Strategy Simplified
Strategy Simplified is here to demystify the consulting industry and help you land your dream job in management consulting. Hosted by the expert team at Management Consulted - the world's largest resource for consulting news and interview prep - each episode covers topics related to the consulting world, from interview preparation and case study techniques to networking strategies and industry trends. Whether you're just starting your career or looking to make a transition, Strategy Simplified is the go-to resource for anyone looking to break into the consulting industry. With actionable advice, insider tips, and real-life success stories, this podcast is the ultimate guide to simplifying your career strategy and landing your dream consulting job.
Strategy Simplified
S21E19: Netflix’s $72B Warner Bros Gamble
Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming.
In this episode, we break down:
- Why Netflix is suddenly willing to buy instead of build
- How HBO, Warner Bros, and gaming change Netflix’s strategy
- The regulatory risk (and why Trump and Paramount matter)
- Whether this deal can ever pay for itself
- What this means for the future of streaming bundles and pricing
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Episode Links:
- Netflix press release
- Netflix set to buy Warner Bros. in deal valued at $83 billion (ABC News)
- Netflix Co-Founder LinkedIn Post
Chapters:
- 01:20 Christmas tree banter and setting the stakes
- 03:05 What Netflix is actually buying from Warner Bros
- 07:00 Why Netflix wants Warner Bros and HBO
- 11:45 Can this $72B deal ever pay off?
- 16:30 Ads, bundles and the future Netflix business model
- 20:50 Antitrust risk, Trump factor and hostile bids
- 24:30 Disney, YouTube and the real competitive set
- 28:10 When M&A stops being rational
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
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