Alex Morris - TSOH Returns
The Business Brew
00:00
Is Paramount Going to Compete With Netflix?
I do think the natural progression of this probably leads to Paramount licensing content and or selling. Netflix has been pretty clear that they have no interest in buying linear channels. CBS and Theory could basically operate the Fox strategy with a licensing agreement across all of their coming, obviously after current agreements run out,. But how do they compete with Disney when they have to go out and renew the NFL down the road? Like, what's your terminal value on that asset? I think it's very difficult because Disney is going to play both sides of this for sure.
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