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Topic

Media Mergers

Consolidation of film studios, television networks and streaming services through acquisition, and the regulatory review such deals attract.

Current stories

investConfirmed2 publishers

Skydance plans one HBO Max and Paramount+ service under roughly $80 billion of debt

Skydance's David Ellison plans to merge Paramount+ and HBO Max, a pairing he puts at over 200 million subscribers, now that the Warner Bros. deal has closed. The company says it carries roughly $80 billion of debt, so that scale has to turn into cash.

Publishers:cnbc.com qz.com techdirt.com

Perspective Coverage

3 publishers
Builder
Builder 7%
Operator
Operator 43%
Investor
Investor 50%

Reality

Evidence50
Adoption
Not scored
Hype gap+30
Incentives70
Confidence55
leadershipOne report1 publisher

Ellison puts a shared streaming platform ahead of a single HBO Max and Paramount+ app

David Ellison told Skydance staff that HBO Max and Paramount+, priced at $18.49 and $13.99 ad-free, will share one tech platform before becoming one app. A discounted bundle covers the interim while the merged service's name and price stay open.

Reality

Evidence55
Adoption
Not scored
Hype gap+10
Incentives60
Confidence50
investConfirmed4 publishers

Ellison puts Mattel's Ynon Kreiz in charge of the $110 billion Warner Bros. integration

Paramount Skydance made Mattel's Ynon Kreiz co-CEO in charge of operations and its $110 billion Warner Bros. Discovery integration. He brings a career built in television long before Barbie to a combined company carrying $52 billion of debt.

Perspective Coverage

4 publishers
Builder
Builder 7%
Operator
Operator 59%
Investor
Investor 34%

Reality

Evidence72
Adoption
Not scored
Hype gap+10
Incentives60
Confidence70
leadershipOne report1 publisher

Paramount+ plans a metered free tier to recruit viewers as parent company finalizes $110 billion WBD deal

Paramount Skydance is readying new Paramount+ features to lift engagement and revenue as it finalizes its $110 billion Warner Bros. Discovery deal. Internal documents describe the free tier as a registration funnel meant to turn samplers into paying subscribers at a service struggling with churn.

Reality

Evidence55
Adoption10
Hype gap+10
Incentives40
Confidence55
productConfirmed3 publishers

FCC clears three Gulf sovereign funds to hold 49.5% of Paramount's equity

Paramount says the sovereign wealth funds of Saudi Arabia, the UAE and Qatar will take its indirect foreign ownership to 49.5 percent. The FCC approved that. The purchase of Warner Bros. Discovery still waits on a March antitrust trial.

Perspective Coverage

3 publishers
Builder
Builder 12%
Operator
Operator 47%
Investor
Investor 41%

Reality

Evidence68
Adoption30
Hype gap+14
Incentives78
Confidence66