Market Update: Warner Bros., Bill.com, C3 AI—Significant Auctions and Acquisitions Impact the Industry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Should l Buy PSKY?
Source: Benzinga
Auction Activity: Bill.com and C3 AI are currently up for sale, with Bill.com seeking bids following activist pressure from Starboard Value, and C3 AI's sale coinciding with CEO Tom Siebel's resignation.
M&A Developments: Clayton Dubilier & Rice is considering a takeover of Sealed Air, while Dayforce's shareholders approved a buyout by Thoma Bravo. Additionally, major companies like Paramount, Comcast, and Netflix are preparing bids for Warner Bros. Discovery.
Private Equity Moves: Clearlake Capital is acquiring Pathway Capital Management for nearly $1 billion, which will significantly increase its assets under management, while Permira is looking to sell Golden Goose, with HongShan Capital Group showing interest.
Purdue Pharma Bankruptcy: Purdue Pharma has received court approval to exit bankruptcy, restructuring its multibillion-dollar opioid settlement and establishing a new public-benefit company focused on addiction treatment, following a revised plan after the U.S. Supreme Court's intervention.
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Analyst Views on PSKY
Wall Street analysts forecast PSKY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PSKY is 14.08 USD with a low forecast of 8.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
1 Buy
7 Hold
7 Sell
Moderate Sell
Current: 10.520
Low
8.00
Averages
14.08
High
19.00
Current: 10.520
Low
8.00
Averages
14.08
High
19.00
About PSKY
Paramount Skydance Corp, formerly New Pluto Global, Inc., is a holding company. It operates through its wholly owned subsidiaries, Paramount Global (Paramount) and Skydance Media, LLC (Skydance). Paramount is a global media, streaming and entertainment company that creates premium content and experiences for audiences worldwide. Its consumer brands include CBS, Paramount Pictures, Nickelodeon, MTV, Comedy Central, BET, Paramount+ and Pluto TV. In addition to offering streaming services and digital video products, it also provides production, distribution and advertising solutions. Skydance is a diversified media company focused on creating event-level entertainment for global audiences. Skydance develops, finances and produces live-action and animated films, television shows, sports content and interactive games worldwide. Skydance has also produced 31 seasons of live-action and animated television content across 16 series and supplies content across a range of platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Netflix's Warner Bros. Acquisition Sparks Market Interest
- Poor Market Performance: Despite a significant recovery in 2022, Netflix's stock has underperformed the S&P 500 over the past year, losing 11% last month and trading at a 40% discount to its 52-week high, which may dampen investor confidence.
- Strong Financial Growth: In 2025, Netflix reported revenue of $45 billion, a 16% annual increase, with net income nearing $11 billion, up 26%, demonstrating its strong influence in the streaming industry despite rising costs.
- Acquisition Risks: Netflix's all-cash acquisition of Warner Bros. for $82.7 billion could enhance its market position, but with only around $9 billion in liquidity, it may need to dilute its stock or take on significant debt, leading to a pause in share repurchases.
- Cautious Future Outlook: Although revenue growth is projected to slow to 12%-14% in 2026, Netflix expects subscriber growth and a near doubling of ad revenue, indicating long-term potential in the streaming market, but short-term challenges may persist.
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NFL Considers Selling Live Game Rights to Streaming Companies
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- New Strategic Signals: The $100 million deal with YouTube marks a new strategy in NFL's media partnerships, potentially encouraging more non-traditional partners to engage, thereby altering the landscape for traditional media.
- International Game Expansion: The league is set to increase its international slate to a record nine games next season and may sell a separate media package for some of these matchups, further expanding its global reach and attracting international viewers.
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- Transaction Valuation: Netflix agreed to acquire Warner Bros. at $27.75 per share, valuing the deal at approximately $72 billion, and any blockage could significantly impact Netflix's expansion plans.
- Market Share Concerns: The merger would give Netflix and HBO Max control of about 30% of the U.S. subscription streaming market, a threshold that may trigger stricter antitrust scrutiny, affecting future competitive dynamics.
- Legal Response: Netflix's lawyer stated that the company has not received any separate monopolization investigation notice from the Justice Department, although market concerns about the antitrust risks of the deal may affect investor confidence.
See More
Justice Department Reviews Netflix's Acquisition Proposal
- Antitrust Investigation: The Justice Department is reviewing Netflix's acquisition proposal for Warner Bros, probing potential anticompetitive behavior that could impact Netflix's market position and future acquisition capabilities.
- Deal Details: The agreement between Netflix and Warner Bros is valued at approximately $82.7 billion, with Netflix offering $27.75 per share, while Paramount's subsequent hostile bid at $30 per share highlights the intense competition in the market.
- DOJ's Concerns: The DOJ's subpoena questions whether Netflix engaged in any other exclusionary conduct that could entrench market power, and if issues are found, it could block the deal, affecting Netflix's expansion plans.
- Market Sentiment: Retail sentiment around NFLX and WBD stocks remained in the 'bearish' territory over the past 24 hours, while PSKY's sentiment shifted from 'bearish' to 'bullish', indicating varied investor perspectives on different companies.
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- Rise of Digital Platforms: Schroeder highlighted that the NFL sold a game to YouTube for about $100 million last season, indicating that digital platforms now reach broadcast-level audiences, thus providing the NFL with more options and flexibility.
- International Game Expansion: The NFL plans to increase the number of international games to nine next season, a record high, with Schroeder stating that the league may sell a new package of some of these games to media partners as early as next year, enhancing brand visibility.
- Traditional Media Negotiations: The NFL is expected to begin discussions with traditional media partners, including Disney, Paramount Global, NBCUniversal, and Amazon, later this year regarding new media rights agreements, four years ahead of the current contract's opt-out clause, reflecting the league's focus on future media strategies.
See More
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- New Media Opportunities: NFL Media chief Hans Schroeder announced plans to engage with non-traditional media companies to explore selling live game rights, indicating a willingness to collaborate with emerging media platforms.
- Digital Platform Potential: The NFL sold a week one game to YouTube for approximately $100 million last season, with Schroeder highlighting that the rise of digital platforms makes them strong competitors to traditional broadcast TV, thereby increasing the NFL's options.
- Media Rights Negotiation Timing: The NFL and its traditional media partners, including Disney, Paramount Global, Comcast's NBCUniversal, and Amazon, are expected to begin discussions on new media rights later this year, four years ahead of the current agreement's opt-out clause, demonstrating the NFL's proactive approach to future media strategies.
- International Game Expansion: The NFL plans to increase the number of international games to a record nine next season, with Schroeder mentioning that the league may sell a new package of some of those games to a media partner as soon as next year, further enhancing its global reach.
See More
Netflix's Warner Bros. Acquisition Sparks Market Interest
- Poor Market Performance: Despite a significant recovery in 2022, Netflix's stock has underperformed the S&P 500 over the past year, losing 11% last month and trading at a 40% discount to its 52-week high, which may dampen investor confidence.
- Strong Financial Growth: In 2025, Netflix reported revenue of $45 billion, a 16% annual increase, with net income nearing $11 billion, up 26%, demonstrating its strong influence in the streaming industry despite rising costs.
- Acquisition Risks: Netflix's all-cash acquisition of Warner Bros. for $82.7 billion could enhance its market position, but with only around $9 billion in liquidity, it may need to dilute its stock or take on significant debt, leading to a pause in share repurchases.
- Cautious Future Outlook: Although revenue growth is projected to slow to 12%-14% in 2026, Netflix expects subscriber growth and a near doubling of ad revenue, indicating long-term potential in the streaming market, but short-term challenges may persist.
See More
NFL Considers Selling Live Game Rights to Streaming Companies
- Live Rights Negotiation: The NFL is planning discussions with non-traditional media companies about potentially selling live game rights, indicating its sensitivity to changes in the media ecosystem and aiming to broaden its audience base and revenue streams.
- New Strategic Signals: The $100 million deal with YouTube marks a new strategy in NFL's media partnerships, potentially encouraging more non-traditional partners to engage, thereby altering the landscape for traditional media.
- International Game Expansion: The league is set to increase its international slate to a record nine games next season and may sell a separate media package for some of these matchups, further expanding its global reach and attracting international viewers.
- Future Collaboration Opportunities: The NFL recognizes interest from smaller partners and other media players, planning to engage with these potential partners to explore new collaboration models, ensuring competitiveness in an evolving media environment.
See More
U.S. Justice Department Investigates Netflix's Acquisition Deal
- Antitrust Investigation: The U.S. Justice Department is scrutinizing Netflix's proposed acquisition of Warner Bros., focusing on potential anticompetitive practices that could affect the deal's approval and Netflix's market position.
- Transaction Valuation: Netflix agreed to acquire Warner Bros. at $27.75 per share, valuing the deal at approximately $72 billion, and any blockage could significantly impact Netflix's expansion plans.
- Market Share Concerns: The merger would give Netflix and HBO Max control of about 30% of the U.S. subscription streaming market, a threshold that may trigger stricter antitrust scrutiny, affecting future competitive dynamics.
- Legal Response: Netflix's lawyer stated that the company has not received any separate monopolization investigation notice from the Justice Department, although market concerns about the antitrust risks of the deal may affect investor confidence.
See More
Justice Department Reviews Netflix's Acquisition Proposal
- Antitrust Investigation: The Justice Department is reviewing Netflix's acquisition proposal for Warner Bros, probing potential anticompetitive behavior that could impact Netflix's market position and future acquisition capabilities.
- Deal Details: The agreement between Netflix and Warner Bros is valued at approximately $82.7 billion, with Netflix offering $27.75 per share, while Paramount's subsequent hostile bid at $30 per share highlights the intense competition in the market.
- DOJ's Concerns: The DOJ's subpoena questions whether Netflix engaged in any other exclusionary conduct that could entrench market power, and if issues are found, it could block the deal, affecting Netflix's expansion plans.
- Market Sentiment: Retail sentiment around NFLX and WBD stocks remained in the 'bearish' territory over the past 24 hours, while PSKY's sentiment shifted from 'bearish' to 'bullish', indicating varied investor perspectives on different companies.
See More
NFL Plans Talks with Non-Traditional Media for Game Rights
- New Media Opportunities: NFL Media Chief Hans Schroeder announced plans to negotiate with non-traditional media companies to explore selling live game rights, which could generate new revenue streams and expand the league's audience base.
- Rise of Digital Platforms: Schroeder highlighted that the NFL sold a game to YouTube for about $100 million last season, indicating that digital platforms now reach broadcast-level audiences, thus providing the NFL with more options and flexibility.
- International Game Expansion: The NFL plans to increase the number of international games to nine next season, a record high, with Schroeder stating that the league may sell a new package of some of these games to media partners as early as next year, enhancing brand visibility.
- Traditional Media Negotiations: The NFL is expected to begin discussions with traditional media partners, including Disney, Paramount Global, NBCUniversal, and Amazon, later this year regarding new media rights agreements, four years ahead of the current contract's opt-out clause, reflecting the league's focus on future media strategies.
See More
NFL Plans Talks with Non-Traditional Media for Game Rights
- New Media Opportunities: NFL Media chief Hans Schroeder announced plans to engage with non-traditional media companies to explore selling live game rights, indicating a willingness to collaborate with emerging media platforms.
- Digital Platform Potential: The NFL sold a week one game to YouTube for approximately $100 million last season, with Schroeder highlighting that the rise of digital platforms makes them strong competitors to traditional broadcast TV, thereby increasing the NFL's options.
- Media Rights Negotiation Timing: The NFL and its traditional media partners, including Disney, Paramount Global, Comcast's NBCUniversal, and Amazon, are expected to begin discussions on new media rights later this year, four years ahead of the current agreement's opt-out clause, demonstrating the NFL's proactive approach to future media strategies.
- International Game Expansion: The NFL plans to increase the number of international games to a record nine next season, with Schroeder mentioning that the league may sell a new package of some of those games to a media partner as soon as next year, further enhancing its global reach.
See More
