Chris Palmeri
speaker
54 appearances
1 recordings
1 series
first heard Jan 2026
last heard 20 Jan
Chris Palmeri’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
Well, first of all, obviously, investors have been really concerned about the Warner Brothers bid.
The stock has lost a lot of money since October when it first came out that Netflix was interested in bidding.
And you still see concern here.
I mean, they said they've spent $60 million already already.
on pursuing Warner Brothers.
They're anticipating another $275 million in cost for that.
They paused their share buybacks, which were considerable.
They had $8 billion left in their buyback program so they can conserve cash for the Warner Brothers bid.
So if you're concerned about all this, there's certainly enough in there for that.
Well, they do in their letter to shareholders sort of cite the broader case that they're no longer just competing against HBO or Paramount Plus or whoever, that they're competing against YouTube, TikTok, Instagram, and that they really only have a still small share of overall TV viewing, about 9%.
And by acquiring this great library and these facilities, Warner Brothers, they could really increase their production of stuff all around the world
and get into some new business, more consumer products, more video games.
And so that's their argument.
HBO Max would give them the opportunity to offer different pricing plans.
So somebody just wanted HBO programming, they could get that instead of Netflix.
So those are the things they're talking about.
If they get the deal.
Yeah, huge.
I mean, it's a massive purchase in the 70, 80 billion range.
There's numbers that came out today of Warner Brothers projections of what their studios and streaming business are going to do out five years.
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