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Strategies & Market Trends : Value Investing

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E_K_S

To: E_K_S who wrote (78090)	9/12/2025 1:51:23 PM
From: Sean Collett	1 Recommendation of 78478

<< Could they compete with NFLX?>> IMO, yes. I think Netflix has made a wonderful pivot during the streaming wars but they have benefited by how poorly executed competition has been which has led to subpar content creation all over. WBD has been a disaster for years. They have rebranded the streaming platform some five times! Content has been okay but I think not enough up to prior standards. You type in HBO in Google and this is the header you get: Living off legacy. I think the combined IP they have with PSKY/WBD gives them a deep library to leverage. The core will be they need to tap into the old magic of HBO and start driving quality content creation again. Strong shows that draw an audience in. If you think about what Netflix has produced content wise there's nothing that really has made a cultural impact like what HBO was known for. Maybe OZARK and a few others but often anything good they've cancelled before it could really flesh itself out. If the combined company can tap into this again + leverage the library they have then there is a good growth story here. Happy investing, Sean

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