Emily Flippen

I think that tells you and investors everything you need to know about who probably needs it the most.

Paramount was the first bidder.

They have this old linear TV business.

In my opinion, their offering with Paramount Plus is just some of the weaker streaming offerings.

Getting Max and HBO, that would just be a value addition that could actually potentially drive profitable growth and subscribers.

So in my opinion, I think Paramount needs it the most, but I actually think it would be such a genius defensive move for Netflix to get this win.

And if I was Netflix, I know they've been skeptical of large mergers.

They're understandably all about organic growth as opposed to acquired growth.

But in my opinion, this would be about crushing the competition.

And for Netflix to get HBO, obviously there's a great content library there.

It would be

pushing out competition from the market, a good reason to charge more, potentially add an additional tier without a lot of added complexity.

So I think it'd be a really smart move by Netflix.

I hope Netflix goes for it as a shareholder and as a viewer, but Paramount obviously needs it.

Disney is actually on my radar.

The ticker is DIS, of course.

The reason Disney is on my radar is because, similarly to Roku, I feel like this is a misunderstood business.

They reported earnings earlier this week, and a lot of the headlines over-focused on both their linear TV business as well as streaming.

That seems to be the narrative driving the story around Disney right now.

But the reality is that the vast majority of operating income for Disney are driven by parks,