Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Netflix权衡修改华纳兄弟竞标方案,使之全为现金支付

Bloomberg Intelligence

2026-01-15

20 分钟
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Meta and big tech. Meta Platforms is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features.-Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.” Public feuds and protectionist threats have turned CEOs' dealings with the White House into a high-stakes game of loyalty and leverage. Bloomberg News spoke to experts and business leaders on how CEO's should navigate Trump's second term. See omnystudio.com/listener for privacy information.
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  • Netflix chairs are down about 25% since they began pursuing Warner Brothers in October.

  • Is Netflix in a race against time here?

  • I think so Scarlett I mean you know there has obviously been a lot of worries about that falling stock price and investors kind of questioning okay so really what is the value right

  • if that's an 8515 split for a Warner studio and streaming assets I mean Warner shareholders obviously worried worried about the falling value of you know the Netflix stock and so obviously Netflix you're really trying to assuage those investors by making it an all-cash offer but yes they are you know very much running against clock.

  • There is the January 21st deadline from arrival.

  • Paramount Skydance for tendering shares at $30 for all of Warner Bros.

  • Discovery.

  • So there are multiple things going on here,

  • but this definitely should spark some sort of response, we think, from Paramount.

  • Geetha, it feels like we're getting one escalation after the other in this bidding war.

  • Do you think that proposing an all cash offer could actually expedite the closing of the steal by Netflix or do you expect that Paramount will fight back again?

  • We definitely think that Paramount will fight back because for them,

  • the cost of not doing the deal is definitely greater than it is for Netflix.