Feb. 2 at 5:51 PM
Should
$NFLX acquire
$WBD - Netflix takes out a competitor & acquires a theatrical distribution engine, a deep IP catalogue & prestige branding.
In mid-January 2026, Netflix struck a landmark global licensing deal w/ Sony Pictures. Netflix is now the exclusive global home for Sony’s theatrical hits!!
In late January 2026, Netflix officially confirmed a historic licensing deal w/
$PARA that brings Mayor of Kingstown to the platform. The deal includes 20 Paramount titles
For years, Taylor Sheridan’s universe (Yellowstone, Tulsa King, 1883) was the "iron wall" around Paramount+. Mayor of Kingstown arriving on Netflix marks the first time a Taylor Sheridan series has been licensed to the streamer.
Note: Sheridan is moving to
$CMCSA NBCUniversal in a major deal starting March 2026 (film) & Jan 2029 (TV)
It’s no longer a "streaming war"—it’s a landlord-tenant relationship where everyone else is just paying Netflix for the privilege of being seen.
