Netflix's current position as the top streaming service cannot be maintained if Netflix doesn't own AT LEAST ONE major Hollywood studio. Now that Paramount owns Warner, and Disney owns Fox, Netflix literally has no other premium Hollywood content beyond Sony Pictures. Let's be real, Netflix's own produced films are direct-to-TV slop and have no theatrical runs. It'd be crazy if Netflix management doesn't try to lock down Sony Pictures permanently. If Sony content goes to someone else, then Netflix is literally left with trashy, cheaply-made reality TV.
I'd be really surprised if Netflix doesn't make a move to acquire Sony Pictures at some point. At this point not having permanent access to Sony content would be too much of a company risk for Netflix and its shareholders.
If you think about it, Netflix's content slate today is basically trashy reality TV plus whatever content Sony gives them, and Sony has done a great job, such as KPop Demon Hunters, which is Netflix's most popular movie of all time, and lets Netflix credibly compete with Disney in animation.