{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Option","title":"Episode 81: Netflix Denies Lionsgate, But the M&A Clock Is Running","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2b6b96bc\"></iframe>","width":"100%","height":180,"duration":253,"description":"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.","thumbnail_url":"https://img.transistorcdn.com/4RKcc1IGb7a3BJ1dndiWrVMcYNS3d-RHc5yAO2mJR8g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zODVm/MzRmM2IxNDUwOWZj/NDg0NGJhMjhjOTI2/MmZhMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}