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Form 8-KTuesday, January 20, 2026📈High Impact
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Netflix Furnishes Amended Merger Agreement for All-Cash WBD Acquisition

m&amanagement

Summary

Netflix, Inc. and Warner Bros. Discovery, Inc. (WBD) amended their definitive merger agreement on January 19, 2026, revising the previously announced transaction to an all-cash acquisition (via Ex. 99.1 press release). The revised structure, announced January 20, 2026, maintains the merger consideration at $27.75 per WBD share. This change aims to simplify the transaction, provide greater value certainty for WBD stockholders, and accelerate the stockholder vote. The transaction will be financed through a combination of cash on hand, available credit facilities, and committed financing. * WBD stockholders will also receive shares of Discovery Global following its separation from WBD. * The original merger agreement was dated December 4, 2025. * The financing includes a Bridge Facility Incremental Commitments Agreement dated January 19, 2026 (Ex. 10.1).

Why It Matters

The amendment to an all-cash transaction for the WBD acquisition, valued at $27.75 per share (via Ex. 99.1 press release), provides increased value certainty for WBD stockholders and accelerates the transaction's path to a vote. This signals Netflix's financial strength and commitment to the deal.

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Filing Details

Reported Items

Item 1.01Entry into Material Agreement
Item 7.01Regulation FD Disclosure
Item 9.01Financial Statements and Exhibits

Additional Information

CIK Number
0001065280
Filing Date
Tuesday, January 20, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
positive