What will be the Warner Discovery situation by 2027 Q2?
3
1kṀ300
2027
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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