Michael O'Leary
CEO and President of Cinema United, representing movie theatre owners and speaking about the potential impact of studio acquisitions on theatrical exhibition.
Best podcasts with Michael O'Leary
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Dec 5, 2025 • 26min
Netflix to take over Warner Bros film and streaming business
Michael O'Leary, CEO of Cinema United, discusses the potential threats to movie theaters from Netflix's massive $72 billion acquisition of Warner Bros. He warns of fewer theatrical releases and shorter windows. Chris Lowe, Chief Economist at FHN Financial, provides an economic perspective on the merger, highlighting the likelihood of regulatory scrutiny in the current media landscape. Together, they explore how this deal could reshape the media industry and impact consumer choices.
Dec 5, 2025 • 45min
SOTS 2nd Hour: Netflix-Warner Deal Details, Fmr. DOJ Antitrust Chief Kanter, & A Data Deluge w/Goldman's Chief Economist 12/5/25
In this discussion, Michael O'Leary, the Chief Executive of Cinema United, shares his insights on the Netflix-Warner deal, calling it an unprecedented threat to movie theaters. He highlights concerns about reduced theatrical titles and the potential for consumers to shift away from cinemas. Alongside, the team examines the current economic data and its implications for the Fed's decisions ahead. Discussions also touch on regulatory challenges, with insights from former DOJ Antitrust Chief Jonathan Kanter, who outlines potential hurdles this transaction may face.
