派拉蒙斯凯丹斯对华纳兄弟探索的收购要约 - 公司目前没有立即提高其每股30美元全现金收购报价的计划 其总价值为780亿美元[1][6] - 公司将继续向股东论证其报价优于华纳兄弟探索与奈飞的现有交易[1] - 公司已进行早期内部讨论 考虑将报价提高至每股约30美元 以从奈飞手中争夺控制权[14][16] 要约的融资与承诺细节 - 公司承诺最终将承担交易可能产生的28亿美元分手费 约合每股1美元[2][10] - 融资来源包括美国银行和阿波罗的信贷额度 拉里·埃里森将投入120亿美元现金 海湾国家基金将提供240亿美元股权[7] - 海湾国家基金提供资金但不寻求董事会席位或对新公司的管理权[7] - 拉里·埃里森以其可撤销信托中的资产为交易提供完全担保 其净资产达2350亿美元 主要由甲骨文股票构成[11][12] 与奈飞交易的竞争与股东游说 - 公司采取了“敌意收购”方式 直接呼吁华纳兄弟探索股东拒绝公司与奈飞达成的每股27.75美元的出售协议[3] - 公司认为其全现金报价比奈飞涉及股票和复杂融资的方案更优 且能更快为股东提供资金[5][16] - 知名媒体投资者马里奥·加贝利已表示将接受派拉蒙斯凯丹斯的全现金报价 而非奈飞的交易[5][10] - 华纳兄弟探索计划最早于周三正式提交文件 呼吁投资者拒绝敌意收购 理由是其融资来源存在“不确定性”[4] 监管与交易确定性论点 - 公司认为其交易具有监管确定性 而奈飞合并流媒体资产可能引发司法部漫长的反垄断调查和法庭不确定性[8] - 华纳兄弟探索和奈飞反驳称监管担忧被夸大 因为许多人依赖社交媒体和YouTube而非流媒体获取内容[10] 交易背景与过程 - 华纳兄弟探索首席执行官大卫·扎斯拉夫经过数月向从苹果到亚马逊等一系列科技和媒体公司推销后 最终选择奈飞作为交易方[15] - 奈飞的交易仅收购华纳兄弟影业室和HBO Max流媒体服务 其报价依赖于明年出售有线电视资产所带来的股权价值不确定性[17] - 自9月竞购战开始以来 拉里·埃里森持有的甲骨文股票价值已下跌超过1600亿美元[11]

收购要约与董事会决策 - 华纳兄弟探索公司董事会最早可能于周三宣布对派拉蒙Skydance提出的1084亿美元收购要约的决定 [1] - 董事会很可能建议股东投票反对该收购要约 [1][4] 竞购方与报价详情 - 流媒体巨头Netflix本月早些时候以270亿美元的现金加股票报价，成功收购了华纳兄弟的非有线电视资产 [4] - 派拉蒙首席执行官David Ellison随后直接向华纳兄弟股东提出每股30美元、全现金收购整个公司的要约 [5][7] - 派拉蒙声称其要约优于Netflix的报价，且获得监管批准的道路更清晰 [6] - 派拉蒙的收购资金包括410亿美元的新股本（由Ellison家族和RedBird Capital支持）以及540亿美元的债务承诺（来自美国银行、花旗集团和阿波罗） [6] 收购标的资产价值 - 竞购资产包括华纳兄弟历史悠久的电影电视工作室、庞大的影视库、HBO及HBO Max流媒体服务 [2] - 影视作品库涵盖从《卡萨布兰卡》、《公民凯恩》到《哈利·波特》、《老友记》等经典及当代热门作品 [2] - 胜出者将通过锁定这一长期以来备受收购者青睐的庞大内容库，在流媒体大战中获得巨大优势 [4]

Kevin Hassett and Kevin Warsh are in a neck-and-neck race for the next chairman of the Federal Reserve – with the lead changing hands on prediction markets several times this week.Hassett, director of the National Economic Council, regained the top spot on Kalshi and Polymarket on Tuesday as he pleaded his case for the job.The Fed’s “independence is really, really important, and the voices of the other people at the [Federal Open Market Committee], they’re important, too,” Hassett told CNBC on Tuesday.Kevin ...

Volkswagen is ending vehicle production at its Dresden factory — the first time in the automaker’s 88-year history that it has closed a plant in its home country — as weakening demand and punishing US tariffs squeeze the German car giant.The last vehicle rolled off the line Tuesday at the Dresden site, known as the “Transparent Factory” because of its glass-walled design, capping 24 years of production that began in 2001.Volkswagen had warned last year that production cuts were coming as sales softened in E ...

The unemployment rate rose more than expected in November and previous jobs figures were revised downward as the first full report after months of a data fog revealed a weakening labor market.Hiring remained steady as US employers added 64,000 jobs in November, above expectations of a 50,000 increase, the Bureau of Labor Statistics said Tuesday.But the unemployment rate jumped to 4.6%, its highest level since September 2021 – up from 4.4% in September, according to government data.US employers added 64,000 ...

Goldman Sachs has hired Robert Sobelman — a hotshot federal prosecutor who worked on the corruption case against outgoing mayor Eric Adams that was controversially scrapped by the Trump administration — as its new head of investigations, The Post has learned.Sources close to Sobelman, an alum of Colgate University and Brooklyn Law School, said he is to join the David Solomon-led lender “imminently.”“Robert is leaving and going to run investigations at Goldman,” said one senior source briefed on the matter. ...

Ford Motor said Monday it will take a $19.5 billion writedown and is killing several electric-vehicle models, in the most dramatic example yet of the auto industry’s retreat from battery-powered models in response to the Trump administration’s policies and weakening EV demand.The Dearborn, Mich.-based company said it will stop making the F-150 Lightning in its electric vehicle form, but will pivot to producing an extended-range electric model, a version of a hybrid vehicle called an EREV, which uses a gas-p ...

JPMorgan Chase — whose CEO Jamie Dimon once dismissed bitcoin as a “fraud” and likened cryptocurrencies to a “Ponzi scheme” — is diving further into crypto with a money-market fund that’s based on blockchain.The bank’s asset-management division, which handles $4 trillion, will start the Wall Street giant’s first tokenized money-market fund — this one on the Ethereum network — with $100 million of its own money, the Wall Street Journal reported.The fund — called the My OnChain Net Yield Fund, or MONY — will ...

Roomba maker iRobot has filed for bankruptcy – and customers are worried that their pricey vacuums could stop working.The 35-year-old, publicly held company will be taken over by its Chinese supplier, Shenzhen Picea Robotics, and become a privately held business, according to the Delaware bankruptcy filing on Sunday.The Massachusetts-based company — whose robot vacuums cost up to $1,300 — has been struggling since a deal for Amazon to acquire it for $1.7 billion fell apart in 2024.  3 Roomba cleaners firs ...

Netflix co-CEOs Ted Sarandos and Greg Peters laid out their case for acquiring Warner Bros. Discovery — attempting to calm nerves in Hollywood even as they face a rival hostile bid from Paramount Skydance.In a letter to employees, the two bosses moved to ease fears over job cuts and concerns that the deal will eventually lead to the end of theatrical releases. In the past, Sarandos described going to the cinema as an “outdated” experience.“We haven’t prioritized theatrical in the past because that wasn’t ou ...