Netflix's potential Warner Bros Discovery deal would be a 'mistake', Barclays says
Barclays warns Netflix NFLX.O against acquiring Warner Bros Discovery WBD.O assets, calling such a move a "mistake"
NFLX is actively exploring a bid for WBD's studio and streaming business, Reuters reported exclusively
Barclays questions the bundling benefits of a Netflix-HBO Max combination, citing potential revenue "dis-synergies"
A more compelling strategic reason for NFLX to potentially own WBD assets could be to use franchises like DC Comics, Harry Potter and partnerships with Mattel and Minecraft to create more recognizable content for boosting engagement - brokerage
A Paramount Skydance PSKY.O and WBD combination would have over $13 bln in annual licensing revenues, with NFLX potentially as the largest third-party content buyer - brokerage
NFLX's potential $50 bln to $60 bln deal for WBD's studio and streaming would limit video streaming firm's strategic flexibility for years - Barclays
WBD up 2.6% at $22.18 premarket; as of last close, stock has more than doubled this year
Related Articles
Tesla’s 2025 Shareholder Meeting Showdown: Musk’s Leadership and Tesla’s Crossroads
TradingKey - Tesla (TSLA), the electric vehicle leader, will hold its 2025 Annual Shareholder Meeting on November 6. Dubbed by CEO Elon Musk as a moment that will “decide Tesla’s future and shape the world’s,” the event centers on one pivotal question: Will shareholders approve Musk’s proposed $1 T
What Drove the 'Black Tuesday' Sell-Off? Three Key Factors Behind the U.S. Stock Plunge
TradingKey - On November 4, 2025, U.S. markets suffered a sudden and sharp selloff — dubbed “Black Tuesday” — with the Nasdaq posting its largest single-day drop in a month. The rout unfolded amid growing economic and political instability, as a record-long government shutdown worsened systemic
IonQ Stock Price Skyrockets 300% in a Year, But Recently Drops 30%—Is IonQ Still a Buy?
Is IonQ worth buying? With a recent decline of nearly 30% over the past month, is now the time to buy? How much further could IonQ's stock rise?
Novo Nordisk Q3 Earnings Preview: New CEO, Board Overhaul — Can the U.S. Weight-Loss Market Turn Around?
TradingKey - Novo Nordisk (NVO), one of Europe’s pharmaceutical giants and a leader in the weight-loss drug race, will report its Q3 2025 earnings before market open on November 5. Wall Street expects a modest rebound from Q2’s worst growth in four years, but significant pressure on profits remains.
Palantir Q3 2025 Earnings: Blowout Performance Can’t Hide an AI Bubble， Four Growing Risks Behind a Nearly 1,000x Valuation
TradingKey – After the close of trading on November 4, “AI application King” Palantir Technologies (PLTR) reported its third-quarter earnings for fiscal year 2025. Despite a blowout quarter, surging top-line growth, and a flood of commercial orders, the stock plunged in after-hours trading.
