Netflix, Inc. (NFLX) UBS World Media and Communications Convention 2025 December 8, 2025 2:15 PM EST
Firm Members
Gregory Peters – Co-CEO, President & Director
Theodore Sarandos – Co-CEO, President & Director
Convention Name Members
John Hodulik – UBS Funding Financial institution, Analysis Division
Presentation
John Hodulik
UBS Funding Financial institution, Analysis Division
Okay, everyone. Good afternoon, and thanks for becoming a member of us. I am John Hodulik, the telecom and media analyst right here at UBS. And I am happy to announce our subsequent audio system are Greg Peters and Ted Sarandos, the co-CEOs of Netflix. Thanks for being right here, guys.
Gregory Peters
Co-CEO, President & Director
Pleasure. Sure.
John Hodulik
UBS Funding Financial institution, Analysis Division
Thanks for taking trip of what undoubtedly a busy schedule for you.
Gregory Peters
Co-CEO, President & Director
Busy. Sure.
Query-and-Reply Session
John Hodulik
UBS Funding Financial institution, Analysis Division
So we have got 35 minutes for Q&A, and I determine we’ll simply dig proper in. Paramount Skydance is now providing an alternate bid to Warner Bros. shareholders. What are your ideas?
Theodore Sarandos
Co-CEO, President & Director
I might say that…
Gregory Peters
Co-CEO, President & Director
Good opener. Go proper for it.
Theodore Sarandos
Co-CEO, President & Director
Right now’s transfer was fully anticipated. Now we have a deal executed, and we’re extremely pleased with the deal. We expect it is nice for our shareholders. We expect it is nice for shoppers. We expect it is a good way to create and shield jobs within the leisure trade. We’re tremendous assured we’ll get it throughout the road and end. So we’re excited.
John Hodulik
UBS Funding Financial institution, Analysis Division
Clearly, Warner Bros. is a major deal for you guys and for the media trade.
Theodore Sarandos
Co-CEO, President & Director
Sure.
John Hodulik
UBS Funding Financial institution, Analysis Division
Assist us perceive the rationale for the
