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Generally with large acquisitions, product integration tends to precede infrastructure integration by years to decades.

Look at GitHub as an example, they were acquired in 2018, and are just migrating to Azure now after 7 years.

Microsoft shipping integrations with GitHub in 20108.

This is definitely the case with several Salesforce acquisitions (early product integration, little, no, or much later infrastructure integration).

So… I predict some level of content integration within a few months.

But infra integration is likely years away.





What infra needs to be integrated? They just get the rights, add the movies and shows to the Netflix CDN, turn off whatever b.s. infrastructure Warner were previously operating.



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