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Paramount Skydance (Nasdaq: PSKY) outlines $77.8B WBD takeover financing

(High)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Paramount Skydance Corporation is advancing its planned acquisition of Warner Bros. Discovery, Inc. under a February 27, 2026 merger agreement, valuing WBD at $31.00 per share in cash plus any Ticking Consideration, for estimated cash consideration of $77.8 billion to WBD stockholders and total preliminary purchase consideration of $97,277 million.

The deal is supported by up to $46.7 billion of equity from affiliates of The Lawrence J. Ellison Revocable Trust and $250.0 million from RedBird through a PIPE, together with up to $51.9 billion of New Permanent Financing and $5.0 billion of Term A loans, with a $49.0 billion bridge facility as contingent backstop. Related exchange and tender offers assume full participation for $12.7 billion and $2.423 billion of WBD notes, respectively.

On a pro forma basis, the combined company would have had first‑quarter 2026 revenue of $16,129 million, a net loss attributable to Paramount of $1,046 million (loss per share of $0.21) and long‑term debt of $80,203 million. For 2025, pro forma revenue was $66,133 million with a net loss of $5,758 million.

Positive

  • The planned all‑cash acquisition of WBD provides scale, with estimated cash consideration of $77.8 billion and pro forma 2025 revenue of $66,133 million for the combined company.

Negative

  • Pro forma results show substantial leverage and losses, including long‑term debt of $80,203 million, 2025 interest expense of $6,160 million and a net loss attributable to Parent of $5,758 million.

Insights

Analyzing...

Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Cash consideration to WBD stockholders $77.8 billion Estimated total cash payable for WBD common stock based on shares outstanding as of April 23, 2026
Preliminary purchase consideration $97,277 million Total preliminary purchase consideration for WBD, including debt settlement, Netflix termination fee and equity award amounts
New Permanent Financing $51.9 billion Expected amount of new secured term loans and notes in Acquisition Financing Transactions
Term A loan facilities $5.0 billion Three‑year Term A‑1 loans and five‑year Term A‑2 loans under the Pro Rata Credit Agreement
Pro forma revenue Q1 2026 $16,129 million Combined Paramount Skydance and WBD revenue for the three months ended March 31, 2026
Pro forma net loss Q1 2026 $(1,046) million Net loss attributable to Paramount for the three months ended March 31, 2026
Pro forma revenue 2025 $66,133 million Combined revenue for the year ended December 31, 2025
Pro forma net loss 2025 $(5,758) million Net loss attributable to Parent for the year ended December 31, 2025
Ticking Consideration financial
"The "Ticking Consideration" will be an amount in cash equal to $0.00277778 multiplied"
Second Lien Secured Exchange Notes financial
"the applicable series of newly issued second lien secured notes to be issued"
New Permanent Financing financial
"a combination of senior term loans and secured debt securities, in an amount up to $51.9 billion"
accounts receivable securitization program financial
"refinance and terminate WBD’s $5.0 billion accounts receivable securitization program"
An accounts receivable securitization program is a financing arrangement where a company converts its unpaid customer invoices into immediate cash by packaging them and selling the right to collect those payments to investors or a third party. For investors, it matters because the program can boost a company’s short-term cash and reduce borrowing needs, but it also shifts credit risk and can affect reported assets, liabilities and future cash flows—similar to selling a bundle of IOUs to get money now.
PIPE financing financial
"a private placement of Paramount Class B Common Stock (such private placement format being referred to herein as a PIPE"
Pipe financing is a way for companies to raise money quickly by selling new shares or bonds directly to investors, often before their stock is publicly traded or in the early stages of a project. It’s similar to a company securing a loan from investors, providing quick capital needed for growth or operations. For investors, it can offer opportunities for early involvement and potentially higher returns, but it may also carry increased risk due to the immediate nature of the deal.
two-class method financial
"results in the application of the two-class method of EPS for the year ended"

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FAQ

What is Paramount Skydance (PSKY) paying to acquire Warner Bros. Discovery?

Paramount Skydance plans to acquire WBD for $31.00 per share in cash, plus any Ticking Consideration. Based on WBD shares outstanding on April 23, 2026, the estimated cash consideration to WBD stockholders is approximately $77.8 billion, all paid in cash rather than Paramount stock.

How will Paramount Skydance (PSKY) finance the WBD acquisition?

Equity and secured debt financing will fund the deal. Commitments include up to $46.7 billion from Ellison trust affiliates and $250.0 million from RedBird via a PIPE, plus up to $51.9 billion of New Permanent Financing and $5.0 billion of Term A loans, with a $49.0 billion bridge facility as backup.

What are the pro forma Q1 2026 results for PSKY and WBD combined?

On a pro forma basis, the combined company generated $16,129 million of revenue in first‑quarter 2026 and operating income of $220 million. After $1,503 million of net interest expense and tax effects, the net loss attributable to Paramount was $1,046 million, or a basic and diluted loss per share of $0.21.

What are the pro forma 2025 results for Paramount Skydance (PSKY) and WBD?

For 2025, pro forma combined revenue was $66,133 million and total costs and expenses were $68,585 million, producing an operating loss of $2,456 million. After interest expense and taxes, the net loss attributable to Parent was $5,758 million, with a basic and diluted loss per share of $1.15.

How many new PSKY shares are assumed to be issued in the equity syndication?

The pro forma EPS calculations assume issuance of 3,913 million shares of Paramount Class B Common Stock in the equity syndication. This is based on an assumed Syndication Purchase Price of $12.00 per share, the floor of a collar that caps the price at $16.02.

What exchange and tender offers accompany the PSKY–WBD transaction?

Paramount Skydance is offering to exchange up to $12.7 billion principal of existing WBD notes for new Second Lien Secured Exchange Notes. Concurrently, cash tender offers cover $2.423 billion of additional WBD notes, assuming full participation in both the Exchange Offers and Tender Offers.

What happens to WBD’s accounts receivable securitization in the PSKY deal?

The company intends to refinance and terminate WBD’s $5.0 billion accounts receivable securitization program, of which $3.9 billion was utilized as of March 31, 2026. Pro forma adjustments assume the facility ends and related receivables are repurchased at acquisition closing.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

 

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): July 31, 2026

 

Paramount Skydance Corporation

(Exact name of registrant as specified in its charter)

 

Delaware   001-42791   99-3917985
(State or other jurisdiction of
incorporation)
  (Commission File Number)   (IRS Employer Identification
Number)

 

1515 Broadway
New York, New York
      10036
(Address of principal executive
offices)
      (Zip Code)

 

Registrant’s telephone number, including area code: (212) 258-6000

 

Not Applicable

(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Class B Common Stock, $0.001 par value   PSKY   The Nasdaq Stock Market LLC

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

 

Emerging growth company ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

 

 

 

 

 

 

 

EXPLANATORY NOTE

 

As previously disclosed, Warner Bros. Discovery, Inc., a Delaware corporation (“WBD”), Paramount Skydance Corporation, a Delaware corporation (“Paramount”), and Prince Sub Inc., a Delaware corporation and wholly owned subsidiary of Paramount, entered into an Agreement and Plan of Merger on February 27, 2026 (the “Merger Agreement”), pursuant to which, and subject to the terms and conditions therein, at the effective time of the merger to be entered into pursuant to such agreement, Prince Sub Inc. will merge with and into WBD, with WBD surviving as a wholly owned subsidiary of Paramount (the “Merger”). The purpose of this Current Report on Form 8-K is to file (a) the financial statements of WBD described below, (b) the unaudited pro forma financial information described below and (c) the consent of PricewaterhouseCoopers LLP with respect to its report on the audited consolidated financial statements of WBD incorporated by reference herein as Exhibit 99.1, and to permit such pro forma financial information to be incorporated by reference into Paramount’s Registration Statement on Form S-3 to be filed with the SEC.

 

Item 9.01 Financial Statements and Exhibits.
   
(a) Financial Statements of Business Acquired.*

 

*Note: Business has not yet been acquired. Financial statements are provided in connection with the pending Merger.

 

The audited consolidated financial statements of Warner Bros. Discovery, Inc. as of December 31, 2025 and 2024, and for each of the three fiscal years in the period ended December 31, 2025, including the related notes and schedule of valuation and qualifying accounts, the Report of Independent Registered Public Accounting Firm thereon, and Management’s Report on Internal Control Over Financial Reporting, were filed by Warner Bros. Discovery, Inc. with the SEC on February 27, 2026, and are incorporated herein by reference as Exhibit 99.1 hereto.

 

The interim unaudited condensed consolidated financial statements of Warner Bros. Discovery, Inc. as of March 31, 2026 and for the three months ended March 31, 2026 and March 31, 2025, and the notes related thereto were filed by Warner Bros. Discovery, Inc. with the SEC on May 6, 2026, and are incorporated herein by reference as Exhibit 99.2 hereto.

 

(b) Pro Forma Financial Information.**

 

**Note: Business has not yet been acquired. Pro forma financial information is provided in connection with the pending Merger.

 

The unaudited pro forma condensed combined financial information for Paramount Skydance Corporation, after giving effect to the Merger and the adjustments described therein, is attached hereto as Exhibit 99.3 and incorporated by reference herein.

 

 

 

Cautionary Note Concerning Forward-Looking Statements

 

This Current Report on Form 8-K and Exhibit 99.3 hereto contain “forward-looking statements”, including, without limitation, statements regarding: the timing of closing the potential Merger, including the regulatory and other conditions to the Merger and the application of any “Ticking Consideration” in connection therewith; the timing, pricing and other terms of any permanent financing in connection with the financing of the Merger, including the need for, and costs in connection with, any bridge financing to finance the consummation of the Merger; the post-closing capital structure following the Merger, including assumptions relating to interest expense for the combined company and potential dilution resulting from any equity financing in connection with the Merger; the results of and participation in any exchange or tender offer for existing WBD debt securities and the refinancing or other treatment of WBD debt in connection with the Merger; the accounting treatment for the Merger and preliminary estimates of fair value for purposes of such accounting; certain pro forma and other adjustments, including certain assumptions on which adjustments are based; the combined businesses of WBD and Paramount following the Merger and the integration and the treatment of any intercompany transactions in connection therewith. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Paramount or WBD. Risks and uncertainties include, but are not limited to: risks related to Paramount’s streaming business; the adverse impact on Paramount’s advertising revenues as a result of changes in consumer behavior, advertising market conditions and deficiencies in audience measurement; risks related to operating in highly competitive and dynamic industries; the unpredictable nature of consumer behavior, as well as evolving technologies and distribution models; risks related to Paramount’s decisions to invest in new businesses, products, services and technologies, and the evolution of Paramount’s business strategy; the potential for loss of carriage or other reduction in or the impact of negotiations for the distribution of Paramount’s content; damage to Paramount’s reputation or brands; losses due to asset impairment charges for goodwill, content and long-lived assets, including finite-lived intangible assets; liabilities related to discontinued operations and former businesses; increasing scrutiny of, and evolving expectations for, sustainability initiatives; evolving business continuity, cybersecurity, privacy and data protection and similar risks; challenges in protecting and maintaining Paramount’s intellectual property rights; domestic and global political, economic and regulatory factors affecting Paramount’s businesses generally; the inability to hire or retain key employees or secure creative talent; disruptions to Paramount’s operations as a result of labor disputes; the risks and costs associated with the integration of, and Paramount’s ability to integrate, the businesses of Paramount Global and Skydance Media, LLC successfully and to achieve anticipated synergies; litigation relating to the transaction pursuant to which Paramount acquired Skydance Media, LLC potentially resulting in substantial costs; volatility in the price of Paramount’s Class B common stock; the effect Paramount’s dual-class capital structure and the concentrated ownership may have on the price of its Class B common stock or business; risks related to a private sale of a controlling interest in Paramount, including that Paramount’s stockholders may not realize any change of control premium on shares of Paramount’s Class B common stock and that Paramount may become subject to the control of a presently unknown third party; risks associated with Paramount’s status as a “controlled company” under the rules of The Nasdaq Global Select Market, including its exemption from certain corporate governance requirements; risks associated with the lack of voting rights of Paramount’s Class B common stock; risks that anti-takeover provisions in Paramount’s amended and restated certificate of incorporation and amended and restated bylaws, and under Delaware law could deter, delay, or prevent a change of control; risks that exclusive forum provisions in Paramount’s amended and restated certificate of incorporation could limit a stockholder’s choice of forum for certain claims and discourage lawsuits against Paramount’s directors and officers; risks that corporate opportunity provisions in Paramount’s amended and restated certificate of incorporation could permit certain persons to pursue competitive opportunities that might otherwise be available to Paramount; risks associated with Paramount’s holding company structure, including its dependence on distributions from its subsidiaries to meet tax obligations and other cash requirements; disruptions caused by the Merger to Paramount’s and WBD’s business and commercial relationships; the negative impact that a failure to consummate the Merger could have on Paramount’s business, financial condition, results of operations and stock price; the risk that the Merger may be prevented or delayed or the anticipated benefits reduced if Paramount does not obtain certain regulatory approvals; the risk that the Merger Agreement may be terminated in accordance with its terms, including if any conditions to the closing of the Merger are not satisfied; the risk that litigation relating to the Merger could prevent or delay the closing of the Merger or result in the payment of damages after closing; challenges realizing synergies and other anticipated benefits expected from the Merger, including integrating WBD’s business successfully; risks to Paramount’s business, financial condition or results of operations as a result of the incurrence of substantial costs and indebtedness in connection with the Merger; market and other conditions in connection with any permanent financing in connection with the Merger; and risks of reduced ownership and economic interest by Paramount’s existing stockholders as a result of the Merger. A further list and description of these risks, uncertainties and other factors and the general risks associated with the respective businesses of Paramount and WBD can be found in Paramount’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 25, 2026, and Paramount’s Form 10-Q for the quarterly period ended March 31, 2026, filed with the SEC on May 4, 2026, including, in each case, in the sections captioned “Cautionary Note Concerning Forward-Looking Statements” and “Item 1A. Risk Factors,” and Paramount’s subsequent filings with the SEC, and WBD’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 27, 2026, and WBD’s Form 10-Q for the quarterly period ended March 31, 2026, filed with the SEC on May 6, 2026, including, in each case, in the sections captioned “Cautionary Note Concerning Forward-Looking Statements” and “Item 1A. Risk Factors,” and WBD’s subsequent filings with the SEC. Copies of these filings, as well as subsequent filings, are available online at www.sec.gov, ir.wbd.com or on request from Paramount or WBD. Paramount undertakes no obligation to update any forward-looking statement as a result of new information or future events or developments, except as required by law.

 

 

 

(c) Exhibits.

 

Exhibit Number   Description of Exhibit
23.1   Consent of PricewaterhouseCoopers LLP, independent registered public accounting firm for Warner Bros. Discovery, Inc.
99.1   Audited consolidated financial statements of Warner Bros. Discovery, Inc. as of December 31, 2025 and 2024, and for each of the three fiscal years in the period ended December 31, 2025, and the related notes and schedule of valuation and qualifying accounts, the Report of Independent Registered Public Accounting Firm thereon and Management’s Report on Internal Control Over Financial Reporting (incorporated by reference to Part II, Item 8 and Part IV, Item 15 of Warner Bros. Discovery, Inc.’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025 (SEC File No. 001-34177), filed with the SEC on February 27, 2026).
99.2   Interim unaudited condensed consolidated financial statements of Warner Bros. Discovery, Inc. as of March 31, 2026 and for the three months ended March 31, 2026 and March 31, 2025, and the notes related thereto (incorporated by reference to Part I, Item 1 of the Warner Bros. Discovery, Inc. Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026 (SEC File No. 001-34177), filed with the SEC on May 6, 2026).
99.3   Unaudited pro forma condensed combined financial statements of Paramount Skydance Corporation as of and for the three months ended March 31, 2026 and for the year ended December 31, 2025.
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  PARAMOUNT SKYDANCE CORPORATION
       
  By: /s/ Stephanie Kyoko McKinnon
    Name: Stephanie Kyoko McKinnon
    Title: General Counsel and Secretary

 

Date: July 31, 2026

 

 

 

 

Exhibit 99.3

 

PARAMOUNT SKYDANCE CORPORATION

 

UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL STATEMENTS

 

Summary of the Transactions

 

Warner Bros. Discovery Inc. Acquisition

 

On February 27, 2026, Paramount Skydance Corporation (“Paramount,” or the “Company,”) and Prince Sub Inc., a Delaware corporation and wholly owned subsidiary of Paramount (“Merger Sub”) entered into an Agreement and Plan of Merger (as it may be amended, supplemented or otherwise modified in accordance with the terms, the “WBD Merger Agreement”) with Warner Bros. Discovery, Inc. a Delaware corporation (“WBD”), pursuant to which and subject to the terms and conditions therein, Merger Sub will merge with and into WBD, with WBD surviving as a wholly owned subsidiary of Paramount (the “Acquisition”).

 

The Acquisition is expected to be accounted for as a business combination under ASC 805, Business Combinations, with the Company identified as the accounting acquirer. In identifying the Company as the accounting acquirer, management considered the structure of the Acquisition and other actions contemplated by the WBD Merger Agreement, relative outstanding voting and equity interests, and the composition of the post-Acquisition board of directors. No single factor was the sole determinant in the overall conclusion that Paramount is the accounting acquirer; rather all factors were considered in arriving at such conclusion.

 

At the effective time of the Acquisition (“the Effective Time”), each share of WBD Common Stock issued and outstanding immediately prior to the Effective Time (other than shares of WBD Common Stock to be cancelled for no consideration in accordance with the WBD Merger Agreement or as to which appraisal rights have been properly exercised) will be converted into the right to receive an amount in cash equal to $31.00, without interest, plus, if applicable, the Ticking Consideration (collectively, the “Merger Consideration”). The “Ticking Consideration” will be an amount in cash equal to $0.00277778 multiplied by the number of calendar days elapsed after September 30, 2026 to and including the closing date of the Acquisition (which for the avoidance of doubt, will not exceed $0.25 per 90 calendar day period). For purposes of these pro forma financial statements, total cash consideration payable to WBD common stockholders is estimated at $77.8 billion, calculated based on WBD Common Stock outstanding as of April 23, 2026, excluding any applicable Ticking Consideration as the Company assumes for the purposes of preparing these pro forma financial statements that the transaction will close prior to September 30, 2026, and any cash payable with respect to equity awards as described under “—Treatment of Equity Awards” below.

 

Treatment of Equity Awards

 

Stock Options

 

At the Effective Time:

 

·Each stock option outstanding to purchase shares of WBD Common Stock granted under any WBD stock plan that is (x) vested as of the Effective Time or (y) held by a former employee or service provider of WBD, will be cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (i) the excess if any, of the Merger Consideration over the per share exercise price for such vested stock option by (ii) the total number of shares of WBD Common Stock subject to such vested stock option.

 

·Each stock option (whether vested or unvested) with an exercise price equal to or in excess of the Merger Consideration will be cancelled without consideration.

 

·Each unvested stock option with an exercise price below the Merger Consideration will be assumed by Paramount and automatically converted into the contingent right to receive an amount in cash, without interest, equal to the product obtained by multiplying (i) the excess of the Merger Consideration over the per share exercise price for such unvested stock option by (ii) the total number of shares of WBD Common Stock subject to such unvested stock option immediately prior to the Effective Time, and will remain subject to generally the same terms and conditions (including any applicable terms relating to accelerated vesting upon qualifying terminations of employment and timing and form of payment) that applied to the corresponding unvested stock option immediately prior to the Effective Time.

 

-1-

 

 

Restricted Stock Units (“RSUs”), including Performance-Based RSUs (“PRSUs”)

 

At the Effective Time:

 

·Each WBD RSU that is vested in accordance with its terms or that is held by a non-employee member of the board of directors of WBD as of the Effective Time will be cancelled and converted into the right to receive the Merger Consideration with respect to each share of WBD Common Stock underlying such vested WBD RSU, with the number of shares of WBD Common Stock subject to such vested WBD RSU granted with performance-based vesting conditions determined as described below.

 

·Each WBD RSU that is outstanding immediately prior to the Effective Time and that is not a vested WBD RSU, will be assumed by Paramount and automatically converted into the contingent right to receive an amount in cash, without interest, equal to the product of (i) the Merger Consideration, multiplied by (ii) the total number of shares of WBD Common Stock subject to such unvested WBD RSU immediately prior to the Effective Time, and remaining subject to generally the same terms and conditions (including any applicable terms relating to accelerated vesting upon qualifying terminations of employment and timing and form of payment) that applied to the corresponding unvested WBD RSU immediately prior to the Effective Time.

 

·The total number of unvested WBD RSUs with performance-based vesting conditions expected to vest will be determined by assuming (i) in respect of such unvested WBD RSUs for which the applicable performance period has been completed prior to the Effective Time, actual performance, and (ii) in respect of such unvested WBD RSUs for which the applicable performance period has not been completed prior to the Effective Time, achievement at the greater of (x) target performance and (y) actual performance extrapolated through the end of the applicable performance period based on actual performance through the Effective Time, determined by the board of directors of WBD or a committee thereof in good faith and consistent with past practice.

 

Deferred and Notional Equity Units

 

At the Effective Time:

 

·Each deferred stock unit (“DSU”) that is outstanding immediately prior to the Effective Time will be assumed by Paramount and automatically converted into a right to receive an amount in cash, without interest, equal to the product obtained by multiplying (A) the Merger Consideration by (B) the number of shares of WBD Common Stock subject to such DSU immediately prior to the Effective Time (the “WBD DSU Consideration”), with such DSU Consideration remaining subject to the same terms and conditions that applied to the corresponding DSU immediately prior to the Effective Time.

 

·Each notional investment unit with respect to shares of WBD Common Stock (a “WBD Notional Unit”) subject to WBD’s Non-Employee Directors Deferral Plan and WBD’s Supplemental Retirement Plan (each, a “WBD DC Plan”) that is outstanding immediately prior to the Effective Time will be assumed by Paramount and automatically converted into a notional unit with respect to a number of shares of Class B common stock, par value $0.001 per share (“Paramount Class B Common Stock”), of Paramount (a “Paramount Notional Unit”) equal to the product obtained by multiplying (A) the Equity Award Exchange Ratio (as defined below) by (B) the number of shares of WBD Common Stock subject to such WBD Notional Unit immediately prior to the Effective Time, with each such Paramount Notional Unit remaining subject to the same terms and conditions that applied to the corresponding WBD Notional Unit immediately prior to the Effective Time (including with respect to timing and form of payment), as set forth in the applicable WBD DC Plan. The “Equity Award Exchange Ratio” is determined by dividing (i) the Merger Consideration by (ii) the per share volume-weighted average trading price of Paramount Class B Common Stock for the fifteen consecutive trading days ending on (and including) the trading day that is three trading days prior to the Closing Date.

 

-2-

 

 

Financing

 

The Company expects to utilize a combination of equity financing and committed debt financing to fund the Acquisition. The Company has entered into equity subscription agreements (“Subscription Agreements”) providing for up to $46.7 billion of equity financing from affiliates of The Lawrence J. Ellison Revocable Trust and $250.0 million from RedBird Capital Partners Fund IV (Master), L.P (collectively the “Equity Investors”), pursuant to a private placement of Paramount Class B Common Stock (such private placement format being referred to herein as a private investment in public equity, or “PIPE”, arrangement).

 

The Equity Investors have assigned their subscription rights under the Subscription Agreements (the “Equity Syndication”) to a group of institutional investors (each, an "Equity Syndication Party"), comprising affiliates of the Equity Investors, The Public Investment Fund, L'Imad 1st SPV 2 Exempt RSC LTD (an investment vehicle of L'Imad Holding, an Abu Dhabi sovereign wealth fund), QIA TMT Holding LLC (an investment vehicle of the Qatar Investment Authority), and LionTree Investment Fund, L.P. The aggregate allocations cover the full amount committed by the Equity Investors. At closing, the Company will issue to each Equity Syndication Party a number of newly issued nonvoting shares of Paramount Class B Common Stock (or securities convertible into shares) equal to its allocated amount divided by the Syndication Purchase Price, defined as the 20-trading-day daily volume-weighted average price of Paramount Class B Common Stock determined as of the third business day prior to the closing of the Acquisition, subject to a ceiling of $16.02 per share and a floor of $12.00 per share (the “Syndication Purchase Price”). The Equity Syndication does not relieve the Equity Investors of their contractual commitments made to the Company.

 

Each holder of Paramount Class B Common Stock (excluding any Equity Investor or affiliate thereof) as of a record date to be determined will receive, without payment of any consideration, one 10-year warrant (each, a “Warrant”) for each share held, exercisable at an initial exercise price per share equal to the Syndication Purchase Price and subject to customary anti-dilution and fundamental change make-whole adjustments. Beginning on the third anniversary of issuance, the Company may call the Warrants for early expiration if the closing price of Paramount Class B Common Stock equals or exceeds $30.00 for at least 20 trading days in any 30 consecutive trading day period and warrant holders will have until such early expiration date to exercise their Warrants.

 

In addition, the Company entered into committed debt financing arrangements, including the Pro Rata Credit Agreement, which provides for (i) $2.5 billion of three-year Term A-1 loans (“Term A-1 Loan Facility”), (ii) $2.5 billion of five-year Term A-2 loans (“Term A-2 Loan Facility”) and (iii) $5.0 billion of five-year revolving credit commitments, as well as a $49.0 billion 364-day senior secured bridge term loan facility (the “Bridge Commitments”). The bridge facility is intended as contingent financing and is not expected to be drawn, unless permanent financing, including in the form of the New Permanent Financing (as defined below), is not in place prior to the closing of the Acquisition. The Company intends to replace the Bridge Commitments with the New Permanent Financing in the form of additional secured credit facilities and secured capital markets indebtedness across the investment grade and non-investment grade markets as described below. Such financing, together with borrowings under the Pro Rata Credit Agreement, is expected to comprise the Company’s post-closing capital structure and be incurred in the form of first lien and second lien indebtedness, including term loan borrowings and secured notes (collectively, the “Acquisition Financing Transactions”). The unaudited pro forma condensed combined financial statements reflect the assumed issuance of the New Permanent Financing and do not assume any borrowings under the Bridge Commitments. The ultimate size, composition and terms of the Acquisition Financing Transactions remain subject to market conditions and final execution.

 

The Acquisition Financing Transactions are currently expected to include a combination of senior term loans and secured debt securities, in an amount up to $51.9 billion (the “New Permanent Financing”), in addition to the $5.0 billion of Term A loans under the Pro Rata Credit Agreement. The Company intends to access the capital markets through one or more financings to effect these transactions and reduce or replace any remaining Bridge Commitments, either prior to the consummation of the Acquisition, or following the consummation of the Acquisition on the basis of the entry into the 364-day senior secured bridge term loan facility (the “364-day Bridge Loan Facility”) pursuant to the Bridge Commitments. However, the ultimate aggregate principal amount, allocation between instruments and terms of such financing will depend on prevailing market conditions and other factors outside the Company’s control, and there can be no assurance that such financing will be consummated as currently contemplated (including on the basis of the assumptions herein, inclusive of interest rates assumptions) or on favorable terms, or that such financing will be consummated at all. For purposes of the unaudited pro forma condensed combined financial statements, the Company has assumed that the Acquisition Financing Transactions are completed as described above, including the consummation of the New Permanent Financing prior to the consummation of the Acquisition. In the event that the Bridge Commitments were drawn in order to finance the Acquisition, a fee of 0.5% payable to the bridge financing sources would apply to the principal amount of any such debt funded.

 

-3-

 

 

On June 4, 2026, WBD entered into a seven-year $13.0 billion term loan (“WBD Dollar Term Loans”), and a seven-year €1.7 million term loan (the “WBD Euro Term Loans” and together with the WBD Dollar Term Loans the “WBD Term Loans”). The proceeds were used to repay the $15.0 billion bridge facility that WBD had outstanding on March 31, 2026. The WBD Term Loans will be replaced or refinanced with the 364-day Bridge Loan Facility or the proceeds of the offering of the New Permanent Financing, if not refinanced by WBD prior to closing of the Acquisition. The unaudited pro forma condensed combined financial statements reflect the settlement of WBD’s $15.0 billion bridge facility. The WBD Term Loans are not reflected within the unaudited pro forma condensed combined financial statements.

 

The Company also intends to refinance and terminate WBD’s $5.0 billion accounts receivable securitization program (of which $3.9 billion was utilized as of March 31, 2026) within close proximity to the closing of the Acquisition (or shortly thereafter). For purposes of the unaudited pro forma condensed combined financial statements, the Company has assumed the termination of the securitization facility and the related repurchase of accounts receivable are completed at closing.

 

In connection with the execution of the WBD Merger Agreement, Paramount paid the termination fee of $2.8 billion (the “Netflix Termination Fee”) due to Netflix, Inc. under the Amended and Restated Agreement and Plan of Merger, dated as of January 19, 2026, by and among WBD, Netflix, Inc, Nightingale Sub, Inc., and New Topco 25, which was terminated prior to the execution of the WBD Merger Agreement. The Netflix Termination Fee is reflected in Paramount’s historical balance sheet at March 31, 2026.

 

The consummation of the Acquisition is subject to customary closing conditions, including receipt of required regulatory approvals and no government order being in effect that enjoins the transaction, and is not subject to a financing condition. As of the date of this filing, the Acquisition has not been consummated but is considered probable for purposes of these pro forma financial statements.

 

Exchange Offers and Tender Offers

 

In connection with the Acquisition, the Company is offering to exchange any and all of the Existing WBD Notes (defined below) for the applicable series of newly issued second lien secured notes to be issued by the Company (the “Second Lien Secured Exchange Notes”) (each offer to exchange, an “Exchange Offer” and together, the “Exchange Offers”). The Second Lien Secured Exchange Notes will be fully and unconditionally guaranteed, jointly and severally, on a senior secured basis by certain of the Company’s wholly owned domestic subsidiaries that are an obligor under the Pro Rata Credit Agreement, subject to certain customary exceptions, and will be secured, subject to certain limitations and exceptions and customary permitted liens, on a second priority basis, equally and ratably with all party lien indebtedness of the Company and related guarantors. In certain circumstances when, among other things, the Second Lien Secured Exchange Notes are rated investment grade by two out of three rating agencies, the liens securing the Second Lien Secured Exchange Notes and related guarantees may be automatically released.

 

The Existing WBD Notes were issued by Discovery Communications, LLC, a Delaware limited liability company (the “DCL Issuer”), and Discovery Global Holdings, Inc. (formerly WarnerMedia Holdings, Inc.), a Delaware corporation (the “DGH Issuer” and, together with the DCL Issuer, the “Existing WBD Issuers”).

 

-4-

 

 

The consideration offered in the Exchange Offers (i) per $1,000 in aggregate principal amount of U.S. dollar-denominated Existing WBD Notes tendered and (ii) per €1,000 in aggregate principal amount of Euro-denominated Existing WBD Notes tendered, in each case, is summarized below:

 

Existing WBD Notes to be
Exchanged (the “Existing
WBD Notes”)
  Issuer of Existing
WBD Notes
 

Aggregate Principal Amount of Notes
Validly Delivered in Consent Solicitations
and Eligible to Participate in the
Exchange Offers

(amount in millions)

  

Second Lien Secured

Exchange Notes Offered

4.125% Senior Notes due 2029  DCL Issuer  $655,825,000   6.250% Senior Secured Second Lien Notes due 2029
3.625% Senior Notes due 2030  DCL Issuer  $914,183,000   4.875% Senior Secured Second Lien Notes due 2030
5.000% Senior Notes due 2037  DCL Issuer  $453,281,000   5.000% Senior Secured Second Lien Notes due 2037
6.350% Senior Notes due 2040  DCL Issuer  $438,102,000   6.350% Senior Secured Second Lien Notes due 2040
4.950% Senior Notes due 2042  DCL Issuer  $130,366,000   4.950% Senior Secured Second Lien Notes due 2042
4.875% Senior Notes due 2043  DCL Issuer  $141,584,000   4.875% Senior Secured Second Lien Notes due 2043
5.200% Senior Notes due 2047  DCL Issuer  $3,161,000   5.200% Senior Secured Second Lien Notes due 2047
5.300% Senior Notes due 2049  DCL Issuer  $247,860,000   5.300% Senior Secured Second Lien Notes due 2049
4.054% Senior Notes due 2029  DGH Issuer  $1,353,828,000   6.250% Senior Secured Second Lien Notes due 2029
4.279% Senior Notes due 2032  DGH Issuer  $2,691,764,000   4.875% Senior Secured Second Lien Notes due 2030
5.050% Senior Notes due 2042  DGH Issuer  $4,104,687,000   5.000% Senior Secured Second Lien Notes due 2037
5.141% Senior Notes due 2052  DGH Issuer  $949,883,000   6.350% Senior Secured Second Lien Notes due 2040
4.302% Senior Notes due 2030  DGH Issuer  €234,382,000   4.95% Senior Secured Second Lien Notes due 2042
4.693% Senior Notes due 2033  DGH Issuer  €316,641,000   4.875% Senior Secured Second Lien Notes due 2043

 

Concurrently with the Exchange Offers, the Company is offering to purchase for cash (the “Tender Offers”) the aggregate principal amount of notes eligible to participate in the Tender Offers. Specifically, the Company is offering to purchase (i) the DCL Issuer’s $1.234 billion aggregate principal amount of 3.950% Senior Notes due 2028 and (ii) the DGH Issuer’s $1.189 billion aggregate principal amount of 3.755% Senior Notes due 2027.

 

For purposes of these pro forma financial statements, it is assumed that 100% of the $12.7 billion principal amount of Existing WBD Notes eligible to participate in the Exchange Offers and 100% of the $2.423 billion of the Existing WBD Notes subject to Tender Offers will, in each case, be exchanged or tendered, as applicable, in full in the applicable Exchange Offer or Tender Offers. The ultimate aggregate principal amount of Second Lien Secured Exchange Notes exchanged for Existing WBD Notes in the Exchange Offers, and the terms to which such indebtedness will be subject, and the amount of Existing WBD Notes tendered in the Tender Offers is subject to change based on the ultimate results of such Exchange Offers and Tender Offers, including as a result of market conditions or other factors outside of the Company’s control, and the Company can make no assurances that the Exchange Offers and Tender Offers will be consummated in accordance with such assumptions or at all.

 

-5-

 

 

Completed Skydance Transactions and NAI Transaction

 

On August 7, 2025, pursuant to a transaction agreement dated July 7, 2024, Paramount Global and Skydance Media, LLC (“Skydance”) became wholly owned subsidiaries of Paramount Skydance Corporation (the “Skydance Transactions”). Substantially concurrently with the closing of the Skydance Transactions, Pinnacle Media Ventures, LLC, Pinnacle Media Ventures II, LLC and Pinnacle Media Ventures III, LLC, each entities controlled by the Ellison Family (as defined below), and RB Tentpole Holdings LP (the “NAI Equity Investors”) acquired 100% of the equity interests of Harbor Lights Entertainment, Inc. (f/k/a National Amusements, Inc. (“NAI”)), from NAI’s shareholders under a purchase and sale agreement and, through their ownership of NAI, the NAI Equity Investors indirectly received an aggregate of 31.5 million shares of Class A common stock and 32.0 million shares of Class B common stock of Paramount Skydance Corporation (the “NAI Transaction”). Following the closing of the Skydance Transactions and the NAI Transaction, entities controlled by the Ellison Family indirectly hold approximately 77.5% of the Class A common stock of Paramount Skydance Corporation through their collective approximate 77.5% ownership interest in NAI, which was renamed Harbor Lights Entertainment Inc., and as a result the Ellison Family is the controlling stockholder and ultimate parent (“Ultimate Parent”) of Paramount. For the purpose of determining the controlling ownership of Paramount, the Ellison family is comprised of Lawrence J. Ellison and David Ellison (the “Ellison Family”). David Ellison is the son of Lawrence J. Ellison, and Lawrence J. Ellison and David Ellison are accordingly considered immediate family members.

 

In connection with the Skydance Transactions, PIPE investors, including the NAI Equity Investors, made an investment of $6.0 billion into Paramount Skydance Corporation in exchange for 400 million shares of Class B common stock at $15.00 per share and the NAI Equity Investors received, in connection with their PIPE investment, an aggregate of 200 million five-year warrants exercisable at $30.50 per share (subject to customary anti-dilution adjustments). Approximately $4.5 billion of the PIPE proceeds were used to satisfy electing stockholders’ cash consideration in connection with a cash-stock election offered to Paramount Global stockholders, with the remaining approximately $1.5 billion provided to Paramount Skydance Corporation. As further described in Note 1, Paramount’s financial results for the year ended December 31, 2025 are presented in two distinct periods to indicate a new basis of accounting established for Paramount Global’s net assets upon the closing of the Skydance Transactions and NAI Transaction. The periods prior to August 7, 2025 include only Paramount Global and are identified as “Predecessor”, and the periods beginning on August 7, 2025 reflect Paramount Skydance Corporation and are identified as “Successor”.

 

Unaudited Pro Forma Condensed Combined Financial Statements

 

The following unaudited pro forma condensed combined financial statements have been prepared in accordance with Article 11 of Regulation S-X and are presented to illustrate the effects of the completed Skydance Transactions and NAI Transaction and the Acquisition, collectively, the “Transactions”.

 

The unaudited pro forma Condensed Combined Balance Sheet as of March 31, 2026 combines the historical consolidated balance sheet of Paramount as of March 31, 2026 and the historical consolidated balance sheet of WBD as of March 31 2026, giving effect to the Acquisition as if it had occurred on March 31, 2026.

 

The unaudited pro forma Condensed Combined Statement of Operations for the three months ended March 31, 2026 combines the historical Consolidated Statement of Operations of Paramount for the three months ended March 31, 2026 and the historical Consolidated Statement of Operations of WBD for the three months ended March 31, 2026, and gives effect to the Acquisition as if it had occurred on January 1, 2025.

 

The unaudited pro forma Condensed Combined Statement of Operations for the year ended December 31, 2025 combines the Adjusted Combined Statement of Operations for the year ended December 31, 2025 of Paramount and the historical Consolidated Statement of Operations for the year ended December 31, 2025 of WBD, giving effect to the Transactions as if they had occurred on January 1, 2025.

 

The Adjusted Combined Statement of Operations of Paramount reflects the combination of (i) the historical consolidated Statement of Operations of Paramount Global (Predecessor) for the period from January 1, 2025 through August 6, 2025 (ii) the historical results of Skydance for the same period (iii) the historical consolidated Statement of Operations of Paramount Skydance Corporation from August 7, 2025 to December 31, 2025 (Successor) and (iv) the effects of the Skydance Transactions and NAI Transaction as if they had closed on January 1, 2025. As a result of the pushdown of the Ultimate Parent’s basis, the net assets of Paramount Global were recorded at their fair value as of the close of the Skydance Transactions and NAI Transaction. No adjustments to the August 7, 2025 to December 31, 2025 Successor period are necessary, as the impacts from the Skydance Transactions and NAI Transaction are included in Paramount’s historical results for this period.

 

-6-

 

 

The impact of the Acquisition, including the committed equity financing, on the outstanding shares and equity of Paramount is discussed in Note 5 and Note 8.

 

The pro forma transaction accounting adjustments to adjust WBD’s net assets to preliminary estimates of fair value are based on information available to the Company as of the date of this filing. The fair value estimates made herein may differ materially based upon the finalization of appraisals and other valuation analyses, which is expected no later than one year from the closing date of the Acquisition. These unaudited pro forma condensed combined financial statements are presented for illustrative purposes only and do not necessarily reflect the operating results or financial position that would have occurred if the Transactions had been consummated on the dates indicated, nor are they necessarily indicative of the results of operations or financial condition that may be expected for any future period or date. Accordingly, such information should not be relied upon as an indicator of future performance, financial condition or liquidity. Additionally, the unaudited pro forma condensed combined financial statements do not give effect to revenue synergies, operating efficiencies or cost savings that may be achieved with respect to the combined company. Actual results may differ materially from the assumptions within the accompanying unaudited pro forma condensed combined financial statements.

 

The unaudited pro forma condensed combined financial statements should be read in conjunction with the following materials:

 

·The accompanying notes to the unaudited pro forma condensed combined financial statements;

 

·Paramount's historical unaudited consolidated financial statements and the notes thereto contained in the Company’s Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026, filed on May 4, 2026, and the historical audited consolidated financial statements and the notes thereto for Paramount Global (Predecessor) for the period from January 1, 2025 to August 6, 2025 and Paramount Skydance Corporation (Successor) as of December 31, 2025 and for the period from August 7, 2025 to December 31, 2025 contained in Paramount’s Current Report on Form 8-K, filed on May 13, 2026;

 

·Skydance’s historical unaudited condensed consolidated financial statements for the six-month period ended and as of June 30, 2025 contained in the Company’s Form 8-K/A filed October 23, 2025; and

 

·WBD’s historical unaudited consolidated financial statements and the notes thereto contained in WBD’s Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026, filed on May 6, 2026, and the historical audited consolidated financial statements and the notes thereto contained in WBD’s Annual Report on Form 10-K for the year ended December 31, 2025, filed on February 27, 2026, in each case, also incorporated by reference in the Current Report of Paramount on Form 8-K with which these pro forma financial statements are filed.

 

-7-

 

PARAMOUNT SKYDANCE CORPORATION

 

UNAUDITED PRO FORMA CONDENSED COMBINED BALANCE SHEET

AT MARCH 31, 2026 

(In millions)

 

       Pro Forma Adjustments       
   Paramount
Skydance
Corp.
   WBD
Adjusted (2)
   WBD
Transaction
Accounting
Adjustments
    Financing
Adjustments (5)
    Pro Forma 
Assets                          
Current Assets:                               
Cash and cash equivalents  $1,941   $3,264   $(93,920 ) (3a)  $56,379   (5a)  $7,834 
              (3,850 ) (8d)   (2,437 ) (5d)     
                      (67 ) (5c)     
                      (382 ) (5e)     
                      46,906   (5g)     
Receivables, net   6,850    5,009    2,473   (4)          14,332 
Programming and other inventory   1,000    218                  1,218 
Prepaid expenses and other current assets   1,764    3,146                  4,910 
Total current assets   11,555    11,637    (95,297 )     100,399       28,294 
Property and equipment, net   2,205    6,642    (314 ) (4g)          8,533 
Programming and other inventory   15,472    19,416    3,335   (4)          38,223 
Goodwill   1,622    25,874    32,259   (4a)          59,755 
Intangible assets, net   5,954    26,803    11,584   (4)          44,341 
Operating lease assets   1,084    2,749                  3,833 
Deferred income tax assets   1,241    617                  1,858 
Advance consideration for WBD acquisition   2,800        (2,800 ) (4)           
Other assets   2,555    4,099    1,211   (4h), (8d)          7,865 
Total Assets  $44,488   $97,837   $(50,022 )    $100,399      $192,702 
Liabilities and Stockholders’ Equity                               
Current Liabilities:                               
Accounts payable  $707   $1,110   $(46 ) (4)  $      $1,771 
Accrued expenses   1,730    6,066    (2,485 ) (4)          5,311 
Participants’ share and royalties payable   2,613    3,483                  6,096 
Accrued programming and production costs   1,857    2,086    (824 ) (4)          3,119 
Deferred revenues   1,354    1,592                  2,946 
Debt   662    1,493                  2,155 
Other current liabilities   1,580    285    601   (4)          2,466 
Total current liabilities   10,503    16,115    (2,754 )            23,864 
Long-term debt   14,821    30,973    (19,538 ) (4)   56,379   (5a)   80,203 
                      (2,392 ) (5d)     
                      (40 ) (5c)     
Participants’ share and royalties payable   1,404    2,378                  3,782 
Pension and postretirement benefit obligations   1,178    226                  1,404 
Deferred income tax liabilities   90    5,873    5,029   (9a)          10,992 
Operating lease liabilities   1,112    3,226                  4,338 
Programming obligations   386    1,424                  1,810 
Other liabilities   2,245    3,915    140   (4)          6,300 
                                
Paramount stockholders’ equity:                               
Class A Common Stock       27    (27 ) (4f)           
Class B Common Stock   1                4   (5g)   5 
Additional paid-in-capital   13,316    55,865    (55,865 ) (4f)   46,902   (5g)   60,218 
                                
Treasury stock       (8,244)   8,244   (4f)           
Retained earnings (accumulated deficit)   (1,585)   (14,428)   40,456   (4f), (8d)   (45 ) (5d)   (2,360)
              (25,874 ) (4a)   (27 ) (5c)     
              (475 ) (8b)   (382 ) (5e)     
Accumulated other comprehensive loss   (27)   (642)   642   (4f)          (27)
Total Paramount stockholders' equity   11,705    32,578    (32,899 )     46,452       57,836 
Noncontrolling interests   1,044    1,129                  2,173 
Total Equity   12,749    33,707    (32,899 )     46,452       60,009 
Total Liabilities and Equity  $44,488   $97,837   $(50,022 )    $100,399      $192,702 

 

The accompanying notes are an integral part of these unaudited pro forma condensed combined financial statements. 

-8-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

UNAUDITED PRO FORMA CONDENSED COMBINED STATEMENT OF OPERATIONS

THREE MONTHS ENDED MARCH 31, 2026

(In millions, except per share amounts)

 

       Pro Forma Adjustments     
   Paramount
Skydance
Corp.
   WBD
Adjusted (2)
   WBD
Transaction
Accounting
Adjustments
     Financing
Adjustments (5)
     Pro Forma 
Revenues  $7,347   $8,893   $(111) (4)  $     $16,129 
Costs and expenses:                             
Operating   4,855    4,893    68  (4)         9,816 
Selling, general and administrative   1,411    2,052    (85) (4)         3,378 
Netflix Termination Fee       2,800    (2,800) 3a(4)          
Depreciation and amortization   362    1,226    633  (4)         2,221 
Restructuring, transaction-related items and other corporate matters   103    391                494 
Total costs and expenses   6,731    11,362    (2,184)           15,909 
Operating income (loss)   616    (2,469)   2,073            220 
Interest expense, net   (200)   (559)   261  (4)   (1,005) (5f)   (1,503)
Loss on extinguishment of debt       (27)               (27)
Other items, net   (24)   (60)               (84)
Earnings (loss) before income taxes and equity in loss of investee companies   392    (3,115)   2,334      (1,005)     (1,394)
(Provision for) benefit from income taxes   (155)   215    122  (9c)   251  (9c)   433 
Equity in loss of investee companies, net of tax   (62)   (6)               (68)
Net earnings (loss) (Paramount and noncontrolling interests)   175    (2,906)   2,456      (754)     (1,029)
Net earnings attributable to noncontrolling interests   (7)   (10)               (17)
Net earnings (loss) attributable to Paramount  $168   $(2,916)  $2,456     $(754)    $(1,046)
                              
Net earnings (loss) per common share attributable to Paramount:                             
Basic  $.15                      $(.21)
Diluted  $.15                      $(.21)
                              
Weighted average number of common shares outstanding:                             
Basic   1,110         3,913  (10)          5,023 
Diluted   1,118         3,905  (10)          5,023 

 

The accompanying notes are an integral part of these unaudited pro forma condensed combined financial statements.

 

-9-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

UNAUDITED PRO FORMA CONDENSED COMBINED STATEMENT OF OPERATIONS

YEAR ENDED DECEMBER 31, 2025

(In millions, except per share amounts)

 

           Pro Forma Adjustments       
   Paramount
Skydance Corp.
Adjusted (6)
   WBD
Adjusted (2)
   WBD
Transaction
Accounting
Adjustments
     Financing
Adjustments (5)
     Pro Forma 
Revenues  $29,394   $37,296   $(557) (4)  $     $66,133 
Costs and expenses:                             
Operating   20,347    21,853     433  (4)         42,633 
Programming charges   41                    41 
Selling, general and administrative   6,136    8,284    (259) (4)         14,161 
Depreciation and amortization   1,469    5,684    1,737  (4)         8,890 
Impairment charges   157                    157 
Restructuring, transaction-related items, and other corporate matters   1,453    698    516  (4)   27  (5c)   2,703 
                     9  (5d)     
Total costs and expenses   29,603    36,519    2,427      36      68,585 
Gain (loss) on dispositions   35    (39)               (4)
Operating income (loss)   (174)   738    (2,984)     (36)     (2,456)
Interest expense, net   (760)   (1,879)   872  (4)   (4,393) (5f)   (6,160)
Gain (loss) from investments   (40)   6                (34)
Gain on extinguishment of debt       2,945          (36) (5d)   2,909 
Other items, net   (51)   (147)               (198)
Earnings (loss) before income taxes and equity in loss of investee companies   (1,025)   1,663    (2,112)     (4,465)     (5,939)
Benefit from (provision for) income taxes   319    (896)   446  (9c)   1,117  (9c)   986 
Equity in loss of investee companies, net of tax   (275)   (18)               (293)
Net earnings (loss) (Parent and noncontrolling interests)   (981)   749    (1,666)     (3,348)     (5,246)
Net earnings attributable to noncontrolling interests   (490)   (24)               (514)
Net loss attributable to redeemable noncontrolling interests       2                2 
Net earnings (loss) attributable to Parent  $(1,471)  $727   $(1,666)    $(3,348)    $(5,758)
                              
Net loss per common share attributable to Parent (basic and diluted):                             
Class B common stockholders - Receiving Warrants                          $4.54 
Common stockholders - Other                          $(1.74)
Common stockholders - All  $(1.34)                     $(1.15)
Weighted average number of common shares outstanding (basic and diluted):                             
Class B common stockholders - Receiving Warrants             472  (10)          472 
Common stockholders - Other   1,099(6j)       3,441  (10)          4,540 
Common stockholders - All   1,099(6j)       3,913  (10)          5,012 

 

The accompanying notes are an integral part of these unaudited pro forma condensed combined financial statements.

 

-10-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS

(Tabular dollars in millions, except per share amounts)

 

1) BASIS OF PRESENTATION

 

The accompanying unaudited pro forma condensed consolidated financial statements have been prepared in accordance with Article 11 of Regulation S-X and do not include all of the information and note disclosures required by generally accepted accounting principles in the United States of America (“U.S GAAP”). Pro forma financial information illustrates the effects of a particular transaction (or transactions) and is based on historically determined amounts. The historical financial statements of Paramount, Skydance, and WBD have been adjusted in the accompanying unaudited pro forma condensed combined financial statements to reflect transaction accounting adjustments that depict the estimated accounting effects of the Transactions in accordance with U.S GAAP.

 

At the time Paramount Global and Skydance became subsidiaries of Paramount Skydance Corporation, the Ellison Family controlled both Paramount Global and Skydance (and was the “Ultimate Parent” of each), and as a result, the Skydance Transactions were accounted for as a transaction between entities under common control. As a transaction between entities under common control, the net assets were combined at the Ultimate Parent’s basis, which for Paramount Global was deemed to be the estimated fair value as of August 7, 2025, the date of the closing of the NAI Transaction, which was the point at which the Ellison Family obtained control of Paramount Global. As a result, the net assets of Paramount Global were recorded at their fair value as of this date. Since the net assets of Skydance were already at the Ultimate Parent’s basis, no adjustment to the fair value of net assets was necessary, and Skydance was combined with Paramount Global’s net assets at the Ultimate Parent’s basis as of this date. The pushdown of the Ultimate Parent’s basis resulted in a new basis of accounting for Paramount Global’s net assets, which made the results of operations not comparable between the periods before and after the Skydance Transactions and the NAI Transaction. Accordingly, Paramount’s financial results for the year ended December 31, 2025 are presented in two distinct periods. The periods prior to August 7, 2025 include only Paramount Global and are identified as “Predecessor”, and the periods beginning on August 7, 2025 reflect Paramount Skydance Corporation and are identified as “Successor”. See Note 6.

 

The unaudited pro forma Condensed Combined Balance Sheet as of March 31, 2026 combines the historical consolidated balance sheet of Paramount as of March 31, 2026, and the historical consolidated balance sheet of WBD as of March 31, 2026, giving effect to the Acquisition as if it had occurred on March 31, 2026. These pro forma financial statements reflect assumptions and adjustments set forth in the accompanying explanatory notes.

 

The unaudited pro forma Condensed Combined Statement of Operations for the three months ended March 31, 2026 combines the historical Consolidated Statements of Operations of Paramount and WBD, as if the Acquisition occurred on January 1, 2025.

 

The unaudited pro forma Condensed Combined Statement of Operations for the year ended December 31, 2025 combines the Adjusted Combined Statement of Operations for the year ended December 31, 2025 of Paramount and the historical Consolidated Statement of Operations for the year ended December 31, 2025 of WBD giving effect to the Transactions as if they had occurred on January 1, 2025. The Adjusted Combined Statement of Operations of Paramount reflects the combination of (i) the historical consolidated Statement of Operations of Paramount Global (Predecessor) for the period from January 1, 2025 through August 6, 2025 (ii) the historical results of Skydance for the same period (iii) the historical consolidated Statement of Operations of Paramount Skydance Corporation from August 7, 2025 to December 31, 2025 (Successor) and (iv) the effects of the Skydance Transactions and NAI Transaction as if they had closed on January 1, 2025. As a result of the pushdown of the Ultimate Parent’s basis, the net assets of Paramount Global were recorded at their fair value as of the close of the Skydance Transactions and NAI Transaction. No adjustments to the August 7, 2025 to December 31, 2025 Successor period are necessary, as the impacts from the Skydance Transactions and NAI Transaction are included in Paramount’s historical results for this period.

 

-11-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

In addition, the historical financial statements of WBD and the historical Skydance results for the period from January 1, 2025 through August 6, 2025 have been adjusted to align with the Company’s presentation in the unaudited pro forma condensed combined financial statements (See Notes 2 and 6).

 

The preparation of the unaudited pro forma condensed combined financial statements incorporates various assumptions and estimates, including those related to the preliminary purchase price allocation of WBD as well as, among other things, the timing and financing for the Acquisition. The pro forma transaction accounting adjustments to adjust WBD’s net assets to preliminary estimates of fair value are based on information available to the Company as of the date of this filing. The fair value estimates made herein may differ materially based upon the finalization of appraisals and other valuation analyses, which is expected no later than one year from the closing date of the Acquisition. These unaudited pro forma condensed combined financial statements are presented for illustrative purposes only and do not necessarily reflect the operating results or financial position that would have occurred if the Transactions had been consummated on the dates indicated, nor are they necessarily indicative of the results of operations or financial condition that may be expected for any future period or date.

 

Accordingly, such information should not be relied upon as an indicator of future performance, financial condition or liquidity. Additionally, the unaudited pro forma condensed combined financial statements do not give effect to revenue synergies, operating efficiencies or cost savings that may be achieved with respect to the combined company. Actual results may differ materially from the assumptions within the accompanying unaudited pro forma condensed combined financial statements.

  

2) PRESENTATION OF HISTORICAL WARNER BROS. DISCOVERY

 

The historical financial information of WBD included in the unaudited pro forma condensed combined financial statements reflects certain reclassifications to conform to the Company’s presentation, which are presented in the tables below.

 

-12-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

Balance Sheet Reclassifications

 

   At March 31, 2026 
    Historical WBD    Reclassification
Adjustments
    WBD, Adjusted 
Assets               
Current Assets:               
Cash and cash equivalents  $3,264   $   $3,264 
Receivables, net   5,009        5,009 
Programming and other inventory       218    218 
Prepaid expenses and other current assets   3,468    (322)   3,146 
Total current assets   11,741    (104)   11,637 
Film and television content rights and games   19,312    (19,312)    
Property and equipment, net   6,642        6,642 
Programming and other inventory       19,416    19,416 
Goodwill   25,874        25,874 
Intangible assets, net   26,803        26,803 
Operating lease assets       2,749    2,749 
Deferred income taxes       617    617 
Other noncurrent assets   7,465    (7,465)    
Other assets       4,099    4,099 
Total Assets  $97,837   $   $97,837 

 

-13-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

   At March 31, 2026 
    Historical WBD    Reclassification
Adjustments
    WBD, Adjusted 
Liabilities and Equity               
Current Liabilities:               
Accounts payable  $1,110   $   $1,110 
Accrued liabilities   11,920    (11,920)    
Accrued expenses       6,066    6,066 
Participants' share and royalties payable       3,483    3,483 
Accrued programming and production costs       2,086    2,086 
Deferred revenues   1,592        1,592 
Current portion of debt   1,493    (1,493)    
Debt       1,493    1,493 
Other current liabilities       285    285 
Total current liabilities   16,115        16,115 
Noncurrent portion of debt   30,973    (30,973)    
Long-term debt       30,973    30,973 
Participants' share and royalties payable       2,378    2,378 
Pension and postretirement benefit obligations       226    226 
Deferred income taxes   5,873    (5,873)    
Deferred income tax liabilities, net       5,873    5,873 
Operating lease liabilities       3,226    3,226 
Programming obligations       1,424    1,424 
Other noncurrent liabilities   11,169    (11,169)    
Other liabilities       3,915    3,915 
                
Stockholders’ equity:               
Class A common stock   27        27 
Additional paid-in-capital   55,865        55,865 
Treasury stock   (8,244)       (8,244)
Accumulated deficit   (14,428)       (14,428)
Accumulated other comprehensive loss   (642)        (642)
Total Parent stockholders’ equity   32,578        32,578 
Noncontrolling interests   1,129        1,129 
Total Equity   33,707        33,707 
Total Liabilities and Equity  $97,837   $   $97,837 

 

-14-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

Statements of Operations Reclassifications

 

   Three Months Ended March 31, 2026 
    Historical
WBD
    Reclassification
Adjustments
    WBD, Adjusted 
Revenues  $8,893   $   $8,893 
Costs and expenses:               
Costs of revenues, excluding depreciation and amortization   4,643    (4,643)    
Operating       4,893    4,893 
Selling, general and administrative   2,475    (423)   2,052 
Netflix Termination Fee   2,800        2,800 
Depreciation and amortization   1,226        1,226 
Restructuring and other charges   204    (204)    
Restructuring, transaction-related items, and other corporate matters       391    391 
Impairments and loss on dispositions   14    (14)    
Total costs and expenses   11,362        11,362 
Operating loss   (2,469)       (2,469)
Interest expense, net   (581)   22    (559)
Loss on extinguishment of debt   (27)       (27)
Loss from equity investees, net   (5)   5     
Other (expense) income, net   (38)   38     
Other items, net       (60)   (60)
Loss before income taxes   (3,120)   5    (3,115)
Benefit from income taxes       215    215 
Income tax benefit (expense)   214    (214)    
Equity in loss of investee companies, net of tax       (6)   (6)
Net loss   (2,906)       (2,906)
Net income attributable to noncontrolling interests   (10)       (10)
Net loss available to Warner Bros. Discovery Inc.  $(2,916)  $   $(2,916)

 

-15-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

   Year Ended December 31, 2025 
    Historical
WBD
    Reclassification
Adjustments
    WBD, Adjusted 
Revenues  $37,296   $   $37,296 
Costs and expenses:               
Costs of revenues, excluding depreciation and amortization   20,885    (20,885)    
Operating       21,853    21,853 
Selling, general and administrative   9,418    (1,134)   8,284 
Depreciation and amortization   5,684        5,684 
Restructuring and other charges   399    (399)    
Restructuring, transaction-related items, and other corporate matters       698    698 
Impairments and loss on dispositions   172    (172)    
Total costs and expenses   36,558    (39)   36,519 
Loss on dispositions       (39)   (39)
Operating income   738        738 
Interest expense, net   (2,085)   206    (1,879)
Gain from investment       6    6 
Gain on extinguishment of debt   2,945        2,945 
Loss from equity investees, net   (24)   24     
Other (expense) income, net   65    (65)    
Other items, net       (147)   (147)
Income before income taxes   1,639    24    1,663 
Provision for income taxes       (896)   (896)
Income tax benefit (expense)   (890)   890     
Equity in loss of investee companies, net of tax       (18)   (18)
Net income   749        749 
Net income attributable to noncontrolling interests   (24)       (24)
Net loss attributable to redeemable noncontrolling interests   2        2 
Net income attributable to Warner Bros. Discovery, Inc.  $727   $   $727 

 

3) PRELIMINARY PURCHASE PRICE ALLOCATION

 

Estimated Total Aggregate Acquisition Consideration

 

Pursuant to the WBD Merger Agreement, on the Acquisition closing date, all of WBD’s outstanding common shares will be converted into the right to receive $31.00 per share, excluding for purposes of the calculations herein any applicable Ticking Consideration as the Company assumes for the purposes of preparing these pro forma financial statements that the transaction will close prior to September 30, 2026.

 

-16-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

(a)The preliminary purchase consideration is calculated as follows:

 

Preliminary Purchase Consideration Paid to WBD Shareholders (in millions except per share amounts)  Amount 
Common stock outstanding (1)   2,511 
      
Per share cash purchase price  $31 
      
Cash paid to WBD’s shareholders  $77,837 
      
Add: Cash paid related to pre-combination portion of replacement awards (2)   1,083 
      
Add: Settlement of indebtedness (3)   15,000 
      
Total cash consideration   93,920 
      
Add: Netflix termination fee (4)   2,800 
      
Add: Liabilities assumed related to pre-combination portion of replacement awards (2)   741 
      
Less: Settlement of pre-existing relationships (5)   (184)
      
Total preliminary purchase consideration  $97,277 

 

(1)The amount of estimated shares of WBD Common Stock is based on 2,507,136,702 shares of WBD Common Stock issued and outstanding as of April 23, 2026, per WBD’s Quarterly Report on Form 10-Q for the three months ended March 31, 2026, as filed with the SEC on May 6, 2026, adjusted for 3,737,162 WBD PRSUs that were vested, but not distributed at that date.

 

(2)Reflects $1.1 billion in estimated cash payments to holders of vested WBD stock options, RSUs, and PRSUs, and $741 million in estimated liabilities related to holders of unvested WBD stock options, RSUs, and PRSUs that will be converted into the contingent right to receive cash-based awards of Paramount, with $601 million recorded within “Other current liabilities” and $140 million within “Other liabilities” on the unaudited pro forma Condensed Combined Balance Sheet.

 

(3)Reflects the settlement of WBD’s $15.0 billion bridge facility. On June 4, 2026, WBD issued the WBD Term Loans, the proceeds of which were used to repay the $15.0 billion bridge facility that WBD had outstanding on March 31, 2026. The WBD Term Loans are expected to be replaced or refinanced, subject to the related cooperation requirements in the WBD Merger Agreement and therefore have not been reflected within the unaudited pro forma condensed combined financial statements. The adjustment to remove the $15.0 billion bridge facility in the unaudited pro forma Condensed Combined Balance Sheet is reflected net of deferred issuance costs of $117 million.

 

(4)The $2.8 billion termination fee paid to Netflix by Paramount, on behalf of WBD, in connection with the execution of the WBD Merger Agreement has been treated as purchase consideration. Accordingly, pro forma adjustments have been recorded to the unaudited pro forma Condensed Combined Balance Sheet to (i) eliminate Paramount’s prepaid asset related to the termination fee and (ii) remove WBD’s accrued liability associated with the obligation. In addition, an adjustment has been recorded to the unaudited pro forma Condensed Combined Statement of Operations for the three months ended March 31, 2026 to eliminate the expense recognized by WBD in its historical financial statements related to the termination fee.

 

(5)Settlement of pre-existing relationships consists of Paramount’s net payable to WBD of $184 million, comprised of receivables due from WBD of approximately $277 million and payables due to WBD and accrued programming liabilities related to WBD, of $36 million and $425 million, respectively.

 

-17-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

  

(b)The accounting for the Acquisition, including the preliminary purchase consideration, is based on provisional amounts, and the associated purchase accounting is not final. The preliminary allocation of the purchase price to the acquired assets and assumed liabilities was based upon a preliminary estimate of fair values, which leveraged publicly available benchmarking information as well as a variety of other assumptions Paramount believes are reasonable under the circumstances. Actual results may differ materially from the assumptions within the unaudited pro forma condensed combined financial information.

 

The following table summarizes the preliminary purchase price allocation as of the date of the Acquisition, including the effects of intercompany eliminations which are reflected in Note 4:

 

Preliminary Purchase Price Allocation 

Estimated

Fair Value

 
Cash and cash equivalents  $3,264 
Receivables, net   4,548 
Programming and other inventory   22,969 
Prepaid expenses and other current assets   3,146 
Property and equipment, net   6,328 
Goodwill (1)   58,133 
Intangible assets, net   38,387 
Operating lease assets   2,749 
Deferred income taxes   617 
Other assets   4,718 
Total assets acquired  $144,859 
      
Accounts payable  $1,100 
Accrued expenses   3,266 
Participants’ share and royalties payable   5,861 
Accrued programming and production costs   1,687 
Deferred revenues   1,592 
Debt   12,928 
Deferred income taxes   10,943 
Operating lease liabilities   3,226 
Programming obligations   1,424 
Pension and postretirement benefit obligation   226 
Other liabilities   4,200 
Total liabilities assumed  $46,453 
      
Noncontrolling interests   1,129 
      
Total preliminary purchase consideration  $97,277 

 

(1)Goodwill represents the difference between the total preliminary purchase consideration and the estimated fair value of WBD’s net assets based on the preliminary fair value estimates assumed herein.

 

-18-

 

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

4) WARNER BROS. DISCOVERY TRANSACTION ACCOUNTING ADJUSTMENTS

 

Balance Sheet Pro Forma Adjustments

 

   At March 31, 2026 
   WBD Transaction Accounting Adjustments 
   Transaction
Accounting
Adjustments
    Intercompany
Transactions (7)
     Total 
Assets                    
Current Assets:                    
Cash and cash equivalents  $(97,770 ) 3a, 8d  $     $(97,770)
Receivables, net   2,934   3a(5), 8d   (461)     2,473 
Total current assets   (94,836 )     (461)     (95,297)
Programming and other inventory   3,528   4i   (193)     3,335 
Property and equipment, net   (314 ) 4g         (314)
Goodwill   31,962   4a   297      32,259 
Intangible assets, net   11,584   4b         11,584 
Advance consideration for WBD acquisition   (2,800 ) 3a(4)         (2,800)
Deferred income tax assets                 
Other Assets   1,211   4h, 8d         1,211 
Total Assets  $(49,665 )    $(357)    $(50,022)
Liabilities and Stockholders’ Equity                    
Current Liabilities:                    
Accounts payable  $(36 ) 3a(5)  $(10)    $(46)
Accrued expenses   (2,485 ) 3a(4), 8a, 8d         (2,485)
Accrued programming and production costs   (425 ) 3a(5)   (399)     (824)
Other current liabilities   601   3a(2)         601 
Total current liabilities   (2,345 )     (409)     (2,754)
Long-term debt   (19,538 ) 4c         (19,538)
Deferred income tax liabilities   4,977   9a   52 9a    5,029 
Other liabilities   140   3a(2)         140 
Stockholders’ equity:                   
Class A common stock   (27 ) 4f         (27)
Additional paid-in-capital   (55,865 ) 4f         (55,865)
Treasury stock   8,244   4f         8,244 
Accumulated deficit   14,107   4f, 8b, 8d         14,107 
Accumulated other comprehensive loss   642   4f         642 
Total stockholders’ equity   (32,899 )           (32,899)
Total Equity   (32,899 )           (32,899)
Total Liabilities and Equity  $(49,665 )    $(357)    $(50,022)

 

-19-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

Statements of Operations Pro Forma Adjustments

 

   Three Months Ended March 31, 2026 
   WBD Transaction Accounting Adjustments 
   Transaction
Accounting
Adjustments
    Intercompany
Transactions (7)
     Total 
Revenues  $      $(111)    $(111)
Costs and expenses:                    
Operating   177   4j   (109)     68 
Selling, general and administrative   (68 ) 8c, 8d   (17)     (85)
Netflix Termination Fee   (2,800 ) 3a(4)         (2,800)
Depreciation and amortization   633   4d         633 
Restructuring, transaction-related items, and other corporate matters                  
Total costs and expenses   (2,058 )     (126)     (2,184)
Operating income   2,058       15      2,073 
Interest expense, net   261   5f         261 
Earnings (loss) before income taxes and equity in loss of investee companies    2,319       15      2,334 
Provision for income taxes   125   9c   (3) 9c   122 
Net earnings (loss)   2,444       12      2,456 
Net earnings (loss) attributable to Paramount  $2,444      $12     $2,456 

 

   Year Ended December 31, 2025 
   WBD Transaction Accounting Adjustments 
   Transaction
Accounting
Adjustments
    Intercompany
Transactions (7)
    Total 
Revenues  $      $(557 )    $(557)
Costs and expenses:                     
Operating   954   4j   (521 )     433 
Selling, general and administrative   (188 ) 8c, 8d   (71 )     (259)
Depreciation and amortization   1,737   4d          1,737 
Restructuring, transaction-related items, and other corporate matters    516   8a          516 
Total costs and expenses   3,019       (592 )     2,427 
Operating loss   (3,019 )     35       (2,984)
Interest expense, net   884   5f   (12 )     872 
Earnings (loss) before income taxes and equity in loss of investee companies    (2,135 )     23       (2,112)
Provision for income taxes   452   9c   (6 ) 9c   446 
Net earnings (loss)   (1,683 )     17       (1,666)
Net earnings (loss) attributable to Parent  $(1,683 )    $17      $(1,666)

 

-20-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

(4a)Reflects the following adjustments to goodwill related to the Acquisition and elimination of intercompany transactions:

 

   Pro Forma
Adjustment
   
Reversal of historical WBD goodwill  $(25,874) (4f)
Preliminary purchase consideration   97,277  (3a)
Reverse WBD historical liability for Netflix Termination Fee   (2,800) (3a(4))
Settlement of WBD bridge facility   (14,883) (5b)
Effect of preliminary fair value adjustment to acquired intangible assets   (11,584) (4b)
Effect of preliminary fair value adjustment to assumed debt   (4,655) (4c)
Effect of preliminary fair value adjustment to acquired property and equipment   314  (4g)
Effect of preliminary fair value adjustment to acquired investments   (619) (4h)
Effect of preliminary fair value adjustment to acquired programming assets   (3,528) (4i)
Tax effects of Acquisition   5,018  (9a), (4e)
Reversal of historical WBD equity, net of historical goodwill reversal   (6,704) (4f)
Transaction accounting adjustments   31,962   
Elimination of intercompany transactions   297  (7)
Total pro forma adjustment  $32,259   

 

(4b)The pro forma adjustment reflects the estimated incremental fair value of WBD’s intangible assets of $11.6 billion. Estimated amortization of the intangible assets is recognized on a straight-line basis over their respective estimated useful lives. The estimated amortization period, estimated fair values, and related pro forma adjustments for the incremental amortization expense are presented in the table below.

 

   Estimated
Straight-Line
Amortization Period
  Fair Value   Three Months
Ended March 31,
2026
   Year Ended
December 31,
2025
 
Trade names  13 - 20 years  $8,868   $150   $595 
Franchises  20 years   10,350    173    690 
Character rights  20 years   610    10    41 
Affiliate relationships  7 years   10,475    387    1,547 
Technology  3 years   1,894    135    541 
Subscriber relationships  3 years   2,500    250    1,000 
Advertisers (relationship & backlog)  1.5 years   3,690    461    1,846 
Total     $38,387   $1,566   $6,260 
Less: historical amortization           946    4,605 
Pro forma adjustment          $620   $1,655 

 

The estimated fair value of acquired intangibles was determined as outlined below:

 

·The estimated value of franchises was determined using the multi-period excess earnings method.

 

·The estimated value of affiliate relationships was determined using the multi-period excess earnings method.

 

·The estimated value of developed technology was determined using the cost approach.

 

-21-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

·The estimated value of character rights was determined using the multi-period excess earnings method.

 

·The estimated value of trade names was determined using the relief from royalty method.

 

·The estimated value of advertiser relationships was determined using the with-and-without method.

 

·The estimated value of subscriber relationships was determined using the cost approach.

 

(4c)Adjustment includes the fair market value step down of outstanding debt of $4.7 billion and the settlement of WBD’s existing $15.0 billion bridge facility net of $117 million in remaining deferred issuance costs related to the bridge facility, which is described further in Note 5.

 

(4d)The pro forma adjustments to "Depreciation and amortization" on the unaudited pro forma Condensed Combined Statements of Operations reflect (i) incremental amortization expense related to the intangible assets of $620 million and $1,655 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively, and (ii) incremental depreciation expense related to property and equipment of $13 million and $82 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively. A 10% change in the valuation of finite-lived intangible assets and property and equipment would result in a corresponding increase or decrease in depreciation and amortization expense of approximately $182 million and $727 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively, based on the estimated useful lives described herein.

 

(4e)The estimated tax impacts of the pro forma adjustments to adjust WBD’s net assets to preliminary estimates of fair value in the unaudited pro forma Condensed Combined Balance Sheet and the related adjustments in the unaudited pro forma Condensed Combined Statements of Operations are reflected using the estimated statutory tax rates of the combined company. See Note 9.

 

(4f)The pro forma adjustments reflect the removal of WBD’s historical equity balances, net of the $25.9 billion reversal of historical WBD goodwill, including common stock, additional paid-in-capital, retained earnings, and other components of equity. This reflects the adjustments to remeasure WBD’s net assets at fair value as of the acquisition date.

 

(4g)The pro forma adjustment reflects the estimated fair value step down of WBD’s property and equipment of $0.3 billion. Estimated net incremental depreciation of property and equipment is recognized on a straight-line basis over the respective assets’ estimated useful lives. The estimated depreciation period, estimated fair values, and related pro forma adjustments for the incremental depreciation expense are presented in the table below.

 

   Estimated
Straight-Line
Amortization Period
  Fair Value   Three Months Ended
March 31, 2026
   Year Ended
December 31, 2025
 
Total property and equipment  1 - 31 years  $6,328   $252   $1,009 
Less: historical depreciation           239    927 
Pro forma adjustment          $13   $82 

 

(4h)The pro forma adjustment reflects the estimated incremental fair value of certain unconsolidated investments held by WBD of $0.6 billion.

 

(4i)The pro forma adjustment reflects the estimated incremental fair value of WBD’s programming assets of $3.5 billion. The pro forma adjustment to recognize net incremental content amortization expense has been computed with the assumption that the programming assets will be amortized over their estimated useful lives on a straight-line basis, the revenue forecast model or sum of the years’ digits method, as the Company continues to evaluate the pattern of the economic benefit.

 

-22-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

(4j)The pro forma adjustments to "Operating expenses" on the unaudited pro forma Condensed Combined Statements of Operations of $0.2 billion and $1.0 billion for the three months ended March 31, 2026 and year ended December 31, 2025, respectively, reflect the net incremental amortization expense related to the programming assets. A 10% change in the valuation of programming assets would result in a corresponding increase or decrease in expense of approximately $0.1 billion and $0.6 billion for the three months ended March 31, 2026 and year ended December 31, 2025, respectively.

 

For all other assets and liabilities and noncontrolling interests the book value was deemed to approximate fair value, and therefore no fair value adjustments were recorded.

 

5) FINANCING RELATED ADJUSTMENTS

 

Debt Financing Adjustments:

 

The unaudited pro forma condensed combined financial information reflects financing assumptions related to the Acquisition, including the issuance of debt, repayment and refinancing of existing indebtedness. Specifically, these unaudited pro forma condensed combined financial statements assume (i) the issuance of the $2.5 billion Term A-1 Loans and $2.5 billion Term A-2 Loans, (ii) the issuance of permanent financing in the form of $51.9 billion of New Permanent Financing, (iii) the issuance of $12.7 billion of Second Lien Secured Exchange Notes in exchange for certain Existing WBD Notes pursuant to the Exchange Offers, (assuming 100% participation in Exchange Offers), (iv) the purchase of $2.4 billion of Existing WBD Notes for cash pursuant to the Tender Offers, (assuming 100% participation in Tender Offers), (v) the replacement of the $49.0 billion 364-day Bridge Loan Facility, and (vi) the settlement of WBD’s existing $15.0 billion bridge facility. The pro forma adjustments assume that the Acquisition Financing Transactions will be used to fund the Acquisition and to refinance or replace interim financing arrangements, including the 364-day Bridge Loan Facility. The ultimate aggregate principal amount and form of such indebtedness and the terms to which such indebtedness will be subject are subject to market conditions and final execution, and actual results may differ from those reflected herein. Other than the assumptions relating to the New Permanent Financing, the pro forma adjustments are based on financing commitments that are in place as of the date of this filing and do not reflect the impact of any future refinancings or changes in capital structure that may occur prior to or following the consummation of the Acquisition.

 

-23-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

Balance Sheet Pro Forma Adjustments:

 

   Debt
Issuance (5a)
   Repayment
of WBD
Bridge Financing (5b)
   Exchange
Offers (5c)
   Tender
Offers (5d)
   Pro Forma
Adjustment
 
New 3-year Term A-1 Loans  $2,492                  $2,492 
New 5-year Term A-2 Loans   2,492                   2,492 
New Permanent Financing   51,395                   51,395 
Second Lien Secured Exchange Notes             10,348         10,348 
Existing WBD Long-term Debt        (14,883)   (10,388)   (2,392)   (27,663)
Total debt pro forma adjustment                      $39,064 

 

(5a)The adjustments reflect the impact of the issuance of the $2.5 billion Term A-1 Loans and $2.5 billion Term A-2 Loans and $51.9 billion of New Permanent Financing, net of debt issuance costs of $0.5 billion. The New Permanent Financing will replace or refinance the 364-day Bridge Loan Facility and proceeds of the New Permanent Financing or the 364-day Bridge Loan Facility, as applicable, will be used to fund the Acquisition. Accordingly, $56.4 billion of cash proceeds were reflected on the unaudited pro forma Condensed Combined Balance Sheet in connection with the issuance of debt.

 

(5b)The adjustment reflects a transaction accounting adjustment related to the settlement of WBD’s existing $15.0 billion bridge facility net of $117 million in remaining deferred issuance costs related to the bridge facility. The bridge facility will be replaced, subject to the related cooperation requirements in the WBD Merger Agreement. Refer to Note 3.

 

(5c)The adjustments reflect the impact of the Exchange Offers, specifically the $40 million of payments to bondholders, in connection with the Exchange Offers, assuming that 100% of the Existing WBD Notes eligible to participate in the Exchange Offers will be exchanged in full in the applicable Exchange Offer. The Company expects to account for the Exchange Offers as debt modifications in accordance with ASC 470, Debt, because all key terms of the Second Lien Secured Exchange Notes are expected to be materially consistent with the current terms. Accordingly, the payments to the lenders are reflected as a reduction in the carrying value. The carrying value of the Existing WBD Notes and the fair value of the Second Lien Secured Exchange Notes has been assumed to be equal to the estimated fair value of the Existing WBD Notes assumed in the Acquisition. Estimated third-party expenses of $27 million are included within “Restructuring, transaction-related items and other corporate matters”. Further, the fair value of the Second Lien Secured Exchange Notes is expected to be similar to the fair value of the debt assumed in the transaction.

 

(5d)The adjustments reflect the impact of the Tender Offers, specifically the purchase of (i) the DCL Issuer’s $1.2 billion aggregate principal amount of 3.950% Senior Notes due 2028 with a carrying amount of $1.213 billion and (ii) the DGH Issuer’s $1.2 billion aggregate principal amount of 3.755% Senior Notes due 2027 with a carrying amount of $1.179 billion, assuming 100% of the Existing WBD Notes subject to the Tender Offers will be tendered in the applicable Tender Offer. The estimated cash consideration for the Existing WBD Notes subject to the Tender Offers of $2.4 billion, was determined based on a fixed-spread pricing formula linked to the yield on the applicable Reference Treasury Security determined as of March 31, 2026. The estimated loss on extinguishment of debt of $36 million, is reflected in the unaudited pro forma Condensed Combined Statement of Operations for the year ended December 31, 2025. Estimated payments to bondholders and third-party expenses of $9 million are included within “Restructuring, transaction-related items and other corporate matters”.

 

(5e)The adjustment reflects the cash paid for certain commitment fees associated with the 364-day Bridge Loan Facility and write-off of those fees due to the replacement or refinancing of the 364-day Bridge Loan Facility with permanent financing. There can be no assurance that such permanent financing will be consummated as currently contemplated or on favorable terms, or that such financing will be consummated at all.

 

-24-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

Statements of Operations Pro Forma Adjustments:

 

(5f)The adjustments reflect the following increases (decreases) to Interest expense, net:

 

      Three Months
Ended March 31,
2026
   Year Ended
December 31,
2025
 
Estimated interest expense on new financing (1)  Financing adjustments  $994   $3,951 
Elimination of historical interest expense on WBD bridge facility (2)  Transaction accounting adjustments   (345)   (647)
Adjustment of historical interest expense on debt subject to fair market value step down (3)  Transaction accounting adjustments   89    (161)
Elimination of historical interest expense on WBD loans settled through the Tender Offers (4)  Transaction accounting adjustments   (26)   (160)
Adjustment to historical interest expense on WBD loans subject to the Exchange Offers (5)  Transaction accounting adjustments   21    84 
Amortization of deferred debt issuance costs (6)  Financing adjustments   11    442 
Total adjustments to Interest expense, net      744    3,509 
Total financing adjustments     $1,005   $4,393 
Total transaction accounting adjustments     $(261)  $(884)

 

(1)Represents the additional interest expense in connection with the Term A-1 Loans, Term A-2 Loans, and New Permanent Financing, net of $10.0 and $60.0 million of amortization of deferred financing charges during the three months ended March 31, 2026 and year ended December 31, 2025, respectively.

 

The interest rates on the Term A-1 Loans and Term A-2 Loans are calculated using SOFR adjusted for a margin and are initially estimated to be approximately 5.94%.

 

The unaudited pro forma condensed combined financial statements assume an interest rate of 7.00% for the New Permanent Financing included in the Acquisition Financing Transactions, reflecting the assumed weighted average cost of indebtedness. For purposes of the unaudited pro forma condensed combined financial statements, the Company has assumed that the Acquisition Financing Transactions are completed as described herein, including the consummation of the New Permanent Financing prior to the consummation of the Acquisition. In the event the New Permanent Financing does not occur prior to the Acquisition, or does not occur at all, the maximum interest rate that would initially apply pursuant to the 364-day Bridge Loan Facility is SOFR + 1.875%, increasing by 0.25% for each 3 months that the 364-day Bridge Loan Facility remains outstanding to a maximum of SOFR + 2.625%, unless or until the 364-day Bridge Loan Facility is refinanced.

 

-25-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

A sensitivity analysis on interest expense with respect to the variable rate Term A-1 Loans and Term A-2 Loans and the interest expense related to the New Permanent Financing for the three months ended March 31, 2026 and the year ended December 31, 2025 has been performed to assess the effect of a change of 0.125% of the hypothetical interest rate. A change in the interest rate of 0.125% would result in a change in estimated interest expense of $18 million and $72 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively. A change in interest rate of 1% would result in a change in estimated interest expense of $144 million and $575 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively.

 

(2)Represents the elimination of historical interest expense as a result of the settlement of WBD’s $15.0 billion bridge facility.

 

(3)In July 2025, WBD made a significant principal payment to reduce debt. The adjustment to interest expense for the year ended December 31, 2025 reflects a $492 million reduction in interest expense resulting from the composition of debt outstanding as of March 31, 2026 compared with the debt outstanding within the historical period, offset by a $331 million increase in interest expense resulting from the accretion of the fair value step down of assumed debt.

 

(4)Represents elimination of historical interest expense related to historical WBD debt repurchased as a result of the Tender Offers, assuming that 100% of the Existing WBD Notes eligible to participate in the Tender Offers will be tendered in the applicable Tender Offer.

 

(5)For purposes of these pro forma financial statements, the Company has assumed 100% of Existing WBD Notes eligible to participate in the Exchange Offers will be exchanged in the applicable Exchange Offer. This adjustment represents the incremental interest expense associated with the difference in coupon rates between the Existing WBD Notes eligible to participate in the Exchange Offers and the Second Lien Secured Exchange Notes.

 

(6)Represents amortization of issuance costs associated with new debt issued by the Company and the write-off of deferred issuance costs associated with the 364-day Bridge Loan Facility that is expected to be replaced by the New Permanent Financing if the Bridge Commitments are not reduced by the New Permanent Financing prior to the Acquisition.

 

Equity Financing Adjustments:

 

Concurrently with the execution of the WBD Merger Agreement, Paramount entered into the Subscription Agreements pursuant to which the Equity Investors committed to purchase shares of Paramount Class B Common Stock in a PIPE financing. Pursuant to the Equity Syndication the Equity Investors have assigned their subscription rights to a group of institutional investors (each an Equity Syndication Party), comprising affiliates of the Equity Investors, The Public Investment Fund, L'Imad 1st SPV 2 Exempt RSC LTD (an investment vehicle of L'Imad Holding, an Abu Dhabi sovereign wealth fund), QIA TMT Holding LLC (an investment vehicle of the Qatar Investment Authority), and LionTree Investment Fund, L.P. The aggregate allocations cover the full amount committed by the Equity Investors. At closing, the Company will issue to each Equity Syndication Party a number of newly issued shares of nonvoting Paramount Class B Common Stock (or securities convertible into shares) equal to its allocated amount divided by the Syndication Purchase Price for aggregate gross proceeds sufficient, together with other sources of financing, to fund the Merger Consideration and transaction-related payments.

 

(5g)In connection with the Acquisition, the pro forma adjustment reflects a net increase in cash of $46.9 billion, representing $46.95 billion of proceeds from the PIPE financing, partially offset by $47 million of issuance costs. The transaction results in the issuance of approximately 3.9 billion shares of Paramount Class B Common Stock at $0.001 par value, with the excess proceeds recorded as additional paid-in-capital assuming a Syndication Purchase Price of $12.00 per share.

 

-26-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

6) PRESENTATION OF ADJUSTED PARAMOUNT

 

The Adjusted Combined Statement of Operations of Paramount reflects the combination of (i) the historical consolidated Statement of Operations of Paramount Global (Predecessor) for the period from January 1, 2025 through August 6, 2025 (ii) the historical results of Skydance for the same period (iii) the historical consolidated Statement of Operations of Paramount Skydance Corporation from August 7, 2025 to December 31, 2025 (Successor) and (iv) the effects of the Skydance Transactions and NAI Transaction as if they had closed on January 1, 2025. As a result of the pushdown of the Ultimate Parent’s basis described in Note 1, the net assets of Paramount Global were recorded at their fair value as of the close of the Skydance Transactions and NAI Transaction. No adjustments to the August 7, 2025 to December 31, 2025 Successor period are necessary, as the impacts from the Skydance Transactions and NAI Transaction are included in Paramount’s historical results for this period.

 

-27-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA 

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued) 

(Tabular dollars in millions, except per share amounts)

 

The historical financial information of Skydance included in the unaudited pro forma condensed combined financial statements reflects certain reclassifications to conform to the Company’s presentation.

  

   Year Ended December 31, 2025 
   Historical                       
   Predecessor   Successor                  
   Paramount
Global (1)
   Paramount
Skydance
Corp. (2)
   Adjusted
Skydance
Media, LLC (3)
   Skydance
Transaction
Accounting
Adjustments (1)
    Adjustments to
Paramount
Global Historical
Basis (1)
 
    Paramount
Skydance
Corp.
Adjusted
 
Revenues  $16,622   $12,269   $554   $(51 ) 6a  $      $29,394 
Costs and expenses:                                    
Operating   11,287    8,408    724    (72 ) 6b      6i   20,347 
Programming charges       41                      41 
Selling, general and administrative   3,526    2,594    16                  6,136 
Depreciation and amortization   204    590    1           674   6e   1,469 
Impairment charges   157                          157 
Restructuring, transaction-related items, and other corporate matters   454    731    268                  1,453 
Total costs and expenses   15,628    12,364    1,009    (72 )     674       29,603 
Gain on dispositions   35                          35 
Operating income (loss)   1,029    (95)   (455)   21       (674 )     (174)
Interest expense, net   (433)   (302)   (8)   14   6c   (31 ) 6f   (760)
Loss from investments       (40)                     (40)
Other items, net   (92)   (39)              80   6g   (51)
Earnings (loss) before income taxes and equity in loss of investee companies   504    (476)   (463)   35       (625 )     (1,025)
Benefit from income taxes   79    40        47   6d   153   6h   319 
Equity in loss of investee companies, net of tax   (171)   (104)                     (275)
Net earnings (loss) (Parent and noncontrolling interests)   412    (540)   (463)   82       (472 )     (981)
Net earnings (loss) attributable to noncontrolling interests   (447)   (46)   3                  (490)
Net loss attributable to Parent  $(35)  $(586)  $(460)  $82      $(472 )    $(1,471)

 

(1)Represents the historical results of Paramount Global and pro forma adjustments for the period from January 1, 2025 to August 6, 2025.
(2)Represents the historical results for the period from August 7, 2025 through December 31, 2025.
(3)Represents the historical results of Skydance for the period from January 1, 2025 to August 6, 2025, derived from the historical books and records of Skydance.

 

-28-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

(6a)The pro forma adjustment to “Revenues” reflects a reduction of $51 million primarily for Skydance’s co-participant share of revenues for feature film and television productions with Paramount that would have been eliminated upon consolidation if the Skydance Transactions had occurred on January 1, 2025.

 

(6b)“Operating” expenses has been adjusted for the impact of intercompany transactions between Paramount and Skydance, including elimination of Paramount’s participation expenses related to Skydance’s proportionate share of revenue for co-production titles, recorded on a gross basis by Paramount and adjustments to the historical amortization of production costs that would have been recorded for co-production titles had Paramount and Skydance been a combined entity during the Predecessor period.

 

(6c)The transaction accounting adjustment to “Interest expense, net” reflects the impact of the repayment of outstanding borrowings under Skydance’s revolving credit facility in connection with the closing of the Skydance Transactions. Interest expense would have decreased by $14 million if the Skydance Transactions and NAI Transaction had occurred on January 1, 2025.

 

(6d)The transaction accounting adjustment to “Benefit from income taxes” reflects an increase to the tax benefit of $47 million for the inclusion of Skydance in Paramount’s consolidated income tax calculation for the Predecessor period.

 

(6e)The pro forma adjustment to “Depreciation and amortization” reflects the impact from the changes to Paramount Global’s historical basis applied as if the Skydance Transactions and NAI Transaction had occurred on January 1, 2025. The adjustment of $674 million principally reflects net incremental amortization expense related to identified finite-lived intangible assets.

 

(6f)The pro forma adjustment of $31 million to “Interest expense, net” reflects the amortization of the fair value adjustment to debt, partially offset by the removal of the amortization of debt issuance costs as the unamortized debt issuance costs relating to Paramount Global’s debt were reversed in connection with recording the debt at fair value.

 

(6g)The pro forma adjustment of $80 million to “Other items, net” reflects the reversal of the amortization of net actuarial losses for Paramount Global’s pension and other postretirement benefit plans. Paramount Global’s historical equity accounts were reversed in connection with the pushdown of the Ultimate Parent’s basis.

 

(6h)The pro forma adjustment of $153 million to “Benefit from income taxes” for the year ended December 31, 2025 reflects the tax impacts of the pro forma adjustments to Paramount Global’s basis as if the Skydance Transactions and NAI Transaction had occurred on January 1, 2025.

 

(6i)The unaudited pro forma Condensed Combined Statements of Operations do not include any pro forma adjustments to “Operating expenses” as a result of recording Paramount Global’s programming assets at their estimated fair values. It is not practicable to estimate the impact of the fair value adjustments on historical content amortization expense because Paramount’s content portfolio at any point in time is comprised of numerous assets with a different mix of useful lives and amortization patterns that limit the comparability of the content portfolio as of the closing of the Skydance Transactions to the content portfolio in prior historical periods.

 

-29-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

(6j)The Paramount Adjusted basic and diluted weighted average number of common shares outstanding of 1,099 million for the year ended December 31, 2025 is calculated based on a weighted average of the number of days in each of the Predecessor and Successor periods, as further detailed in the table below. Since the unaudited pro forma condensed combined Statement of Operations gives effect to the Skydance Transactions as if they occurred on January 1, 2025, the weighted average number of common shares outstanding for the Predecessor period has been adjusted to reflect the actual common shares outstanding of 1,096 million as of August 7, 2025 following the closing of the Skydance Transactions.

 

   Weighted Average
Shares Outstanding
   Days in
Period
 
Predecessor Period January 1, 2025 - August 6, 2025   1,096    218 
           
Successor Period August 7, 2025 - December 31, 2025   1,102    147 
           
Paramount, Adjusted January 1, 2025 - December 31, 2025   1,099    365 

 

7) PARAMOUNT-WBD INTERCOMPANY TRANSACTIONS

 

Transactions between Paramount and WBD primarily include content licensing, co-production, and advertising arrangements. The unaudited pro forma Condensed Combined Statements of Operations include estimated adjustments to eliminate transactions between Paramount and WBD for content licensing, co-production, and advertising arrangements, consisting of revenues and expenses recognized as part of the intercompany transactions and adjustments to the amortization expense for the profit in capitalized content licenses. The unaudited pro forma Condensed Combined Balance Sheet includes adjustments to eliminate “Accounts Receivable” and “Accounts Payable” between Paramount and WBD for content licensing and advertising arrangements, the elimination of intercompany profit on content licensing arrangements recorded within “Programming and other inventory”, and the elimination of “Accrued programming and production costs” related to programming obligations between Paramount and WBD. “Goodwill” was also adjusted to eliminate intercompany profit on content licensing arrangements to reflect the impact of the elimination on retained earnings that is adjusted against goodwill as part of purchase accounting.

 

8) OTHER TRANSACTION ACCOUNTING ADJUSTMENTS

 

Transaction-Related Items

 

The unaudited pro forma condensed combined financial statements include adjustments for transaction-related costs expected to be incurred by Paramount from April 1, 2026 through the closing date of the Acquisition. These costs and the corresponding adjustments to “Accrued expenses” on the unaudited pro forma Condensed Combined Balance Sheet and “Restructuring, transaction-related items, and other corporate matters” on the unaudited pro forma Condensed Combined Statement of Operations for the year ended December 31, 2025 are described in the table below.

 

   Accrued Expenses   Restructuring, Transaction-
Related Items, and Other
Corporate Matters
  
Transaction-related costs  $516   $516   8a
              
Total adjustment  $516   $516    

 

(8a)Reflects estimated transaction-related costs of $516 million anticipated to be incurred by Paramount between April 2026 to actual transaction close, consisting mainly of banking, legal, advisory and other professional fees in connection with the Acquisition. The estimated transaction-related costs are not anticipated to affect the unaudited pro forma Condensed Combined Statements of Operations beyond twelve months after the closing date of the Acquisition.

 

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PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

(8b)The reduction of $475 million to “Retained earnings (accumulated deficit)” on the unaudited pro forma Condensed Combined Balance Sheet reflects the impact from the transaction-related costs adjustment to “Accrued Expenses” presented in the table above, which total $516 million, net of the related tax benefit, where applicable, of $41 million (see Note 9).

 

Issuance of Shares and Related Activity

 

In connection with the Acquisition, Paramount will undertake a series of equity issuances and related financing arrangements to facilitate the consummation of the Acquisition, as further described in Note 5. These activities include the cancellation of all issued and outstanding shares of WBD Common Stock at the Effective Time and their conversion into the right to receive the applicable cash merger consideration. No shares of Paramount common stock will be issued to former WBD shareholders as merger consideration.

 

Each holder of Paramount Class B Common Stock (excluding any Equity Investor or affiliate thereof) as of a record date to be determined, will receive, without payment of any consideration, one 10-year Warrant for each share held, exercisable at any initial exercise price per share equal to the Syndication Purchase Price and subject to customary anti-dilution and fundamental change make-whole adjustments. Beginning on the third anniversary of issuance, Paramount may call the Warrants for early exercise if the closing price of Paramount Class B Common Stock equals or exceeds $30.00 for at least 20 trading days in any 30 consecutive trading day period and warrantholders will have until such early expiration date to exercise their Warrants. In connection with this series of issuances, existing Paramount RSUs will be “made-whole” for the value of the Warrants pursuant to a pre-existing anti-dilution provision in Paramount equity plans. The pro forma financial statements do not include an adjustment for the “make-whole” provision, as its terms not yet known.

 

In addition, at the effective time of the Acquisition, outstanding equity-based awards of WBD will be treated in accordance with the WBD Merger Agreement. Vested equity awards will be cancelled and settled in cash based on the applicable Merger Consideration, while unvested equity awards will be converted into a contingent right to receive cash-based awards of Paramount, as applicable, generally subject to the same vesting terms and conditions as that were in effect immediately prior to the Effective Time, provided the WBD Notional Units outstanding as part of the WBD Non-Employee Directors Deferral Plan and WBD Supplemental Retirement Plan (collectively the “Replaced WBD Equity”) will receive notional units with respect to a number of shares of Paramount Class B Common Stock based on the ratio of (i) Merger Consideration divided by (ii) the 15 day Volume Weighted Average Pricing (“VWAP”) of Paramount Class B Common Stock, where the 15 days period will end 3 trading days prior to Closing Date.

 

The pro forma financial information reflects the cancellation of WBD Common Stock upon consummation of the Acquisition; the issuance of Paramount Class B Common Stock pursuant to the PIPE financing (see Note 5); and the settlement, conversion, or replacement of WBD equity awards at the Effective Time. No pro forma adjustment has been reflected for the issuance of equity-based awards that are subject to future service requirements, except to the extent such awards are reflected as compensation cost in accordance with applicable accounting guidance.

 

No pro forma adjustment has been recorded for warrants to existing shareholders, as the Company’s accumulated deficit position results in no net impact to additional paid-in-capital. Accordingly, the effect of these warrants is not reflected in the unaudited pro forma condensed combined financial information.

 

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PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

(8c)The pro forma adjustments reflect the new compensation arrangements executed with employees who held unvested options that were in the money, unvested RSUs, and unvested performance restricted stock units in connection with the Acquisition, resulting in a $48 million and $43 million decrease in compensation expense for the three months ended March 31, 2026, and year ended December 31, 2025, respectively.

 

Accounts Receivable Securitization Facility

 

(8d)The pro forma adjustment reflects the refinancing and termination of WBD’s securitized accounts receivable facility which is expected within close proximity to the closing of the Acquisition (or shortly thereafter).

 

   Cash   Other Assets   Receivables,
net
   Accrued
Expenses
   Retained
Earnings
(accumulated
deficit)
 
AR Securitization Facility Termination  $(3,850)  $592   $3,211   $(201)  $154 

 

The adjustments to the unaudited pro forma Condensed Combined Statements of Operations reflect the removal of expenses associated with the accounts receivable securitization fees, resulting in a decrease to “Selling, general and administrative expenses” of $20 million and $145 million for the three months ended March 31, 2026 and year ended December 31, 2025, respectively.

 

9) INCOME TAX

 

The tables below reflect the impacts on the unaudited pro forma condensed combined financial statements from the inclusion of WBD in Paramount’s calculation of income taxes and the tax impacts of the transaction accounting adjustments and financing adjustments. An estimated tax rate of 25% was applied in determining the figures presented below.

 

Balance Sheet Pro Forma Adjustments

 

   At March 31, 2026 
   Transaction
Accounting
Adjustments
    Financing
Adjustments
 
Deferred income tax assets   n/a       n/a 
              
Deferred income tax liabilities  $5,029   9a  $ 
              
Goodwill  $5,070   9b  $ 

 

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PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

Statements of Operations Pro Forma Adjustments

 

   Three Months Ended March 31, 2026   Year Ended December 31, 2025 
   Transaction
Accounting
Adjustments
   Financing
Adjustments
   Transaction
Accounting
Adjustments
   Financing
Adjustments
 
Benefit from income taxes  $122 9c  $251 9c  $446 9c  $1,117 9c

 

(9a)The adjustment to “Deferred income tax liabilities” as of March 31, 2026 includes an increase of $5,018 million for the deferred income tax impact of the pro forma adjustments described in Note 4 to reflect WBD’s assets and liabilities at fair value, an increase of $52 million for the deferred tax impact of the elimination of transactions between Paramount and WBD as described in Note 7, and a decrease of $41 million for the deferred tax impact of the transaction-related costs adjustment as described in Note 8.

 

(9b)The adjustment to “Goodwill” reflects the offsetting impact to the adjustments to “Deferred income tax liabilities” to establish the deferred income taxes.

 

(9c)The adjustments to “(Provision for) Benefit from income taxes” for the three months ended March 31, 2026 and year ended December 31, 2025 reflect tax benefits of $373 million and $1,563 million, respectively, related to tax effects of the transaction accounting adjustments and financing adjustments with the exception of the Netflix Termination Fee as described in Note 3.

 

The pro forma adjustments to “Deferred income tax assets” and “Deferred income tax liabilities” are based on the estimated deferred tax rates of the combined company. The actual deferred tax liabilities may differ materially based on changes resulting from finalizing the deferred tax rates for the combined company and finalizing the fair value adjustments for WBD’s net assets that are not reasonably estimable for the purposes of the unaudited pro forma condensed combined financial statements.

 

All other income tax estimates and the related tax rates may also differ materially in periods subsequent to the consummation of the Acquisition.

 

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PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

10) EARNINGS (LOSS) PER SHARE

 

The pro forma basic and diluted weighted average number of common shares presented in the unaudited pro forma Condensed Combined Statements of Operations are based on the weighted average number of common shares issued and outstanding as if the Transactions occurred on January 1, 2025. Since the Warrants described in Note 8 will only be issued to holders of Paramount Class B Common Stock other than the Equity Investors and their affiliates, the estimated value of the Warrants is considered a deemed dividend which results in the application of the two-class method of EPS for the year ended December 31, 2025. Under the application of the two-class method, earnings per share is calculated separately for the holders of Paramount Class B Common Stock who received the deemed dividend and the common stockholders (comprised of the Equity Investors and their affiliates) who did not receive the deemed dividend. The calculation of the weighted average number of common shares outstanding contemplates an adjustment for the issuance of shares of Paramount Class B Common Stock pursuant to the PIPE financing and shares issued to holders of Replaced WBD Equity. All stock options, RSU Awards, and warrants were excluded from the calculation of historical and pro forma diluted net loss per common share ("EPS") for the year ended December 31, 2025 because their inclusion would have been antidilutive since a net loss was reported in the period. The dilutive impact of Paramount RSU Awards totaling 8 million were excluded from the calculation of pro forma diluted EPS for the three months ended March 31, 2026 because their inclusion would have been antidilutive since there is a pro forma net loss for the period. Also excluded from the calculation of diluted EPS in each period are the warrants issued in the Skydance Transactions and the Warrants described in Note 8 because their inclusion also would have been anti-dilutive in the period.

 

The table below presents the calculation of pro forma EPS including, for the year ended December 31, 2025, amounts attributable to stockholders who received the deemed dividend and stockholders who did not receive it. There was no deemed dividend for the three months ended March 31, 2026, and therefore this presentation is not applicable.

 

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PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

   Three Months Ended
March 31, 2026
   Year Ended December 
31, 2025
 
Basic and diluted - Numerator:          
Pro forma net loss  $(1,046)  $(5,758)
Deemed dividend to Class B common stockholders - Receiving Warrants  $   $(2,962)
Undistributed Net Loss  $   $(8,720)
Net earnings attributable to Class B common stockholders - Receiving Warrants  $   $2,141 
Net loss attributable to common stockholders - Other  $   $(7,899)
Net loss attributable to common stockholders - All  $(1,046)  $(5,758)
Basic and diluted - Denominator:          
Weighted average common shares outstanding for Class B common stockholders - Receiving Warrants        472 
Weighted average common shares outstanding for common stockholders - Other        4,540 
Weighted average common shares outstanding for common stockholders - All   5,023    5,012 
           
Pro forma EPS:          
Basic and diluted EPS - Class B common stockholders - Receiving Warrants       $4.54 
Basic and diluted EPS - common stockholders - Other       $(1.74)
Basic and diluted EPS - common stockholders - All  $(.21)  $(1.15)

 

The shares of Paramount Class B Common Stock to be issued in connection with the Equity Syndication are determined based on a Syndication Purchase Price equal to the 20-trading-day volume-weighted average price (“VWAP”) of Paramount Class B Common Stock, calculated as of the third business day prior to the closing of the Acquisition (the “Pricing Date”), subject to a price collar with a floor of $12.00 per share and a cap of $16.02 per share.

 

For purposes of the unaudited pro forma condensed combined financial information, the issuance of 3,913 million shares of Paramount Class B Common Stock included in weighted average common shares outstanding for the three months ended March 31, 2026 and year ended December 31, 2025 has been calculated using an assumed Syndication Purchase Price of $12.00 per share, which is the floor of the collar range. Accordingly, the aggregate number of shares to be issued is equal to the aggregate commitment amount of approximately $47 billion divided by the assumed Syndication Purchase Price.

 

The actual number of shares issued upon consummation of the Acquisition will vary depending on the actual 20-day VWAP. If the VWAP is below the $12.00 floor, approximately 3,913 million shares will be issued based on a price of $12.00 per share; if the VWAP is above the $16.02 cap, approximately 2,931 million shares will be issued based on a price of $16.02 per share; and if the VWAP falls within the collar range, the Syndication Purchase Price will equal the VWAP. As a result, the total number of shares issued is inversely related to the Syndication Purchase Price within the collar and may differ materially from the pro forma amounts presented herein.

 

-35-

 

 

PARAMOUNT SKYDANCE CORPORATION

 

NOTES TO UNAUDITED PRO FORMA

CONDENSED COMBINED FINANCIAL STATEMENTS (Continued)

(Tabular dollars in millions, except per share amounts)

 

The unaudited pro forma condensed combined financial information does not reflect any adjustment for potential variability in the number of shares issued resulting from changes in the VWAP, as such amounts are not determinable as of the date of these pro forma financial statements.

 

Similarly, the exercise price of the Warrants will be set based on the 20-day VWAP of Paramount Class B Common Stock calculated on the third business day prior to the closing of the Acquisition. For purposes of determining the value of the deemed dividend in the calculation of basic and diluted EPS, it has been assumed that the exercise price of the Warrants is $12.00, which is the floor of the collar range.

  

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