The Special Situation Report

The Special Situation Report

The Netflix Triangle – Merger Arbitrage Mondays

Asif's avatar
Asif
Jun 22, 2026
∙ Paid

Roku (ROKU): $138.07

Market Cap: $20.48B

Deal Size: $22B

As I contemplated which deal I wanted to write about briefly for this week’s Merger Arbitrage Mondays articles, I realized that the three deals that were top of mind for me all had a Netflix (NFLX) connection.

The first was the largest deal announced last week, with Fox Corporation (FOXA) acquiring Ro…

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