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Posts Tagged ‘comcast’

The Content Calculus: What Three Potential Streaming Mergers Reveal About Warner Bros. Discovery’s Future

By David Markowitz | December 1, 2025
Side-by-side comparison of three potential merger scenarios, showing WBD's TV library, each partner's TV library, the combined total (with duplicates removed), and the overlap between services.

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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