8-K 공시
8-K: 이사·임원 변동, Reg FD 공시, 기타 주요 사항
8-K 공시
8-K: 기타 주요 사항
첫날 -9.6%
이전 이벤트 15건›
규제🔥진행 중
PSKY, 1,100억 달러 규모 WBD 인수 진전…부채 금융 패키지 시장에영어 원문
오늘 새 소식: pro forma 재무제표 제출, 520억 달러 부채 패키지 출시(320억 달러 IG 채권 포함)
첫날 +2.0% · 5일 후 -1.2%
›전개 과정 3회
- 2026-09-22 Settlement includes $1.5B California production investment; AG says not a blessing of merger
- 2026-09-22 Settlement requires more domestic production, reducing regulatory hurdles and potentially accelerating merger closure
- 2026-09-29 오늘 새 소식: pro forma 재무제표 제출, 520억 달러 부채 패키지 출시(320억 달러 IG 채권 포함)
M&A·자금조달
파라마운트 스카이댄스의 780억 달러 WBD 거래 진전, 520억 달러 부채 패키지 시장 출시
프로포르마 재무제표 제출, 520억 달러 패키지에 320억 달러 투자적격 채권 포함, 미국 투자적격 회사채 사상 5번째 규모
첫날 -2.8% · 현재까지 -6.5%
8-K 공시
8-K: 상장 요건 관련 통지, Reg FD 공시
첫날 +3.2% · 현재까지 -9.1%
M&A·자금조달
Paramount Weighs Tapping Musk for Equity Investment영어 원문
Firm seeks fresh cash to firm up finances amid WBD digestion
첫날 -1.5% · 5일 후 +3.7%
M&A·자금조달
PSKY Options Activity Surges, Dec Call Draws Interest영어 원문
Multiple independent sources flag unusual options activity in PSKY, with Dec call highlighted
첫날 +3.1% · 5일 후 -1.1%
규제호재
PSKY to Start California Exit Oct 1 if AG Won't Negotiate영어 원문
Market optimistic on settlement, spread tightening, DGA support
첫날 +4.5% · 5일 후 +8.4%
›전개 과정 7회
- 2026-08-05 State AG lawsuit extends uncertainty, adding $1B fee and delaying closing
- 2026-08-06 Trial date set, timeline extended; Amundi raises stake amid uncertainty
- 2026-08-07 UK Phase 1 outcome may determine deal's fate; markets watch for clearance, remedies, or Phase 2.
- 2026-08-06 UK government supports deal, but US state lawsuits and legal hurdles remain.
- 2026-08-11 CEO's message to executives and board-approved exit plan escalate antitrust standoff
- 2026-08-13 CEO hints at possible move, Rep. invites testimony, market sees higher settlement odds
- 2026-08-13 Market optimistic on settlement, spread tightening, DGA support
실적호재
PSKY Q2 Earnings Beat Estimates; Paramount+ Subscribers Reach 82M영어 원문
Multiple sources confirm earnings beat and streaming growth, with Amundi raising stake, reinforcing existing event
첫날 +4.5% · 5일 후 +8.4%
›전개 과정 2회
- 2026-08-05 Revenue $6.9B, EPS $0.09; streaming profit up 44%, best-ever retention quarter
- 2026-08-06 Multiple sources confirm earnings beat and streaming growth, with Amundi raising stake, reinforcing existing event
규제악재
12 States Sue to Block PSKY-WBD Deal영어 원문
Federal judge sets merger challenge trial, extending timeline, legal overhang continues
첫날 -4.5% · 5일 후 -6.5%
›전개 과정 4회
- 2026-07-14 Multiple sources confirm lawsuit filed, alleging reduced competition, deal faces regulatory risk
- 2026-07-21 Coalition led by California wins 14-day pause; court cites irreparable harm to competition
- 2026-08-05 Trial postponed from November 2026 to March 2, 2027; PSKY to pay $1B ticking fee to WBD shareholders
- 2026-08-06 Federal judge sets merger challenge trial, extending timeline, legal overhang continues
실적
Paramount Q2 Beats Estimates, Streaming Hits 82M Subscribers영어 원문
Earnings call confirms streaming momentum and merger progress, reinforcing positive results
첫날 -0.5% · 5일 후 -5.4%
›전개 과정 3회
- 2026-07-21 Company announces Q2 earnings date, market watches financials amid merger
- 2026-08-05 Results beat estimates with streaming profit up 44%; merger trial delayed to Mar 2027
- 2026-08-05 Earnings call confirms streaming momentum and merger progress, reinforcing positive results
8-K 공시
8-K: 실적 공시
첫날 +1.9% · 5일 후 +11.9%
실적
실적 발표
첫날 +1.9% · 5일 후 +11.9%
실적
실적 발표
첫날 -1.8% · 5일 후 +16.0%
규제악재
Paramount CFO Sells 95k Shares on RSU Vesting Amid Merger Delay영어 원문
CFO sale for tax withholding, plus 12-state lawsuit, heightens merger uncertainty
첫날 -4.5% · 5일 후 -6.5%
›전개 과정 9회
- 2026-07-14 Multi-state antitrust lawsuit targets $110B acquisition
- 2026-07-14 12 AGs sue under Clayton Act, escalating regulatory hurdles
- 2026-07-15 New legal challenge from WGA adds to prior AG threat, intensifying regulatory pressure
- 2026-07-21 Coalition of states led by California wins 14-day pause, arguing merger would irreparably harm competition
- 2026-07-21 Federal judge pauses $81B merger at states' request, allowing more time for challenge
- 2026-07-23 EU approval with divestment of European distribution JV stake; US legal challenges remain
- 2026-07-25 Court extends pause, sets Aug. 3 hearing; deal faces trial or tough settlement, adding timing pressure
- 2026-07-27 Seaport Research downgrades WBD citing merger delay uncertainty; WSJ reports deal in limbo
- 2026-07-30 CFO sale for tax withholding, plus 12-state lawsuit, heightens merger uncertainty
8-K 공시
8-K: 기타 주요 사항
첫날 +1.9% · 5일 후 +1.2%
규제호재
EU Reportedly Set to Approve Paramount's $111B WBD Takeover영어 원문
Regulatory approval advances with conditions; Paramount ready to sell Universal Pictures JV to close deal.
첫날 +1.7% · 5일 후 +1.0%
›전개 과정 6회
- 2026-06-06 California leads ~10 states; suit could come this month over $110B deal
- 2026-06-09 UK Phase 1 review launched, decision due Aug 7; PSKY may divest kids' TV assets
- 2026-06-11 Regulatory hurdles widen with state AG concerns over jobs and content market power
- 2026-06-13 DOJ approves deal, which previously faced opposition from US state attorneys general and UK/EU regulators
- 2026-06-15 Sen. Sanders publicly opposes the deal, citing excessive media power concentration
- 2026-06-24 Regulatory approval advances with conditions; Paramount ready to sell Universal Pictures JV to close deal.
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
