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PodcastThe Town with Matthew BelloniSeptember 28, 2026

The Six Toughest Decisions David Ellison Faces With WarnerMount

David Ellison's WarnerMount faces six unresolved structural decisions—leadership, layoffs, naming—before the merger's $6B synergy target is realized.

  • Streaming chief bet: Lucas Shaw predicts Casey Bloys (HBO) will run combined streaming over Cindy Holland (Paramount+), citing his HBO Max experience and Emmy-winning content strategy.
  • Movie studio power struggle: Warner Bros' Mike DeLuca/Pam Abdi and Skydance's Josh Greenstein/Dana Goldberg all vying for control; combined studios drove only 10% of 2025 U.S. box office.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.