Nancy Tangler
๐ค SpeakerAppearances Over Time
Podcast Appearances
And I think NVIDIA still only really has one bear on Wall Street who just boosted his estimates for the company's earnings going forward.
Yeah, so we have Paramount, Comcast, and Netflix.
They all have some differences with their bids, with the obstacles facing them here, but those are the players going for Warner Brothers Discovery's assets.
So Comcast and Netflix, they're going for streaming and studios.
They want those big profit sectors for Warner Brothers Discovery.
Paramount wants the whole thing.
They'll take the cable networks too, even though we've seen so many people cut the cord and shift from cable to streaming.
Yeah, it's a great question.
It's something a lot of investors are thinking about.
With Paramount, we know that the CEO, David Ellison, he's spoken about the positive relationship that he has with President Trump.
So that could help smooth things over on a regulatory front.
The thing with Netflix is that there are questions about if both streaming services were under Netflix, if HBO Max got added to Netflix, would they dominate and have too much market share?
Yeah, so the role he plays with whatever shakes out, that is a big factor here.
We know he's someone who still wants to stay in the mix.
And I think a lot of the investors, the shareholders, they're all thinking about what role Zaslav will play after a deal.