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

本帖于 2025-12-03 12:15:15 时间, 由普通用户 晓炎 编辑
回答: I don't like this merger at all. Strike number 2越王剑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...." :)

 

所有跟帖: 

With this said, I won't be surprised if NFLX's price goes -晓炎- 给 晓炎 发送悄悄话 晓炎 的博客首页 (74 bytes) () 12/03/2025 postreply 12:12:02

他家之后到150都不奇怪,生意还是很好 -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 12/03/2025 postreply 12:13:46

可能得折腾一段时间,尤其是如果这桩merging with WBD的deal set stone, right? -晓炎- 给 晓炎 发送悄悄话 晓炎 的博客首页 (0 bytes) () 12/03/2025 postreply 12:18:14

应该是,但我不在意短期股价波动,他大跌过很多次。 -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 12/03/2025 postreply 12:56:24

不谦虚地说:great minds think alike LOL -晓炎- 给 晓炎 发送悄悄话 晓炎 的博客首页 (167 bytes) () 12/03/2025 postreply 13:03:44

请您先登陆,再发跟帖!