Jun. 16 at 9:46 PM
$NFLX
I’ve been following this
$NFLX situation and it’s interesting how the M&A focus seems to be shifting around.
They reportedly looked at
$ROKU, but stepped away without a bid, and now
$LION is coming up more in the conversation.
What stands out:
Early talks with Roku, no formal offer
No bid eventually submitted
Attention now shifting toward
$LION
Netflix not pushing back on the new reports
Feels like they’re still exploring expansion beyond just streaming, more toward owning parts of the content pipeline.
