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Rick Munarriz

๐Ÿ‘ค Speaker
403 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Profitability Predictions and Paramount Punches Back

But I think that they'll continue, because I think that's another incremental revenue stream.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

But not only are you taking your largest premium price streaming service competitor at that pricing range in the mid-teens a month, but you're also doing this in a case where

Motley Fool Money
Profitability Predictions and Paramount Punches Back

you're prohibiting anyone else from buying Macs and getting that much stronger and catching up to Netflix.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Netflix was always default cable to me.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Now it's even more default, default cable.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

I hate that Paramount stock went up when Netflix stock went down when they had announced a deal last week.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

To me, this was like, well, there's no fairness here.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

But yeah, I see why Paramount's doing this.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And again, not only is it more money, it's going to be very tempting for the Warner Brothers Discovery Board to look at this.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

First of all, it's more money.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

So that right away says, well, hey, you know,

Motley Fool Money
Profitability Predictions and Paramount Punches Back

shareholder, you know, we got to do right by our shareholders.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And also, this is going to have a clear path to just clearing the regulatory, antitrust regulatory barriers.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Even though Paramount Skydance just added Paramount just a couple of months ago, they're still not this monster that anyone's really scared of.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

So, I think this is the kind of thing that would definitely put Skydance, Paramount, and Warner Brothers, all three together in one company, would be very, very interesting, very, very compelling.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

competitive.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

They don't have the money on their own.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

They're turning to sovereign wealth funds, which I know seems like a weird thing, but Electronic Arts had the same thing a couple of months ago.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

We're already used to this by now, that sometimes you're getting international money with these deals, but they're not doing governance to the actual thing, so that's good.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

I think it's an interesting thing.