Me neither. For a $70B (almost 1/5 of NFLX's market cap)

本帖於 2025-12-03 12:15:15 時間, 由普通用戶 曉炎 編輯
回答: I don't like this merger at all. Strike number 2越王劍2025-12-03 11:40:37

deal, I wonder how much more subscriptions NFLX can get from HBO, since lots of the HBO subscribers already have NFLX. 

However, for the long-term strategy, my guess is that NFLX might see this deal create a streaming behemoth with unmatched libraries by adding HBO's prestige to NFLX's volume. This, eventually, may accelerate the shift from linear TV and pressure rivals like Disney+.....

After all, as Peter Thiel stated in his "0 to 1": "all happy companies are different, each one earns a monopoly by solving unique problem...." :)

 

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With this said, I won't be surprised if NFLX's price goes -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (74 bytes) () 12/03/2025 postreply 12:12:02

他家之後到150都不奇怪,生意還是很好 -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 12/03/2025 postreply 12:13:46

可能得折騰一段時間,尤其是如果這樁merging with WBD的deal set stone, right? -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (0 bytes) () 12/03/2025 postreply 12:18:14

應該是,但我不在意短期股價波動,他大跌過很多次。 -bogbog- 給 bogbog 發送悄悄話 bogbog 的博客首頁 (0 bytes) () 12/03/2025 postreply 12:56:24

不謙虛地說:great minds think alike LOL -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (167 bytes) () 12/03/2025 postreply 13:03:44

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