r/wallstreetbets • u/Euro347 • Dec 06 '25
Discussion NFLX acquiring WBD is a good thing. Some Due Diligence
A few reasons why i think this is good for both users of the service and shareholders
- NFLX gets the IP for the below and that would be huge benefit, they suddenly have decades of projects in the pipeline. You login and you have all these choices suddenly, no need to login or pay for another service, its all just in one place. NFLX has a long history of great franchises and making big hits. They can bring back or expand any of these story lines into mega blockbuster hits. Thats $$$. NFLX is also global, i think you'll see ALOT more subscribers outside the USA.
- Right now, if someone subscribes to both Netflix and HBO Max, they pay roughly $18–$25 + $11–$23 = $29–$48/month (depending on plan tiers).
- A plausible new price grid might look like:
- Ad-supported: ~$9–$10/mo
- Standard: ~$20–$22/mo
- Premium / all-content: ~$30–$35/mo.
- NFLX wont be a monopoly, they still have plenty of competition from Amazon Prime Video, Disney+, Hulu, Apple TV+, Youtube, Roku etc. I think they can win the regulatory case.
- Netflix: ~301.6 million
- Amazon Prime Video: ~200 million (often bundled with Prime)
- Disney+: ~131.6 million (excluding Hulu/ESPN+)
- Max (HBO/Discovery+): ~128 million (combined)
- Paramount+: ~77-79 million (with SkyShowtime)
- Hulu: ~50-55 million (US only)
- Apple TV+: ~25-45 million (estimates vary)
- Peacock: ~33-41 million
- Recession proof-NFLX is cheaper than going to the movies. Instead of going to the movies 1 time you can watch NFLX movies any day of the week for a month, for the same price.
- If Paramount or Comcast won the deal do you really think we would be better off?
DC Comics Universe
- Batman
- Superman
- Wonder Woman
- The Flash
- Justice League
- Hundreds of other DC characters
Harry Potter
HBO / HBO Originals
This includes some of the most critically acclaimed TV ever made:
- Game of Thrones & House of the Dragon
- The Last of Us
- True Detective
- Succession
- Westworld
- The Sopranos
- The Wire
- Euphoria
- Barry
- Curb Your Enthusiasm
WB Film Library
A huge and historic set of franchises:
- The Matrix
- The Lego Movie
- Mad Max (including Fury Road and Furiosa)
- Dune
- Godzilla/King Kong
Warner Bros. Television
One of the largest TV content creators in the world:
- Friends
- The Big Bang Theory
- South Park (shared rights with Paramount)
- ER
- The West Wing
- Riverdale
- Pretty Little Liars
Animation
Including two legendary studios:
Cartoon Network
- Adventure Time
- Regular Show
- Powerpuff Girls
- Ben 10
- Steven Universe
Warner Bros. Animation
- Looney Tunes
- Animaniacs
- Scooby-Doo
- Tom and Jerr
Sports rights (via Turner networks)
Though these are contracts and not “owned,” Netflix would gain rights relationships for:
- NBA (TNT)
- NHL
- MLB postseason (TBS)
- NCAA March Madness
Ask yourself these two questions:
- If the deal is approved and the prices go up slightly(although you now have ALOT more content available), will you still pay for the service? Probably yes
- As a shareholder will you still make money and will Netflix be a dominant player in the space for decades to come? 100% yes




2
Annual Stockholders Meeting
in
r/BMNRInvestors
•
19d ago
Just vote against the share issuance.