1100亿美元重塑流媒体格局：派拉蒙(PSKY.US)鲸吞华纳兄弟，整合Paramount+与HBO Max迎战奈飞

智通财经03-03

智通财经APP获悉，派拉蒙(PSKY.US)周一宣布，在以1100亿美元完成对华纳兄弟探索公司(WBD.US)的收购后，计划将旗下Paramount+与HBO Max两大流媒体服务整合为单一平台。公司进一步披露，这项于2月27日正式签署的收购交易预计将于今年第三季度完成。埃里森在周一投资者电话会议中表示，公司当前并无削减产量的计划，并强调此项交易"有利于市场竞争、有利于消费者权益、有利于创作群体...

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Max平台为单一服务，但HBO品牌将予以保留。他指出：\"两大平台目前在全球超100个国家和地区拥有超过2亿直接面向消费者(DTC)订阅用户，这一规模使我们能在当前市场中与头部流媒体服务商展开有效竞争。\"在体育内容版图方面，埃里森着重强调了合并后公司体育资产的战略价值，包括拥有美国国家橄榄球联盟(NFL)、终极格斗冠军赛(UFC)、NCAA\"疯狂三月\"篮球锦标赛、PGA巡回赛及欧洲奥运会等顶级赛事的转播权组合。他特别补充道，派拉蒙去年夏天与UFC达成的77亿美元长期协议，赋予了公司在华纳兄弟旗下TNT电视网灵活播出该赛事的权益，进一步强化了体育内容生态的协同效应。据埃里森透露，合并后公司无剥离有线电视网络的计划。若华纳兄弟向奈飞出售流媒体及制片业务的交易得以通过，华纳兄弟本将有线电视网络剥离为名为Discovery Global的独立公司。康卡斯特(CMCSA.US)近期完成了类似剥离，将其部分有线电视网络分拆为名为Versant Media Group Inc.的新公司。此前，派拉蒙首席执行官大卫·埃里森经过数月努力，目标直指收购好莱坞著名制片厂华纳兄弟探索公司及其关联资产(含HBO、CNN和TNT等核心频道)。在这场与奈飞公司(NFLX.US)的激烈竞购战中，派拉蒙最终脱颖而出，并达成以每股31美元现金收购华纳兄弟探索公司的协议。为赢得此项交易，派拉蒙在竞购过程中逐步提升报价——初始报价为去年9月提出的每股19美元。根据协议条款，派拉蒙向奈飞支付了28亿美元竞购终止费，并约定若交易因监管审批受阻，将向华纳兄弟支付70亿美元反向终止费。在交易推进时间表方面，派拉蒙首席运营官安迪·戈登在电话会议中透露，预计将于春季召开股东大会就交易进行投票表决。针对潜在延期风险，协议特别设置\"计时费\"机制：若交易未能在9月30日前完成，派拉蒙将按季度向华纳兄弟股东支付每股0.25美元的延期补偿。融资结构方面，派拉蒙披露了详细资金安排：由埃里森家族及红鸟资本合伙公司兜底的470亿美元股权融资已就绪，其中埃里森及其合伙人将以每股16.02美元的价格认购派拉蒙新股。现有派拉蒙投资者将获得配股参与权，预计可额外募集不超过32.5亿美元资金。债务融资方面，公司计划通过美国银行、花旗集团及阿波罗全球管理公司组成的银团获取540亿美元银团贷款。\"这是两家公司发展历程中的里程碑时刻，\"埃里森在总结时强调，\"通过整合我们的标志性制片厂、覆盖全球的互补型流媒体平台、有线电视及线性网络资产，以及世界级IP库，我们将共同塑造未来媒体娱乐产业的新格局，打造真正意义上的下一代媒体娱乐巨头。\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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