DIS Shareholders and Stock Info ONLY

[HokieRaven5]

China alone could come close enough to Deadline’s $270M global projection. Around $34M for the opening day there.

Moana 2 did just under $15M total for its entire run in China

China latest projection for the opening 5-Day window $272-273M

 

[HokieRaven5]

https://www.hollywoodreporter.com/m...a-2-rules-thanksgiving-box-office-1236437850/

$556M estimated global weekend

 

[wabbott]

https://www.thewrap.com/netflix-comcast-paramount-warner-bros-discovery-bids-second-round-submitted/

Netflix Puts in Mostly Cash Offer as Warner Bros. Discovery Bidding War Heats Up

The streamer’s latest bid is part of a second round called for by the David Zaslav-led media giant

Kayla Cobb and Lucas Manfredi - The Wrap
December 1, 2025 @ 2:44 PM PST

 

[wabbott]

Disney’s Succession Race Enters Final Stage as Iger’s Reign Draws to End

Company is expected to promote from within, with parks chie 9kf Josh D’Amaro and TV head Dana Walden considered leading contenders

By Ben Fritz, Isabella Simonetti and Joe Flint
Dec. 1, 2025 10:00 pm EST

https://www.wsj.com

 

[wabbott]

this gets around paywall

https://www.msn.com/en-us/entertain...tage-as-iger-s-reign-draws-to-end/ar-AA1RwFf7

 

[Elijah Abrams]

Disney’s Succession Race Enters Final Stage as Iger’s Reign Draws to End

Company is expected to promote from within, with parks chie 9kf Josh D’Amaro and TV head Dana Walden considered leading contenders

By Ben Fritz, Isabella Simonetti and Joe Flint
Dec. 1, 2025 10:00 pm EST

https://www.wsj.com

I still think they should both be co-CEOs.

 

[wabbott]

https://www.thewrap.com/netflix-win...very-bidding-war-enters-exclusive-deal-talks/

Netflix Wins the Warner Bros. Discovery Bidding War, Enters Exclusive Deal Talks

The streaming giant hit the magic $30-a-share target and has an exclusive window to negotiate a final deal

by Roger Cheng and Sharon Waxman

December 4, 2025 @ 7:35 PM PST

 

[Cfabar1]

I get why Netflix wants it, but still think it is a bad idea and unlikely to happen in the end. Reminds me a lot of when AOL bought it 25 years ago...

 

[wabbott]

I get why Netflix wants it, but still think it is a bad idea and unlikely to happen in the end. Reminds me a lot of when AOL bought it 25 years ago...

Ah, yes. The heady days of the DotCom boom. I recall those days well. And then they fooled AT&T into paying several prices too much for WB, which resulted in the vaporization of many tens of billions of T stockholder equity.

 

[BrianL]

I get why Netflix wants it, but still think it is a bad idea and unlikely to happen in the end. Reminds me a lot of when AOL bought it 25 years ago...

Well, it's better than Paramount, but, yeah, I don't like it. I don't want to see more industry consolidation.

 

[RivShore]

I don't like it...I don't like it from a consumer standpoint and I don't like it from a DIS shareholder standpoint. I really don't see how a combination of 2 of the largest streamers gets approved in the US or around the world. I think I read in one of the recent articles that the EU had already indicated they would not approve. I suspect this is not over yet....

 

[RivShore]

I get why Netflix wants it, but still think it is a bad idea and unlikely to happen in the end. Reminds me a lot of when AOL bought it 25 years ago...

Ah, yes. The heady days of the DotCom boom. I recall those days well. And then they fooled AT&T into paying several prices too much for WB, which resulted in the vaporization of many tens of billions of T stockholder equity.

Ya know, the old saying history repeats or at least rhymes, certainly applies here - we now have WB being acquired by the latest and greatest tech streaming company just as WB was acquired 30 years ago by the latest and greatest tech web company. Will it work this time for shareholders, (it always works for those doing the deal) or will billions in shareholder value be burned, as in the past?

 

[wabbott]

Ya know, the old saying history repeats or at least rhymes, certainly applies here - we now have WB being acquired by the latest and greatest tech streaming company just as WB was acquired 30 years ago by the latest and greatest tech web company. Will it work this time for shareholders, (it always works for those doing the deal) or will billions in shareholder value be burned, as in the past?

When they said "Hollywood is built on dreams," they weren't kidding!

 

[HokieRaven5]

We’ll see how long of theatrical windows Netflix would have for Warner content. Sarandos said today they’d still honor the commitments but that the release windows could evolve to be more consumer friendly. Warner already has some of the shorter windows in the 45+ Day range.

 

[irlandaise]

I really don't see how a combination of 2 of the largest streamers gets approved in the US or around the world.

Sorry to ask, but have you been in a coma since January 20th?

I think I read in one of the recent articles that the EU had already indicated they would not approve.

That I can believe. But the U.S.? I can't imagine today's FTC or DOJ stopping anything that will give large shareholders a big payday.

 

[RivShore]

Sorry to ask, but have you been in a coma since January 20th?


That I can believe. But the U.S.? I can't imagine today's FTC or DOJ stopping anything that will give large shareholders a big payday.

They have already put up roadblocks to a few tech/media related mergers and they also waved thru a bunch, so who knows?? Anyway, per Google, here's a couple that got shot down. in addition to international approvals, US states will also have a say in this, so that's another wild card. (We should probably not go much further into this, as we veer into the dreaded P word.)

Key Blocked/Challenged Mergers:
HPE & Juniper: The DOJ sued to block this $14 billion tech merger in January 2025, arguing it would create a near-monopoly with Cisco in enterprise wireless networks, say Yahoo Finance https://finance.yahoo.com/news/trum...s-mergers-wont-get-a-free-pass-153029456.html and Goodwin Procter https://www.goodwinlaw.com/en/insights/technology-antc-antitrust-and-competition-technology-1031235.
GTCR & Surmodics: The FTC challenged this private equity acquisition in September 2025, marking the first major FTC merger challenge under the new administration, notes Jones Day www.jonesday.comma--insights-from-first-merger-challenge-of--trump-administrations-federal-trade-commission

 

[HokieRaven5]

They have already put up roadblocks to a few tech/media related mergers and they also waved thru a bunch, so who knows?? Anyway, per Google, here's a couple that got shot down. in addition to international approvals, US states will also have a say in this, so that's another wild card. (We should probably not go much further into this, as we veer into the dreaded P word.)

Key Blocked/Challenged Mergers:
HPE & Juniper: The DOJ sued to block this $14 billion tech merger in January 2025, arguing it would create a near-monopoly with Cisco in enterprise wireless networks, say Yahoo Finance https://finance.yahoo.com/news/trum...s-mergers-wont-get-a-free-pass-153029456.html and Goodwin Procter https://www.goodwinlaw.com/en/insights/technology-antc-antitrust-and-competition-technology-1031235.
GTCR & Surmodics: The FTC challenged this private equity acquisition in September 2025, marking the first major FTC merger challenge under the new administration, notes Jones Day www.jonesday.comma--insights-from-first-merger-challenge-of--trump-administrations-federal-trade-commission

The HPE & Juniper merger block was reversed in June and allowed to proceed.

The GTCR & Surmodics may also have recently been allowed to proceed as well or doesn’t seem to have any further challenges pending.

 

[RivShore]

I do remember hearing the HPE one got pushed thru, must have slipped my aging mind. lol Thanks for the info.

 

[RivShore]

Bipartisan opposition and the EU all but confirming their official opposition to the deal, lets see if anything sticks or is it all hot air...

Opposition to Netflix-Warner Bros deal crosses political party lines​

https://finance.yahoo.com/news/netflix-warner-bros-deal-faces-152324408.html

 

[wabbott]

https://www.thewrap.com/hollywood-terrified-as-netflix-buys-warner-bros-the-day-theatrical-died/

Hollywood Terrified as Netflix Buys Warner Bros: ‘The Day Theatrical Died’

Netflix is poised to reshape the entertainment industry again — and possibly wreck the theatrical business along the way

by Adam Chitwood

December 5, 2025 @ 11:47 AM PST