Sep. 10 at 3:22 PM
$PSKY $WBD $NFLX Dude... No where in my statement did I offer a timeline for when the Netflix Subscriber Hemmorging will begin... But the slow bleed will happen post merger most likely accelerate over a year and beyond as Fickle Subscribers can't find decent content to watch. You only need to look at Ted and Reed's actions to understand that Netflix is in really big Trouble with Subscriber retention post WBD/Paramount merger. As far as me "not assuming about any synergies that exist" Real Synergies have been planned, but obviously can't be executed until post merger. Larry and David are not just going after Netflix, The Combination of Oracle, TIKTOK USA, WBD, and Paramount is designed to be a Tech Stack that competes with Meta and Google, not just Netflix. The merger debt Is indeed substantial, but WBD has already been paying down debt since the merger announcement, and both WBD and Paramount have yet to price gouge their Subs like Netflix has.
