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Dec 22, 2023
12/23
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ed: you say you do not have to deal with starz.ation and the underlying factors behind the idea of a warner bros., paramount? is it that broadcast linear tv is dead? felix: it is the continued decline of people cutting the cord for cable, also tv advertising is also going downward. what do people want? the studio, lions gate, look at their box office this year. they did great. they had two big hits. saw was pretty popular, the sixth biggest u.s. to mystic distributor at theatrical, over $500 million in ticket sales. that part of the business is very appealing. what is going to happen with star -- the starz side of it, everyone is cutting their cord. you are losing subscribers, that is going to be a continued trend into the future. caroline: felix gillette, we thank you. it is going to be a busy ride for 2024 when it comes to media m&a. apple engineering alums launched an ai pin to replace phones. i had a chance to try it out with the cofounders of the company. >> wearables on a few wish lists this year and may be your name is on th
ed: you say you do not have to deal with starz.ation and the underlying factors behind the idea of a warner bros., paramount? is it that broadcast linear tv is dead? felix: it is the continued decline of people cutting the cord for cable, also tv advertising is also going downward. what do people want? the studio, lions gate, look at their box office this year. they did great. they had two big hits. saw was pretty popular, the sixth biggest u.s. to mystic distributor at theatrical, over $500...
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Dec 22, 2023
12/23
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there will be stand alone starz and stand alone lionsgate studios.s each piece up to be acquired either in part or in total. this is sort of an interesting unwine of this deal with starz having been done in 2016. >> like ten years ago, i was off, but it seems like forever ago and maybe start getting critical mass. how do you trade the stocks? i wouldn't begin to whether lgfa or lgfb knows how to value these things. we talked about it the other night, the warner brothers-paramount thing, i don't understand how that benefits anybody. you saw how disney traded on the back of an upgrade. the space is in trouble. >> i'll take the other side of that just to say i think things are in play. i mean, i think you've been waiting for m&a in this space and there's now private equity that is specialized, whether it's -- the red birds or the groups or really, really smart private equity that are in the space already. but i think you've gone through this period where we know legacy tv has been priced to nothing and somebody that wants those assets, brands, station,
there will be stand alone starz and stand alone lionsgate studios.s each piece up to be acquired either in part or in total. this is sort of an interesting unwine of this deal with starz having been done in 2016. >> like ten years ago, i was off, but it seems like forever ago and maybe start getting critical mass. how do you trade the stocks? i wouldn't begin to whether lgfa or lgfb knows how to value these things. we talked about it the other night, the warner brothers-paramount thing, i...
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there is just one such change, dw starz, schultz report, rushes more on ukraine, made nato take another look at moscow and in the mirror, resulting in the biggest reconfiguration of the alliance. since the soviet union crumbled more than 30 years ago, the new plans were approved at nato is building a summit in july, we took the major decisions so to adopt reliance for the future. we agreed the naples, most of the details under bus, the defense band, since the cold war defense plans that looked like those from the cold war, dividing alliance territory and to regional commands. outlining extraordinary operational detail in thousands of highly classified pages. it's kind of how many ships do you need here? how many soldiers do you need there? then of course you take it down below that and then you get into the real nitty gritty of how you would move the ship to right. and how you would move the soldiers around how you would we supply in great detail, all the sorts of things that you would expect to have in place where they have a need where they ever need it. is that plans and vision? 3000
there is just one such change, dw starz, schultz report, rushes more on ukraine, made nato take another look at moscow and in the mirror, resulting in the biggest reconfiguration of the alliance. since the soviet union crumbled more than 30 years ago, the new plans were approved at nato is building a summit in july, we took the major decisions so to adopt reliance for the future. we agreed the naples, most of the details under bus, the defense band, since the cold war defense plans that looked...
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you know, we got a lot of them come to starz and a lot of people didn't pass like hailing the, you know, one minute. now home saying next many you, here's some tragic about the healing was visiting our grandparents in the south side, neighborhood of englewood, late in the day, she had it for the boss to take her home. she was standing near a 15 year old boy. we're dark colored s, u v rolled up and opened fire. the teenage boy, the intended target is rushed to the hospital bills for bon, sadly, kaitlin walker. so lucky the the of the same rom just don't have to shape out the application and engagement equals the trail. when so many find themselves will support. we choose to look for common ground the the colossal bag. you have a lot. i got here like 3 times they asked me, i gotta put in my bag the day, taking it out of the day about my son or whatever. leave that alone is satisfied loan. don't know where i just know i hit the ground. i get off and i hit brief. i looked at the side. it was came outside of graph. uh let me see hoffman like no uh, no gas for uh she like the soon as i get up
you know, we got a lot of them come to starz and a lot of people didn't pass like hailing the, you know, one minute. now home saying next many you, here's some tragic about the healing was visiting our grandparents in the south side, neighborhood of englewood, late in the day, she had it for the boss to take her home. she was standing near a 15 year old boy. we're dark colored s, u v rolled up and opened fire. the teenage boy, the intended target is rushed to the hospital bills for bon, sadly,...
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Dec 26, 2023
12/23
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to take them digital as it has with its starz streamers. shari redstone decides to do with her properties. we have no comments from all the media giants on these talks, but they are definitely happening. >> they don't want the prices to go up by talking about it. i'm juris cst curious, though, you're looking at the regulatory environment and the biden administration's view of big mergers, certainly the tie-up of comcast and discovery seems like that would trigger red flags everywhere. i mean what role does regulatory environment play in what we're like to see? >> that's a really good question, contessa. and i think there's thought that paramount, one reason why those assets could be in play first or easier to get a deal done is because of the regulatory environment. paramount is smaller and there is so much competition in that space. for instance, shari redstone could sell her controlling stake in national amusements, which owns 80% of the votes of paramount and global. they could sell that without much regulatory issue at all, or she could
to take them digital as it has with its starz streamers. shari redstone decides to do with her properties. we have no comments from all the media giants on these talks, but they are definitely happening. >> they don't want the prices to go up by talking about it. i'm juris cst curious, though, you're looking at the regulatory environment and the biden administration's view of big mergers, certainly the tie-up of comcast and discovery seems like that would trigger red flags everywhere. i...
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Dec 3, 2023
12/23
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within this raising kanan franchise, there are arcs, leaves, turns, i don't think people are tuning into starzpeare, a bit of drama. >> it's very the. it's all about the mother son relationships between family, it's very king lear. there are so many different layers to these characters. what i love is we're taking it, setting the stage in southside jamaica, queens, it's a family drama, it's a family who, yes, there are crime family but they're dealing with issues that every family goes through. and you get to watch them. all the consequences, all the secrets of this world, choosing to be in a world like this, and how it makes you act, how the family bonds will break, i'll come back together, and at the end of the day it's about love, it's about family, you know, that's what i love the most about it. >> that's what people love, they get behind that. raising kanan season three out now, go to nip and i'll watch season one, episode one tonight i cannot wait. patina miller, thank you so much. >>> love that,, stankey for watching symone on this sunday i'm symone sanders-townsend, if you want more th
within this raising kanan franchise, there are arcs, leaves, turns, i don't think people are tuning into starzpeare, a bit of drama. >> it's very the. it's all about the mother son relationships between family, it's very king lear. there are so many different layers to these characters. what i love is we're taking it, setting the stage in southside jamaica, queens, it's a family drama, it's a family who, yes, there are crime family but they're dealing with issues that every family goes...
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Dec 21, 2023
12/23
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we like a smaller company lion's gate, breaking itself up, a valuable content studio and a starz network is pretty immaterial to the argument if a market where i think there is still a bit underneath content libraries unencumbered by cable networks that are albatross at warner brothers and paramount. here and there, special situation, i think the liberty/siriusxm merger should deliver. the atlanta braves are a sports team that could be acquired as a separate stock. there's m&a value. you don't have to go down combining tv networks as the way to go after that. >> yeah. no. and as i said, of course, there's a lot of money being spent and not a lot of money being made. that said i think max will be slightly profitable. so for paramount shares at this point, even with the prospect of consolidation, you don't really think they go higher? >> we're not recommending that you put money in paramount today. clearly a deal could happen, but there's the revenue question. a deal might not happen. there's been a lot of discussion, you know, it's unclear that any of these things are actionable today. so
we like a smaller company lion's gate, breaking itself up, a valuable content studio and a starz network is pretty immaterial to the argument if a market where i think there is still a bit underneath content libraries unencumbered by cable networks that are albatross at warner brothers and paramount. here and there, special situation, i think the liberty/siriusxm merger should deliver. the atlanta braves are a sports team that could be acquired as a separate stock. there's m&a value. you...