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Disney (and others) at the Box Office - Current State of Affairs

Stripes

Stripes

Premium Member
What’s Ellison smoking? The 2026 Paramount slate is total crap. Maybe the studio experiences less financial losses due to spending reductions, but that would be the only explanation for this comment. And even then, it’s implied that the studio will over-perform this year.

He’s like Chapek 2.0. Delusional.

 
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Nevermore525

Well-Known Member
Disney Irish

Disney Irish

Premium Member
Stripes said:
The Netflix merger made a lot more sense. But Paramount needed it more. I will say, a Paramount-WBD merger is better for Disney than a Netflix-WBD merger, but pretty much worse is every other aspect.
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Disagree that its worse, but I'm aware of people's concerns. We'll just have to see if that comes to pass.

Overall I don't think anyone really wanted Netflix to get it, there was so much opposition from inside the industry that you have to pause for a second and think "if no one inside the industry is for Netflix buy WBD, should it be going forward".

I'm happy it came down like this, its not the best outcome but its the best of the two that were available in my opinion.
 
Stripes

Stripes

Premium Member
Disney Irish said:
Disagree that its worse, but I'm aware of people's concerns. We'll just have to see if that comes to pass.

Overall I don't think anyone really wanted Netflix to get it, there was so much opposition from inside the industry that you have to pause for a second and think "if no one inside the industry is for Netflix buy WBD, should it be going forward".

I'm happy it came down like this, its not the best outcome but its the best of the two that were available in my opinion.
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I think, with this combination, it’s highly likely that WBD just hitched their wagon to a sinking ship. Of course, the shareholders are getting cash so they don’t care. This transaction may very well be the death of both of these companies.
 
Disney Irish

Disney Irish

Premium Member
Stripes said:
I think, with this combination, it’s highly likely that WBD just hitched their wagon to a sinking ship. Of course, the shareholders are getting cash so they don’t care. This transaction may very well be the death of both of these companies.
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Or the two together will be stronger than the two apart. Only time will tell, ie its too early to start craving the tombstones.
 
Stripes

Stripes

Premium Member
Disney Irish said:
Or the two together will be stronger than the two apart. Only time will tell, ie its too early to start craving the tombstones.
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Paramount is taking on a ton of debt to get this done. $111 billon plus a break fee to Netflix!

Neither Paramount nor WBD are financially healthy. Paramount’s debt was just downgraded to junk status.

Disney’s Fox transaction was a steal compared to this deal. A steal!

Netflix’s balance sheet is basically pristine by comparison.

But yes, time will tell. I’m not optimistic given the lunacy coming David Ellison about their film slate and a couple dozen other stupid things the man has said, but time will tell.
 
coffeefan

coffeefan

Well-Known Member
Looney Tunes Nothing To See Here GIF
 
Disney Irish

Disney Irish

Premium Member
Stripes said:
Paramount is taking on a ton of debt to get this done. $111 billon plus a break fee to Netflix!

Neither Paramount nor WBD are financially healthy. Paramount’s debt was just downgraded to junk status.

Disney’s Fox transaction was a steal compared to this deal. A steal!

Netflix’s balance sheet is basically pristine by comparison.

But yes, time will tell. I’m not optimistic given the lunacy coming David Ellison about their film slate and a couple dozen other stupid things the man has said, but time will tell.
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Debt was going to happen either way no matter what way you sliced it. Netflix was to take on debt to buy the studio, and then the spinoff Discovery Global was going to have the left over massive debt from the legacy media division, and that would have been picked up by whomever which would have taken on the debt to acquire. So it was debt all around.

Now you can say that Netflix was in a better position to handle that debt, but that is a moot point, it was still debt that would have been on the balance sheet and would have dragged down their stock. A point mind you that was what many major Netflix investors were against, which is why the stock kept going down (over 20%) since the deal was announced. There is a reason why their stock has gained almost 11% in after hours since it was announced they weren't getting it, its relief that it didn't happen.

Also Paramount's debt rating was set to that status back in 2024, prior to the Skydance merger, it was reaffirmed last year and assigned to the merged company and just hasn't improved yet. And maybe it never will, we'll just have to wait and see. The merged companies might actually be able to survive this who knows, only time will tell.
 
Disney Irish

Disney Irish

Premium Member
deadline.com

WBD-Paramount Reactions: Wall Street Analysts Split, Activist Investor Celebrates & Netflix Stock Rises

Stunned though Hollywood and Wall Street were by the news that Netflix ceded the war for Warner Bros. Discovery to Paramount, reactions soon surfaced.
deadline.com deadline.com

deadline.com

WBD’s David Zaslav Wishes Netflix Well, “Can’t Wait” To Start Working With Paramount

A week ago Warner Bros. Discovery had a deal in hand with Netflix. Today, it wished the giant streamer well but has moved on.
deadline.com deadline.com
 

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