ToffCap’s Monday Monitor #76Warner Bros. Discovery – WBD

Pitch Summary: Warner Bros. Discovery is considering a split of its operations, separating its streaming and studio businesses from its linear networks, which could lead to a revaluation of its assets. BSD Analysis: The potential split of Warner Bros. Discovery’s operations could create distinct entities with different growth trajectories, as the streaming and studio businesses […]

Deep dive on Paramount SkydanceParamount Skydance – PSKY

Pitch Summary: The merger of Paramount and Skydance aims to leverage Paramount’s extensive content library with Skydance’s innovative production capabilities to create a competitive media powerhouse. The potential for unlocking value lies in the successful integration of these assets and the ability to adapt to the rapidly changing media landscape. BSD Analysis: The merger between […]