DiscoverThe RundownDeep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition
Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Update: 2025-12-07
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Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 billion in debt, and what the bull and bear cases look like for investors. We also cover the regulatory battle ahead and how rivals like Paramount could reshape the outcome.

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Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

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