December 5, 2025Dec 5 anti-trust concerns. (Source: https://thewrap.com/netflix-wins-the-warner-bros-discovery-bidding-war-enters-exclusive-deal-talks/)https://x.com/bnwkr/status/1996834216747978883
December 5, 2025Dec 5 ovo je imho užasno iz puno razloga, monopolizuje se tržište, za par godina će hbomax nestati, a netflix solidno poskupeti, bioskopi će pod katanac, a svi mi ćemo umreti od hiperprodukcije prerano otkazanog woke sadržaja jer $$Neki novi the wire nećemo dobiti u životu više
December 5, 2025Dec 5 https://x.com/CultureCrave/status/1996848680369115293 safeguarding the careers and creative rights of directors and their teams"
December 5, 2025Dec 5 Batman, as well as HBO, home to shows including Game of Thrones, The White Lotus and Succession. Netflix will also gain access to an extensive TV archive, including classics such as Friends and The Big Bang Theory.https://x.com/yesknow/status/1996924746122850792 Edited December 5, 2025Dec 5 by vememah
December 5, 2025Dec 5 Homicide, OZ, Rome.Netflix za 15 života ne može da napravi ništa ni 20% toliko dobro.Biće ogroman uspeh ako uspeju da dobace do 50% Mare of Easttown. Edited December 5, 2025Dec 5 by Halvard
December 5, 2025Dec 5 networks into a separate company https://x.com/DiscussingFilm/status/1996938107665482066
December 5, 2025Dec 5 Sasvim je moguće da ovo neće proći. https://twitter.com/nypost/status/1996357459326238822 https://x.com/econliberties/status/1996971655055151265I jedna analiza tržišta:buyers, run the second-largest streaming service by content spend, and control DC, Harry Potter, HBO, and CNN. Paramount buying WBD creates a combined entity with Paramount+, Pluto, and HBO Max that suddenly has scale to compete with Netflix. Comcast buying WBD merges NBC Universal with Warner Bros and creates a true Disney competitor with theme parks, theatrical distribution, and streaming vertically integrated. Netflix acquiring WBD removes the last piece that could be assembled into a Netflix killer. Look at the bidding structure. Paramount offered $27/share for all of WBD. Comcast proposed an NBCU merger. Netflix offered $30/share for just the studio and streaming assets, leaving declining linear cable networks behind. They’re paying a premium to acquire only the parts that matter while avoiding $15B in legacy debt. The regulatory dynamics favor Netflix in ways nobody is pricing. DOJ blocks horizontal mergers between direct competitors. Paramount buying WBD merges two major studios. Comcast buying WBD combines two theatrical distributors. Those are clean horizontal mergers DOJ blocks automatically. Netflix is buying vertically from streaming into production. The regulatory concern centers on Netflix controlling Warner Bros content then restricting competitor access. Netflix solves this by committing to license WBD content to other platforms for 5-7 years post-merger. The concession costs nothing in year one, buys approval, then commitments expire and Netflix owns the IP outright. The second-order effect nobody is discussing: if Netflix closes this deal, Disney becomes the only other streamer with comparable owned IP. Everyone else—Paramount+, Peacock, Apple TV+—becomes subscale overnight. You either own a century of franchise IP or you’re licensing from Netflix and Disney at whatever price they set. Warner Bros Discovery carrying $40B in debt makes them un-mergeable with anyone except Netflix. Paramount already carries $14B in debt. Comcast would inherit massive liabilities. Netflix has $6B net debt on a $380B market cap. They’re the only bidder with a balance sheet strong enough to absorb WBD’s problems. The 5% stock drop reveals Wall Street pricing execution risk over regulatory risk. Investors believe Netflix can get DOJ approval. They’re questioning whether Netflix can integrate theatrical distribution and operate legacy studio infrastructure they’ve avoided for 15 years. Netflix locked themselves into either owning a debt-laden legacy studio or writing a $5B check for nothing. The only question is whether Netflix just paid $20B to prevent someone else from building a Netflix competitor, or whether they paid $5B to watch Paramount do exactly that.https://x.com/aakashg0/status/1996819088300298416
December 6, 2025Dec 6 Da, možda ne prođe, no Netflix je spremio drugi ugao gledanja na celu priču. Karakterišu sve te kompanije kao content-streaming-service, i onda u isti koš guraju i Youtube, a Google ima obrt ko svi ovi zajedno. Pa sa te strane gledano nema problema da se “proguta” manji igrač na tržištu, kad ima drugi i veći konkurent.Tehnički su u pravu, ali suštinski niđe veze.
December 6, 2025Dec 6 Pored standardnih regulatornih problema (ne mora dil da bude oboren u SAD, može i u nekoj zemlji EU s obzirom da Netflix i HBO Max zbirno na nekim tržištima imaju preko 50% udela u strimingu), tu je i činjenica da su ovi iz Paramounta što su izduvali za kupovinu Trampovi drugari za razliku od šefova Netflixa, tako da će i s te strane biti pritiska. Edited December 6, 2025Dec 6 by vememah
December 6, 2025Dec 6 Mislim da prolazi kupovina glatko, tako je bila drama i kad je microsoft kupovao blizzard pa je na kraju balade odobreno.
December 9, 2025Dec 9 a merger. It’s a right-wing media empire in the making.https://x.com/AdameMedia/status/1998145831807951150told people close to him that he wants new ownership of CNN as well as changes to CNN programming."https://wsj.com/business/media/paramount-netflix-warner-bros-battle-ellisons-a86fe15c?st=6zkB6m&reflink=desktopwebshare_permalinkhttps://x.com/brianstelter/status/1998206606857715774 Edited December 9, 2025Dec 9 by vememah
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