A few reasons why i think this is good for both users of the service and shareholders
1. NFLX gets the IP for the below and that would be huge benefit, they **suddenly have decades of projects in the pipeline.** You login and you have all these choices suddenly, no need to login or pay for another service, its all just in one place. NFLX has a long history of great franchises and making big hits. They can bring back or expand any of these story lines into mega blockbuster hits. Thats $$$. NFLX is also global, i think you'll see ALOT more subscribers outside the USA.
2. Right now, if someone subscribes to *both* Netflix and HBO Max, they pay roughly $18–$25 + $11–$23 = $29–$48/month (depending on plan tiers).
1. A plausible new price grid might look like:
* Ad-supported: \~$9–$10/mo
* Standard: \~$20–$22/mo
* Premium / all-content: \~$30–$35/mo.
3. NFLX wont be a monopoly, they still have plenty of competition from Amazon Prime Video, Disney+, Hulu, Apple TV+, Youtube, Roku etc. I think they can win the regulatory case.
* **Netflix:** \~301.6 million
* **Amazon Prime Video:** \~200 million (often bundled with Prime)
* **Disney+:** \~131.6 million (excluding Hulu/ESPN+)
* **Max (HBO/Discovery+):** \~128 million (combined)
* **Paramount+:** \~77-79 million (with SkyShowtime)
* **Hulu:** \~50-55 million (US only)
* [**Apple TV+**](https://www.google.com/search?client=firefox-b-1-d&sca_esv=00267a54ba30db40&q=Apple+TV%2B&sa=X&ved=2ahUKEwjj3te8mqmRAxVCliYFHQ5KGpgQxccNegUIjgEQAQ&mstk=AUtExfAgXe7vUiKHICRkXdBHeupHZ6Zp2-5l2SO4j-8e2r-exWKnw3Ej4hVIQV9vHMv4O_ZLNSfu9C4dgTRsvZyMrPkeTEYkj6zwk0UfjiXctZ5Yi9i9BwO7Cx2tAG5O4XVh-Ug&csui=3)**:** \~25-45 million (estimates vary)
* [**Peacock**](https://www.google.com/search?client=firefox-b-1-d&sca_esv=00267a54ba30db40&q=Peacock&sa=X&ved=2ahUKEwjj3te8mqmRAxVCliYFHQ5KGpgQxccNegUIiwEQAQ&mstk=AUtExfAgXe7vUiKHICRkXdBHeupHZ6Zp2-5l2SO4j-8e2r-exWKnw3Ej4hVIQV9vHMv4O_ZLNSfu9C4dgTRsvZyMrPkeTEYkj6zwk0UfjiXctZ5Yi9i9BwO7Cx2tAG5O4XVh-Ug&csui=3)**:** \~33-41 million
4. Recession proof-NFLX is cheaper than going to the movies. Instead of going to the movies 1 time you can watch NFLX movies any day of the week for a month, for the same price.
5. If Paramount or Comcast won the deal do you really think we would be better off?
DC Comics Universe
* Batman
* Superman
* Wonder Woman
* The Flash
* Justice League
* Hundreds of other DC characters
Harry Potter
HBO / HBO Originals
This includes some of the most critically acclaimed TV ever made:
* Game of Thrones & House of the Dragon
* The Last of Us
* True Detective
* Succession
* Westworld
* The Sopranos
* The Wire
* Euphoria
* Barry
* Curb Your Enthusiasm
WB Film Library
A huge and historic set of franchises:
* The Matrix
* The Lego Movie
* Mad Max (including *Fury Road* and *Furiosa*)
* Dune
* Godzilla/King Kong
Warner Bros. Television
One of the largest TV content creators in the world:
* Friends
* The Big Bang Theory
* South Park (shared rights with Paramount)
* ER
* The West Wing
* Riverdale
* Pretty Little Liars
Animation
Including two legendary studios:
Cartoon Network
* Adventure Time
* Regular Show
* Powerpuff Girls
* Ben 10
* Steven Universe
Warner Bros. Animation
* Looney Tunes
* Animaniacs
* Scooby-Doo
* Tom and Jerr
Sports rights (via Turner networks)
Though these are contracts and not “owned,” Netflix would gain rights relationships for:
* NBA (TNT)
* NHL
* MLB postseason (TBS)
* NCAA March Madness
Ask yourself these two questions:
1. If the deal is approved and the prices go up slightly(although you now have ALOT more content available), will you still pay for the service? **Probably yes**
2. As a shareholder will you still make money and will Netflix be a dominant player in the space for decades to come? **100% yes**