Deals & M&A
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Comcast Q4 Earnings: Peacock Losses Widen to $552 Million Despite Jump in Subs, Studios Revenue Drops 7%
Weighing on the overall results were a $122 million loss in the company’s media unit, as well as continued pressure in its broadband and pay TV businesses
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Business
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How Will HBO Change Under Netflix?
While the streaming giant plans to run HBO as-is for now, we look at potential shakeups to come for the prestige cable brand
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UK Politicians, Former Policymakers Call for Review of Netflix-Warner Bros. Deal
The group warns the $83 billion deal could result in a “substantial lessening” of competition and “damaging consequences” for consumers, creatives and the cinema industry
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Investor Nicole Quinn and Former CAA Executive Michael Blank Partner for Connect Ventures
The new independent venture capital firm launches in partnership with CAA and New Enterprise Associates
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FCC Chair Sees ‘Competition Concerns’ With Netflix–Warner Bros. Merger
The $83 billion deal is currently under review by the Department of Justice, but would not fall under Brendan Carr’s jurisdiction
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Netflix Co-CEO Greg Peters Says Paramount’s WBD Bid ‘Doesn’t Pass the Sniff Test’
“Without Larry Ellison independently financing this thing, there’s no chance in hell Paramount would ever be able to pull this off,” the executive says
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Netflix Co-CEO Ted Sarandos to Testify at Senate Antitrust Hearing on $83 Billion Warner Bros. Deal
Warner Bros. Chief Strategy Officer Bruce Campbell will also attend the February hearing
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Paramount Launches Proxy Fight, Extends Warner Bros. Discovery Tender Offer Deadline to Feb. 20
Around 168.5 million shares have been tendered as of Wednesday, representing just 7% of WBD’s total share count
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DOJ Reviewing Netflix’s $83 Billion Warner Bros. Deal
The regulator issued second requests for information on Jan. 16, extending the waiting period on its review
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Netflix Stock Sinks to 52-Week Low as Warner Deal Concern Overshadows Earnings Beat
While Netflix is excited about the $83 billion deal, Wall Street is less so
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As Warner-Netflix Deal Races Ahead, Paramount Weighs Its Next Move | Analysis
With shareholders now set to vote earlier than expected, we weigh Paramount’s different options
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Deals & M&A
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Netflix Q4 Revenue Surges 17.6% as Streamer Reaches 325 Million Paid Subscribers
The growth was also bolstered by pricing changes and increased ad revenue, which totaled over $1.5 billion for 2025
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Discovery Global Is Worth Up to $6.86 Per Share, Warner Bros. Says
The cable network spinoff is projected to generate $17 billion in total revenue and $5.4 billion in adjusted earnings for 2026, per a new regulatory filing
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What to Expect From Earnings Amid Netflix-Paramount War for Warner Bros.
Wall Street is also keeping a close eye on Comcast’s next steps post-Versant spin and trends out of Disney’s streaming and theme parks businesses
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Netflix Goes All-Cash in Revised Warner Bros. Offer for $27.75 Per Share
The amended deal, which will also include shares from the spinoff of Discovery Global, is designed to provide “greater certainty of value” and accelerate the path to a shareholder vote by April
