智通财经APP获悉，据知情人士透露，派拉蒙天舞(PSKY.US)正推动在未来几周内完成司法部对其收购 华纳兄弟探索公司(WBD.US)股份要约的反垄断审查。 知情人士表示，派拉蒙一直在提交政府要求的相关信息。完成这项任务将触发为期 10 天的等待期，司 法部须在此期间决定是否以竞争问题为由对派拉蒙的提议提出质疑。 获得监管机构的早期认可，是派拉蒙挫败奈飞(NFLX.US)收购华纳兄弟制片厂及流媒体业务计划的关键 战略。如果派拉蒙能宣布已扫清重大监管障碍，其后便会尝试说服华纳兄弟的股东对奈飞的交易投反对 票。 司法部正在对奈飞和派拉蒙的报价进行深入审查。据了解接触情况的人士透露，包括人才经纪公司在内 的好莱坞关键利益群体已收到联邦官员的信息请求。 司法部的批准并不意味着派拉蒙已高枕无忧。如果派拉蒙更改价格等关键条款，或者最终与华纳兄弟签 署合并协议，其提案可能需要重新提交司法部审查。华纳兄弟的股东们正期望派拉蒙能提高报价。 派拉蒙和奈飞还面临欧盟和英国正在进行的审查，以及美国各州总检察长的调查。 到目前为止，派拉蒙一直拒绝提高其对整个华纳兄弟 1080 亿美元的收购报价，坚称其标书优于奈飞， 且更有可能获得监管 ...

Netflix is up 70,000% since 2002.That's 31% per year.For 24 years. ...

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Core Viewpoint - The Justice Department is investigating Netflix for potential anticompetitive practices related to its proposed acquisition of Warner Bros. Discovery, which may indicate broader scrutiny of Netflix's business model [1][9]. Group 1: Investigation Details - The DOJ has issued a civil subpoena to another unnamed entertainment firm, seeking information on any exclusionary conduct by Netflix that could entrench its market power [2]. - The investigation may provide the DOJ with a legal basis to challenge the Warner Bros. deal if evidence of monopolistic behavior is found, although the investigation is expected to take a considerable amount of time [5][6]. Group 2: Proposed Deals - Netflix has agreed to acquire Warner Bros. Discovery's studio and streaming business for $72 billion, paying $27.75 per share, which could create a significant player in the entertainment industry [3]. - Paramount has made a $77.9 billion hostile bid for the entire Warner Bros. Discovery company, arguing that its offer provides better value compared to Netflix's proposal [3][4]. Group 3: Market Impact - Concerns regarding the investigation have negatively impacted Netflix's stock price, which has decreased by over $160 billion in market value in the past six months [10]. - If the merger between Netflix and Warner Bros. Discovery proceeds, the combined entity would control approximately 30% of the U.S. subscription service market, raising antitrust concerns [11]. Group 4: Company Responses - Netflix's legal representatives assert that the DOJ is conducting a standard review of the merger proposal and have not indicated any separate monopolization investigation [6][8]. - A Netflix spokesperson stated that the company is engaging constructively with the DOJ as part of the standard review process for the acquisition [8].

Group 1 - The U.S. Department of Justice is investigating Netflix's strategy regarding its proposed acquisition of Warner Bros. Discovery's studio and HBO Max streaming service [1] - A subpoena has been issued to a competing entertainment company, inquiring whether Netflix has engaged in anti-competitive behavior [1] - The DOJ is also reviewing Paramount's proposed acquisition of Warner Bros. Discovery, with Warner urging shareholders to reject the deal [1] Group 2 - A Netflix spokesperson stated that the company is unaware of any investigations outside the regular merger review process [2]

The Justice Department is investigating Netflix’s tactics as it looks into the streaming company’s agreement to buy Warner’s studios and HBO Max streaming service, the Wall Street Journal reported. https://t.co/W2UgfyazY8 ...

Exclusive: The Justice Department is investigating whether Netflix has engaged in anticompetitive tactics as it probes the streaming giant’s proposed acquisition of Warner Discovery’s studios and HBO Max streaming service. https://t.co/Zc9N3fm6dJ ...

The Justice Department is investigating whether Netflix has engaged in anticompetitive tactics as it probes the streaming giant's proposed acquisition of Warner Discovery's studios and streaming servi... ...

Group 1 - The Department is investigating bids for Warner and is questioning whether the streaming service has engaged in conduct that could lead to monopoly status [1]

Core Insights - Netflix's stock has declined over 38% from its peak in June 2022, with a notable sell-off following its acquisition agreement with Warner Bros. Discovery and a disappointing earnings outlook for 2026 [1] Group 1: Revenue and Profit Growth - The revenue and profit growth in 2026 is expected to be slower compared to 2025 due to several factors [2] - Favorable exchange rates in 2025 contributed approximately $541 million to revenue, which is unlikely to be replicated in 2026 as the company will face a tougher comparison after Q1 [3] - A price increase for U.S. and Canadian customers occurred early last year, and another price hike in these markets is not anticipated before the end of 2026, although management hinted at potential price increases in other markets [4] - Management projects revenue growth of 12% to 14% for 2026, down from 16% growth in the previous year [4] Group 2: Profitability - Despite slower revenue growth, Netflix expects to improve its operating margin, forecasting a rise from 29.5% in 2025 to 31.5% in 2026 [5] - This operating margin target aligns with Netflix's historical ability to achieve operating leverage as it scales, which is a key attractive aspect for investors [6] Group 3: Warner Bros. Discovery Acquisition - The merger with Warner Bros. Discovery is uncertain, with management not expecting it to close until late 2026 or early 2027 [7] - Regulatory approval for the deal remains uncertain, and if approved, Netflix may incur significant debt to finance the acquisition, potentially impacting earnings due to increased interest expenses [7]