Netflix emerges as top bidder-in-waiting for a spun-off NBCUniversal
Variety’s Todd Spangler reports industry sources uniformly point to Netflix as the leading candidate to acquire NBCUniversal after its mid-2027 Comcast spinoff, with Morningstar estimating NBCU could fetch sixty billion dollars from a motivated buyer.
Why it matters. Comcast’s two-year IRS tax rule means Netflix has a narrow window to negotiate a deal before mid-2029, or must get creative with deal structure sooner.
Signal from variety.com · Todd Spangler · read the original.
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