Netflix Buys Warner Bros & HBO | Q4 2025 Earnings Explained
Автор: The Scroll MBA
Загружено: 2026-01-21
Просмотров: 41
Описание:
Netflix just dropped a bombshell: they're buying Warner Bros. Studios and HBO.
This quarter, Netflix reported $13.5B in revenue, added millions of subscribers, and their ad business hit $3B (doubling year-over-year). But the real story is the Warner Bros. acquisition - giving Netflix 100 years of content, the HBO brand, and a full theatrical movie studio.
KEY STATS:
Revenue: $13.5B
Subscribers: 300M+ worldwide
Ad Revenue: ~$3B (doubling to $6B in 2026)
Operating Margin: 31.5%
Engagement Growth: +2% YoY
THE BIG MOVE:
Netflix is acquiring Warner Bros. Studios and HBO, reversing their previous theatrical strategy. Warner films will release in theaters with a 45-day window before streaming - a complete 180 from their old approach.
THE RISK:
Engagement growth is slowing despite massive content spend. The deal needs regulatory approval. And they're paying billions for assets they previously said they didn't need.
Source: Netflix Q4 FY2025 Earnings Call (Jan 20, 2026)
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