What is the projected annual revenue for a merged Netflix and WBD in APAC?

The merged entity is projected to generate $6.6 billion in annual revenues for the Asia-Pacific region.

When do WBD's current SVOD deals in APAC expire?

WBD's existing SVOD deals in markets like India, Japan, and Korea are secured until 2027.

What is the potential breakup fee for the Netflix WBD merger?

Netflix has agreed to a $5.8 billion breakup fee if regulatory approvals block the deal.

Home / Business and Economy / Netflix-WBD Merger: APAC Revenue Powerhouse?

Netflix-WBD Merger: APAC Revenue Powerhouse?

8 Dec

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Summary

Merged Netflix and WBD could generate $6.6B in APAC revenue annually.
WBD's streaming in Asia is nascent, with SVOD deals ending in 2027.
The $82.7B deal faces regulatory hurdles and a potential $5.8B breakup fee.

Netflix-WBD Merger: APAC Revenue Powerhouse?

A proposed merger between Netflix and Warner Bros. Discovery (WBD) is poised to create a formidable force in the Asia-Pacific media market, potentially generating annual revenues of $6.6 billion. Media Partners Asia reports that Netflix's current APAC revenue stands at approximately $5.5 billion, with WBD contributing an additional $1.1 billion. While Netflix's presence is primarily subscription-based, WBD also operates as a significant content distributor and has a less developed streaming footprint in the region, outside of Australia.

This consolidation presents a critical strategic juncture for the merged entity. Key decisions will revolve around whether to renew WBD's existing subscription video-on-demand (SVOD) deals in markets such as India, Japan, and Korea, or to consolidate this content onto their proprietary platforms. These current licensing agreements are in place until 2027, offering a window for strategic planning. Competitors may respond by seeking deeper alliances with other major players like NBCUniversal, Sony, and Disney.