Send us a text

Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming.

In this episode, we break down:

• Why Netflix is suddenly willing to buy instead of build
• How HBO, Warner Bros, and gaming change Netflix’s strategy
• The regulatory risk (and why Trump and Paramount matter)
• Whether this deal can ever pay for itself
• What this means for the future of streaming bundles and pricing

Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025

Episode Links:

• Netflix press release
• Netflix set to buy Warner Bros. in deal valued at $83 billion (ABC News)
• Netflix Co-Founder LinkedIn Post

Chapters:

•  01:20 Christmas tree banter and setting the stakes
•  03:05 What Netflix is actually buying from Warner Bros
•  07:00 Why Netflix wants Warner Bros and HBO
•  11:45 Can this $72B deal ever pay off?
•  16:30 Ads, bundles and the future Netflix business model
•  20:50 Antitrust risk, Trump factor and hostile bids
•  24:30 Disney, YouTube and the real competitive set
•  28:10 When M&A stops being rational

• Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

• Schedule free 15min consultation with the MC Team.
• Watch the video version of the podcast on YouTube!
• Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
• Join an upcoming live event - case interviews demos, expert panels, and more.
• Email us ([email protected]) with questions or feedback.