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Analysts Favor Paramount’s All-Cash Hostile Bid Over Netflix’s Warner Bros. Deal

Warner Bros. Discovery’s board now weighs the tender offer during a formal response window.

Overview

  • Paramount Skydance launched a hostile all-cash tender valuing Warner Bros. Discovery at about $108.4 billion and covering the entire company, including CNN, TNT, TBS and Discovery networks.
  • Analysts quoted in trade coverage describe Paramount’s proposal as cleaner and lower risk than Netflix’s cash-and-stock agreement limited to the studios and HBO/HBO Max assets.
  • Warner Bros. Discovery’s board, led by David Zaslav, has 10 business days to respond, and the tender will remain open for 20 business days.
  • Paramount CEO David Ellison says the offer provides $17.6 billion more cash to shareholders than Netflix’s deal, while separate reporting raises questions about Paramount’s funding partners.
  • Netflix told subscribers that operations remain unchanged for now, said closing depends on WBD’s planned networks spin-off expected in Q3 2026 with a 12–18 month timeline, and stated it expects to maintain theatrical releases.