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Matthew Dolgin, Senior Equity Analyst at Morningstar, was interviewed on January 9, 2026, to discuss the competing bids for Warner Brothers Discovery and the broader implications for the streaming industry. Dolgin analyzed the valuation of Warner’s legacy cable networks, noting that while some bidders assign them little to no value, they likely retain some worth, albeit less than the headline bid amounts. He highlighted the January 21 deadline for Paramount’s $30 per share tender offer, which faces uncertainty over sufficient shareholder support and could be extended or increased. Dolgin also compared the strategic benefits for Paramount and Netflix, suggesting Paramount stands to gain more, while Netflix’s growth outlook justifies lower valuation multiples.
Original filename: 20260109_175254_Interview_of_Matthew_Dolgin_on_Warner_Bros_Discovery_Bids_an.mp4 (Source: Bloomberg)
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