Barclays Flags Cost Cuts, Cable Decline, and Integration Risk in Paramount-Warner Merger
The $110B Warner deal offers growth but faces execution risk, cable decline, and delays.
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Paramount Skydance Gets $14 Target as WBD Deal Advances — SkyShowtime Faces Review
Citizens sees ~32% upside in PSKY if the WBD combination closes and $6B+ in savings land. SkyShowtime is under strategic review.
Comcast Slides After CFO Says Q3 Broadband Losses Unlikely to Improve
Comcast fell after its CFO said Q3 broadband losses won’t improve year over year, citing fiber pricing, faster overbuild, and weaker Orlando demand.
Letterboxd in Talks for $250 Million Sale as Netflix, Sony, and Paramount Circle the Film Platform
Concerns grow over the platform’s independence as it hits 30 million users.
Comcast’s Sky Agrees to Buy ITV’s TV and Streaming Business for up to £1.6B
ITV will spin off its Studios business and return nearly £950m to shareholders.
Comcast to Split Into Two Public Companies via NBCUniversal Spin-Off
Comcast announces a major tax-free spin-off of NBCUniversal and Sky, creating two independent public companies focused on technology/connectivity and media & entertainment. Shareholders will receive shares in both.