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太赞了!我前两天写的一段想法,见内——

晓炎 2025-12-05 07:23:52 ( reads)

For a $70B (almost 1/5 of NFLX's market cap) deal, I wonder how much more subscriptions NFLX can get from HBO, since lots of the HBO subscribers already have NFLX. 

However, for the long-term strategy, my guess is that NFLX might see this deal create a streaming behemoth with unmatched libraries by adding HBO's prestige to NFLX's volume. This, eventually, may accelerate the shift from linear TV and pressure rivals like Disney+.....

After all, as Peter Thiel stated in his "0 to 1": "all happy companies are different, each one earns a monopoly by solving unique problem...." :)

跟帖(2)

GandalfOld

2025-12-05 07:46:34

写得很好!你对deal的细节了解得更清楚。感觉后面迪斯尼难以招架,可能亚马逊还有财力(不一定有意愿)斗一斗

晓炎

2025-12-05 08:44:48

谢谢G老师认同;)是的,如果交易达成,短期可能对NFLX股价不一定有利,但长期对迪斯尼的生意威胁很大,