ParamountGlobal2

r/ParamountGlobal2 • u/Ok_Crazy1195 • 16h ago

Skydance’s Market Value Is Currently Less Than Half What Warner Bros. Discovery and Paramount Combined Were Worth

6 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

After Contentious Meeting, CBS News Foreign Editor Shayndi Raice Tries To Apologize For Her Tone In Individual Conversations With Staffers On 3-Hour London Boat Cruise: "It Was The Weirdest Night." - With Surprise Turmoil, Tom Cibrowski & “CBS Evening News” EP Kim Harvey Will Be Visiting Next Week.

48 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

Netflix Will Replace Its Chief Content Officer Bela Bajaria With Peter Rice. Film Chief Dan Lin's Eventual Fate & Replacement Will Be Rice's Decision - RedBird’s Gerry Cardinale, Is Funding Jeff Shell's Plan To Scoop Up Any Cable Networks & Local Broadcast Stations In Case Skydance Needs Liquidity.

7 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

S&P Global Analyst Naveen Sarma Says With An $87.5B Debt Mountain, Skydance Won't Be Able To Hit Its 2028 Leverage Ratio Target Unless Larry Ellison Infuses Between $10-15B Of Additional Equity To Bridge Gap: “A Deeper Hole To Dig Out Of. There’s Going To Be More Of A Challenge To De-Lever Anyway.”

10 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

After Issuing 471M Stock Warrants To Existing Investors & A $0.19 Downward Price Adjustment From NYSE, Skydance Shares Skid Down 22.2% With Its $45.6B Market Cap Tumbling Down To Around $35.6B. - If All Warrants Were Exercised, It Would Only Raise About $5.65B Of Cash While Increasing Dilution.

10 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

Paramount Global's UK & Channel 5 Content Chief Ben Frow Will Exit Skydance In Summer 2027 After 14 Years - He Says “This Was Best Job In The World & Absolutely Loved My Time At 5. But After Achieving Everything I Wanted To & More, It Seems Like The Right Time To Hand Over & Give Someone Else A Go.”

2 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 1d ago

As Skydance Taps Bari Weiss's Deputy Charles Forelle To Implement Editorial Independence Promises, Only 4 Names Have Been Floated For News Oversight Board: NBC's Andrew Lack & Jim Bell, Former CNN Chair Walter Isaacson, & Kara Swisher. A Media Veteran Says The Seats Only Offers Performative Status.

2 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 3d ago

CBS News Foreign Editor Shayndi Raice Used Staff Meeting To Try To Defend Her Decisions & Announcing Bari Weiss's Next Overhauls Of London Bureau - Even As Trevor Phillips Backed Raice, Holly Williams Challenged Her By Bringing Out Editorial Notes On The Scrubbing Of Her Middle East Conflict Report.

53 Upvotes

r/ParamountGlobal2 • u/Ok_Crazy1195 • 2d ago

Why Wall Street Is So Worried About Skydance’s Debt

finance.yahoo.com

2 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 3d ago

CBS News Insiders Say Bari Weiss's & Charles Forelle's Clash Wouldn't Have Led To Lesley Stahl's Exit: “Lesley’s Not Going Anywhere. She Knows Weiss's Caught Between Rock & A Hard Place.” As For Weiss's Future: “She Needs To Tone Things Down As Ellison Doesn't Want To Be Dragged Into Every Upsets.”

22 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 3d ago

Skydance's Investment-Grade & Junk Bonds Tumbles Even Further & Sends Cost Of Protecting Its Debt Against Default For 5 Years Jumping - Financial Strategists Note “Investors Needs To Consider More Carefully That These Bonds Potentially Lag Other High-Grade Securities Despite Market’s Tight Spreads.”

4 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 4d ago

Bari Weiss & Deputy Editor Charles Forelle Clashed With Lesley Stahl On Her "60 Minutes" Palestinian Segment That Stahl Considered Leaving: "They Didn’t Know If It Would Air As Screenings Got So Heated." Foreign Editor Shayndi Raice Also Scrubbed Part Of Holly Williams's Middle East Conflict Report.

194 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 3d ago

Skydance's Looking To Utilize AI To Have More Efficient Workflows & Production Processes As Part Of Its $6B Cost-Cutting Plan - Insiders Say “But With All That Debt, If They Have A Bad Year Or Stretch & Things Don’t Pencil Out, How Long Before They Have To Make Those Warner Cuts? It Doesn’t Add Up.”

31 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 4d ago

Former Paramount & Amazon Marketing Chief Gerry Rich On If Skydance Can Do 30 Annual Films: “It Takes Skill, Time, & Finessing Based On Marketplace. I’ve Felt That Way With 15 At Times But 30's Another Beast.” - A Producer On Greenstein: “Ambitious Guy Who Overpromises To Get Whatever He Can Going.”

6 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 4d ago

Netflix’s Content Chief Bela Bajaria Has No Regrets Over Attempted WarnerDiscovery Bid: “It Was Always Nice-To-Have At Certain Price But Definitely Not A Must-Have At Any Price. We Were Never Going To Spend Over The Odds. We're Financially Disciplined, Knew What We Had, & What The Opportunity Was.”

5 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 5d ago

Due To Bank Of America's Mispricing Of Skydance's $52B Financing Package, Hedge Fund Millennium Management Sold Their $2.2B Purchase Of Investment-Grade & Junk Bonds During Tumble With A $100M Loss. A Debt Investor Says “You Want A Deal This Size To Do Well So It’s Abnormal For It To Trade Poorly.”

40 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 5d ago

Media Analyst Evan Shapiro Puts Skydance's Entire Value At Just $29B Due To Its Staggering $87.5B Debt Mountain: “No One In Their Right Mind Would Buy That Debt Or Even Buy The Company For A $110B Price. The Fortunes Of Skydance & Oracle Are Intrinsically Intertwined & Have $240B Of Combined Debt.”

21 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 6d ago

Former ‘60 Minutes’ EP Bill Owens & CBS News CEO Wendy McMahon On Why They Left Company: ‘It Was Like The Match Was Fixed & Needed To Bring Attention. They're Telling Us To Do Unjournalistic Things Like Stopping Admin-Related Stories. Couldn't Even Lead With A Journalistic Or Business Perspective.’

198 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 6d ago

Skydance's $6B Cost-Cutting Plan Could Be Too Small To Tackle Its $87.5B Debt Mountain - Needham Analyst Laura Martin Says They'll Need To Think About $10B Chunks Instead Of $2B & Trim Debt Down To $60B As Fast As Possible: “They'll Have To Be Making A Ton Of Money Or The Whole Thing’s Going Under.”

16 Upvotes

r/ParamountGlobal2 • u/Sea-Poem5050 • 6d ago

WB/Paramount merger. (And they’re calling it Skydance Corporation)

1 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 6d ago

As Ellisons' Pursuit Has David Zaslav & 12 Executives Receiving At Least $40M Each & Some With Multiples Beyond That, Skydance's Also Forced To Issue Stock Payouts To Nearly 20K WarnerDiscovery Employees, 500 Staffers Are Netting $1M Each & 1,000 Workers Getting $500K Apiece From Appreciated Shares.

6 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 6d ago

As David Zaslav's Total Cash & Stock Payout Tops $1B+, WarnerDiscovery CFO Gunnar Widenfels $120M, Chief Revenue & Strategy Officer Bruce Campbell $150M, International Chief Gerhard Zeiler $90M, CLO Priya Aiyar $57M+ - Board Directors Debra Lee $1.3M, Ken Lowe $18.1M, & Chair Samuel Di Piazza $3.1M.

3 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 6d ago

While Ellison Throws Skydance Celebration Party This Weekend, Insiders Say WarnerDiscovery CEO David Zaslav Has Future Media Plans After Break: “He’s On Vacation, Out Of Town Now, & Definitely Off The Grid For A Little While.” Those Plans Might Involve His Mentor & Board Chair Emeritus John Malone.

0 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 8d ago

David Ellison Will Likely Use His Co-CEO Ynon Kreiz To Blame For Skydance's Impending Bloodbath: “Pay Him A Ton Of Money To Do The Layoffs & Keep Your Hands Clean.” - CBS News & 60 Minutes Staffers Were Scrambling When Editor-In-Chief Bari Weiss Dispatched Matt Gutman To Cover The FlyDubai Incident.

30 Upvotes

r/ParamountGlobal2 • u/lowell2017 • 8d ago

Netflix's Upcoming Restructuring Results In 5% Layoffs, About 850 Jobs. Skydance Sees WB's 39 Upcoming Films As “A Lot Of Expensive Dreck In Cupboard.” Former MGM Chairman Kevin Ulrich Can Help Raise Funding For De Luca's & Abdy's Production Company & Set Up Shop At Amazon, Apple, Netflix, Or Sony.

9 Upvotes