Stock Markets June 24, 2026 11:11 AM

Paramount Offers to Sell Universal Distribution JV to Address EU Concerns Over Warner Deal

Company plans to submit divestiture offer next Tuesday, extending European Commission review deadline amid parallel foreign subsidies check and U.S. legal challenges

By Ajmal Hussain
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Paramount Skydance Corp has signaled readiness to divest its film distribution joint venture with Universal Pictures to resolve European Union antitrust worries tied to its proposed $110 billion acquisition of Warner Bros Discovery. The offer follows a meeting with EU competition officials and will be submitted next Tuesday, extending the Commission’s preliminary review deadline to July 21. The transaction is also under scrutiny through the EU’s Foreign Subsidies Regulation, while U.S. authorities and several states continue separate assessments.

Paramount Offers to Sell Universal Distribution JV to Address EU Concerns Over Warner Deal
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Key Points

  • Paramount Skydance plans to offer the sale of its film distribution joint venture with Universal Pictures to address EU antitrust concerns - impacts media and film distribution sectors.
  • The divestiture offer will be submitted next Tuesday, extending the European Commission’s preliminary review deadline from July 7 to July 21 - affects regulatory timelines and deal certainty for the media industry.
  • The acquisition is also subject to a separate EU Foreign Subsidies Regulation review due to financing from Saudi Arabia’s Public Investment Fund, Abu Dhabi’s L’imad Holding Company and the Qatar Investment Authority - relevant to sovereign investment oversight and M&A financing.

Paramount Skydance Corp is prepared to sell its film distribution joint venture with Universal Pictures as part of efforts to overcome antitrust concerns raised by European Union regulators about its proposed $110 billion takeover of Warner Bros Discovery, a person familiar with the matter said on Wednesday.

The proposed divestiture follows a meeting between Paramount and the European Union’s competition enforcers on Tuesday and is due to be formally submitted next Tuesday, the person said. The submission would push back the European Commission’s preliminary review deadline - originally July 7 - by 10 working days, moving it to July 21.

Earlier reporting in February indicated the transaction was expected to clear EU scrutiny without major concessions, with Paramount reportedly willing to sell smaller channels, including its children’s brands, if necessary. The source cited for that reporting said those particular channel-sale options are no longer being considered because no concerns were raised on that front.

Shifting the remedy focus to the film distribution joint venture could be aimed at addressing reservations voiced by European cinema operators about how the combined company might affect distribution dynamics. A Paramount spokesperson declined to comment on ongoing regulatory proceedings.

In parallel with the antitrust review, the acquisition is being examined under the European Union’s Foreign Subsidies Regulation. That separate process is examining financial support for the bid from several sovereign and state-linked investors: Saudi Arabia’s Public Investment Fund, Abu Dhabi’s L’imad Holding Company and the Qatar Investment Authority. Paramount is expected to obtain unconditional approval in that review, according to the same person.

Across the Atlantic, the U.S. Justice Department last week cleared the acquisition, concluding it was unlikely to harm competition or consumers. Nonetheless, California, New York and other U.S. states are preparing a lawsuit to block the deal, sources familiar with the matter have said, meaning legal and regulatory hurdles remain on multiple fronts.


Contextual note - The proposed divestiture and staggered regulatory timelines underscore the multiple parallel reviews large media mergers can trigger across jurisdictions, encompassing competition assessments and scrutiny of foreign financing.

Risks

  • Ongoing EU antitrust scrutiny could still result in additional remedies or delays, affecting the timetable and structure of the deal - impacts media and entertainment companies and investors.
  • Parallel review under the EU Foreign Subsidies Regulation introduces an independent assessment of the acquisition’s financing that could complicate or prolong approval - affects cross-border investment and M&A activity.
  • U.S. state-level legal action from California, New York and other states seeking to block the deal creates legal uncertainty despite Justice Department clearance - impacts legal exposure for the acquiring parties and broader financial markets.

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