Netflix Finally Joins the M&A Game
Netflix is shifting from a “build, not buy” strategy to actively pursuing major acquisitions, from failed talks for Warner Bros. Discovery to bids for Roku and interest in Lionsgate.
Netflix is shifting from a “build, not buy” strategy to actively pursuing major acquisitions, from failed talks for Warner Bros. Discovery to bids for Roku and interest in Lionsgate.
IMAX has approached major entertainment companies about a potential sale as premium screens drive record box office growth. Netflix also ramps up its theatrical push.
Reed Hastings leaves Netflix’s board after 30 years. Q1 beats expectations, but shares fall on Q2 outlook. Growth and ads drive strong results.
Goldman Sachs upgraded Netflix to Buy, seeing strong growth, rising users, and ~26% upside despite recent stock decline.
Netflix just raised US subscription prices again. Citi, JPMorgan, and Oppenheimer react with higher price targets and positive outlook for 2026.
Netflix walks away from buying Warner Bros. after refusing to match Paramount Skydance’s higher offer. Paramount now takes over the iconic studio in a huge Hollywood shake-up.