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Netflix to Acquire Warner Bros

(about.netflix.com)
1741 points meetpateltech | 2 comments | 05 Dec 25 12:21 UTC | HN request time: 0s | source
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afavour ◴[05 Dec 25 13:44 UTC] No.46161166[source]▶
Any consolidation like this seems like a negative for consumers. But at least it wasn’t bought by Larry Ellison, as was considered very likely (assuming this merger gets approved, in the current administration you never know).

From a Hacker News perspective, I wonder what this means for engineers working on HBO Max. Netflix says they’re keeping the company separate but surely you’d be looking to move them to Netflix backend infrastructure at the very least.

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PaulHoule ◴[05 Dec 25 13:49 UTC] No.46161233[source]▶
What happens to HBO Max? Will you be able to watch all that with a regular Netflix subscription? Seems the business doesn't make sense unless

  New co revenue >= Netflix + HBO revenue
Also: is Netflix going to take the theatrical and traditional TV businesses seriously at all?
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1. whiplash451 ◴[05 Dec 25 14:05 UTC] No.46161429[source]▶
Your model might be too simplistic.

It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)

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2. Dylan16807 ◴[05 Dec 25 14:49 UTC] No.46162013[source]▶
Well all the content costs don't change, and they can combine CDN servers anywhere it makes sense regardless of whether it's one service or two. So revenue and margin numbers should track pretty tightly.