Bear! Message Board - Msg: 35350567

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Strategies & Market Trends : Bear!

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Harshu Vyas

To: Harshu Vyas who wrote (290)	12/5/2025 3:25:58 PM
From: Sean Collett	1 Recommendation of 291

Yeah, I agree the more thought I gave after seeing the details. WBD has had some big duds in their own content but it does give Netflix pure rights to DC, Harry Potter, and a few other franchises. Now that they own real studios it also gives them some rights there that Netflix previously was denied and it's already got Cinema United up in arms. I mean Disney bought Marvel for $4B and Star Wars for $4B and I think both of those are much stronger franchises than what Netflix is getting. I am not sure DC is worth it as they cannot get anything to stick outside of Batman and Harry Potter is probably the next biggest franchise but it's a rather insane asking price. Disney bought 21st Century FOX for $71B and I am not so sure they have gotten the ROI from that one. If WBD had been able to get any franchise to move in the past few years I may hold a different view but given Netflix content track record and WBD sucking I am not sure this changes too much. -Sean

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