Posts Tagged ‘m&a’
By the Numbers: What a Combined Paramount-WBD Content Library Actually Looks Like
Key Takeaways A combined HBO Max + Paramount+ catalog would deliver ~53,000 content hours, 12% more than Netflix’s ~47,500, before a single new title is produced. TV libraries are the difference maker. The two services together carry ~48,600 hours of TV content vs. Netflix’s ~40,100, a 21% edge driven by decades of output from HBO,…
Read MoreBold Predictions: What May Shake Up Streaming in 2026
First in our series on our team’s 2026 Streaming Industry Predictions. The streaming industry enters 2026 at a crossroads. After years of explosive growth, subscriber fatigue, and a crowded marketplace, something has to give. We asked our team to share their boldest predictions for what’s coming next, and one theme emerged louder than all others:…
Read MoreThe 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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