What will be the Warner Discovery situation by 2027 Q2?
3
Ṁ3002027
38%
Acquired by Netflix
11%
Acquired by Paramount
23%
Purchase stalled bureaucratically
13%
Bankrupt proceedings initiated
15%
None of the above
2027 Q2 means the end of the second quarter of 2027, aka approx 18 months from today.
Purchase stalled bureaucratically means there is a purchase agreement in place but it is currently waiting for FCC or anti-trust lawsuits to go through.
I asked ChatGPT what is the theoretical timeline once shareholders are onboard and he gives me:
Optimistic (everything goes smoothly):
~9–12 months
Base case (Second Request + remedies):
~12–18 months
Adverse case (litigation):
2+ years or collapse
Claude Sonnet 4.5 had something similar to say:
Best case: 12 months with limited conditions. Realistic: 18-24 months. Worst case: Blocked entirely or abandoned after failed litigation.
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