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Netflix’s Warner Bros. Pursuit Meets Hostile Rival Bid and Intensifying Scrutiny

Investors are zeroing in on financing risk plus regulatory review tied to Netflix’s $82.7 billion plan.

Overview

  • Netflix announced a proposed purchase of Warner Bros. Discovery’s studio and streaming assets valued at $72 billion in cash and stock, or $82.7 billion enterprise value.
  • Paramount Skydance launched a hostile all‑cash $30‑per‑share tender for all of Warner Bros. Discovery, a bid described at about $108 billion.
  • The proposed Netflix deal would include Warner Bros. Studios, HBO and HBO Max, DC and Harry Potter, with the cable networks to be spun off into a separate company.
  • Warner executives outlined $2 billion to $3 billion in potential cost savings, while analysts note optionality in theatrical releases, merchandising, live events and licensing if the deal closes.
  • Netflix shares fell more than 6% after the announcement and are down roughly 22% over three months, as scrutiny builds from U.S. and European regulators and President Donald Trump signals involvement.