AMC Global Media Inc.（AMCX）資訊與事件AMCXAMC Global Media Inc.

Paramount Meets Regulatory Clearances for Warner Bros. Acquisition

"Now Streaming" is The Fly's weekly recap of the stories surrounding the biggest content streamers.PLAYING THIS WEEKEND:This weekend's most notable streaming content is the fifth and final season of Netflixmystery teen drama "Outer Banks." Meanwhile, Hulusubscribers can catch the first episode of the new season of comedy series "It's Always Sunny in Philadelphia," while HBO Maxusers can stream psychological drama film "Mother Mary," starring Anne Hathaway and Michaela Coel.PARAMOUNT/WARNER BROS.:Last Friday, Paramount Skydancesaid it has satisfied all regulatory clearances required under the merger agreement to close its proposed acquisition of Warner Bros. Discovery. The company said, "The eight-month review process has spanned 68 countries worldwide, including the European Union, UK, Australia, Canada, Brazil, China, COMESA, the U.S. Department of Justice and, most recently, Mexico, which announced its clearance today. These independent regulators from across the globe applied the law and market definitions that reflect how audiences consume entertainment and how media companies compete today - and have consistently found no basis to prevent the transaction from moving forward. Paramount and WBD could and would close today and begin delivering the benefits recognized by regulators around the world, theater owners and others across the industry but for the actions of just 12 state attorneys general." Paramount urges the 12 state attorney generals who brough litigation to "engage with us in good faith, as we have repeatedly sought to do, to resolve this litigation and clear the way to bring these two companies together."Meanwhile, Reuters' David Shepardson reported this week that Paramount has asked a U.S. judge to require states challenging the acquisition of Warner Bros. to post a $1.88B bond to address the costs caused by the delays. The company must pay $7M a day if the $110B merger does not close by September 30. Paramount noted trials with the states is scheduled for March and final legal briefs are in April, which would result in Paramount Skydance paying Warner Bros $1.3B in "ticking fees."Additionally, while a dozen state attorneys general argue the takeover of Warner Bros. Discovery would hurt movie theaters, chains controlling 60% of the U.S. market now argue the opposite, Brooks Barnes of The New York Times reported. Cinemarkis the latest movie theater owner to support CEO David Ellison's deal, pointing to Ellison's "firm" commitment for at least 30 movies in theaters each year, waiting at least 45 days before making them available on streaming, and 90 days before being put on subscription streaming services. AMC Entertainmentendorsed the transaction in April after similar assurances from Ellison. Regal similarly followed suit this month.PEACOCK PRICE:Effective August 18, the prices of Peacocksubscription plans have changed. A Peacock Select monthly subscription is now $8.99/month up from $7.99. A Peacock Premium monthly subscription is now $12.99/month up from $10.99. A Peacock Premium Plus monthly subscription is now $19.99/month up from $16.99. A Peacock Select annual subscription is now $89.99/year up from $79.99. A Peacock Premium annual subscription is now $129.99/year up from $109.99. A Peacock Premium Plus annual subscription is now $199.99/year up from $169.99. The company said, "These price changes allow Peacock to continue to create the best experience for its viewers, remain competitive in the marketplace, and deliver unique content across all genres. Current annual subscribers, or any users on active promotional offers, will continue at their current prices until those plans or offers expire. Subscriptions will then renew at the new price."DISNEY/FCC:Disney's ABC is suing the FCC, arguing that its efforts to challenge ABC's broadcast licenses and regulate The View are unconstitutional attempts to suppress speech, The Wall Street Journal's Joe Flint reported. ABC's current fight with the FCC stems from a broader dispute that began with Brendan Carr's investigation into Disney's DEI practices, while ABC executives viewed the probe as connected to criticism from programs including Jimmy Kimmel Live! and The View, Flint said. The FCC maintains the DEI review is focused on potential discrimination violations and is separate from programming, while ABC argues the investigations have become a means of pressuring the network over its speech.YOUTUBE/NETFLIX:YouTubeis offering millions of dollars to popular channels on its platform if they upload videos exclusively to the site for a period of time, Lucas Shaw of Bloomberg reported, citing people familiar with the matter. YouTube is hoping to halve Netflix's pursuit of its top stars. The company has not yet finalized any deals with creators but is close to an agreement with several partners, the sources added.STOCK PLAYS:Other publicly traded companies in the streaming space include Apple, Roku, Fox, Amazon, AMC Global Media, and Fubo.

AMC Global Media Q2 Results Miss Expectations, Raises FY26 Guidance

"Now Streaming" is The Fly's weekly recap of the stories surrounding the biggest content streamers.PLAYING THIS WEEKEND:This weekend's most notable new streaming content is Hulucrime drama series "Furious," starring Emmy Rossum and Lola Petticrew. Meanwhile, Netflixsubscribers can catch six-part British television drama "The Bombing of Pan Am 103," starring Connor Swindells and Merritt Wever.AMC RESULTS:On Thursday, AMC Global Mediareported lower-than-expected Q2 results, with both adjusted earnings per share and revenue coming in below consensus estimates. The company, however, raised its FY26 revenue and free cash flow guidance and entered into a licensing agreement with Netflix granting the streaming giant co-exclusive global streaming rights to all shows in The Walking Dead Universe."We are pleased to announce today an expansion of our relationship with a key long-term partner, Netflix," said AMC Global Media CEO Kristin Dolan. "We have reached a global co-exclusive licensing agreement for the streaming rights to the entire Walking Dead Universe, which will provide a meaningful source of cash flow for years to come. We renewed distribution agreements with major partners Comcast and YouTube. We are increasing our guidance for the full year as we leverage the value of our IP, the importance of our studio and the strength of our partner relationships, particularly in the area of distribution."PARAMOUNT-WARNER DEAL IN 'LIMBO':Paramount Skydanceand Warner Bros. Discoveryremain in limbo as their $81B merger faces an antitrust review that could delay the deal into 2027, limiting strategic moves while the companies focus on legal proceedings and competitors continue to expand, The Wall Street Journal's Joe Flint reported this week.DISNEY STREAMING OVERHAUL:As part of CEO Josh D'Amaro's plan to boost the platform, Disney+ will be introducing new features, such as better recommendations and vertical videos, in the hopes of closing the gap with Netflix and YouTube, Lucas Shaw and Thomas Buckley of Bloomberg reported. The company is integrating content from Hulu and ESPN while also increasing investment in local programming in foreign markets such as South Korea to entice international viewers to sign up.NBCUNIVERSAL/YOUTUBE:All the streaming content on NBCUniversal'sPeacock will be included in YouTube Premium subscriptions in the U.S. early next year, Lillian Rizzo of CNBC reported. "The first principle for us was, does this accelerate Peacock's long-term growth? And the answer to that is yes," said Matt Strauss, chairman of NBCUniversal, in an interview, according to CNBC. "Peacock will now be one of the largest domestic streamers. It's going to significantly expand our reach." This partnership was formed after Comcast co-CEO Brian Roberts reached out to YouTube CEO Neal Mohan nine months ago, a person familiar with the matter told CNBC.STOCK PLAYS:Other publicly traded companies in the streaming space include Apple, Fox, FuboTV, Roku, and Amazon.

AMC Global Media Signs License Agreement with Netflix for $500M

On July 30, 2026, AMC Global Media (AMCX) announced that it had entered into a license agreement with Netflix (NFLX) granting Netflix co-exclusive global streaming rights to all shows in The Walking Dead Universe, including all seasons of The Walking Dead, Fear the Walking Dead, The Walking Dead: Daryl Dixon; The Walking Dead: Dead City; The Walking Dead: World Beyond; The Walking Dead: The Ones Who Live; and Tales of the Walking Dead. AMC Global Media retains global rights to exhibit shows in The Walking Dead Universe on its own streaming services. The license agreement generally provides for a five-year term for each licensed show, with licenses for individual shows commencing on different dates in different geographic territories based on the expiration of streaming rights under AMC Global Media's existing licenses. Under the license agreement, Netflix will pay an aggregate content license fee of $500M payable in quarterly cash installments over the licensed period for each licensed title, commencing on the applicable start date for that title. The company expects to receive cash payments of approximately $25M in 2026. The company expects to receive annual cash payments of approximately $100M in 2027, 2028, 2029 and 2030, and expects to receive the remaining amount in 2031. As a result of the extended payment terms, the aggregate revenue that the company will recognize will be based on the present value of future payments, which is estimated to be approximately $445M. In each of 2026 and 2027, the company expects to recognize annual revenue related to the license agreement between $200M-$225M.