I was in one seminar, and someone asked a question about future to Harish Mehta (one of the founder of NASSCOM), and he said that big companies will become bigger for at least next 10 years.
Netflix to Acquire Warner Bros
71–80 of 1001 posts
Re: Netflix to Acquire Warner Bros
#72> Combination Will Offer More Choice and Greater Value for Consumers, Create More Opportunities for the Creative Community and Generate Shareholder Value No doubt about the last part, but how does merging two giants create "More Choice"? I know corporate double-speak is already out of control and I know they're writing whatever they can do avoid regulators who surely are looking into the acquisition, but surely these…
> No doubt about the last part, but how does merging two giants create "More Choice"?
This is performative marketing for the regulators to allow the merger. No one (including the regulators) believes this, and it won't come to pass. ("More choice" won't, I mean, the merger will and a lot of regulators and politicians involved will end up with new cars, boats, and kids' college tuitions paid.)
Re: Netflix to Acquire Warner Bros
#73Re: Netflix to Acquire Warner Bros
#74I hope that this means that the Netflix app on AppleTV will finally become a “first class citizen.” The Netflix app has always been treated badly by Apple. No idea why, but it means that I can’t have Netflix content in the “What’s Next” queue (among other things, like Netflix actors’ work not showing up in show information).
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Re: Netflix to Acquire Warner Bros
#75Does anyone who's participated in M&A know how they come up with a breakup fee? I believe this one is $5 Billion (per Bloomberg), and Adobe Figma was $1 Billion. Interested to understand the modeling that goes into it.
Like everything else it's just a negotiated figure. Arguments to and fro would include the likelihood of breakup (such as regulatory risk, unforeseen events), how disruptive the whole process is and also simply how desperate the buyer or seller is.
There's no modeling, it's a punishment or incentive. The intention is to inflict financial pain.
Re: Netflix to Acquire Warner Bros
#76This deal is an indicator of huge changes in global film & TV production.
Hollywood's struggles amplified after the writer's strike with a perfect storm of issues around unionisation, technology, fragmenting audiences, new formats, asset liabilities and enormous competition to the east.
Now LA soundstages are empty while production centres in Europe, UK, India, China, Nigeria are booming and vast new studios cropping up in the Middle East.
Proposed tariffs will do little to stem this tide as the money has moved on already.
In addition, traditional production methods are unsustainable and decision-making is opaque in an era where sustainability, transparency and democratisation are taking over.
The main benefit to Netflix is of course the IP, but the traditional studio assets of WB have their days numbered.
Re: Netflix to Acquire Warner Bros
#77Earlier quoted context omitted.
I guess you are in the US. For you, WB content was already available. But you see, they never bothered to make that content available for most of the rest of the world. Netflix, on the other hand, is available most anywhere. This is exactly what it says on the can - more choice and greater value for me.
Your Netflix bill is about to skyrocket and there's no guarantee you'll have access to those titles.
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Re: Netflix to Acquire Warner Bros
#78Aaah the race to the bottom accelerates. I haven't been a Netflix user for years, the quality of their stuff went past a level I was no longer comfortable supporting. It became a platform that is designed to keep you watching (literally anything) as opposed to a platform to find interesting/relevant entertainment. So much low quality, low effort content. Wonder which of AI wrong-but-instant answers or Netflix' empty…
Exactly. Netflix is doing a total opposite of HBO content. Also HBO has been great at localization for european regions (subs, local content) unlike Netflix which cannot be bothered to even make subtitles for markets they sell to.
IMO,Netflix wants to acquire their main competitor in europe.
Re: Netflix to Acquire Warner Bros
#79How the mighty have fallen.
Re: Netflix to Acquire Warner Bros
#80> Combination Will Offer More Choice and Greater Value for Consumers, Create More Opportunities for the Creative Community and Generate Shareholder Value No doubt about the last part, but how does merging two giants create "More Choice"? I know corporate double-speak is already out of control and I know they're writing whatever they can do avoid regulators who surely are looking into the acquisition, but surely these…
I guess you are in the US. For you, WB content was already available. But you see, they never bothered to make that content available for most of the rest of the world. Netflix, on the other hand, is available most anywhere. This is exactly what it says on the can - more choice and greater value for me.
> I guess you are in the US.
I am not, and WB was available via local options here (Southern European country).
For me who isn't a Netflix customer (the group which is larger than the group of people who have Netflix, obviously), the choice gets less.
And obviously anti-trust regulation doesn't care about the amount of choices for Netflix customers specifically, it cares about amount of choices for consumers at large, which will decrease with this change.