Daily MIC: Australia Clears Paramount, WBD Deal, EU Probes Middle East Funding; Google AI Plus Cuts Monthly Price, Doubles Storage; NBA, NHL Finals Continue Viewership Hot Streak

研报英文原文证据摘录

Daily MIC: Australia Clears Paramount, WBD Deal, EU Probes Middle East Funding; Google AI Plus Cuts Monthly Price, Doubles Storage; NBA, NHL Finals Continue Viewership Hot Streak

Media, Internet & Communications Daily June 10, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com Daily MIC: Australia Clears Paramount, WBD Deal,

Michael Morris, CFA EU Probes Middle East Funding; Google AI Plus Cuts michael.morris@guggenheimpartners.com

804 253 8025 Monthly Price, Doubles Storage; NBA, NHL Finals

Curry Baker Continue Viewership Hot Streak curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Latest Research: Taylor Manley

taylor.manley@guggenheimpartners.com LYFT: Manley highlights investor focus and 2Q Ride setup with stable core trend 804 253 1336 bolstered by 1) Lyft Urban Solution (LUS) or Bikeshare/Scooter return to growth, 2) World

Grayson Glenn Cup, and 3) Gett UK acquisition

grayson.glenn@guggenheimpartners.com

804 253 8053 Key News Flow: PSKY, WBD, DIS, CMCSA, NFLX, GOOG/L, SONY, MSFT, NVDA,

META, RELIANCE.NS, UBER

Ticker Price Rating LATEST RESEARCH - SNAPSHOT

LYFT 13.87 Buy LYFT: Manley - Summer Returns to the City; Bikeshare, World Cup, and Gett to Fuel

2Q Ride Growth Acceleration (link) - We believe investor focus is primarily on Ride trend,

2H Gross Bookings outlook, and margin expansion pacing. We view the 2Q Ride setup

as relatively constructive (vs. 1Q) with our modestly above consensus estimate implying

stable core trend bolstered by 1) Lyft Urban Solution (LUS) or Bikeshare/Scooter return

to growth, 2) World Cup, and 3) Gett UK acquisition (4/23 – Link). We forecast 2Q LUS

Ride growth of +7.5% (vs.