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whiplash451
1 day ago
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Netflix to Acquire Warner Bros
Your model might be too simplistic.
It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)
Dylan16807
1 day ago
[–]
Well all the content costs don't change, and they can combine CDN servers anywhere it makes sense regardless of whether it's one service or two. So revenue and margin numbers should track pretty tightly.
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It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)