Send us a text Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming. In this episode, we break down: Why Netflix is suddenly willing to buy instead of build How HBO, Warner Bros, and gaming change Netflix’s strategy The regulatory risk (and why Trump and Paramount matter) Whether this deal can ever pay for itself What this means for the future of streaming bundles and pricing Partner Links: Learn more about NordStellar's Threat Exposure Management Program ; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025 Episode Links: Netflix press release Netflix set to buy Warner Bros. in deal valued at $83 billion (ABC News) Netflix Co-Founder LinkedIn Post Chapters: 01:20 Christmas tree banter and setting the stakes 03:05 What Netflix is actually buying from Warner Bros 07:00 Why Netflix wants Warner Bros and HBO 11:45 Can this $72B deal ever pay off? 16:30 Ads, bundles and the future Netflix business model 20:50 Antitrust risk, Trump factor and hostile bids 24:30 Disney, YouTube and the real competitive set 28:10 When M&A stops being rational Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (
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