Peter Supino

Peter Supino, a senior media analyst at Wolfe Research, joins to dissect the potential sale of Warner Bros. Discovery. He dives into the rejected Paramount bid, sorting through the financial implications and bidder dynamics. The conversation explores whether to sell the entire company or split it into units. Supino highlights Paramount Skydance as a likely buyer and discusses Comcast's limitations. They also consider if Netflix, Apple, or Amazon might enter the fray, while analyzing the board's influence on these decisions.