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Claire Atkinson

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Wall Street sees debt bomb ticking under Paramount Skydance deal

Wall Street sees debt bomb ticking under Paramount Skydance deal

The Ankler’s Claire Atkinson reports that as Skydance’s $110 billion takeover of Warner Bros. Discovery closes Tuesday, analysts warn the combined company’s $80 billion debt load leaves no room for error against declining cable and a maturing streaming market.

Streaming

Hollywood chiefs turn out for Macron’s Lumière Summit, but stay quiet

Netflix’s Ted Sarandos, Disney’s Dana Walden, NBCUniversal’s Donna Langley and other top Hollywood executives attended French President Emmanuel Macron’s Lumière Summit on cinema’s future amid AI and streaming disruption.

Sep 9
Streaming

Wall Street recasts Netflix as a legacy stock after weak guidance

The Ankler’s Claire Atkinson reports that Netflix stock is down 40% from its all-time high after weak Q3 guidance and thin recent hits. Investors now see it as a maturing “value stock,” not a high-growth tech company, per LightShed’s Rich Greenfield.

Aug 25