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Paramount Skydance Shareholders Approve US$110 Billion Warner Bros Discovery Deal Facing Antitrust Hurdles Warner Bros. Discovery shareholders have overwhelmingly approved Paramount Skydance’s proposed US$110b merger, moving the transaction a step closer to a planned completion by late 2026, pending regulatory clearance.
U.S. and UK regulators, along with several Democratic state attorneys general, are actively reviewing the deal’s antitrust implications, with California’s attorney general signaling a possible lawsuit to block it.
The combined group is expected to carry a US$54b debt load, while management is targeting US$6b in cost synergies and highlighting AI-driven efficiencies, alongside a plan to release at least 30 theatrical films annually with a 45-day cinema window.
The merger effort points to an aggressive push to build scale across streaming, cable and theatrical content. However, the heavy debt and political scrutiny introduce meaningful execution and regulatory risks that could affect how the combined company ultimately operates.
Investors may want to track regulatory milestones, legal challenges and any updates to financing terms, since changes in any of these areas could materially reshape both the deal structure and the balance of risk and potential reward. Recent Insider Transactions Derivative • May 13
Chief Strategy Officer exercised options and sold US$1.1m worth of stock On the 7th of May, Andrew Brandon-Gordon exercised options to acquire 102k shares at no cost and sold these for an average price of US$10.76 per share. This trade did not impact their existing holding. Since December 2025, Andrew's direct individual holding has increased from 108.37k shares to 319.06k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • May 06
First quarter 2026 earnings: EPS exceeds analyst expectations First quarter 2026 results: EPS: US$0.15. Revenue: US$7.35b (up 2.2% from 1Q 2025). Net income: US$168.0m (up 11% from 1Q 2025). Profit margin: 2.3% (up from 2.1% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 166%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Media industry in the US. Declared Dividend • Apr 22
Fourth quarter dividend of US$0.05 announced Dividend of US$0.05 is the same as last year. Ex-date: 15th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (64% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Recent Insider Transactions Derivative • Apr 20
Chief Financial Officer exercised options and sold US$1.0m worth of stock On the 15th of April, Dennis Cinelli exercised options to acquire 89k shares at no cost and sold these for an average price of US$11.67 per share. This trade did not impact their existing holding. Since September 2025, Dennis' direct individual holding has increased from 28.11k shares to 34.17k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Apr 19
Paramount Skydance Corporation Declares Quarterly Cash Dividend to Class A and Class B Shareholders, Payable July 1, 2026 Paramount Skydance Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share, payable July 1, 2026, to each of its Class A and Class B shareholders of record as of June 15, 2026. Duyuru • Apr 14
Paramount Skydance Corporation to Report Q1, 2026 Results on May 04, 2026 Paramount Skydance Corporation announced that they will report Q1, 2026 results on May 04, 2026 Duyuru • Apr 09
Paramount Skydance Announces Departure of Jeff Shell as President Paramount Skydance Corporation announced that Jeff Shell is officially departing his role as president of Paramount Skydance. His ouster follows a public dispute and messy legal battle with R.J. Cipriani, a professional gambler who asserts that Shell owes him $150 million for crisis communications services and alleges the exec shared confidential information about Paramount Skydance. This is Shell’s second high-profile exit in three years from a major media company. Shell was hired by Paramount Skydance CEO David Ellison in July 2024, less than two years after he was fired as CEO of NBCUniversal. In April 2023, he was let go by Comcast, the studio’s parent company, after an internal investigation found he had engaged in an “inappropriate” relationship with an employee; the person had filed a complaint against Shell for sexual harassment and sex discrimination. Duyuru • Mar 31
BET Media Group Launches The Creator Studio With The Jason Lee Show As Flagship Series BET announced the launch of the BET Creator Studio, a dedicated space where culture-forward creators come to amplify their content with the power of the BET brand behind them. THE JASON LEE SHOW will serve as the marquee series, set to launch April 8 at 8:01 AM ET/7:01 AM CT, on BET.com and BET's official YouTube channel. Media entrepreneur Jason Lee joined forces with BET to be the marquee series for the Studio launch. With new episodes dropping every Wednesday, THE JASON LEE SHOW combines access to Lee's day-to-day life with sit-down conversations alongside his celebrity guests. Each episode pulls back the curtain on the untold stories shaping today's public narratives and the people driving culture forward. The series expands Lee's growing digital storytelling slate, giving audiences direct access to the pace, pressure, and strategy behind building influence in multiple arenas simultaneously. The BET Creator Studio serves as a creative engine for Black voices – pairing emerging and established talent with the infrastructure, resources, and distribution power of BET. From podcasts and digital series to short-form content and social-first campaigns, the Studio is designed to meet audiences where they are while shaping the future of Black storytelling. Price Target Changed • Mar 09
Price target decreased by 8.2% to US$13.21 Down from US$14.39, the current price target is an average from 15 analysts. New target price is 18% above last closing price of US$11.19. Stock is down 6.8% over the past year. The company is forecast to post earnings per share of US$0.63 next year compared to a net loss per share of US$0.73 last year. Upcoming Dividend • Mar 09
Upcoming dividend of US$0.05 per share Eligible shareholders must have bought the stock before 16 March 2026. Payment date: 01 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (2.9%). Price Target Changed • Mar 01
Price target decreased by 8.1% to US$13.23 Down from US$14.39, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$13.51. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.46 next year compared to a net loss per share of US$0.73 last year. Reported Earnings • Feb 26
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: US$0.55 loss per share (improved from US$9.36 loss in FY 2024). Revenue: US$28.9b (down 1.1% from FY 2024). Net loss: US$621.0m (loss narrowed 90% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% per year and the company’s share price has also fallen by 21% per year. Duyuru • Feb 05
Paramount Skydance Corporation to Report Q4, 2025 Results on Feb 25, 2026 Paramount Skydance Corporation announced that they will report Q4, 2025 results on Feb 25, 2026 Declared Dividend • Feb 01
Third quarter dividend of US$0.05 announced Dividend of US$0.05 is the same as last year. Ex-date: 16th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (71% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Duyuru • Jan 29
Paramount Skydance Corporation Declares Quarterly Cash Dividend, Payable on April 1, 2026 Paramount Skydance Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share, payable April 1, 2026, to each of its Class A and Class B shareholders of record as of March 16, 2026. Duyuru • Jan 21
Paramount Skydance Corporation Introduces Programmatic Access to Marquee Live Sports on Paramount+ Paramount Skydance Corporation announced a major evolution to its streaming advertising offering by introducing live, in-game programmatic buying for select commercial ad units within Marquee sporting events, kicking off with UFC's highly anticipated Paramount+ debut on January 24 with UFC®? 324: GAETHJE vs. PIMBLETT. Designed to maximize Paramount's biggest tentpole sports moments for marketing partners, this marks the first time advertisers can secure a real-time, guaranteed placement in Paramount+'s lineup of premium sports properties. Programmatic inventory availability will complement the success of Streaming Fixed Units to deliver high-impact visibility built around Paramount+'s most coveted sports programming. Through partnerships with Amazon DSP, Google's Display & Video 360, The Trade Desk and Yahoo DSP, Paramount will offer private marketplace, biddable ad inventory for UFC's full slate of Numbered Events preliminaries and Fightights in the U.S. All Numbered Event main cards will exclusively be sold as Streaming Fixed Units. Advertisers can also continue to activate campaigns spanning Paramount's digital portfolio of leading sports programming through Paramount Streaming content bundles, driven by the company's accelerated momentum across Paramount+ and Pluto TV. Declared Dividend • Dec 11
Dividend of US$0.05 announced Shareholders will receive a dividend of US$0.05. Ex-date: 18th December 2025 Payment date: 2nd January 2026 Dividend yield will be 1.1%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (71% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Duyuru • Dec 09
Paramount Skydance Corporation Declares Quarterly Cash Dividend, Payable on January 2, 2026 Paramount Skydance Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share, payable January 2, 2026, to each of its Class A and Class B shareholders of record as of December 18, 2025. Duyuru • Dec 04
Paramount Skydance Corporation (NasdaqGS:PSKY) proposed to acquire Warner Bros. Discovery, Inc. (NasdaqGS:WBD). Paramount Skydance Corporation (NasdaqGS:PSKY) proposed to acquire Warner Bros. Discovery, Inc. (NasdaqGS:WBD) on December 3, 2025. The valuation is based on industry speculation as reported by Bloomberg. Paramount Skydance has increased its proposed breakup fee in its bid raising the amount from $2.1 billion to $5 billion. Buy Or Sell Opportunity • Dec 02
Now 20% undervalued Over the last 90 days, the stock has risen 8.6% to US$15.71. The fair value is estimated to be US$19.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Duyuru • Nov 15
Comcast, Paramount, Netflix Reportedly Near Bids for Warner Bros. Discovery Comcast Corporation (NasdaqGS:CMCSA), Paramount Skydance Corporation (NasdaqGS:PSKY) and Netflix, Inc. (NasdaqGS:NFLX) are all preparing their own bids for some or all of Warner Bros. Discovery, Inc. (NasdaqGS:WBD), according to people familiar with the matter. First-round bids are due in the coming weeks, according to one person familiar with the situation. Semafor could not confirm an exact date, but sources told The Wall Street Journal, which first reported the news, that the deadline is Nov. 20. WBD is composed of two distinct units: one covering its streaming service and studios, and one housing its cable businesses, including CNN and TNT. Comcast and Netflix are only interested in a narrower bid for just the streaming-and-studios half, while David Ellison’s Paramount still wants to buy the whole thing, the people said. Paramount offered $23.50 per share, biased heavily towards cash, in its most recent of multiple repeated offers, Semafor can confirm. CNBC earlier reported the value of Paramount’s bid. The price that Netflix or Comcast would be willing to pay for their narrower pursuits couldn’t be learned. Spokespeople for WBD, Comcast and Paramount declined to comment. A spokesperson for Netflix didn’t immediately return requests for comment. Comcast’s Mike Cavanagh, who will assume the role of co-CEO in the new year, indicated on the company’s most recent earnings call that the conglomerate would only be interested in acquiring theme park or streaming assets. Combining Peacock’s content library with that of HBO and Discovery+ would instantly vault Comcast’s streaming ambitions into the big leagues. People close to the company told Semafor that Comcast executives believe they would not suffer from significant antitrust concerns in the US or in Europe if they were to tailor their pursuit to just HBO and studio assets. Comcast chairman and CEO Brian Roberts met with WBD’s David Zaslav several weeks ago, Semafor previously reported, a prelude to Comcast’s formal expression of interest in the company. Buy Or Sell Opportunity • Nov 12
Now 20% undervalued Over the last 90 days, the stock has risen 8.3% to US$15.57. The fair value is estimated to be US$19.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Nov 12
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: US$0.14 loss per share (further deteriorated from US$0.006 loss in 3Q 2024). Revenue: US$6.70b (flat on 3Q 2024). Net loss: US$257.0m (loss widened US$253.0m from 3Q 2024). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Duyuru • Oct 18
Paramount Skydance Corporation to Report Q3, 2025 Results on Nov 10, 2025 Paramount Skydance Corporation announced that they will report Q3, 2025 results on Nov 10, 2025 Price Target Changed • Oct 12
Price target increased by 8.5% to US$13.79 Up from US$12.72, the current price target is an average from 15 analysts. New target price is 19% below last closing price of US$17.00. Stock is up 64% over the past year. The company is forecast to post earnings per share of US$0.70 next year compared to a net loss per share of US$9.36 last year. Duyuru • Oct 09
Paramount Skydance Reportedly Talking to Apollo, Buyout Firms to Join Possible $60 Billion Warner Bros. Discovery Bid Paramount Skydance Corporation (NasdaqGS:PSKY) chief David Ellison is in talks with major private equity firms to join his possible bid to buy Warner Bros. Discovery, Inc. (NasdaqGS:WBD) – a megadeal that could cost upwards of $60 billion, The Post has learned. Potential investors weighing the WBD deal include Apollo Global Management (Apollo Global Management, Inc. (NYSE:APO)) – the buyout giant that in spring 2024 had made a $26 billion, debt-fueled offer for Paramount before ultimately losing that race to Skydance, people with direct knowledge of the situation said. Led by billionaire CEO Marc Rowan, Apollo already owns more than a dozen TV stations through its Cox Media Group as well as a major stake in Legendary Entertainment, a movie and TV production company. Apollo appears closest to helping Ellison with the bid, sources said. Billionaire Stephen Schwarzman’s Blackstone, which owns stakes in Hollywood firms including Candle Media – the outfit founded by ex-Disney bigwigs Kevin Mayer and Tom Staggs – has investigated a possible financing role but as of now not interested in participating, sources tell The Post. A Skydance spokeswoman had no comment; reps for Apollo and Blackstone had no comment. Paramount Skydance chief David Ellison is looking for fresh sources of capital as his dad Larry Ellison – who recently became the world’s second-richest person behind Elon Musk as stock of his software giant Oracle soared on forecasts of massive AI profits – appears nevertheless to have a limited appetite for media deals, insiders said. The leak of David’s intentions for an all-cash bid for WBD came on the heels of his $8 billion purchase of Paramount – a 13-month saga between him, Shari Redstone and the Trump administration that finally closed in August after 13 months. Then, only a month later, news leaked that David Ellison was exploring an all cash-bid for WBD, which in addition to the Warner Bros. studio owns HBO and CNN. But since then there has been eerie silence – and it’s because of the funding questions, insiders said. Meanwhile, the chatter about David Ellison leaning on his father’s checkbook is growing. Duyuru • Oct 07
Paramount Skydance Corporation (NasdaqGS:PSKY) acquired The Free Press in a transaction valued at an estimated $150 million according to Reuters and Business Insider. Paramount Skydance Corporation (NasdaqGS:PSKY) acquired The Free Press in a transaction valued at an estimated $150 million according to Reuters and Business Insider on October 6, 2025. Bari Weiss, will join CBS News as editor-in-chief. The Free Press will maintain its own independent brand and operations. Wachtell, Lipton, Rosen & Katz LLP act as legal advisor for The Free Press and Bari Weiss. Ian Nussbaum, Max Schleusener, Peter Todaro, Katherine Rocco, Jamie Sadler, Pardis Zomorodi, Julie Crisp, Nineveh Alkhas, Ghaith Mahmood, Robert Blamires, Rick Offsay, Benjamin Cohen, Drew Levin and San Diego, Hannah Cary of Latham & Watkins LLP act as legal advisor for Paramount Skydance Corporation.
Paramount Skydance Corporation (NasdaqGS:PSKY) completed the acquisition of The Free Press on October 6, 2025. Price Target Changed • Oct 03
Price target increased by 9.1% to US$13.23 Up from US$12.13, the current price target is an average from 14 analysts. New target price is 31% below last closing price of US$19.09. Stock is up 81% over the past year. The company is forecast to post earnings per share of US$0.72 next year compared to a net loss per share of US$9.36 last year. Duyuru • Sep 26
Paramount Skydance Corporation Appoints Makan Delrahim as Chief Legal Officer, Effective October 6, 2025 Paramount Skydance Corporation announced the appointment of Makan Delrahim as Chief Legal Officer, effective October 6, 2025. In this role, Delrahim will oversee all legal, regulatory, compliance and public policy matters for the Company, including oversight of Paramount's Government Relations team. A former Assistant Attorney General overseeing the U.S. Department of Justice'sAntitrust Division, Delrahim joins Paramount from Latham & Watkins LLP, where he advised clients on high-profile transactions, regulatory and government compliance, and complex litigation. He and his firm provided legal counsel to Skydance Media throughout the lengthy M&A process that led to the successful acquisition of Paramount. He brings decades of expertise navigating high-profile technical legal issues, complemented by an authoritative viewpoint on the regulatory landscape and familiarity with cutting-edge technologies including digital media and artificial intelligence. Stephanie Kyoko McKinnon, the Company's General Counsel and Acting Chief Legal Officer, will continue as General Counsel and report to Mr. Delrahim. Duyuru • Sep 20
Glancy Prongay & Murray LLP Secured $120 Million For Viacom Investors On August 5, 2025, Co-Lead Counsel Glancy Prongay & Murray secured final approval of a $120 million settlement for ViacomCBS Inc. investors. The settlement resolves investors’ claims that certain underwriters of the March 2021 public offering of Viacom Class B and Viacom convertible preferred stock violated the Securities Act of 1933 by issuing false and misleading statements and failing to disclose that the underwriters had substantial holdings of Viacom common stock as collateral for a highly leveraged, highly concentrated portfolio owned by Archegos Capital Management LP and that the underwriters could (and did) sell those holdings when Archegos collapsed. Duyuru • Sep 12
Paramount Skydance Reportedly Preparing Bid for Warner Bros Discovery Paramount Skydance Corporation (NasdaqGS:PSKY) is preparing a bid to buy Warner Bros. Discovery, Inc. (NasdaqGS:WBD), a source familiar with the matter told Reuters on September 11, 2025, potentially bringing together two storied Hollywood studios and reshaping the entertainment industry. A bid for Warner Bros Discovery would be backed by the Ellison family, which includes Skydance head David Ellison and his father, billionaire Oracle co-founder Larry Ellison, according to the Wall Street Journal, which first reported the news, citing unnamed sources. The audacious bid, coming just weeks after Skydance bought Paramount Global for $8.4 billion, would unite some of the best-known entertainment brands under a single corporate shingle, bringing together DC Comics superheroes like Superman and Nickelodeon's SpongeBob SquarePants, science-fiction franchises like "The Matrix" and "Star Trek" and two major news networks, CBS News and CNN. "This deal is the Hollywood equivalent of a sequel no one expected but everyone sort of saw coming," said eMarketer analyst Jeremy Goldman. No offer has been submitted and the plans could still fall apart, the WSJ reported. Still, shares of Warner Bros Discovery surged as much as 30% after the news while Paramount's jumped 15%. Paramount and Warner Bros declined to comment on the report. Warner Bros Discovery has been reorganizing its media business to split its declining cable television business from its studio and streaming units. Skydance, however, is seeking to acquire all of Warner Bros Discovery's media assets, including its Warner Bros film studio, HBO, and CNN, in a mostly cash deal, the WSJ reported. Duyuru • Sep 11
Paramount Skydance Corporation Appoints Dane Glasgow as Chief Product Officer Paramount announced that Dane Glasgow, a seasoned technology leader with extensive experience in consumer product development and management, digital platforms, and advanced technologies, will join the company as Chief Product Officer. Glasgow has built and scaled multiple successful businesses across social, search, entertainment, commerce, communications, geospatial software, and finance, connecting hundreds of millions of people to some of the most widely used consumer applications on the internet. In this new role, Glasgow will report directly to CEO David Ellison and will lead the company's product vision and strategy, driving innovation across digital platforms, immersive storytelling, advertising, and AI-powered capabilities. He will work closely with the Chief of Direct-to-Consumer, Cindy Holland, to ensure alignment and collaboration across platforms, products, and audience engagement strategies. Declared Dividend • Sep 10
Dividend of US$0.05 announced Shareholders will receive a dividend of US$0.05. Ex-date: 15th September 2025 Payment date: 1st October 2025 Dividend yield will be 1.0%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Duyuru • Sep 06
Paramount Skydance Corporation Declares Quarterly Cash Dividend, Payable on October 1, 2025 Paramount Skydance Corporation, announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share, payable October 1, 2025, to each of its Class A and Class B shareholders of record as of September 15, 2025. Duyuru • Aug 19
Paramount Global Files Form 15 Paramount Global (Paramount Skydance Corporation) has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A common stock, $0.001 par value under the Securities Exchange Act of 1934, as amended. Board Change • Aug 11
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Director Barbara Byrne was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.