活动家投资者Ancora挑战Netflix的827亿美元WBD交易,支持Paramount的1084亿美元投标, Activist investor Ancora challenges Netflix’s $82.7B WBD deal, backing Paramount’s $108.4B bid amid regulatory and shareholder scrutiny.

激进投资者Ancora Holdings已收购华纳兄弟探索频道2亿美元股份，并反对Netflix以827亿美元收购其工作室的协议，支持派拉蒙Skydance更高的1084亿美元收购报价。 Activist investor Ancora Holdings has acquired a $200 million stake in Warner Bros Discovery and is opposing Netflix’s $82.7 billion deal to acquire its studios, backing Paramount Skydance’s higher $108.4 billion bid. Acora认为WBD董事会没有适当评估Paramount的报价, 其中包括对Netflix的28亿美元的分手费、6.5亿美元的季度计时费、以及由Oracle共同创始人Larry Ellison支持的强大融资。 Ancora argues the WBD board has not properly evaluated Paramount’s offer, which includes a $2.8 billion breakup fee for Netflix, a $650 million quarterly ticking fee, and strong financing backed by Oracle co-founder Larry Ellison. 尽管Paramount的条件和外国监管批准都有所改善,但世行董事会仍然支持Netflix, 并引述了更清晰的监管批准和强化融资途径。 Despite Paramount’s improved terms and foreign regulatory approvals, WBD’s board maintains its support for Netflix, citing a clearer path to regulatory approval and stronger financing. 预计股东将在4月前就Netflix交易进行投票表决,结果不确定,因为投资者对估值、反托拉斯风险和世行电缆资产的未来的审查日益增加。 Shareholders are expected to vote on the Netflix deal by April, with the outcome uncertain amid growing investor scrutiny over valuation, antitrust risks, and the future of WBD’s cable assets.