Netflix’s Acquisition of WBD and the Reshaping of the Streaming Market

Webinar Date: Tuesday, March 10th
Time: 1 pm ET | 10 am PT | 6 pm GMT

In this webinar, Andrew Walker, Founder of Yet Another Value Podcast, is joined by Michelle Brophy, Director of TMT Research at AlphaSense, to examine one of the most transformative moves in streaming: Netflix’s proposed acquisition of Warner Bros. Discovery. What does Netflix see in its core business and competitive landscape that makes this deal not just attractive, but necessary? And how might the competitive landscape respond?

Together, they’ll unpack:

• How Netflix might leverage WBD’s “world class IP” to draw new subscribers and engagement
• What Warner Bros. Discovery uniquely brings to Netflix’s strategy — from content depth to IP leverage
• How Paramount Skydance might respond after losing a hostile tender offer; and potential for further industry consolidation
• How this acquisition reshapes competitive dynamics and economics across streaming and media
• The key strategic and regulatory risks and execution challenges investors may be underestimating

This is a candid, analytical conversation for investors trying to understand this deal about Netflix, the future of media, and the evolving economics of global streaming. Register now to save your spot.