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Netflix to Acquire Warner Bros

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Re: Netflix to Acquire Warner Bros

#51
post #21

> 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.

What's written on the can reads "please don't sue us, we're not a monopoly, and we will not gouge users".

On the other hand Netflix will make its subscribers fund everything without reducing their income, and will not give these subscribers at least half of that content, because, why not?

Re: Netflix to Acquire Warner Bros

#52
I don't like this. Netflix rarely creates excellent content; instead, it frequently produces mediocre or worse content. Will the same happen for Warner? Are cinemas now second behind streaming?

Edit: I agree Netflix has good Originals. But most are from the early days when they favored quality over quantity. It is sad to see that they reversed that. They have much funding power and should give it to great art that really sticks, has ambitions and something to tell, and values my time instead of mediocrity.

Re: Netflix to Acquire Warner Bros

#53

> 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…

More choice for users of Netflix

Re: Netflix to Acquire Warner Bros

#55
post #29

It’s interesting that the stock market has no reaction to this news, after hours. As of writing this, Netflix is -0.6%

"Priced in" I guess. I mean look at Warner Bros stock, steadily climbing the last couple months until it hit basically exactly the price shareholders will get in exchange for their shares as part of this deal.

Whenever one of my friends says they're thinking about getting into daytrading, all I can think is good luck beating the funds... they either can predict the future or just write it themselves.

Re: Netflix to Acquire Warner Bros

#56

Does 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.

Based on some experience, it's like a bond to appear in court. The number is mostly an arbitrary calculation designed to discourage you from not following through.

Re: Netflix to Acquire Warner Bros

#57

As someone who has recently begun exploring physical media, I find this quite disappointing. The volume on 4K Blu-Rays is often low, prices are high, and Netflix isn't doing much to support physical media. When you're just unwinding in front of a 65-inch screen, you might not notice the quality loss from compression. However, if you're actively watching on a 110-inch projector with an excellent sound system, every li…

I'm curious, because I've had an interest in physical media, especially videogames, but what I keep coming back to is, "why would I bother when I can just pirate it?"

What's the attraction to the physical media given the availability of these versions online?

Re: Netflix to Acquire Warner Bros

#59
post #21

Earlier 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.

I always smile at these situations. Yahrrr!
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