Why Netflix Will Do Well — And Why I Sold the 105 Put
A Strategic Summary of Netflix’s Warner Bros. Deal After reading Netflix’s Form 425 filing regarding its proposed deal with Warner Bros. Discovery (WBD), my takeaway is simple: this is a strategic, growth-focused move, not a desperate one. Netflix’s leadership is very clear about the rationale. This deal is not about duplication or cost-cutting through studio closures. Instead, it is about complementary strengths. Warner Bros. brings what Netflix historically did not have at scale: • A deep portfolio of iconic franchises • A century-old theatrical distribution engine • A world-class studio operation • A massive film and TV content library Netflix, on the other hand, brings: • Global streaming dominance • Superior data-driven content distribution • Best-in-class technology and personalizati