Rick Munarriz
๐ค SpeakerAppearances Over Time
Podcast Appearances
But I think that they'll continue, because I think that's another incremental revenue stream.
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
you're prohibiting anyone else from buying Macs and getting that much stronger and catching up to Netflix.
Netflix was always default cable to me.
Now it's even more default, default cable.
I hate that Paramount stock went up when Netflix stock went down when they had announced a deal last week.
To me, this was like, well, there's no fairness here.
But yeah, I see why Paramount's doing this.
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.
First of all, it's more money.
So that right away says, well, hey, you know,
shareholder, you know, we got to do right by our shareholders.
And also, this is going to have a clear path to just clearing the regulatory, antitrust regulatory barriers.
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.
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.
competitive.
They don't have the money on their own.
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.
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.
I think it's an interesting thing.