LionTree reposted this
One of the key messages from the Paramount / Skydance deal is that bundling will be critical element of the “New Paramount”. While specific details about potential bundling partners or what a future bundle might look like are still unknown, per mgmt’s comments on the investor conference call, “If you’re in that bundle, you’re going to win and if you’re not in that bundle, you’re in real trouble.” We touched upon this broader bundling theme in our latest “LionTree’s Lens: Sector Insights & A Look Ahead, Summer 2024” update and expect to see the streaming industry continue to move in this direction - see clip below for more. We’ll also be doing a deep-dive into the Paramount / Skydance deal in this week’s LionTree Weekly Top TMT Themes, which you can request access to here: liontree.com/ltweekly/ #Paramount #Media #LTWeekly
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1moIt will be interesting to see how the share price of Netflix is impacted by this, and if the CBS exclusives on Paramount Plus go back to normal OTA/ regular CBS