Thursday, January 15, 2026- Netflix is reportedly considering revising its takeover offer for Warner Bros. Discovery’s studio and streaming assets by shifting from a mixed cash‑and‑stock proposal to an all‑cash bid.
Under the current agreement, Warner Bros. shareholders were set to receive a combination of cash and Netflix stock in a deal valued at about $82.7 billion, but pressure from rival bidders and market uncertainty has prompted Netflix to explore a simpler, cash‑only structure. This potential change aims to make the offer more attractive and reduce reliance on Netflix’s stock performance, which has been volatile during the negotiation process.
The move comes amid an intense bidding war with Paramount Skydance, which has launched a hostile all‑cash bid reportedly worth around $108.4 billion for the entire Warner Bros. Discovery company, including additional cable assets. Although Warner Bros. has so far maintained support for Netflix’s proposal, Paramount continues to challenge the deal through legal and proxy actions, arguing its offer provides greater immediate value to shareholders and faces fewer financing risks.
Industry analysts say switching to an all‑cash bid could strengthen Netflix’s position by simplifying shareholder comparisons and reducing the deal’s exposure to stock market fluctuations. It may also signal Netflix’s commitment to closing the acquisition more efficiently and responding proactively to competitive pressure and investor concerns. However, the outcome remains uncertain as both Netflix and Paramount continue to refine their approaches while awaiting regulatory review and shareholder votes.
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