Netflix Makes a Shocking Acquisition

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 5 December 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Netflix buys WBD - Mark Zuckerberg cuts metaverase spending - Where will disruption come from next? - Stocks on our radar Companies discussed: Netflix (NFLX), Disney (DIS), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Netflix is buying Warner Brothers Discovery.
0:07.4	Are the streaming wars finally over?
0:10.6	Motleyful Money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.5	but you can give them to the birds and bees.
0:36.6	From Fool Global headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.3	I'm Travis Hoy.
0:41.9	I'm joined by Lou Whiteman and Jason Moser.
0:45.3	Guys, we got to start with the news of the day.
0:48.0	That is Netflix, buying Warner Brothers Discovery, or at least part of Warner Brothers Discovery,
0:53.0	they're going to be spinning off WBD's Global Networks, Global, or Discovery Global.
0:58.8	That's the old TV station, CNN, TNT, stuff like that.
1:03.1	But Netflix is going to pay $82.7 billion in total Warner Brothers Discovery shareholder.
1:08.8	If you are a shareholder, you're going to get $23.25
1:12.2	worth of cash, $4.50 in Netflix stock. Netflix is also taking out $59 billion worth of
1:19.4	debt to finance this deal. There's a $5.8 billion breakup fee. There's a lot going on here,
1:24.4	Lou. But what is your first reaction? This news came out early on Friday,
1:28.6	and I think it was frankly surprising because it wasn't Netflix. It seemed like they were in the lead.
1:33.0	It was Paramount, Paramount Sundance and Skydance. I can't get these names correct.
1:38.7	And suddenly Netflix is the winner. So in 2013, Netflix co-CEO, Ted Serrando, said the goal is to become HBO faster than HBO can become us.
	...

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