文章核心观点 文章围绕华纳兄弟探索公司首席执行官大卫·扎斯拉夫在米尔肯会议上的发言展开，涉及高管薪酬、派拉蒙全球潜在合并以及NBA转播权谈判等话题[1][5] 高管薪酬 - 扎斯拉夫认为所有首席执行官的薪酬应与股东利益一致，大部分薪酬应与股票表现挂钩，股票表现好，首席执行官应获得更好回报，反之则不然[2][5] - 2023年公司股价约为每股10美元，不足2022年上市时一半，扎斯拉夫总薪酬达4970万美元，比上一年增加超1000万美元[2] - 2021年扎斯拉夫主导华纳媒体与探索频道430亿美元合并，当年他获得2.47亿美元薪酬，其中2.03亿美元为期权奖励[4] 派拉蒙全球潜在合并 - 派拉蒙全球控股股东夏丽·雷石东正在评估多份合并要约，扎斯拉夫未直接回应是否有兴趣与派拉蒙达成交易，仅表示希望对方成功，公司重点是创作更多内容并拓展更多平台[5][6] NBA转播权谈判 - 扎斯拉夫称公司与NBA仍在进行建设性谈判，但未提供更多更新信息，还提及电影业务和HBO节目与体育直播有相似的共享体验[6] - 预计NBA未来几天将与亚马逊和迪士尼 - ESPN敲定协议，NBC环球已提出每年约25亿美元的激进报价以取代华纳兄弟探索公司的位置，华纳兄弟探索公司有权匹配该报价，但面临偿债压力和传统电视业务下滑问题，且迪士尼和华纳兄弟探索公司的独家谈判窗口已在上月到期[7]

文章核心观点 - 索尼和阿波罗向派拉蒙特别董事会委员会提出以260亿美元收购的意向，派拉蒙与天空舞的独家谈判窗口将到期，此消息使派拉蒙股价上涨，投资者更倾向索尼/阿波罗收购 [1] 收购情况 - 索尼和阿波罗正式联系派拉蒙特别董事会委员会，探讨潜在260亿美元收购要约 [1] - 这是初步非约束性意向表达，双方尚未进行尽职调查 [1] 市场反应 - 消息传出后派拉蒙股价跳涨12% [1] - 投资者更青睐索尼/阿波罗收购，而非当前配置的天空舞交易，即便天空舞上周提出所谓最佳且最后的修订报价 [1] 谈判进度 - 派拉蒙与大卫·埃里森的天空舞的独家谈判窗口即将到期 [1] - 天空舞已获派拉蒙账本查阅权，索尼和阿波罗尚未开展尽职调查 [1]

Amazon beat Wall Street forecasts for profit and revenue in the first quarter as advertising continued to grow at a healthy clip. Net income increased to 98 cents per share on a diluted basis, up from 31 cents in the year-ago quarter. Total revenue reached $143.3 billion, up 13%. Both metrics were about 15% ahead of analysts’ consensus outlook. Advertising services, a category that includes Prime Video, increased 24% to $11.8 billion. As part of a broader push, the tech giant began running ads on Prime Vid ...

The NBA‘s new round of rights negotiations has reportedly lured NBCUniversal back to the league after an absence of more than two decades. NBCU is planning to bid $2.5 a year for rights to the games, according to the Wall Street Journal. If the offer is successful, the company would supplant media rival Warner Bros. Discovery, whose TBS and TNT cable networks began carrying NBA games in 1988. TNT has been the flagship Turner network associated with pro basketball, with its Inside the NBA the gold standard ...

NBCUniversal is hiking the price of Peacock for the second time in two years, tacking $2 onto the cost of the streaming service this summer, around the time of the Paris Olympics. Beginning in July, the monthly price for Peacock Premium will increase to $7.99. Premium Plus, which offers limited advertising, download capability and live local programming, will now be $13.99. Annual plans will go up to $79.99 for Premium and $139.99 for Premium Plus. The change will take effect starting July 18 for new custo ...

公司高管薪酬 - Roku CEO Anthony Wood 2023 年总薪酬 2020 万美元，基本工资 120 万美元，其余主要为股票和期权奖励 [1][2] - Roku Media 负责人 Charlie Collier 2023 年薪酬 680 万美元，远低于 2022 年的 5330 万美元，2022 年大部分薪酬为股票期权和四年归属期的股票奖励 [2] - CFO Dan Jedda 加入公司后共获约 1800 万美元，前任 Steve Loudon 部分服务期获 780 万美元，含近 610 万美元现金遣散费 [3] 公司会议安排 - 公司年度股东大会将于 6 月 6 日举行 [4] 公司股价表现 - Roku 股价周五下跌 10%，收于 56.35 美元，2024 年至今已下跌 37%，远低于 2021 年年中创下的超 450 美元的历史高点 [5] 公司业绩情况 - 公司周四收盘后公布财报，拥有 8160 万个流媒体家庭，多个关键指标好于预期，受益于订阅流媒体行业持续涨价 [6]

Top movie theater circuit AMC Entertainment offered investors a preview of its first-quarter financial results late Friday, with key metrics coming in ahead of Wall Street expectations. The company plans to report its final quarterly numbers on May 8. Occasionally, public companies release preliminary numbers, especially those under scrutiny as AMC is during its recovery from the dual strikes of 2023. Like its peers in exhibition, the company has been hurt by a slowdown in the overall production pipeline, ...

Comcast公司高管薪酬 - Comcast公司2023年董事长兼首席执行官Brian Roberts的薪酬总额为35.47亿美元，较去年的3200万美元有所增加[1] - Comcast公司总裁Mike Cavanagh的薪酬为2960万美元，较2022年的4050万美元有所下降[3] 高薪执行官公示 - Comcast公司的前五名高薪执行官的薪酬通常在春季公布，以便于年度股东大会前公示[2] 其他公司高管薪酬 - Liberty Media公司CEO Greg Maffei去年的薪酬为2870万美元[4] - AMC Networks公司新任CEO Kristin Dolan的薪酬为1450万美元[4]

Skydance and Paramount are deep into hashing out a complicated deal that would see the David Ellison’s studio and its backers take control of the storied film and television company owned by Shari Redstone. The exclusive month-long negotiating period through May 3 is likely to be extended perhaps by a few weeks, Deadline hears, given the complexity of the transaction. The rough contours of a Skydance deal would see a circa $2 billion payout to Redstone for a majority stake in family holding NAI (which cont ...

营收情况 - 上季度营收达到19.5亿美元，增长了21%[1] - 高营收推动了调整后的EBITDA达到4600万美元和自由现金流达到3800万美元[3] 用户数据 - 每日活跃用户达到4.22亿[1] - Snapchat+在第一季度的订阅用户增长至900万[2] 股价表现 - Snap母公司股价在晚间交易中上涨了26%[1] 广告平台和合作 - 公司表示，广告平台的改进和直接响应广告需求的增加推动了这一积极数字[2] - CEO Evan Spiegel表示，公司为社区和广告合作伙伴提供的价值已经转化为了改善的财务表现[3]