Netflix意外胜出 凤凰网科技讯北京时间12月6日，流媒体巨头Netflix周五宣布，将以720亿美元收购华纳兄弟，包括电影 电视制片厂、HBO以及HBO Max流媒体业务。《金融时报》对此发表内幕文章，披露了之前不被看好 的Netflix为何能击败大热门派拉蒙，意外拿下华纳兄弟。 Netflix的胜出对华纳兄弟母公司华纳兄弟探索(WBD)CEO大卫.扎斯拉夫(David Zaslav)来说也是一次惊 人的胜利。就在几周前，他还看起来将被雄心勃勃、年仅42岁的大卫.埃里森(David Ellison)取代。但 是，扎斯拉夫成功激起了多方竞购战，不仅提振了公司低迷的股价，更是找到了愿意让他继续担任 WBD制片业务负责人的买家。 今年夏天，埃里森刚刚以80亿美元收购了派拉蒙。合同墨迹还未干，他就在9月把目光投向了WBD，开 始发起竞购攻势。 竞购开始 Netflix低调出击 与此同时，Netflix似乎在淡化其收购意向。今年10月，该公司联席CEO格雷格.彼得斯(Greg Peters)月在 一场彭博社会议上表示："我们秉承的是建设者基因，而非收购者传统。大型媒体并购历来成绩平平。" 为维持竞购势头，WBD设 ...

智通财经APP获悉，在成功赢得对华纳兄弟探索频道(WBD.US)的激烈收购战之后，奈飞(NFLX.US)现 在面临反垄断挑战，该公司必须向全球监管机构证明，此次交易不会使其在流媒体市场获得不正当竞争 优势。 犹他州共和党参议员迈克·利则在本周早些时候的一篇社交媒体帖子中称，华纳兄弟与奈飞的合作将引 发比自己近十年来所见过的任何交易都要严重的竞争问题。 欧盟监管机构也可能会对奈飞的这一提议进行严格审查，因为受到了立法者的压力。在英国，该交易在 宣布之前就已经受到了关注；上议院议员卢西娜·伯杰女爵就敦促政府说明这笔交易将如何影响市场竞 争和消费者价格。 在该消息公布后，欧洲议会竞争问题方面的资深议员安德烈亚斯·施瓦布表示，合并后的公司将提高价 格，并对"文化、电影、电影院和剧院的放映活动"产生广泛影响。 派拉蒙试图将与奈飞的这笔交易描述为无法达成的协议。派拉蒙的反垄断律师在 12 月 1 日给华纳兄弟 的反垄断律师写信称："事实很简单，与奈飞作为买家达成的协议很可能无法完成，原因在于美国以及 大多数其他国家和地区存在反垄断和监管方面的障碍。" 此次总价值827亿美元的合并将全球最主流的付费流媒体服务与好莱坞最具标 ...

Core Points - A federal judge has mandated that Google must limit all default search and AI app contracts to one year, challenging the company's long-standing dominance in the search market [1][2] - The ruling requires Google to renegotiate every default-placement agreement annually, impacting lucrative contracts with major players like Apple and Samsung [2] - This decision is part of a broader antitrust effort following a 2024 ruling that found Google illegally monopolized online search and advertising [2] - The new rule is intended to create opportunities for competitors, particularly in the generative AI space, to vie for default search placements that have traditionally been secured for extended periods [3] - Although Google can still pay device manufacturers for default placements, the annual renegotiation significantly limits its ability to maintain long-term control over the search market [3]

Netflix Inc. has won the heated takeover battle for Warner Bros. Discovery Inc. Now it must convince global antitrust regulators that the deal won’t give it an illegal advantage in the streaming market. The $72 billion tie-up joins the world’s dominant paid streaming service with one of Hollywood’s most iconic movie studios. It would reshape the market for online video content by combining the No. 1 streaming player with the No. 4 service HBO Max and its blockbuster hits such as Game Of Thrones, Friends, an ...

Core Viewpoint - The acquisition of Warner Bros Discovery's film and streaming assets by Netflix for $72 billion is criticized as an antitrust "nightmare" that could harm employees and consumers [1][6]. Group 1: Political Reactions - Senator Elizabeth Warren argues that the merger will create a media giant controlling nearly half of the streaming market, potentially leading to higher subscription fees and reduced choices for consumers [1][6]. - Republican Senator Mike Lee warns that the acquisition should alert global antitrust enforcement agencies, suggesting it could end the golden age of streaming for content creators and consumers [2][7]. - Other Republican lawmakers have called for antitrust reviews, citing concerns over reduced competition and the potential decrease in theatrical releases by Netflix [2][7]. Group 2: Market Impact - The merger would combine Netflix's 300 million subscribers with HBO Max's 128 million, creating a formidable market player that could face strict scrutiny from the U.S. Department of Justice [2][9]. - Netflix defends the acquisition by claiming it will create jobs and enhance content offerings for its subscribers, arguing that it aligns with the government's focus on affordability [1][6]. Group 3: Regulatory Environment - The review process for the acquisition is expected to last several months, requiring Netflix to submit extensive data and internal assessments of market competition [4][9]. - Netflix's CEO expresses confidence in the regulatory process, stating that the deal benefits consumers, innovation, employees, creators, and economic growth [9].

Core Viewpoint - The article discusses a dispute involving a "exclusive agreement" that led to the demolition of a store sign for an Insta360 experience store in Hunan Photography City, highlighting potential anti-competitive practices and legal implications [1][12]. Group 1: Background of the Dispute - Zhang, a businessman with over 20 years in the photography equipment industry, was forced to remove the sign of his newly renovated Insta360 store due to an exclusive agreement between the management of Hunan Photography City and a DJI distributor [2][5]. - The exclusive agreement prohibits the entry of competing brands, specifically naming Insta360 as a strong competitor to DJI products [5][12]. Group 2: Legal Implications - Legal experts suggest that the exclusive agreement may violate anti-monopoly laws, as it restricts competition by preventing third-party brands from entering the market [12]. - The agreement's lack of public disclosure and its specific targeting of certain brands could be seen as undermining fair market competition and consumer choice [12]. Group 3: Market Context - The competitive landscape between DJI and Insta360 has intensified, with Insta360 holding a significant market share in the panoramic camera sector, while DJI has recently entered this market with aggressive pricing strategies [13]. - According to a report, Insta360 has maintained a global market share of over 85% in the panoramic camera segment for eight consecutive years, while DJI has captured approximately 17.1% of the global market share in Q3 [13].

Core Viewpoint - Warner Bros. Discovery is in exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, potentially transforming the entertainment industry with a deal valued at over $50 billion [1][2]. Group 1: Negotiation Details - Netflix has proposed a breakup fee of $5 billion if regulatory approval for the deal is not granted, indicating its commitment to the acquisition [1]. - The overall valuation of Warner Bros. Discovery exceeds $60 billion, with plans to divest its cable channels, including CNN, TBS, and TNT, before the sale [1]. - Netflix's bid of $28 per share surpasses Paramount Skydance's offer, which ranges from $26 to $27 per share, suggesting Netflix's competitive edge in the bidding process [2]. Group 2: Regulatory Concerns - The potential merger has sparked opposition in Washington, with Republican lawmakers expressing concerns that the deal could harm consumer interests [1]. - Paramount Skydance is lobbying against the merger, arguing that it should be blocked on antitrust grounds, emphasizing the risks associated with Netflix's acquisition [3][6]. - Netflix has hired a telecommunications lawyer to argue that the acquisition will not lead to monopolistic pricing power due to the presence of alternatives like YouTube and social media platforms [6]. Group 3: Strategic Implications - If the deal is finalized, Netflix would gain ownership of HBO, which includes popular series such as "The Sopranos" and "The White Lotus," significantly enhancing its content library [7]. - This acquisition represents a strategic shift for Netflix, which has grown from a DVD rental service to a leading streaming company with projected revenues of $39 billion in 2024 and a market value of approximately $437 billion [7]. - Warner Bros. Discovery's iconic content will provide Netflix with a robust programming resource to maintain its competitive edge against rivals like Disney and Paramount [7].

本次最新人事调整发生在首席运营官杰夫·威廉姆斯上月离职之后——作为蒂姆·库克长期倚重的左膀右 臂，威廉姆斯此前一直担任其核心副手角色。与此同时，苹果设计高管艾伦·戴也将离职并加入Meta ， 协助其硬件设备的相关工作。 纽斯特德的加盟标志着苹果公司罕见地从Meta挖角，而非相反情况。她曾任美国国务院顾问，于2019 年加入Meta(当时名为Facebook)。 智通财经获悉，苹果公司(AAPL.US)宣布聘任Meta Platforms(META.US)原首席法务官詹妮弗·纽斯特德 担任总法律顾问，此举系该公司近期一系列高管人事变动中的一部分。 苹果公司在周四发布的声明中表示，纽斯特德将于3月1日正式接任总法律顾问一职。此前，她需完成与 现任总法律顾问凯特·亚当斯的职责交接程序。在另一项人事变动中，政府事务主管莉萨·杰克逊将于明 年1月底退休。她此前负责公司的环境、政策和社会倡议工作。 据了解，苹果公司正面临自身的反垄断挑战。美国司法部和16位州检察长于2024年3月提起诉讼，指控 该公司的政策阻碍竞争，并使消费者难以更换手机。该案件尚未确定审判日期。 随着杰克逊的离职，政府事务职责将移交给纽斯特德，她将成为 ...

智通财经APP获悉，苹果公司(AAPL.US)宣布聘任Meta Platforms(META.US)原首席法务官詹妮弗·纽斯 特德担任总法律顾问，此举系该公司近期一系列高管人事变动中的一部分。 纽斯特德的加盟标志着苹果公司罕见地从Meta挖角，而非相反情况。她曾任美国国务院顾问，于2019 年加入Meta(当时名为Facebook)。 苹果公司在周四发布的声明中表示，纽斯特德将于3月1日正式接任总法律顾问一职。此前，她需完成与 现任总法律顾问凯特·亚当斯的职责交接程序。在另一项人事变动中，政府事务主管莉萨·杰克逊将于明 年1月底退休。她此前负责公司的环境、政策和社会倡议工作。 本次最新人事调整发生在首席运营官杰夫·威廉姆斯上月离职之后——作为蒂姆·库克长期倚重的左膀右 臂，威廉姆斯此前一直担任其核心副手角色。与此同时，苹果设计高管艾伦·戴也将离职并加入Meta ， 协助其硬件设备的相关工作。 据了解，苹果公司正面临自身的反垄断挑战。美国司法部和16位州检察长于2024年3月提起诉讼，指控 该公司的政策阻碍竞争，并使消费者难以更换手机。该案件尚未确定审判日期。 随着杰克逊的离职，政府事务职责将移交给纽斯特德，她 ...

智通财经APP获悉，周四，三大指数涨跌不一，投资者静待将于明日公布的9月份支出、收入以及消费 者支出价格指数(美联储的主要通胀指标)数据，以及密歇根大学12月消费者调查报告。 【美股】截至收盘，道指跌31.96点，跌幅为0.07%，报47850.94点；纳指涨51.04点，涨幅为0.22%，报 23505.14点；标普500指数涨7.40点，涨幅为0.11%，报6857.12点。Meta(META.US)涨超3.4%，特斯拉 (TSLA.US)涨超1.7%，苹果(AAPL.US)跌超1.2%。 【欧股】德国DAX30指数涨212.58点，涨幅0.90%，报23895.03点；英国富时100指数涨23.03点，涨幅 0.24%，报9715.10点；法国CAC40指数涨34.61点，涨幅0.43%，报8122.03点；欧洲斯托克50指数涨 25.94点，涨幅0.46%，报5720.50点；西班牙IBEX35指数涨153.26点，涨幅0.92%，报16738.96点；意大 利富时MIB指数涨138.36点，涨幅0.32%，报43519.00点。 【原油】纽约商品交易所2026年1月交货的轻质原油期货价格上涨72美分 ...