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WBD Battle Will 'Go on for Some Time,' PSKY 'Needs it More' Than NFLX

WBD Battle Will 'Go on for Some Time,' PSKY 'Needs it More' Than NFLX

Schwab Network · Schwab Network

December 12, 20256m 25s

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Show Notes

Seth Schachner tells investors to brace for a long back-and-forth between Netflix (NFLX) and Paramount Skydance (PSKY). He notes how mergers like these typically take upwards of a year or more before all the ink settles on the contract. Seth explains why Paramount Skydance "needs" Warner Bros. Discovery more than Netflix and routes CEO David Ellison will take to make it happen.


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