Warner Bros. Discovery (WBD) shares have dipped 16.7% year to date, underperforming the broader Zacks Consumer Discretionary sector’s return of 10.9%. WBD shares have also lagged the Zacks Broadcast Radio and Television industry’s growth of 44.3% and its peers Netflix (NFLX) , Fox (FOXA) and Townsquare Media (TSQ) . Over the same time frame, shares of NFLX and FOXA have gained 79.1% and 54.2%, respectively, while shares of Townsquare fell 6.2%.During the nine months ended Sept. 30, 2024, WBD revenues fell 6 ...

Analysts praised the agreement reached this week between Warner Bros. Discovery WBD rand the National Basketball Association (NBA) that will see an extension of the two company's partnership for 11 years.As part of the deal, TNT Sports will be licensed to other companies and Warner Bros. will get exclusive rights to NBA games in some international markets. The deal will also see ESPN, a unit of The Walt Disney Company DIS, partner with Warner Bros. to license the popular basketball studio show "Inside the N ...

Shares of Warner Bros. Discovery, Inc. WBD are trading higher Monday. The company said it has reached a deal with the National Basketball Association. The agreement will extend the media partnership for an additional 11 years. Warner Bros also said that it has resolved all recent disputes related to the NBA's media agreement.This development has made Warner Bros. our Stock of the Day.Warner Bros sued the NBA in July. This occurred after the league gave broadcast rights to Comcast Corporation CMCSA, ESPN, an ...

Warner Bros. Discovery agreed to end its quest to own a package of live National Basketball Association games in the U.S. for the 2025-26 season and beyond, settling all of its legal disputes with the league.Warner Bros. Discovery sued the NBA in July, claiming the league failed to allow the media company to use its so-called matching rights on a package of live games.The league selected three media partners — Disney, Comcast's NBCUniversal and Amazon Prime Video — to be its U.S. distributors of live games ...

I analyze oil and gas companies, related companies, and Warner Bros. Discovery in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign ...

核心观点 - CNN面临裁员、降薪和新数字节目模式等情况看起来前景黯淡但有私募股权公司在考虑收购不过近期不会有动作且公司尚未出售CNN同时也存在估值困难等问题[1] CNN现状 - CNN面临裁员、降薪和新数字节目模式情况前景看起来不乐观[1] - 私募股权公司在计算收购CNN的可能性但近期不会有收购发生CNN的母公司华纳兄弟探索公司也尚未出售CNN[1] - 没有公司出价因为私募股权人士不知道如何对其估值[2] - CNN今年预计盈利约7.5亿美元低于2020年的超10亿美元由于人们停止观看有线电视新闻有线电视费用下降CNN是国际新闻运营机构运营成本高[2] - 华纳兄弟探索公司第三季度广告收入降至15亿美元相比2023年同季度的17亿美元[3] CNN存在的问题 - 私募股权高管认为CNN节目过于左倾消费市场在萎缩[3] - 有高管认为CNN是在贬值的资产[3] CNN的积极因素 - 华纳兄弟探索公司的大卫·扎斯拉夫想让CNN运作起来减少所谓的左倾政治偏见他认为如果能找到正确策略新闻能盈利[5] - CNN的首席执行官马克·汤普森是严肃的媒体高管曾助力《纽约时报》成功的数字战略如果他和扎斯拉夫能让CNN成功吸引观众将创造未来的新闻商业模式可能不愁买家[6]

关于退休相关 - 退休复杂且只有一次机会应好好把握 [1] - 退休论坛提供可行理念高收益安全退休投资组合和宏观经济展望以帮助最大化资本和收入并搜索整个市场帮助最大化回报 [1] 关于华纳兄弟探索公司 - 华纳兄弟探索公司（NASDAQ:WBD）是美国最大的媒体公司之一由AT&T分拆出来拥有该国最大的内容组合之一但一直受到惩罚 [2] - 价值投资组合专门构建退休投资组合并利用基于事实的研究策略来确定投资包括大量阅读10K文件分析师评论市场报告和投资者报告并投资自己推荐的股票 [2] 关于分析师披露 - 分析师在WBD股票中有受益的多头头寸通过股票所有权期权或其他衍生品且文章表达自己的观点除了从Seeking Alpha外未接受补偿与文章中提到股票的任何公司没有业务关系 [3]

股票表现 - Warner Bros. Discovery (WBD)股票在2024年第三季度报告强劲的流媒体业绩后上涨近12% 这是自Max推出以来最大的季度订户增长 [1] 营收情况 - 营收为96.2亿美元 低于Zacks共识预期3.4% 同比下降3.6% [2] - 调整后每股收益为5美分 而Zacks共识预期为亏损7美分 去年同期亏损17美分 [2] 订阅用户情况 - 2024年第三季度末全球DTC订阅用户达1.105亿 环比增加720万 超出Zacks共识预期2.02% 但低于预期5% [3] - 全球DTC ARPU除汇率因素外增长1%至7.84美元 低于Zacks共识预期3.21% [4] 流媒体业务相关 - 近期在美国以外市场推出Max以及与竞争对手增加捆绑销售 本月晚些时候将在东南亚七个市场推出 明年将在澳大利亚等十几个市场推出 2026年将进入欧洲三个最大市场 [5] - 像《龙之家族》第二季等关键节目以及奥运会助力相关指标 流媒体广告收入同比增长49%（除汇率因素外增长51%）至2.05亿美元 低于Zacks共识预期5% [6] - 总体DTC营收（占营收的27.4%）较去年同期增长8%至26.3亿美元 低于Zacks共识预期3.18% 本季度盈利2.89亿美元 较2023年第三季度的1.11亿美元有所增长 [7] 合作与发展 - 与迪士尼和福克斯的体育流媒体合作 被法官以反垄断为由暂时阻止推出 [8] - 与Charter Communications的战略合作伙伴关系 将Max（Ad Lite）和Discovery +内容整合到Spectrum TV Select套餐中 公司频道组合（包括探索频道等主要网络）的收视率稳步增长 [9] 工作室业务情况 - 工作室营收除汇率因素外下降17%至26.8亿美元 低于Zacks共识预期8.38% [10] - 公司电视工作室有望在剧本内容方面实现过去五年中最盈利的一年 目前为近20个平台制作80多部真人剧本 非剧本和动画系列 [10] - 影院营收除汇率因素外下降40% 主要由于票房收入较低 [11] - 游戏营收除汇率因素外下降31% 主要是由于去年的表现优于今年 [11] - 预计2024年第四季度工作室业务利润将有所改善 [12]

I analyze oil and gas companies, related companies, and Warner Bros Discovery in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign u ...

Key TakeawaysWarner Bros. Discovery posted better-than-expected earnings as its Max streaming service set a record for new subscribers.The movie, TV, and streaming entertainment provider added 7.2 million subscribers in the third quarter. Shares surged Thursday following the release, though even with Thursday's gains, they remained lower for the year. Warner Bros. Discovery (WBD) shares surged Thursday after the media giant posted better-than-expected earnings as its Max streaming service set a record for ...