“[Rice's] long tenure at Fox, and then Disney after its acquisition of Fox, gives him unique insight into the consolidation of two major studios, relevant if Netflix chooses to go after another studio,”

Alicia Reese · said 2026-10-15 · reported 2026-10-16

Reese wrote in a research note Thursday that Rice's tenure at Fox and Disney gives him unique insight into studio consolidation relevant to potential Netflix M&A.