For those of us wondering how fragile the Skydance-Paramount + WBDiscovery financial construct actually is, it seems that the markets are posing similar questions.
TLDR: despite Ellison senior’s guaranteeing the additional billions in debt, the ratings firms are reclassifying Paramount downwards into a junk bond category.
From the article:
Fitch Ratings said Monday that it placed Paramount on its “negative” ratings watch, and downgraded its credit to BB+ from BBB-, which puts the company’s credit into “junk” territory. Fitch said it took action due to “uncertainty” surrounding Paramount’s $110-billion deal for Warner Bros. Discovery, which the boards of both companies approved on Friday.



So, Netflix may still win in the end by getting them all in a fire sale! Yay,
capitalismconsolidation!