Hollywood’s Next Big Deal: Will Netflix Make an M&A Play for NBCU?

Hollywood’s Next Big Deal: Will Netflix Make an M&A Play for NBCU? hakkında magazin dünyasında yaşanan en son ayrıntılar ve sıcak gelişmeler netleşti. Nov 12, 2026 7:30am PT Hollywood’s Next Big Deal: Will Netflix Make an M&A Play for NBCU? Netflix seems primed to pounce on NBCUniversal as the enlarged Skydance resets the the industry’s balance of power By Todd Spangler David Ellison has knocked out Warner Bros.

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Discovery, merging it with Paramount into the new Skydance Corp. Now the chatter around town is about the industry’s next megamerger.

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In the current landscape, only one media company of considerable size could be ripe for a takeover: NBCUniversal . Following its planned spinoff from Comcast in mid-2027, NBCU could fetch $60 billion from a motivated buyer, research firm Morningstar estimates.

As for who that acquirer could be, industry sources uniformly point to Netflix as the leading candidate. Related Stories ‘How to Rob a Bank’ Review: Nicholas Hoult and Zoë Kravitz Take Their Paychecks in an Annoyingly Flashy, Emotionally Turgid Influencer-Age Heist Movie Netflix chief Ted Sarandos, after walking away from the streamer’s effort to acquire Warner Bros.

and HBO, said his key takeaway was that “we really built our M&A muscle.” He hasn’t tipped his hand about what Netflix might pursue next, saying in April only that “we invest in the business both organically and opportunistically.” Meanwhile, Comcast execs, in announcing the NBCU spinoff plans in June, said they weren’t splitting up the media company to ready it for a sale. But when pressed about the possibility of M&A after the separation, Comcast co-CEO Mike Cavanagh, who’s set to become NBCU’s chief executive post-spin, suggested deals could be in the offing.

As an independent company, it will “have the freedom now to explore adjacent businesses where we have the right to play,” he told Wall Street analysts. Regarding speculation about deal scenarios for the independent NBCU, chief communications officer Jen Friedman said in a statement to Variety : “We have said from the beginning that we are not pursuing this spin for the purposes of M&A.

Our plan for NBCU is to set the business up for growth, and we see a path to doing so given our industry-leading businesses in the most attractive segments of media, our differentiated strategy and our uniquely strong balance sheet.” Netflix declined to comment. Over most of its 29-year history, Netflix shunned big M&A, preferring to stick to its knitting as it continued to enjoy strong subscriber and financial growth.

But the calculus is different now: In the third quarter of 2026, top-line growth dropped to 11.8%, the lowest level in three years, and subscribers in the U.S. are spending less time with Netflix than they used to.

To jump-start its growth, “Netflix needs to make an acquisition,” says Terry Dugan, entertainment finance co-head of law firm Moore & Van Allen. “The only obvious suspect is NBCUniversal.” He says smaller players like Lionsgate, A24 or Neon on the movie side, or Starz or AMC Global Media on the TV side, simply wouldn’t be big enough to move the needle for Netflix in terms of boosting viewing on the service.

After Ellison’s capture of WB, “the pressure across the industry to be more scaled” — meaning assembling a larger collection of media assets and production firepower to compete on a global scale — “has never been higher,” says one senior studio exec. “People are feeling more pressure to consolidate.

But it’s gotta be the right fit.” Yes, Netflix is still turning a nice profit and delivering quarter-over-quarter growth. But the top brass became alarmed about t

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