Netflix Reportedly Weighing Bid for Warner Bros. Discovery

Potential Acquisition of Warner Bros by Netflix - Netflix is considering acquiring Warner Bros' studio assets, a move seen as potentially beneficial due to Warner Bros' extensive IP library [1][2][3][4] - Wall Street's support for Netflix acquiring studios hinges on using its equity, with less enthusiasm for acquiring linear TV networks [2] - The acquisition price is a key point of contention, with Warner Bros potentially overvaluing its assets [4][5] - Comcast and Ellison are also potential competitors for Warner Brothers assets [5][6][7][8] Netflix's Content Strategy - Netflix is exploring various avenues to maximize revenue from its IP, including advertising, video games, short-form content, and physical experiences [10][11][12] - Netflix is backing creators and influencers, moving into the YouTube business model [10][11] - The company aims to diversify its content strategy beyond traditional formats [10][11][12] Stock Split Analysis - Netflix announced a ten-for-one stock split, with trading on a split-adjusted basis expected to begin on November 17th [12] - The stock split is viewed as a positive move to make the stock more accessible to retail investors [14][15] - The stock split does not change the fundamentals of the stock [13]