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Form 8-KFriday, February 27, 2026High Impact
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WBD Reports Termination of Netflix Merger Agreement

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Summary

Warner Bros. Discovery, Inc. ("WBD") terminated its Amended and Restated Agreement and Plan of Merger with Netflix, Inc. on February 27, 2026. This action followed WBD's determination on February 26, 2026, that a revised proposal from Paramount Skydance Corporation ("PSKY") constituted a "Company Superior Proposal." Netflix waived its right to negotiate revisions to the Merger Agreement. Concurrently with the termination, WBD entered into an agreement with PSKY, and PSKY, on behalf of WBD, paid a $2,800,000,000 termination fee to Netflix.

Why It Matters

The termination of a previously disclosed material merger agreement with Netflix and the immediate entry into a new agreement with PSKY, accompanied by a substantial $2.8 billion termination fee, represents a significant strategic pivot for WBD, impacting its future business structure and partnerships.

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Key Quote

On February 26, 2026, WBD provided notice to Netflix that the revised proposal WBD received from Paramount Skydance Corporation ("PSKY") constituted a Company Superior Proposal (as defined in the Merger Agreement) (the "Determination").

— From Item 1.02

Filing Details

Reported Items

Item 1.02Termination of Material Agreement

Additional Information

CIK Number
0001065280
Filing Date
Friday, February 27, 2026
Filing Time
12:00 AM UTC
Form Type
8-K
Materiality Level
high
Sentiment
neutral