2026년 2월 21일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Netflix (NASDAQ:NFLX) is not backing down. According to Reuters, the streaming giant has enough cash on hand to raise its bid for Warner Bros. Discovery (NASDAQ:WBD) if Paramount Skydance (NASDAQ:PSKY) comes in with a higher offer. In other words, this could easily turn into a full blown bidding fight.
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Warner Bros. has reopened talks with Paramount for what's being framed as a best and final proposal. Paramount's latest move reportedly includes some meaningful sweeteners, including a ticking fee of up to $650 million per quarter after 2026 if regulators delay approval, and a commitment to cover a $2.8 billion breakup fee tied to Netflix's current agreement.
Warner Bros. has made it clear it wants more than $31 per share, and Netflix retains the right to match any improved bid. A shareholder vote on the Netflix deal is set for March 20.
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