Lance Blair’s Post

🎬💥 Is Paramount's Future in Pieces? Sony and Apollo's Bold Move Unveiled! The potential breakup of Paramount Global by Sony and Apollo is shaking up the entertainment industry. With plans to auction off CBS, MTV, Nickelodeon, and Paramount Plus while keeping Paramount Pictures, this move signals a shift in how conglomerates operate in the digital age and could reshape the media landscape. 📺 But amid the excitement, regulatory hurdles loom large. From foreign ownership restrictions to potential antitrust scrutiny, navigating the path to acquisition won't be easy. Yet, Sony and Apollo remain optimistic, foreseeing a multitude of interested buyers for Paramount's assets. 🚀 What do you think about this game-changing strategy? How might it impact the future of entertainment? 💡🔄 #EntertainmentIndustry #Media #Paramount #Sony #ApolloGlobal #CBS #MTV #Nickelodeon #ParamountPlus #Streaming #Acquisition #FutureofMedia #IndustryDisruption #Antitrust #Regulatory

An interesting piece on the current battle for #Paramount. The best option for whoever takes over Paramount is to follow the #Sony strategy and become the "arms dealer" who monetises its content to the max, whether by selling to the highest bidder and / or monetising in ways such as premium short-form video. The idea Paramount can compete effectively with the other major streaming services is an illusion, not least because it does not have the balance sheet / cash resources. One other point which this piece touches on indirectly The Wall Street consensus is overestimating #Netflix's strengths given (1) its cash flow generation is minor compared with its peers; (2) it does not have an historical bank of content and (3) the ending of regular disclosure on subscriber numbers points to growing issues. As usual, this is not investment advice. Christopher Grimes Anna Nicolaou

I called this one. Basically it is $26 billion all-cash buyout of Paramount Global. This offer came from Sony Pictures Entertainment and Apollo Global Management includes debt assumption and is above Paramount’s current $22 billion enterprise value. The proposal was sent to Paramount Global’s board, which is currently considering a merger proposal from Skydance Media that would keep the company public. Shari Redstone, Paramount’s controlling shareholder, has shown a preference for the Skydance proposal, supported by RedBird Capital Partners and KKR. I think Universal might potentially acquire Warner Bros in a similar fashion. Currently, many major film studios are in shits, with no immediate signs of improvement. I think we should expect mad summer. #hollywood #entertainment #film #filmmaking #tech #games #gaming #streaming #sony #wb #paramount #universal

Paramount wrote down $6 billions value of Cable TV business. Warner Bros. Discovery just did the same for $ 9,1 billions. Challenges of the linear ecosystem are becoming harder and harder against the streaming model. In Europe #satellite and #DTT TV transmission costs are becoming progressively unsustainable, especially in a 4K and 8k future scenario. Streaming is progressively taking audience: Even Disney reached profitability and DAZN is closer to break even. Very difficult to reshape the traditional media business and revamp the revenues model.

If you were among the few who didn't see either #DeadpoolandWolverine or #InsideOut2, you probably live in an area with no internet service and gravel roads that lead to your house. Hey, we're not judging, but according to the numbers, everyone else flocked to the theater this Summer. While the movie industry got off to a slow start, with domestic box office sales down 24% YoY as of May, these two highly anticipated films (honorable mention to #DespicableMe4) broke multiple records providing theater chains AMC Theatres, Regal, and Cinemark, a shot in the arm for app downloads, increasing 117% in June MoM and an additional 11% in July. Disney Streaming also used this opportunity to attract new customers to #Disney+, cross promoting the new releases w/ the availability of the original Deadpool and Inside Out movies on the service. Want to dive deeper into their creative strategy and get more insights on other streaming services: Paramount+, Netflix, Hulu, and HBO Max? Check out our report here: https://ow.ly/6uzZ30sHvZm #SummerBlockbuster #DigitalAdvertisingInsights #MobileAppInsights #StreamingApps

If you were among the few who didn't see either #DeadpoolandWolverine or #InsideOut2, you probably live in an area with no internet service and gravel roads that lead to your house. Hey, we're not judging, but according to the numbers, everyone else flocked to the theater this Summer. While the movie industry got off to a slow start, with domestic box office sales down 24% YoY as of May, these two highly anticipated films (honorable mention to #DespicableMe4) broke multiple records providing theater chains AMC Theatres, Regal, and Cinemark, a shot in the arm for app downloads, increasing 117% in June MoM and an additional 11% in July. Disney Streaming also used this opportunity to attract new customers to #Disney+, cross promoting the new releases w/ the availability of the original Deadpool and Inside Out movies on the service. Want to dive deeper into their creative strategy and get more insights on other streaming services: Paramount+, Netflix, Hulu, and HBO Max? Check out our report here: https://ow.ly/KvX930sGJC6 #SummerBlockbuster #DigitalAdvertisingInsights #MobileAppInsights #StreamingApps

More 🍿 please. Recently we wrote about Warner Bros. Entertainment $9.1B impairment. Paramount followed suit with their own impairment charge - $6B declared on Aug. 8. Investors and analysts in the entertainment space may want to pay close attention as the details of Paramount's goodwill impairment charge related to its TV networks business is eerily similar. Take a look at what we found in the footnote disclosure. https://zurl.co/Yhpc! #entertainment #networktv #financialanalysis #financialdata #goodwill #impairment

Skydance Makes a Move to Possibly Acquire Paramount https://ift.tt/Mcps43I According to many news outlets, National Amusements, the parent company of Paramount, has reached a provisional agreement with the media conglomerate Skydance for a potential merger. We are very excited that there will continue to be five major studios (Disney, Fox, WB, Paramount/Skydance, Sony) because filmmakers need all the buyers they can get in the marketplace. The more buyers, the more movies will get made. I was pretty worried after various outlets suggested that merger discussions between the two companies had ceased. But we're back on. A recent report by CNBC revealed that a preliminary deal has been presented to a Paramount committee for review and voting. The impetus for Paramount's search for a buyer stems from concerns raised by Wall Street and industry observers regarding its financial stability. In response, the company recently pledged to reduce its budget by half a trillion dollars. Yes, you read that right. No word on how they will do that yet. Paramount encompasses CBS, MTV, and Comedy Central, but there's a chance some of these will be sold off or cut to save the aforementioned money. We'll keep you updated as this story progresses. via No Film School https://ift.tt/5HbCcta July 02, 2024 at 07:49PM

If you were among the few who didn't see either #DeadpoolandWolverine or #InsideOut2, you probably live in an area with no internet service and gravel roads that lead to your house. Hey, we're not judging, but according to the numbers, everyone else flocked to the theater this Summer. While the movie industry got off to a slow start, with domestic box office sales down 24% YoY as of May, these two highly anticipated films (honorable mention to #DespicableMe4) broke multiple records providing theater chains AMC Theatres, Regal, and Cinemark, a shot in the arm for app downloads, increasing 117% in June MoM and an additional 11% in July. Disney Streaming also used this opportunity to attract new customers to #Disney+, cross promoting the new releases w/ the availability of the original Deadpool and Inside Out movies on the service. Want to dive deeper into their creative strategy and get more insights on other streaming services: Paramount+, Netflix, Hulu, and HBO Max? Check out our report here: https://ow.ly/kIbz30sGGum #SummerBlockbuster #DigitalAdvertisingInsights #MobileAppInsights #StreamingApps

While the movie industry got off to a slow start, with domestic box office sales down 24% YoY as of May, #DeadpoolandWolverine and #InsideOut2 (honorable mention to #DespicableMe4) broke multiple records providing theater chains AMC Theatres, Regal, and Cinemark, a shot in the arm for app downloads, increasing 117% in June MoM and an additional 11% in July. Disney Streaming also used this opportunity to attract new customers to #Disney+, cross promoting the new releases w/ the availability of the original Deadpool and Inside Out movies on the service. Want to dive deeper into their creative strategy and get more insights on other streaming services: Paramount+, Netflix, Hulu and HBO Max? Check out our report here: https://ow.ly/t27V30sGGqp #SummerBlockbuster #DigitalAdvertisingInsights #MobileAppInsights #StreamingApps