Media War & Peace maps the “Ellison Risk” tying Skydance to Oracle’s debt
Media War & Peace’s Evan Shapiro reports that his new interactive Media Map App values merged Skydance at $29 billion, far below the $111 billion Ellison paid, citing combined Ellison-family debt across Skydance and Oracle nearing $290 billion, almost entirely junk-rated.
Why it matters. Investors must now treat Oracle and Paramount Skydance credit risk as linked, since insurance costs on their debt are moving in lock-step.
Signal from Media War & Peace · Evan Shapiro · read the original.
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