The latest in:
Lightshed Partners
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Premium Content
01/23/2026
DTC, M&A Will Dominate Busy Earnings Season for WBD, Paramount, Disney
These are the big stories that will dominate a busy earnings season for WBD, PSKY, Disney and other media companies.
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Premium Content
12/17/2025
WBD Rejects Paramount Again. What’s Next?
Warner Bros. Discovery’s Board officially recommended shareholders say no to Paramount’s $108.4 billion offer, but the battle seems to be far from over.
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Premium Content
10/30/2025
Does Comcast Want WBD?
No surprise when one of the analysts listening to Comcast’s 3Q25 earnings call asked about the speculation regarding interest in purchasing Warner Bros. Discovery.
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Premium Content
10/29/2025
How Verizon’s New CEO Aims to Steady the Ship
Dan Schulman said his appointment as Verizon’s new CEO felt like coming home in many ways.
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Premium Content
10/08/2025
ESPN Unlimited, Fubo and the Ingestion Question
Yesterday might’ve seen ESPN Unlimited set the stage for the future of streaming distribution.
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Premium Content
09/15/2025
Paramount-WBD Merger Rumblings are Talk of Town
Paramount Skydance was the talk of the media world once again last week after it was reported that the newly-merged company was preparing a bid to buy Warner Bros. Discovery.