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Netflix's $72 Billion Play for Warner Bros.
Netflix Acquires Warner Bros. Discovery: The $72-82 Billion Streaming Mega-Merger
Netflix agreed to acquire Warner Bros. Discovery's studios and HBO for $72-82 billion. The headline says content consolidation. The business logic says something different.
In this episode:
Key takeaway: "This isn't about entertainment—it's about leverage, balance sheets, and who controls distribution."
Related topics: streaming consolidation, media mergers, entertainment industry news, Hollywood dealmaking, Netflix strategy
The Option is a daily intelligence briefing on the business of Hollywood. Subscribe for entertainment industry news, media M&A analysis, and streaming business insights. New episodes every weekday at 6 AM PT.
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By Oil&CattleNetflix Acquires Warner Bros. Discovery: The $72-82 Billion Streaming Mega-Merger
Netflix agreed to acquire Warner Bros. Discovery's studios and HBO for $72-82 billion. The headline says content consolidation. The business logic says something different.
In this episode:
Key takeaway: "This isn't about entertainment—it's about leverage, balance sheets, and who controls distribution."
Related topics: streaming consolidation, media mergers, entertainment industry news, Hollywood dealmaking, Netflix strategy
The Option is a daily intelligence briefing on the business of Hollywood. Subscribe for entertainment industry news, media M&A analysis, and streaming business insights. New episodes every weekday at 6 AM PT.
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