Episode 81: Netflix Denies Lionsgate, But the M&A Clock Is Running
Netflix issued a flat denial Tuesday after Lionsgate shares surged 14% on acquisition speculation — but the denial doesn't close the story. Lionsgate is positioned as a pure-play acquisition target following its May 2025 separation from Starz, with a stock that's climbed from ~$6 to over $16 since the split. That success raises the acquisition floor at a moment when Hollywood consolidation is accelerating fast. This episode breaks down what the Netflix denial actually signals, what Lionsgate's IP slate is worth to a strategic buyer, and where the broader M&A wave is heading. Key Takeaways…
The skinny
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