Dia: 27 de Fevereiro, 2026

The distribution Masterstroke: Why Netflix’s AMC pivot trumps the Warner acquisition and deliver AMC 1B+/year

Can AMC with the right strategy see its market value boosted from 600M to +10B?
The recent withdrawal of Netflix from the bidding war for Warner Bros. Discovery (WBD) marks a definitive turning point in the “Streaming Wars.” Netflix now has the unique opportunity to transition into a vertically integrated entertainment ecosystem by acquiring AMC Theatres. By converting digital subscribers into physical patrons through a “Zero-Friction” entry model, Netflix can solve its churn problem and turn a struggling infrastructure into a high-margin profit engine.