust subcommittee wants a second chance to beat up on Netflix - WBD deal and has hearing scheduled for March 4. Will they add Paramount to mix if at that point they are in driver's seat?
FCC Chair Warns on Sports Shift, May Sue Network
FCC Chair Unfiltered: Protecting Local News, Sports on Broadcast TV and May Sue a Network @BrendanCarrFCC did not hold back in a wide-ranging, must-watch conversation with @semaforben yesterday. The interview came shortly after Carr issued an FCC Public Notice seeking...
HBOMax Gains 3.5M Subs, Eyes Stronger Q1 Growth
With international expansion finally in full swing, #HBOMax added another 3.5M net subscriptions on Q4 2025, ending the year with 131.6M Global subscribers. And $WBD expects an even stronger Q1 2026, thanks to #AKoTSK averaging 24M views per episode, on top...
FCC Continues to Stay Silent on Warner Approval
For the ten millionth time, the FCC is not weighing in on the approval process for Warner.
Warner Merger Spawns Chaotic Org Chart, Survival Unclear
Who survives the Warner merger mania? Org Chart From Hell: ‘Too Many Tentacles for One Octopus’ Latest @Lesleygoldberg https://t.co/No87HnVyFd
TVREV FAST Report Lands Puck News Cover Story
Our new @TVREV Special Report on FAST, "All Grown Up: FAST Comes Of Age" was featured in a cover story in @PuckNews https://t.co/drKZBs8Gi9
WBD CFO Insists only Financially Viable Sports Deals Will Proceed
"We’re not going to be doing deals that don’t make financial sense for us" -- WBD CFO Gunnar Wiedenfels on sports rights deals. Question: Do any sports deals make financial sense?
Warner Board Claims Value Delivery Amid Sale Process
The WBD board is "delivering significant value to WBD shareholders throughout the [sales] process" -- Warner CEO David Zaslav
Warner Bros. Discovery Investor Call Launches with Top Executives
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
FCC Examines Shift of Sports From Broadcast to Streaming
D.C. Memo: @BrendanCarrFCC Has @FCC Looking at Migration of Sports Programming from Free TV to Streaming Platforms https://t.co/9Jr851pmvN
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 and Netflix Execs Hit White House Amid Deal War
Paramount's David Ellison was at POTUS State of the Union address. Netflix's Ted Sarandos headed to the White House as politics takes center stage as Paramount submits new offer for Warner Bros. Discovery. @latimes https://t.co/KSrhSdUCjY
Paramount+ Gains 1 Million Subscribers, Reaches 78.9 M
Paramount+ subscribers rose 1 million to 78.9 mil in the 3 months ended Dec 31, '25. the parent, Paramount Skydance is set to have its earnings call shortly
Mega‑Corp Era Ends: Companies Must Downsize First
The difficult thing is managing the reality that all these companies need to become much smaller to reflect new reality + sell-offs need to happen before expansion. But self-fulfilling profit wheel that allowed for mega co's isn't coming back to...
Post-Game Libraries Unlock ROI Amid Rising Sports Costs
Audiences love sports, but the cost of sports rights are getting out of control. How can streaming platforms ever hope to generate an ROI? By building the perfect post-game library funnel. My latest for @observer https://t.co/UNOXVWp3wA
Netflix Shares Surge After Warner Bid Sparks Wall Street Bet
Wall Street making a bet against Netflix purchase of Warner >>>>Netflix Stock Has Best Day In Over A Year After Paramount's New Warner Bros. Bid $NLFXhttps://www.investors.com/news/netflix-paramount-skydance-warner-bros-bid-offer/
Andrew Marchand Analyzes MLB Rights, ESPN Sunday, NBC Olympics
New pod: @AndrewMarchand returns to gab about MLB media rights, ESPN's Sunday night strategy and NBC's Olympic performance. https://t.co/unMXYcxV6h
CTA Calls for Reclaiming and Auctioning TV Spectrum
D.C. Memo: @CTATech Official Says It’s Time to Reclaim and Auction TV Station Spectrum. ‘It’s long past time to reset the system,’ says CTA SVP of Government & Regulatory Affairs Michael Petricone https://t.co/8whWM4pmAU
NXST Media and TEGNA TV Deal Worth $6.2 B
🚨 The total value of the @NXSTMediaGroup / @TEGNA TV station transaction is $6.2 billion
Paramount Waives MAE Clause, Adds Cash for Lender Solvency
Paramount is waiving Material Adverse Effect clause for cable network biz. In other words, any declines before close won't effect deal price. Also Paramount agrees to put in more $$ to satisfy lenders if necessary to support the solvency certificate....
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””
Motion Capture Gives AI Stories Legal Copyright Protection
Pure AI-generated content has no clear copyright protection. Without that protection, an emerging generation of AI storytellers has no business model. Two creators—Kavan Cardoza aka @Kavanthekid and Josh Wallace Kerrigan aka @NeuralViz " —found a solution: photograph yourself, perform every character,...
Will Netflix Counter Paramount’s Potential Walk‑Away Offer?
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior...
BravesVision Takes Control After RSN Collapse
Atlanta’s BravesVision Grabs Own Media Reins in Wake of RSN Crackup https://t.co/ElyRtrPlBk via @sportico @crupicrupicrupi
Roy Wood Jr. Poised to Rival CNN’s Top Anchors
Roy Wood Jr. doesn’t sound like Jake Tapper, Anderson Cooper or Erin Burnett. And yet, his importance to CNN could start approaching that of those popular anchors as CNN keeps digging into comedy programming as much as it does the...