Possible scenario
Auction Reopens
20% Chance
Ellison’s financing strain encourages Warner Bros. Discovery to test whether another strategic or financial buyer can offer cleaner execution. A broader auction would increase Warner’s negotiating leverage but could reduce Paramount Skydance’s chance of winning the company outright.
Secondary impacts
- Consumer Services +0.8%
Tickers
- SKYD-3.1%
- CMCSA-1.3%
- ORCL+0.6%
- NFLX-0.2%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.