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WarnerMedia, AT&T, Discovery, Media mp;T in advanced talks to merge WarnerMedia with Discovery: Sources

gtgtgt, ABSOLUTELY WE CAN PUT THAT ON THE STACK, ATampT AND DISCOVERY IN ADVANCED TALKS. CLOSE TO A DEAL.. This CLOSE TO A DEAL IT COULD BE ANNOUNCED LITERALLY THIS MORNING DURING OUR PROGRAM.. Here IS WHAT IS HAPPENING.. The LIKELIHOOD OF THE TRANSACTION EXPECTED TO BE THE LIKELY TRANSACTION IS EXPECTED TO BE STRUCTURED. The FOLLOWING WAY. COMBINE DISCOVERY WITH ALL OF WARNER MEDIA. This IS NOT JUST PART OF WARNER MEDIA.. This IS ALL OF WARNER. Media. EFFECTIVELY WARNER MEDIA IS GOING TO GET SPUN OUT OF ATampT EFFECTIVELY AND WHAT IS A REVERSE. Trust. DISCOVERY GETS MERGED INTO THAT AND IT GETS EFFECTIVELY TAKEN OVER IF YOU WILL OR RUN OR OPERATED BY DAVID ZASLOV. It WILL BE CO OWNED BY ATampT SHAREHOLDERS, WHICH WILL OWN MORE OF THE COMPANY. All OF THIS THREE YEARS AFTER ATampT MADE AN EFFORT TO TRY TO MAKE THIS WORK BUYING TIME WARNER. You RECALL, AFTER A MASSIVE FIGHT WITH THE GOVERNMENT OVER IT., THE DEPARTMENT OF JUSTICE TRIED TO BLOCK THAT TRANSACTION.. This ENDS WHAT HAS BEEN ATampT’S JOURNEY IF YOU WILL INTO THE MEDIA SPACE WITH DirecTV AND SO MUCH MORE.. This IS A TRANSFORMATIVE DEAL IN THE MEDIA. World.. The QUESTION IS WHETHER, BY MERGING THESE COMPANIES TOGETHER TO TAKE ON EFFECTIVELY THE LIKES OF DISNEY AND NETFLIX BY PUTTING ALL OF THIS CONTENT TOGETHER, WHETHER THEY HAVE ENOUGH OF IT. That WAS THE BIG QUESTION FOR WARNER MEDIA. In FACT, THE BIGGEST CONUNDRUM THAT HBO MAX FACED WAS GIVEN THE D DIVIDEND AND DEBT LOAD THAT YOU NEED TO CONTINUE TO FUND THE BUSINESS BY COMBINING THE BUSINESSES YOU GET THE CASH FLOW OF THE LINEAL BUSINESSES AROUND THE WORLD AND USE THE CASH FLOW PLUS PLUS To FUND THIS COMPETITIVE STREAMING, BUSINESS.

gtgt STANKEY WAS JUST ON WE ASKED. Are YOU SURE YOU ARE UP TO THE TASK? What DID NETFLIX SAY THEY WERE GOING TO SPEND ON CONTENT 17 BILLION. gtgt, 17 BILLION COLLECTIVELY 23 BILLION. gtgt. He DIDN’T LOOK LIKE THIS, BUT I THINK HE MAYBE FELT LIKE THAT. AS THE CEO OF ATampT AND WHAT IT TAKES TO RUN A MEDIA BUSINESS AND ALL OF THE CRITICISM YEAR AFTER YEAR OF WHY DON’T YOU DO IT THE WAY VERIZON IS DOING IT. Why DON’T YOU CONCENTRATE ON YOUR BREAD AND BUTTER.. Both OF RANDALL’S DEALS ARE UNWOUND WITH THE DirecTV DEAL AND THIS, ALTHOUGH THIS ONE IS NOT DONE YET, THIS IS GOING BACK ON BOTH OF THOSE.. It WOULD MAKE ATampT SIMPLER AND OBTAIN A LOT OF DEBT. Most DEBT OF ANY NON FINANCIAL COMPANY – gtgt, YES gtgt, I ALWAYS SAY IF THIS IS GO AHEAD: ANDREW. gtgt, NO NO. GO AHEAD, I’LL ADD TO IT gtgt. The ONLY THING I’LL SAY IS THAT LOOK. You ARE RIGHT ON EVERYTHING THEY SPENT BUILDING UP. If THIS DEAL IS NOT STRUCTURED, THE SAME WAY, DirecTV IS ATampT SHAREHOLDERS OWN THE MAJORITY OF THE DirecTV DEAL. If IT IS STRUCTURED THE SAME WAY, THEY WOULD STILL GET THE BENEFIT OF IT., LETTING SOMEBODY ELSE MANAGE IT AND SPEND THE MONEY THAT NEEDS TO BE SPENT. On THE CONTENT AND ALLOWING THEM TO CONTINUE TO DO THINGS THEY WEREN’T GOING TO SPEND THE MONEY ON THE CONTENT BECAUSE THEY HAVE TO BUILD OUT 5G AND S SPECTRUM AND DIVIDEND.

. If YOU WERE SOMEBODY WHO IS A LONG TIME HOLDER, YOU NEED THE DIVIDEND TO COME. In. LOOK AT THE STOCK PRICE.. They WOULD NEVER GET CREDIT FOR THAT.

What do you think?

Written by freotech

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WarnerMedia, AT&T, Discovery, Media HBOMax to Merge with Discovery+ in Surprise Move from AT&T!