Posts Tagged ‘comcast’
The Content Calculus: What Three Potential Streaming Mergers Reveal About Warner Bros. Discovery’s Future
Key Insights The Warner Brothers Discovery (WBD) acquisition reveals very different strategic upsides for the three reported bidders once you dig into the US catalog data: Netflix has almost no overlap with HBO Max – 0.4% of movies and 0.6% of shows – so its catalog gains the most. The merged catalog would increase Netflix’s…
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