
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 to take over a major studio https://t.co/W1v9CuXcMi
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...
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 Says No to Warner Bros. After Price War, Beltway Concerns 👇https://t.co/Yhskq9nksa via @sportico @crupicrupicrupi
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...
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

Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
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’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...
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 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.
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 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...
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
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
Warner Bros says the Paramount deal is now superior. The ball is in Netflix’s court.
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 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...
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...
For the ten millionth time, the FCC is not weighing in on the approval process for Warner.
Who survives the Warner merger mania? Org Chart From Hell: ‘Too Many Tentacles for One Octopus’ Latest @Lesleygoldberg https://t.co/No87HnVyFd
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
"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?
The WBD board is "delivering significant value to WBD shareholders throughout the [sales] process" -- Warner CEO David Zaslav
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
D.C. Memo: @BrendanCarrFCC Has @FCC Looking at Migration of Sports Programming from Free TV to Streaming Platforms https://t.co/9Jr851pmvN
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 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+ 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
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...
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
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/
New pod: @AndrewMarchand returns to gab about MLB media rights, ESPN's Sunday night strategy and NBC's Olympic performance. https://t.co/unMXYcxV6h
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
🚨 The total value of the @NXSTMediaGroup / @TEGNA TV station transaction is $6.2 billion
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....
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.
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.
“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...
Para offer —> $31/shr with $0.25 ticking fee…. WBD board says “Could Reasonably Be Expected to Lead to a “Company Superior Proposal””

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,...
⚡️ 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...
Atlanta’s BravesVision Grabs Own Media Reins in Wake of RSN Crackup https://t.co/ElyRtrPlBk via @sportico @crupicrupicrupi
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...
…. And the shoe drops. Peter Attia out as Cbs News contributor. This was just waiting to happen. Story here: https://t.co/99esYUSIJH