The Powers That Be: Daily Zaz Debt Magic & Trump’s Paramount Love Tap
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Jun 19, 2025 In a lively discussion, Wall Street guru Bill Cohan dives into the complex financial maneuvers behind the Warner Bros. Discovery breakup and the challenges facing its leadership. With guest host Julia Alexander, they analyze the turbulent pay TV market and the crucial push for streaming profitability. Cohan also breaks down the potential Paramount deal, highlighting how corporate governance and legal battles shape the media landscape. Expect insights on how global tensions influence audience engagement and the evolving narratives in entertainment.
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WBD's Strategic Business Split
- Warner Bros. Discovery split reflects contrasting futures of linear TV and streaming.
- Streaming studios headed for growth; linear TV assets are profitable but rapidly declining.
Pay TV Market Is Shrinking
- Pay TV households keep dropping below previous floor estimates, showing no stable base.
- Private equity sees opportunity to slow pay TV decline and profit from steady cash flow.
Zaslav's Pay Cut Nuance
- Headlines on David Zaslav's pay cuts ignore the complexity of compensation packages.
- Zaslav's salary cut aligns with smaller company size and stock-based incentives tied to performance.