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Lou Whiteman

๐Ÿ‘ค Person
768 total appearances

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Motley Fool Money
Netflix Makes a Shocking Acquisition

You know that.

Motley Fool Money
Netflix Makes a Shocking Acquisition

Every problem is solved by a deal.

Motley Fool Money
Netflix Makes a Shocking Acquisition

Look, there are two tiers.

Motley Fool Money
Netflix Makes a Shocking Acquisition

I think the royalty is the royalty, the rest have to team up.

Motley Fool Money
Netflix Makes a Shocking Acquisition

Peacock, Paramount, call each other.

Motley Fool Money
Netflix Makes a Shocking Acquisition

I think that deal makes sense.

Motley Fool Money
Netflix Makes a Shocking Acquisition

I think it would make at least a stronger second-tier player.

Motley Fool Money
Netflix Makes a Shocking Acquisition

The real question there is egos.

Motley Fool Money
Netflix Makes a Shocking Acquisition

I don't see the Ellisons wanting to give up control.

Motley Fool Money
Netflix Makes a Shocking Acquisition

And I think Comcast likes having a horse in this race.

Motley Fool Money
Netflix Makes a Shocking Acquisition

So I don't know how you structure that so everybody is happy.

Motley Fool Money
Netflix Makes a Shocking Acquisition

But assuming Netflix is allowed to buy Warner Brothers Discovery, and maybe it becomes easier if Peacock and Paramount are together, because you can say, look, this is another.

Motley Fool Money
Netflix Makes a Shocking Acquisition

You can at least try and make the argument to regulators.

Motley Fool Money
Netflix Makes a Shocking Acquisition

But I do think that further consolidation is the natural result of something this big.

Motley Fool Money
Netflix Makes a Shocking Acquisition

Same answer.

Motley Fool Money
Netflix Makes a Shocking Acquisition

Yeah, same answer.

Motley Fool Money
Netflix Makes a Shocking Acquisition

The Comcast TV networks, trying to tread water with a little more scale to spread out over the sales team, yeah, I think

Motley Fool Money
Netflix Makes a Shocking Acquisition

There are too many of these things, period.

Motley Fool Money
Netflix Makes a Shocking Acquisition

As a consumer, as a business, consolidation slash failure, I think consolidation is more likely because they all do have something of value.

Motley Fool Money
Netflix Makes a Shocking Acquisition

I think probably that's the way the world was going before this deal, but a big deal tends to shake things up and cause other deals.