Should Netflix Buy NBCU?

Wolfe Research’s Peter Supino joins John to discuss what comes next for Netflix’s sports strategy in the wake of Bela Bajaria’s abrupt exit. Peter explains why Netflix should partner with rivals like Peacock and pivot from one-off sports events to full-season slates—and lays out his case for why the streamer should buy NBCUniversal outright. They also dig into the sports-media fallout from the Skydance merger.