Squawk on the Street 9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26
Oct 8, 2026
Skydance leaders David Ellison, founder and CEO of the entertainment company, and Ynon Kreiz, its co-CEO and former Mattel chief, discuss the Warner Bros. Discovery deal, debt reduction, streaming scale, sports, news, and AI’s creative potential. Markets take center stage too, with surging oil, elevated Treasury yields, Fed signals, bank weakness, and mixed consumer-stock earnings.
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Streaming Must Outrun Linear Declines
- Ellison argues studios and streaming can eventually outgrow linear television declines.
- He sees CBS and cable as still valuable cash generators while the company transitions toward a predominantly streaming and studio business.
Content Scale Still Requires Creative Hits
- The combined company plans roughly 30 films and more than 180 series annually, supporting theaters, linear networks, and streaming.
- Kreiz says success still depends on consistently finding original hits, not merely owning famous intellectual property.
Use Product Teams To Accelerate Streaming Integration
- Build streaming integration through unified advertising, backend technology, and dedicated product teams rather than legacy IT organizations.
- David Ellison says AI tools accelerated work by about 50% on average, with top performers achieving far greater gains.