NFLX supply chain intelligence for Netflix, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| WARNER-BROS-DISCOVERY-INC | WARNER-BROS-DISCOVERY-INC | 92% | On February 27, 2026, WBD provided notice to Netflix that it had terminated the Merger Agreement in accordance with its terms in order to enter into an Agreement and Plan of Merger with PSKY in respe… |
| PSKY | Paramount Skydance Corporation | 90% | 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. |
| PSKY | Paramount Skydance Corporation | 90% | Reciprocal relationship from PSKY graph: Reciprocal relationship from NFLX graph: Reciprocal relationship from PSKY graph: Reciprocal relationship from NFLX graph: On February 26, 2026, WBD provided … |
| NEW-TOPCO-25-INC | NEW-TOPCO-25-INC | 85% | ...a newly formed Delaware corporation and wholly owned subsidiary of WBD ('Newco')... |
| NIGHTINGALE-SUB-INC | NIGHTINGALE-SUB-INC | 85% | ...Nightingale Sub, Inc., a Delaware corporation and wholly owned subsidiary of Netflix ('Merger Sub')... |
| 2025-RCF | 2025-RCF | 80% | ...the commitments under Netflix's previously disclosed (i) bridge commitment letter, dated as of December 4, 2025 (the 'Debt Commitment Letter'), (ii) bridge facility incremental commitments agreeme… |
| DDTL-CREDIT-AGREEMENT | DDTL-CREDIT-AGREEMENT | 80% | ...the commitments under Netflix's previously disclosed (i) bridge commitment letter, dated as of December 4, 2025 (the 'Debt Commitment Letter'), (ii) bridge facility incremental commitments agreeme… |
| DEBT-COMMITMENT-LETTER | DEBT-COMMITMENT-LETTER | 80% | ...the commitments under Netflix's previously disclosed (i) bridge commitment letter, dated as of December 4, 2025 (the 'Debt Commitment Letter'), (ii) bridge facility incremental commitments agreeme… |
| INCREMENTAL-COMMITMENTS-AGREEMENT | INCREMENTAL-COMMITMENTS-AGREEMENT | 80% | ...the commitments under Netflix's previously disclosed (i) bridge commitment letter, dated as of December 4, 2025 (the 'Debt Commitment Letter'), (ii) bridge facility incremental commitments agreeme… |
| NEWCO | NEWCO | 80% | ...Newco would hold the Streaming & Studios businesses of WBD (the 'Retained Business')... |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| MERGER-SUB | MERGER-SUB | 85% | ...Merger Sub would merge with and into Newco, with Newco surviving as a wholly owned subsidiary of Netflix. |
| NETFLIX-INC | NETFLIX-INC | 85% | ...Merger Sub would merge with and into Newco, with Newco surviving as a wholly owned subsidiary of Netflix. |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| NFLX-DEBT-3761 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2013-12-31. |
| NFLX-DEBT | Debt stack $16.7B | 90% | Market cache reports total debt of $16.7B. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| NFLX-OWNER-MORGAN-STANLEY | Morgan Stanley | 95% | 13F/ownership overlay lists Morgan Stanley; shares held 85,096,550; ownership 2.02%; value $6.9B; as of 2025-09-30. |
| NFLX-OWNER-JPMORGAN-CHASE-CO | JPMORGAN CHASE & CO | 95% | 13F/ownership overlay lists JPMORGAN CHASE & CO; shares held 63,535,182; ownership 1.50%; value $5.9B; as of 2025-12-31. |
| NFLX-OWNER-FMR-LLC | FMR, LLC | 95% | 13F/ownership overlay lists FMR, LLC; shares held 195,829,757; ownership 4.64%; value $18.3B; as of 2025-12-31. |
| NFLX-OWNER-CAPITAL-WORLD-INVESTORS | Capital World Investors | 95% | 13F/ownership overlay lists Capital World Investors; shares held 89,341,444; ownership 2.12%; value $8.3B; as of 2025-12-31. |
| NFLX-OWNER-PRICE-T-ROWE-ASSOCIATES-INC | Price (T.Rowe) Associates Inc | 95% | 13F/ownership overlay lists Price (T.Rowe) Associates Inc; shares held 86,058,878; ownership 2.04%; value $8.0B; as of 2025-12-31. |
| NFLX-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC | Geode Capital Management, LLC | 95% | 13F/ownership overlay lists Geode Capital Management, LLC; shares held 99,598,678; ownership 2.36%; value $9.3B; as of 2025-12-31. |
| NFLX-OWNER-STATE-STREET-CORPORATION | State Street Corporation | 95% | 13F/ownership overlay lists State Street Corporation; shares held 172,029,420; ownership 4.07%; value $14.0B; as of 2025-09-30. |
| NFLX-OWNER-NORGES-BANK | NORGES BANK | 95% | 13F/ownership overlay lists NORGES BANK; shares held 59,214,900; ownership 1.40%; value $4.8B; as of 2025-06-30. |
| NFLX-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 390,014,981; ownership 9.24%; value $31.7B; as of 2025-12-31. |
| NFLX-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 347,432,020; ownership 8.23%; value $28.3B; as of 2025-09-30. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| TV | Grupo Televisa, S.A.B. | 100.00 | 2 | |
| CNP | CenterPoint Energy, Inc. | 100.00 | 2 | |
| PSKY | Paramount Skydance Corporation | 100.00 | 1 | ['supplier'] |
| WBD | Warner Bros. Discovery, Inc. | 60.75 | 1 | ['receiving'] |
| LBTYA | Liberty Global Ltd. | 50.00 | 2 | |
| NXST | Nexstar Media Group, Inc. | 50.00 | 2 | |
| DIS | The Walt Disney Company | 50.00 | 2 |