Hollywood’s Next Big Deal: Will Netflix Make an M&A Play for NBCU?

David Ellison has knocked out Warner Bros. Discovery, merging it with Paramount into the new Skydance Corp. Now the chatter around town is about the industry’s next megamerger.

In the current landscape, only one media company of considerable size could be ripe for a takeover: NBCUniversal. Following its planned spinoff from Comcast in mid-2027, NBCU could fetch $60 billion from a motivated buyer, research firm Morningstar estimates. As for who that acquirer could be, industry sources uniformly point to Netflix as the leading candidate.

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