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Wasteland Capital
$NFLX announces it won the $WBD auction at $27.75 per share, +260% higher than Warner traded in April.
Huge win for shareholders, a loss for everyone else. Subscription price increases of 100%+ incoming! Plus HBO will now be 95% garbage slop.
I hope this sh*t gets blocked. https://t.co/zFgGnsYUOR
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$NFLX announces it won the $WBD auction at $27.75 per share, +260% higher than Warner traded in April.
Huge win for shareholders, a loss for everyone else. Subscription price increases of 100%+ incoming! Plus HBO will now be 95% garbage slop.
I hope this sh*t gets blocked. https://t.co/zFgGnsYUOR
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Offshore
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memenodes
hardwork beats talent until generational wealth walks in like a final boss https://t.co/Cy22avtI7u
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hardwork beats talent until generational wealth walks in like a final boss https://t.co/Cy22avtI7u
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EndGame Macro
The Day Netflix Became the New Hollywood
Netflix is buying Warner Bros. Discovery for $72 billion. They are not buying all of WBD, it’s taking the crown jewels…Warner Bros. studios, HBO, HBO Max, DC, and the entire premium content engine. The old school cable networks, the legacy bundle, the melting ice cube? Those get spun off into a separate public company before the deal closes. Netflix gets the future. Someone else gets the past.
Why Now And Why This Price
The timing says everything. Streaming is no longer a land grab, it’s consolidation season. Growth has slowed, costs have ballooned, and only a few players have the balance sheet and global scale to survive. Netflix doesn’t want to spend the next decade renting iconic IP when it could own it outright. And Warner, despite having world class content, has been dragged down by debt, cord cutting, and management resets. One side needed a buyer. The other needed a moat.
Netflix can afford to pay a premium because its stock is one of the strongest currencies left in media. And WBD shareholders taking part of the deal in Netflix shares tells you they believe Netflix and not Warner is the winning platform going forward.
What This Deal Really Signals
This is the formation of a cultural superpower. One company now controls the most global streaming distribution and some of the most valuable content libraries on earth. That’s why regulators will swarm this, not because the deal is strange, but because it’s logical. When industries mature, they consolidate. And when they consolidate, power concentrates.
Netflix just moved from being a platform… to being the new Hollywood.
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The Day Netflix Became the New Hollywood
Netflix is buying Warner Bros. Discovery for $72 billion. They are not buying all of WBD, it’s taking the crown jewels…Warner Bros. studios, HBO, HBO Max, DC, and the entire premium content engine. The old school cable networks, the legacy bundle, the melting ice cube? Those get spun off into a separate public company before the deal closes. Netflix gets the future. Someone else gets the past.
Why Now And Why This Price
The timing says everything. Streaming is no longer a land grab, it’s consolidation season. Growth has slowed, costs have ballooned, and only a few players have the balance sheet and global scale to survive. Netflix doesn’t want to spend the next decade renting iconic IP when it could own it outright. And Warner, despite having world class content, has been dragged down by debt, cord cutting, and management resets. One side needed a buyer. The other needed a moat.
Netflix can afford to pay a premium because its stock is one of the strongest currencies left in media. And WBD shareholders taking part of the deal in Netflix shares tells you they believe Netflix and not Warner is the winning platform going forward.
What This Deal Really Signals
This is the formation of a cultural superpower. One company now controls the most global streaming distribution and some of the most valuable content libraries on earth. That’s why regulators will swarm this, not because the deal is strange, but because it’s logical. When industries mature, they consolidate. And when they consolidate, power concentrates.
Netflix just moved from being a platform… to being the new Hollywood.
Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8 tweet
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WealthyReadings
RT @WealthySwings: $LULU is breaking out a three months breakout after a 12 month downtrend which pushed the stock to its lowest multiples ever.
Not to ignore. https://t.co/CNbHpEx7ZN
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RT @WealthySwings: $LULU is breaking out a three months breakout after a 12 month downtrend which pushed the stock to its lowest multiples ever.
Not to ignore. https://t.co/CNbHpEx7ZN
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App Economy Insights
Netflix acquires Warner Bros.
Studios + Streaming (HBO).
$72B deal financed with $59B of debt.
$2-to-3B of annual cost savings by year 3.
IP roster they just unlocked:
⚡️ Harry Potter
🦇 DC Universe
🐉 Game of Thrones
💍 Lord of the Rings (film rights)
☕️ Friends
⚛️ The Big Bang Theory
🐰 Looney Tunes
💊 The Matrix
🦍 Monsterverse (Godzilla x Kong)
📺 Succession, The White Lotus, Euphoria
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Netflix acquires Warner Bros.
Studios + Streaming (HBO).
$72B deal financed with $59B of debt.
$2-to-3B of annual cost savings by year 3.
IP roster they just unlocked:
⚡️ Harry Potter
🦇 DC Universe
🐉 Game of Thrones
💍 Lord of the Rings (film rights)
☕️ Friends
⚛️ The Big Bang Theory
🐰 Looney Tunes
💊 The Matrix
🦍 Monsterverse (Godzilla x Kong)
📺 Succession, The White Lotus, Euphoria
tweet
Offshore
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App Economy Insights
Netflix bought HBO so that HBO could finally become Netflix.
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Netflix bought HBO so that HBO could finally become Netflix.
Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A https://t.co/0pdsMUEob8 tweet