PSKY Paramount Skydance Corp

BULLISH Impact: 9/10 DFAN14A
Horizon months Filed Mar 2, 2026 Processed 2mo ago SEC 0001104659-26-022323
Proxy fight materials (activist)
Latest settled — T+20d ⚠ clustered
PSKY ▼ -27.18% at T+20d
LONG call ✗ call lost -27.18% · α vs SPY -22.77% · entry $12.39 → $9.02
Next anchor: T+60d in 6d
Currently $10.30 · -16.88% from $12.39 entry
Entry anchored
Mar 2, 03:59 PM ET
via Databento tick
T+1d
-3.21%
call -3.21% · α -3.97%
$11.99
settled 3mo ago
T+5d
-17.03%
call -17.03% · α -16.55%
$10.28
settled 2mo ago
T+20d
-27.18%
call -27.18% · α -22.77%
$9.02
settled 7w ago
T+60d
call — · α —
in 6d

Price Chart

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Executive Summary

Paramount Skydance Corporation (PSKY) has filed a definitive agreement to acquire Warner Bros. Discovery (WBD) for $31 per share in cash, valuing WBD at $81 billion in equity and $110 billion in enterprise value. The transaction, funded by $47 billion in equity from the Ellison Family and RedBird Capital Partners and $54 billion in debt, is expected to close in Q3 2026 and is anticipated to create a combined media powerhouse with over 200 million direct-to-consumer subscribers.

Actionable Insight

Traders should monitor the regulatory approval process in international jurisdictions and the upcoming shareholder vote, as these are key milestones for the deal's completion. The significant projected synergies of $6 billion within three years and the strong pro forma financials suggest a potentially transformative impact on the media landscape.

Key Facts

  • Paramount Skydance is acquiring Warner Bros. Discovery for $31 per share in cash.
  • The deal values WBD at $81 billion in equity and $110 billion in enterprise value.
  • The transaction is funded by $47 billion in equity and $54 billion in debt.
  • The merger is expected to close in the third quarter of 2026.
  • The combined company is projected to have $69 billion in estimated 2026 pro forma revenue and $18 billion in EBITDA.
  • The deal has been unanimously approved by the boards of both companies.
  • Regulatory clearance under the Hart-Scott-Rodino Act has already been obtained in the U.S.

Financial Impact

$81 billion equity value, $110 billion enterprise value, $69 billion pro forma revenue, $18 billion EBITDA

revenueebitdadebtenterpriseValueequityValue

Risk Factors

  • Regulatory approvals in international jurisdictions may pose a risk to the closing timeline.
  • The deal is subject to approval by WBD shareholders, which is not guaranteed.
  • The significant debt load of $79 billion in net debt at closing could impact the combined company's financial flexibility.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DFAN14A Filing (Primary)0001104659-26-022323
Document: 0001104659-26-022323-index-headers.html0001104659-26-022323
Document: 0001104659-26-022323-index.html0001104659-26-022323
Document: 0001104659-26-022323.txt0001104659-26-022323
12 reports for PSKY
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +18.60%Feb 24, 2026
Filters
Rows
Reports for PSKY — sortable, filterable
Type Now
May 19, 2026
1d ago
8-K
MIXED ★ 6/10
$9.89 awaiting T+20awaiting T+20$10.30 (+4.10%)
May 13, 2026
7d ago
8-K
NEUTRAL ★ 2/10
awaiting T+20
Apr 9, 2026
6w ago
8-K
MIXED ★ 7/10
$10.85 $10.91▲ +0.55%▼ −7.01%$10.30 (−5.12%)
Apr 8, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$10.85 $10.91▲ +0.55%▼ −7.01%$10.30 (−5.12%)
Apr 7, 2026
6w ago
8-K
BULLISH ★ 8/10
$10.90 $11.13▲ +2.11%▼ −7.67%$10.30 (−5.55%)
Mar 2, 2026
11w ago
DFAN14A
BULLISH ★ 9/10
$12.39 $9.02▼ −27.18%▼ −22.77%$10.30 (−16.88%)
Mar 2, 2026
11w ago
DFAN14A
NEUTRAL ★ 2/10
$12.39 $9.02▼ −27.18%▼ −22.77%$10.30 (−16.88%)
Mar 2, 2026
11w ago
DFAN14A
NEUTRAL ★ 4/10
$12.39 $9.02▼ −27.18%▼ −22.77%$10.30 (−16.88%)
Mar 2, 2026
11w ago
DFAN14A
BULLISH ★ 9/10
$13.27 $8.92▼ −32.79%▼ −24.85%$10.30 (−22.43%)
Feb 25, 2026
12w ago
DFAN14A
BULLISH ★ 9/10
$10.11 $9.23▼ −8.68%▼ −3.45%$10.30 (+1.85%)
Showing 10 of 12

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