Rick Munarriz
speaker
529 appearances
6 recordings
1 series
first heard Oct 2025
last heard 24 Feb
Rick Munarriz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.
Appearances
Netflix no longer reports their subscribers, but revenue is still growing, so you know the business is still growing.
Warner Brothers Discovery was about a third of that.
So, I do think that this is a business that
Netflix will be able to take these properties, the properties they keep, and make them stronger and find new outlets for them.
I don't think they're going to get rid of the HBO, HBO Max.
They'll just never name it terribly like HBO Max did with the Max name.
But I think that they'll continue, because I think that's another incremental revenue stream.
But not only are you taking your largest premium price streaming service competitor at that pricing range in the mid-teens a month, but you're also doing this in a case where
you're prohibiting anyone else from buying Macs and getting that much stronger and catching up to Netflix.
Netflix was always default cable to me.
Now it's even more default, default cable.
I hate that Paramount stock went up when Netflix stock went down when they had announced a deal last week.
To me, this was like, well, there's no fairness here.
But yeah, I see why Paramount's doing this.
And again, not only is it more money, it's going to be very tempting for the Warner Brothers Discovery Board to look at this.
First of all, it's more money.
So that right away says, well, hey, you know,
shareholder, you know, we got to do right by our shareholders.
And also, this is going to have a clear path to just clearing the regulatory, antitrust regulatory barriers.
Even though Paramount Skydance just added Paramount just a couple of months ago, they're still not this monster that anyone's really scared of.
Showing 341–360 of 529 · page 18 of 27
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