Netflix Inc at UBS Global Media and Communications Conference Transcript

Dec 08, 2025 / 07:15PM GMT

Release Date Price: MXN1764.13 (-3.10%)

Transcript

John Hodulik

UBS AG - Analyst

Okay, everybody. Good afternoon, and thanks for joining us. I'm John Hodulik, the telecom and media analyst here at UBS. I'm pleased to announce our next speakers are Greg Peters and Ted Sarandos, the co-CEOs of Netflix. How are you doing? Thanks for being here, guys.

Theodore Sarandos

Netflix Inc - Co-Chief Executive Officer, Chief Content Officer, Director

Our pleasure, yeah.

John Hodulik

UBS AG - Analyst

Thanks for taking time out of what's definitely a busy schedule for you.

Gregory Peters

Netflix Inc - Co-Chief Executive Officer, Director

Busy-ish, yeah.

John Hodulik;Theodore Sarandos

UBS AG - Analyst;Netflix Inc - Co-Chief Executive Officer, Chief Content Officer, Director

So we've got 35 minutes for Q&A, and I figured we'll just dig right in. Paramount Skydance is now offering an alternative bid to Warner Bros.' shareholders. What are your thoughts?

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