핵심요약

• 파라마운트는 WBD 인수 제안을 32달러로 상향 조율할 예정입니다.
• 현재 WBD 주가는 29달러 수준이며, 제안이 넷플릭스와의 기존 합의보다 우월한지 WBD 이사회가 결정할 예정입니다.
• 넷플릭스는 현재 합의 가격에 만족하고 있으며, 추가 입찰 가능성은 낮아 보입니다.
• 파라마운트의 제안이 승인될 경우, WBD의 주가는 추가 상승할 가능성이 있습니다.
• 이 거래는 미디어 산업의 경쟁 구조에 큰 영향을 미칠 수 있습니다.

배경과 맥락

파라마운트는 WBD 인수를 위해 32달러로 제안을 상향 조율하고 있으며, 이는 현재 주가보다 3달러 이상 높은 가격입니다. WBD 이사회는 이 제안이 넷플릭스와의 기존 합의보다 우월한지 평가할 예정입니다. 넷플릭스는 현재 합의 가격에 만족하고 있으며, 추가 입찰 가능성은 낮아 보입니다. 파라마운트의 제안이 승인될 경우, WBD의 주가는 추가 상승할 가능성이 있습니다.

시장 영향

이 거래는 미디어 산업의 경쟁 구조에 큰 영향을 미칠 수 있습니다. 특히, 넷플릭스와 파라마운트의 경쟁이 심화될 가능성이 있으며, 이는 향후 다른 미디어 기업들의 인수 합병 활동에도 영향을 미칠 수 있습니다. 또한, WBD의 주가는 제안이 승인될 경우 추가 상승할 가능성이 있으며, 이는 투자자들에게 긍정적인 신호가 될 수 있습니다.

투자 시사점

투자자들은 파라마운트의 제안이 승인될 가능성과 넷플릭스의 반응을 주의 깊게 지켜볼 필요가 있습니다. 또한, WBD의 주가 변동성과 미디어 산업의 전반적인 동향도 고려해야 합니다. 이 거래가 성사될 경우, WBD의 주가는 추가 상승할 가능성이 있으며, 이는 투자자들에게 좋은 기회가 될 수 있습니다.

결론

파라마운트의 WBD 인수 제안은 미디어 산업의 경쟁 구조에 큰 영향을 미칠 수 있으며, 투자자들은 이 거래의 결과를 주의 깊게 지켜볼 필요가 있습니다. 또한, WBD의 주가 변동성과 넷플릭스의 반응도 고려해야 합니다. 이 거래가 성사될 경우, WBD의 주가는 추가 상승할 가능성이 있으며, 이는 투자자들에게 긍정적인 신호가 될 수 있습니다.

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원문 링크: https://finance.yahoo.com/video/paramounts-midnight-deadline-could-netflix-210028220.html?.tsrc=rss

Paramount's midnight deadline: Could Netflix lose Warner Bros.?

Paramount Skydance ( PSKY ) is reportedly expected to raise its bid for Warner Bros. Discovery ( WBD ), according to Variety . Paramount has a midnight deadline for submitting its best and final offer to Warner Bros.

Sean McNulty, writer for The Ankler's "The Wakeup" newsletter, chats with Yahoo Finance Markets and Data Editor Jared Blikre about the ongoing bidding war for Warner Bros., where the upgraded offer would leave Netflix ( NFLX ), and more.

To watch more expert insights and analysis on the latest market action, check out more Market Domination .

Paramount reportedly gearing up to make its best and final offer to take over Warner Brothers Discovery. Variety is reporting Paramount will raise its bid to $32 a share before the Monday deadline. And joining me now is Sean McNulty from The Ankler. Sean, thanks for joining here today.

Uh, so variety reporting that this revised offer from Paramount could be around $32 and the stock I know I noticed that WBD is trading just south of $29 right now. But what do you think? Does this get the deal done?

The question Hollywood has been waiting to find out and we have a midnight deadline tonight. This is kind of a a Ground Hogs day here will this deal finally materialize. Uh it's been at $30 a share since, you know, early December. Uh and there's been, you know, word around town that they have to get their offer up. Some have said $33, some have said $34. So 32 is the new uh magic number we've heard reported today.

Um that's in the eye of the WBD board, if this gets it to be a superior proposal to the Netflix deal which they have already agreed to.

Yeah, could Netflix come back? I mean, I guess they could, but is there any chance of that at this late hour?

That's also the the interesting question is, will Netflix fight for this? Netflix has been on record saying they don't need WBD. They like, you know, the deal that they have and they like it at the price that they have. Will they like it if they have to go up to say $30 a share? Remember, these two companies are bidding on different assets. The cable business is not part of the Netflix deal. So the numbers don't exactly match up, you know, uh apples to apples if you will.

So Netflix has the money. They have the, you know, their debt rating is fantastic. They have access to the, you know, to lenders. They have, they could put more um, Netflix stock into the deal again. So they have a lot of options if they want to play, but at some point, uh the Netflix stock's been down quite a bit since this deal's been announced. Uh will the shareholders uh punish them more if they end up spending more money, which is a legitimate question for Netflix to consider.

Yes. Do you think it's a good deal for Netflix?

Uh, as of now, yeah, they're getting a lot of great uh IP. They're getting HBO, the one of the most, you know, important television brands of all time under their umbrella. Uh, they like the price they're paying. It's leaving them with uh, you know, at a very good leverage point, so they're not going into heavy debt to do this deal, uh, as opposed to, you know, Peace Sky, which is going to very heavy debt uh, at the outset of this deal if it, if in fact they do get the deal. Uh, so it's a nice win for them. The regulatory question is out there as well if the government let them do this deal.

But to bring in Harry Potter, Lord of the Rings, HBO, you know, uh all the great IP that WB has and the big TV studio, it's a great combination for them to solidify their, you know, dominance uh in Hollywood of these days.

Well, some analysts, including some on this show, have said that for the Ellisons, and this is the Paramount team, this is a must deal, this is a must-do deal for them. Uh, do you agree with that?

Yeah, I mean, Larry Ellison didn't, you know, presumably come to Hollywood to become, you know, the fifth or sixth player in Hollywood and stay there. So, if they want to become, you know, part of the top four tier of Hollywood, so Netflix, Amazon, Disney, there's a fourth slot kind of open there. They need this asset. There's nothing else in the marketplace that gives them the scale in the US or globally to put them in that club for the next 10, 15, 20 years of this business.

So, if they don't have that, their other option is really to invest in their business, which, you know, growing new properties, growing new IP, which just takes time and money. You got some new sports deals coming up. You can add in the MLB, NHL, things like that. Uh, but that's going to take time and money. This is a one-stop shop to get you into that pantheon. Um, so yeah, this they need this. There's nothing else out there outside of MBCU, which is debatable as whether Comcast wants to part with that. They have not given any indication that that's the case so far. So, yeah, this is all that's left on the table in Hollywood.

Source: https://finance.yahoo.com/video/paramounts-midnight-deadline-could-netflix-210028220.html?.tsrc=rss