Caroline Hyde

They've made this commitment to produce 15 films a year and increase that output.

For Warner Brothers, they've had some content success.

I'm also a fan of A Night of the Seven Kingdoms.

But again, for both companies, we've seen cable advertising really decrease.

There's still a lot of talk about how cable television is dying.

So those are factors that are going to come up on both earnings calls.

What's interesting is if we're going back to the actual deal part of all of this,

There are a lot of sweeteners coming from Paramount Skydance, like the ticking fee if the regulators don't approve it quickly enough, but also if the cable assets do deteriorate, they can't walk away from it.

How are you seeing some of the nuance in the deal-making here?

Yeah, well, it's really interesting with Netflix.

They only want the streaming and studios business, and Warner Brothers would move forward with spinning off its cable channels like CNN, TNT, into a separate company, and Netflix would just get those really strong assets.

If Paramount wins, they get everything and they're going to have, you know, even more to deal with with television.

They're going to have CNN under the same roof as CBS.

Bloomberg's Hannah Miller, thank you very much.

Elsewhere in earnings, Snowflake and Salesforce report after the bell.

Investors have been dumping software stocks amid the AI scare trade.

Let's get the preview.

Bloomberg's Brodie Ford, who covers both companies.

I mean, in Salesforce's case, the expectation is like top line growth 12%, which is pretty good compared to prior quarters.

It takes into account the Informatica acquisition, right?