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Skydance valuation: $29B or $111B?
13 Oct
Summary
- Skydance's market cap is allegedly $111 billion, but analysts dispute this.
- Significant debt from Ellison, Oracle, and Skydance totals $290 billion.
- Paramount and Warner Brothers were valued much lower in May 2025.
Media analyst Evan Shapiro has strongly disputed the $111 billion valuation currently being placed on Skydance. He contends that the company's market capitalization, which allegedly implies this figure, is significantly inflated.
Shapiro's analysis reveals a staggering combined debt of $290 billion. This debt is attributed to Larry Ellison, Oracle, and Skydance, raising serious concerns about financial stability.
Further underscoring his skepticism, Shapiro notes that in May 2025, Paramount and Warner Brothers were collectively valued at only $31 billion. This stark contrast questions the basis for Skydance's current purported valuation.
The analyst's own valuation suggests Skydance is worth closer to $29 billion, a fraction of the widely discussed figure. He emphasizes that the company's primary cash flow stems from declining linear cable businesses.
