Will Netflix Go All-Cash for WBD?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 16 January 2026

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We break it down. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Netflix offering all cash for WBD - FSD’s monthly subscription - Google’s new AI products - Bank earnings Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD), Tesla (TSLA), JPMorgan Chase (JPM), Alphabet (GOOG), Adobe (ADBE), The Trade Desk (TTD), Paypal (PYPL), Hims & Hers (HIMS), Six Flags (FUN), Toast (TOST), L3 Harris (LHX). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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

Click on a timestamp to play from that location

0:00.0	Earning season has begun, but the drama at Netflix is where we're going to start.
0:09.3	Molly Fool Money starts now.
0:29.3	I'm going to go. Everybody needs money. That's why they call it money.
0:36.1	The best things in life are free, but you can give them to the pros and bees.
0:40.2	From Fool Global Headquarters, this is Motley Fool Money.
0:41.2	Welcome to Motley Full Money.
0:44.6	I'm Travis Hoyam, joined by John Kwas and Lou Whiteman.
0:49.1	Guys, we've got to start with the drama at Warner Brothers Discovery this week.
0:52.5	Paramount is begging the EU for help.
0:56.9	Netflix is reportedly considered changing its bid to all cash. Remember,
1:01.3	there was a piece of that value that they're saying that shareholders are going to get through the spinoff of kind of the cable assets. The early trading at Versant has not gone very well.
1:07.1	That's a spinoff from Comcast. Lou, what's going on here? Because there seems like
1:12.5	there's a lot of moving pieces. The board at Warner Brothers is pretty resistant to Paramount.
1:18.4	And depending on how you look at it, they either make sense or you just want the most money
1:23.1	and that's where they should go. So I'm going to make a bold prediction here because you're
1:26.0	right. There's a lot going on, a lot of moving pieces, but really, it's very simple.
1:31.9	One of two things is going to happen.
1:33.7	Either Netflix is going to end up buying Warner Brothers Discovery or there's not going to be
1:38.5	a deal done, all right?
1:39.9	You don't think Paramount can actually get a deal done.
1:42.8	Look, Warner Brothers Discovery's Board has already decided what they think.
1:47.0	And for the upstart acquirer to try to poison the well in Europe and try and just kind
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.