Analyst pegs new Skydance’s net worth at $29B, not $111B WBD price

Deadline’s Jesse Whittock reports that media cartographer Evan Shapiro values the merged Skydance at just $29 billion, citing its $81 billion assumed debt and ties to Oracle’s $160 billion in AI-driven borrowing.

Why it matters. Skydance’s debt load, intertwined with Oracle’s AI borrowing, gives leverage to creditors and skeptical investors over the Ellisons’ valuation claims.

Signal from deadline.com · Jesse Whittock · read the original.

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