$Paramount Skydance Corp(SKYD)$ $Netflix(NFLX)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Skydance's IP portfolio quality is staggering. Google's YouTube is mostly low quality user produced content, and Meta's entertainment engagement comes from users posting and chatting about movies and shows that Meta doesn't own, while Netflix leases the majority of their content.
With Oracle, TikTok USA, Paramount, and WBD, Skydance is building a tech stack where users and subscribers can watch and discuss entertainment Skydance actually owns and produces.
Skydance should benefit from increased engagement within their evolving platform, while limiting Google and Meta from profiting off content they don't own. There could be a clampdown, and a lot of cease and desist orders heading Meta and Google's way.
Electronic game development and international theme parks could also be part of the future, all based on Skydance IP. The future looks bright.
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