Disney's Next Acquisition Speculation / Discussion

[Disney Irish]

https://www.reuters.com/business/media-telecom/paramount-preps-71-billion-warner-bros-discovery-bid-with-three-arab-sovereign-2025-11-18/

"Warner Bros Discovery's (WBD.O), wants Paramount Skydance (PSKY.O), to sweeten its latest bid of $23.5 per share to about $30 apiece, Axios reported on Tuesday, citing sources familiar with the matter.

At $30 per share, Warner Bros Discovery would be valued at $74.34 billion. That's up from Paramount's current offer of $58.23 billion."

 

[coffeefan]

David Ellison Attends Trump's Dinner for Saudi Prince as Paramount Denies Arab Wealth Funds Are Part of WBD Bid

Paramount Skydance called Tuesday reports that the company was forming an investment consortium "categorically inaccurate”

www.thewrap.com

Saudi Funds, White House Dinner & David Ellison: As Warner Bros. Discovery Bids Come Due, The Middle East Steps Up

With bidders vying to take over Warner Bros. Discovery ahead of a Thursday deadline, speculation is growing about the role of Middle East wealth in the game-changing transaction.

deadline.com

 

[coffeefan]

 

[coffeefan]

 

[coffeefan]

 

[coffeefan]

Wow, Netflix might have this in the bag!

 

[Disney Irish]

Wow, Netflix might have this in the bag!

It'll be interesting to see what comes of it, as it would have a potential issue getting through the regulatory process given Netflix's stature as the #1 streamer. With Paramount (or even Comcast) it was two smaller streamers merging to take on the big three of Netflix, Disney, and Amazon. But with Netflix it could be seen as a move that is anti-competitive.

 

[coffeefan]

It'll be interesting to see what comes of it, as it would have a potential issue getting through the regulatory process given Netflix's stature as the #1 streamer. With Paramount (or even Comcast) it was two smaller streamers merging to take on the big three of Netflix, Disney, and Amazon. But with Netflix it could be seen as a move that is anti-competitive.

I think they will argue that Google is #1 with YouTube. Also, this administration has been weak in court cases, so I think they will be okay. I'm curious what the ramifications will be on the streaming landscape, theaters, and even Universal parks.

 

[Disney Irish]

I think they will argue that Google is #1 with YouTube. Also, this administration has been weak in court cases, so I think they will be okay. I'm curious what the ramifications will be on the streaming landscape, theaters, and even Universal parks.

It will depend on how "streamer" is defined in this context. As a case can be made on either side.

As for the ramifications it was always going to lead to consolidation both in streaming and in theatrical. What that looks like 1, 2, 5 years down the line who knows. Netflix committed to keeping theatrical, but we all know how those type of commitments go, ie they are about as good as the toilet paper its written on.

 

[coffeefan]

 

[Disney Irish]

Hold onto your butts, because if this is true there is at least one if not multiple lawsuits coming.

 

[coffeefan]

Hold onto your butts, because if this is true there is at least one if not multiple lawsuits coming.

It's official. I'm not happy Netflix won, but I am relieved Paramount-Skydance lost. This story will be fascinating to follow.

 

[MisterPenguin]

Netflix currently has the best offer.

The billionaire could go higher.

It's not nearly over.

 

[Disney Irish]

It's official. I'm not happy Netflix won, but I am relieved Paramount-Skydance lost. This story will be fascinating to follow.

Like I said hold onto your butts, its not over until the actual close of the deal and shareholders vote to approve it. Many things can happen between now and then. Like I said a lawsuit or two is likely next, as from what I've been seeing Paramount had been offering almost the same terms for the entire company not just the Studio and HBO, ie better shareholder value.

 

[MisterPenguin]

It's official. I'm not happy Netflix won, but I am relieved Paramount-Skydance lost. This story will be fascinating to follow.

Please don't post clickbait. As per the Deadline article....

Netflix has emerged victorious with what appears to be the highest and so far the winning bid for Warner Bros. Discovery,​

 

[Disney Irish]

Netflix currently has the best offer.

The billionaire could go higher.

It's not nearly over.

Current offer is Netflix $28/share for only studio and HBO, Paramount $27/share for the entire company.

Long road ahead in my opinion. Has the same markings of the Disney/Comcast battle for 21st Century.

 

[coffeefan]

Current offer is Netflix $28/share for only studio and HBO, Paramount $27/share for the entire company.

Long road ahead in my opinion. Has the same markings of the Disney/Comcast battle for 21st Century.

And a $5 billion break-up fee. Bloomberg is reporting $30 per share. We will know the details soon. Historic.

 

[Disney Irish]

And a $5 billion break-up fee. Bloomberg is reporting $30 per share. We will know the details soon. Historic.

What I read is that WB wants $30/share not that Netflix offered it, $28/share still appears to be the current offer from Netflix.

Also Paramount offered the same $5B breakup fee.

Again long road ahead in my opinion. Look how long the 21st Century battle between Disney and Comcast took, 2 months. This isn't likely ending soon, there hasn't been "best and final offers" yet.

 

[coffeefan]

 

[coffeefan]

Please don't post clickbait. As per the Deadline article....

Netflix has emerged victorious with what appears to be the highest and so far the winning bid for Warner Bros. Discovery,​

Semantics. Those two things are not necessarily exclusive. Regardless, Netflix is in exclusive negotiations now. I'm pretty confident they will succeed.