NBCUniversal Rumored to Be Looking at Warner Bros. Discovery

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For reasons related to the complicated structure of that merger, no negotiations can happen until April 2024. But at that point, many industry observers believe that Comcast’s Brian Roberts will make a long-awaited move, looking to combine NBCUniversal and Warner Bros. Discovery.

HBO Max is already combining with Discovery all its cable channels so this would add NBC, Bravo and everything on Peacock.

Can’t happen until 2024 but that deal would save Peacock or whatever they would call it.
 
HBO just keeps passing hands and becoming a smaller part of a larger company.

It'll suck when A24 eventually gets bought by one of these media giants.
 
All the streamers are buying other streamers.

Soon we'll be back to square one of 1 or 2 options for all this shit.

Clown shoe shit.
 
All the streamers are buying other streamers.

Soon we'll be back to square one of 1 or 2 options for all this shit.

Clown shoe shit.
So it will be just like dish vs direct.

You're gonna get fucked, just decide who's going to do the fucking
 
All the streamers are buying other streamers.

Soon we'll be back to square one of 1 or 2 options for all this shit.

Clown shoe shit.
I don't really have an issue with this as long as it's economical. If Peacock/HBOMax/Discovery all merge (let's not forget also that HBO has already merged Cinemax and DC Comics) that is a monster streaming product that is worth keeping.

HULU, Disney and ESPN have practically merged with their bundles and will more than likely complete that process when Disney is allowed to buy out the rest of HULU in a few years.

Paramount+ is probably going to buy Showtime and already has a deal with Walmart+.

That leaves Amazon, Apple and Netflix as the other major streaming services.

I don't see Netflix surviving long-term and Amazon and Apple will last as long as their parent companies choose to subsidize them.
 
I don't really have an issue with this as long as it's economical. If Peacock/HBOMax/Discovery all merge (let's not forget also that HBO has already merged Cinemax and DC Comics) that is a monster streaming product that is worth keeping.

HULU, Disney and ESPN have practically merged with their bundles and will more than likely complete that process when Disney is allowed to buy out the rest of HULU in a few years.

Paramount+ is probably going to buy Showtime and already has a deal with Walmart+.

That leaves Amazon, Apple and Netflix as the other major streaming services.

I don't see Netflix surviving long-term and Amazon and Apple will last as long as their parent companies choose to subsidize them.
Doubt it.

Sling is already doing it with the gatekeeping of packages. One package has ESPN, the other has Fox Sports. But by golly, you can have both by only paying 50% more to get both channels and a handful of other shit.

I imagine at some point, you're going to have 2 or 3 of these services being like "Hey wowie! Look at all the shit we got!" as they combine a bunch of the $9.99/mo services each and give you them at a solid rate of bundling them for $8.99/mo each.

Now you're left with 2-3 "packages" that cost $70 a month and...we're back at square one, but worse, because there would be zero incentive for whoever acquires Netflix to offer a standalone "Netflix" item, for example for $10, if they know you've gotta spend $70 to even get in.
 
Doubt it.

Sling is already doing it with the gatekeeping of packages. One package has ESPN, the other has Fox Sports. But by golly, you can have both by only paying 50% more to get both channels and a handful of other shit.

I imagine at some point, you're going to have 2 or 3 of these services being like "Hey wowie! Look at all the shit we got!" as they combine a bunch of the $9.99/mo services each and give you them at a solid rate of bundling them for $8.99/mo each.

Now you're left with 2-3 "packages" that cost $70 a month and...we're back at square one, but worse, because there would be zero incentive for whoever acquires Netflix to offer a standalone "Netflix" item, for example for $10, if they know you've gotta spend $70 to even get in.
I pay $35 a month to sling right now for the sole purpose of watching NA$CAR. On fox part of the year, then on nbc and usa.

Money grubbing motherfuckers.

Should cancel netflix, I got it just to watch ozark.
 
I pay $35 a month to sling right now for the sole purpose of watching NA$CAR. On fox part of the year, then on nbc and usa.

Money grubbing motherfuckers.

Should cancel netflix, I got it just to watch ozark.

Sling is silly because they let you change back and forth instantaneously between packages, so deep down I don't really give a fuck.

I carry the ESPN package most of the year, but I want to watch a game on FS1, ill just log in and switch and then switch back the next day.

No doubt they'll close that loophole at some point, but overall the gatekeeping is stupid.
 
I don't really have an issue with this as long as it's economical. If Peacock/HBOMax/Discovery all merge (let's not forget also that HBO has already merged Cinemax and DC Comics) that is a monster streaming product that is worth keeping.

HULU, Disney and ESPN have practically merged with their bundles and will more than likely complete that process when Disney is allowed to buy out the rest of HULU in a few years.

Paramount+ is probably going to buy Showtime and already has a deal with Walmart+.

That leaves Amazon, Apple and Netflix as the other major streaming services.

I don't see Netflix surviving long-term and Amazon and Apple will last as long as their parent companies choose to subsidize them.

Someone is buying Netflix.

Only question is who.

Hopefully Amazon who then uses Netflix’s system since theirs is a steaming pile of doo doo
 
Someone is buying Netflix.

Only question is who.

Hopefully Amazon who then uses Netflix’s system since theirs is a steaming pile of doo doo
Netflix is only worth what their original programming library and current contracts is worth.

They have no real legacy assets like a deep film library or own the rights to must have properties. The other streamers can simply milk them of their subscribers and outbid them on new properties. No doubt it will eventually sell but it will be an asset only purchase.
 
Netflix is only worth what their original programming library and current contracts is worth.

They have no real legacy assets like a deep film library or own the rights to must have properties. The other streamers can simply milk them of their subscribers and outbid them on new properties. No doubt it will eventually sell but it will be an asset only purchase.

This is a really good point

I think you are also buying their customer list, and brand value, which are assets.

I think apple or Amazon should buy them. They both have the cash.

Although I think these independent streamers will have bigger issues than like an nbc running one since they don’t own the ip like an nbc or Warner brothers does
 
Netflix is only worth what their original programming library and current contracts is worth.

They have no real legacy assets like a deep film library or own the rights to must have properties. The other streamers can simply milk them of their subscribers and outbid them on new properties. No doubt it will eventually sell but it will be an asset only purchase.


Do you think an acquirer would want to use their IP and systems?

Especially since Amazon in particular is woefully inadequate
 
Do you think an acquirer would want to use their IP and systems?

Especially since Amazon in particular is woefully inadequate
I think Netflix will hold off as long as they can unless the stockholders force a sell to salvage investment. At that point it depends on who is interested because combining Subscription based mergers on a large scale hadn‘t happened so it would be complicated to pull that off.

Let’s say it’s Amazon. My bet is that Amazon and Netflix‘s systems aren’t that far off it’s the user interface that you really want improved and since a lot of that is proprietary over time it could be implemented in upgrades.

So yeah if it enhances the user experience it will happen but I wouldn’t expect the buyer to chunk their back system for someone else’s. Plus Amazon’s is geared for much more functionality like live events, hosting other streaming purchases and content purchases that Netflix would have no capability for.

Honestly I don’t think Netflix goes anywhere soon.
 
I think Netflix will hold off as long as they can unless the stockholders force a sell to salvage investment. At that point it depends on who is interested because combining Subscription based mergers on a large scale hadn‘t happened so it would be complicated to pull that off.

Let’s say it’s Amazon. My bet is that Amazon and Netflix‘s systems aren’t that far off it’s the user interface that you really want improved and since a lot of that is proprietary over time it could be implemented in upgrades.

So yeah if it enhances the user experience it will happen but I wouldn’t expect the buyer to chunk their back system for someone else’s. Plus Amazon’s is geared for much more functionality like live events, hosting other streaming purchases and content purchases that Netflix would have no capability for.

Honestly I don’t think Netflix goes anywhere soon.

It’ll be intersting with some top potential acquirers sitting on huge piles of cash and the number one thing apple needs (from what I understand) is a bigger content library
 
It’ll be intersting with some top potential acquirers sitting on huge piles of cash and the number one thing apple needs (from what I understand) is a bigger content library
Apple is currently hurting the new iPhone sales aren’t going well. I doubt they want to swallow Netflex or their liabilities at this time.

What Apple needs is live consistent programming that draws.
 
Apple is currently hurting the new iPhone sales aren’t going well. I doubt they want to swallow Netflex or their liabilities at this time.

What Apple needs is live consistent programming that draws.

Honestly?

Good

We don’t need a shitty “new”‘ version every year with minimal changes while you throttle the rest of the devices cause you’re pricks

Maybe this will make them get back to their roots and trying to great more cutting edge stuff
 
Apple is currently hurting the new iPhone sales aren’t going well. I doubt they want to swallow Netflex or their liabilities at this time.

What Apple needs is live consistent programming that draws.


Another interesting idea.

Microsoft is basically its own mutual fund at this point already lol
 

Another interesting idea.

Microsoft is basically its own mutual fund at this point already lol
I could see Microsoft buying Netflix and paring it with music and gaming.

But their emphasis would be gaming and that would be an interesting twist. Not sure what the economics of that would be.
 
I could see Microsoft buying Netflix and paring it with music and gaming.

But their emphasis would be gaming and that would be an interesting twist. Not sure what the economics of that would be.

Having one portal for both gaming and shows would be pretty epic

You’d get alot of crossover with gamers and probably grab more market share than just Netflix alone
 
Having one portal for both gaming and shows would be pretty epic

You’d get alot of crossover with gamers and probably grab more market share than just Netflix alone
It would a tough market to create and maintain but I think it will go there eventually.

I also see Prime and other streamers integrating retail and sports betting into their streaming products at some point.
 
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