Netflix exec shakeup fuels fresh M&A speculation
MediaPost’s Wayne Friedman reports that Netflix’s replacement of content chief Bela Bajaria with Peter Rice comes as growth stagnates and the stock falls 24% year-to-date.
Why it matters. If Netflix pivots toward theatrical and studio acquisitions, it signals the streaming-only playbook has peaked and that scale now requires buying legacy content assets.
Signal from mediapost.com · Wayne Friedman · read the original.
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