This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
When asks about plans for CNN, Paramount CEO David Ellison tells CNBC that we want to be in the truth business, we want to be in the trust business and that’s not going to change.
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...
CBS' morning show has for years taken pride in its resistance to the softer side of AM news, like cooking segments and lifestyle reporting. But now the program is poised to reverse its stance.... https://t.co/b2KevEZz2g via @variety
More shake-ups at 'CBS This Morning,' where EP Shawna Thomas will leave as the program gets set to pursue some of the lifestyle and soft-news content it previously avoided.... https://t.co/b2KevEZz2g via @variety
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
New: The CBS News town hall with @JDVance, which had been slated to air on March 14, has been postponed indefinitely.
Netflix, After Walking Away From Warner Bros. Deal, Will ‘Move Forward’ With ‘$2.8 Billion in Our Pocket That We Didn’t Have a Few Weeks Ago,’ CFO Says https://t.co/ztTl2wiPxD via @variety
Netflix CFO Spencer Neumann throws some cold water on idea of wanting full season rights to a sport such as NFL. Of course they also said not interested in big deals before going after Warner so....
"We're also pro-human." - Netflix CFO Spencer Neumann at Morgan Stanley conference while talking about importance of AI.
"We had high confidence" of getting through regulatory, says Netflix CFO Spencer Neumann on pursuit of Warner's studios and streaming operations.
Netflix CFO Spencer Neumann says at Morgan Stanley conference that the streaming company "is small" with a runway for organic growth.
Why is the @NFL, the Most Broadcast Friendly League, Under Attack by Broadcast TV Advocates? "the overwhelming majority of NFL games ARE ON broadcast and, more importantly, EVERY single NFL game is available over-the-air in each team’s local market [for free]" $CMCSA...
A pretty stunning rebuke of the CAA leadership by the arbitrators overseeing its fight with defectors who started Range Media. Details via @eriqgardner ⬇️⬇️ https://t.co/BXxjGwkXt1
Did not have President Trump buying Netflix debt on my bingo card. How long until he is taking direct stakes in the media business? Remember Jared's Affinity Partners "pulled out" of part the Paramount investor group in December. $PSKY $WBD...
Status Scoop: Former “GMA” host Josh Elliott has eyed as a possible new host on “CBS Mornings.” I’m told in the coming weeks, several special guests will be rotating on the show, and Josh will likely be one of those...

March 2nd, 2026 was a big day for AI and media. The Supreme Court refused to say whether AI can own a copyright. Paramount $PSKY told investors that merging its tech stack is priority number one in a $101 billion...
Gayle King, Nate Burleson will stay with CBS Mornings even as CBS News readies strategy to make the AM program more competitive.... https://t.co/7qgPNWm3pG via @variety

Time Warner FY17 10-K: "At December 31, 2017, Home Box Office had approximately 54 million domestic subscribers, including subscribers to HBO NOW and through Home Box Office’s digital distribution partners." https://t.co/4lw2HM9qU0
New pod: Guggenheim's Michael Morris breaks down the NFL's upcoming media deals from a Wall St. perspective. https://t.co/0ipMqZmiL8
ESPN’s ‘Women’s Sports Sundays’ Show the Limits of Legacy Media - Guest OpEd from @HaleyRosen 👇 https://t.co/aqNy6s6WqT via @sportico
Banijay’s Marco Bassetti and Jeff Zucker on the Surprise All3Media Merger That Puts ‘The Traitors,’ ‘MasterChef’ and ‘Peaky Blinders’ Under the Same Roof https://t.co/zM40xh5TTV via @variety
Antitrust experts don't see Paramount/WBD deal getting blocked by DOJ or abroad, but any lengthy probes abroad could buy state AGs time to assemble a lawsuit — Will they have a legit enough antitrust case to win in court? Uphill battle. @axios https://t.co/czZPajmweE
Things I Did Not Know About Versant, Chapter 1: 'Our use of the CNBC brand is subject to a trademark license agreement with Comcast that provides an initial term of five years, which may be extended'
@Axios Media Trends is back after a brief break 👶🍼 Today's edition: — 🍿Scoop: Sarandos never met w Trump or any WH officials last week — ⚖️Paramount regulatory next steps — 📢Midterm messaging mapped — 📺Jeff Zucker intv. on his next big bet Subscribe: https://t.co/d8VFQJHDMm
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.
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
How would he know about running news? Lachlan Murdoch Says Ellison-Backed CNN Will Be “Strong Competitor” Of Fox News, But “Running News Is Hard” https://t.co/E0JCNrMqTL
Paramount’s $110 Billion Warner Bros. Deal Backed by Arab Sovereign Funds Raises Soft Power Concerns https://t.co/YAzJc52Fgq
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
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
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
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