Paramount doubles down
Paramount announced a record investment in content as institutional investors increased stakes amid the proposed mega‑deal choreography — a strategy meant to bolster its streaming competitiveness even while the merger faces regulatory pressure. (ad-hoc-news.de) (marketbeat.com)
Paramount Skydance told investors it will boost annual content spending by $1.5 billion for 2026 to expand its TV studio operations and programming pipeline. (broadcastnow.co.uk)) The company inked a seven‑year, $7.7 billion U.S. media‑rights deal with TKO/UFC—an average annual value of about $1.1 billion—that moves all 13 numbered UFC events and 30 Fight Nights to Paramount+ (with select marquee cards simulcast on CBS) beginning in 2026. (paramount.com)) Paramount Skydance announced a theatrical ramp to at least 15 films in 2026, and management has publicly signaled an eventual target of as many as 20 theatrical releases per year. (deadline.com)) The company’s year‑end 2025 balance sheet showed $3.3 billion in cash against $13.7 billion of gross debt, and management raised its post‑merger efficiency target to at least $3.0 billion with more than $2.5 billion of run‑rate savings expected by the end of 2026. (stocktitan.net)) Institutional buying intensified: SG Americas Securities increased its PSKY stake by 56.3% in Q4 to 774,273 shares valued at roughly $10.38 million (≈0.07% of the company), while filings show about 73% of PSKY is held by hedge funds and other institutions. (marketbeat.com)) Warner Bros. Discovery scheduled a special shareholder meeting for April 23, 2026 to vote on an all‑cash $31.00‑per‑share merger with Paramount Skydance—an agreement the WBD board unanimously recommended and that the companies expect to close in Q3 2026 subject to regulatory approvals. (prnewswire.com)) Paramount Skydance also disclosed a U.S. Paramount+ price increase effective Jan. 15, 2026, raising the ad‑supported Essential plan $1 to $8.99/month and the ad‑free Premium plan $1 to $13.99/month to help fund streaming programming and platform investments. (barrettmedia.com))
