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Warner Bros Discovery (basically) admits its merger didn't work
Business Insider· 2024-07-19 02:43
文章核心观点 - 华纳兄弟发现公司(WBD)正在考虑将其数字流媒体和电影工作室业务与其传统电视网络业务分离[3][4] - 这一拆分计划反映了华纳兄弟发现公司合并后未能实现预期效果,即无法通过与发现频道的结合来更好地应对Netflix和科技公司的竞争[6][7] - 分拆计划可能是为了将公司的衰落资产(如有线电视网络)与增长业务(如HBO Max和电影工作室)分离,以提高后者的吸引力[11][12][13] 根据目录分别总结 公司业务现状 - 华纳兄弟发现公司合并后未能创造出更大更好的公司,反而变得更弱[6][7] - 公司的传统有线电视网络业务(如CNN)正在衰落,但仍产生大量现金流,帮助支持其他业务[11] - 公司正面临如何平衡衰落但利润丰厚的电视业务与不确定且成本高昂的流媒体业务的挑战[16] 拆分计划分析 - 拆分计划可能是将衰落的电视网络资产与HBO、电影工作室等增长业务分离[4][11][12] - 分离后,HBO和电影工作室业务可能会更具吸引力,成为潜在的并购目标[13] - 即便无法按照目前提出的方式拆分,公司也可能会逐步出售资产来应对这一挑战[14] - 这一拆分计划反映了公司管理层试图解决这一难题的努力[16]
NBA sends media terms to Warner Bros. Discovery, officially starting five-day match period
CNBC· 2024-07-19 02:35
文章核心观点 - 华纳兄弟发现公司(WBD)正在考虑匹配亚马逊(AMZN)获得的NBA媒体权利包 [4][5][8] - 这笔交易总价值760亿美元,包括与迪士尼(DIS)、康卡斯特(CMCSA)的交易 [7] - 如果WBD无法获得这个权利包,可能会损失约6亿美元的利润 [14] 根据相关目录分别进行总结 媒体权利交易情况 - NBA已向WBD发送新的媒体权利合同条款,WBD有5天时间选择是否匹配亚马逊的权利包 [5][6] - 这笔交易总价值760亿美元,包括与迪士尼、康卡斯特的交易,还包括WNBA版权 [7] - 亚马逊每年支付18亿美元获得其中一个权利包,包括季后赛和联盟内季中赛 [8] WBD的应对策略 - WBD计划争取匹配亚马逊的权利包,尽管这个包是专门为流媒体服务设计的 [10] - WBD拥有TNT频道,是NBA近40年的广播合作伙伴,希望依据现有合同获得匹配权 [10] - 但WBD的流媒体服务Max用户数只有亚马逊Prime的一半,这可能影响其争取权利的筹码 [11] 对WBD的影响 - 如果WBD无法获得这个权利包,可能会损失约6亿美元的利润 [14] - NBA总裁表示希望尽快完成谈判,减少对WBD员工的不确定性 [15]
Warner Bros Discovery reportedly considering break-up to boost share price
Proactiveinvestors NA· 2024-07-19 00:44
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
WBD Stock Pops as Warner Bros. Considers Streaming Spinoff
Investor Place· 2024-07-18 23:53
Warner Bros. (NASDAQ:WBD) stock is in the news Thursday as investors react to reports that the entertainment company is considering a spinoff of its streaming division.According to these reports, Warner Bros. is weighing options that would have it breaking up its business. That includes splitting off its streaming and studio businesses from its television division.Reports of this plan come as Warner Bros. continues to deal with growing debt. The company is still sitting with $39 billion of debt and that’s o ...
Warner Bros. Discovery reportedly mulls breaking up media giant to boost sagging stock
New York Post· 2024-07-18 23:10
Warner Bros. Discovery, the parent company of CNN and HBO, is reportedly weighing a plan to split its digital streaming and studio businesses from its legacy television networks in order to boost its sinking share price — just two years after the mega-merger.WBD boss David Zaslav — who announced another round of layoffs this week that will slash 1,000 jobs — has examined several strategic options, ranging from selling assets to spinning off the company’s Hollywood studio Warner Bros. and its Max streaming s ...
Warner Bros. Discovery to lay off nearly 1,000 staffers amid calls from analyst to ‘explore stategic options'
New York Post· 2024-07-18 00:48
Warner Bros. Discovery reportedly is slashing 1,000 jobs as the struggling media giant faces calls to sell off assets that include ratings-challenged CNN.The layoffs, which began earlier this month, will hit the finance, business affairs and production departments and at streaming provider Max, according to entertainment news site Deadline. The cuts come during a chaotic period for the David Zaslav-led entertainment company, which last week announced that CNN will slashing 100 jobs under a major restructuri ...
Warner Bros. Discovery (WBD) Stock Drops Despite Market Gains: Important Facts to Note
ZACKS· 2024-07-11 07:06
In the latest market close, Warner Bros. Discovery (WBD) reached $7.32, with a -0.27% movement compared to the previous day. This change lagged the S&P 500's daily gain of 1.02%. Meanwhile, the Dow experienced a rise of 1.09%, and the technology-dominated Nasdaq saw an increase of 1.18%.The the stock of operator of cable TV channels such as TLC and Animal Planet has fallen by 8.71% in the past month, lagging the Consumer Discretionary sector's loss of 2.14% and the S&P 500's gain of 4.44%.Analysts and inves ...
Warner Bros. Discovery Names Robert Gibbs Chief Communications and Public Affairs Officer
Prnewswire· 2024-06-18 22:30
NEW YORK, June 18, 2024 /PRNewswire/ -- Warner Bros. Discovery (Nasdaq: WBD) today announced that Robert Gibbs has been appointed Chief Communications and Public Affairs Officer. In this newly created role, he will oversee WBD's corporate and business communications as well as public affairs. An experienced and proven communications and public policy leader, Gibbs will officially assume the role on August 5 and report to David Zaslav, Chief Executive Officer. "At this transformative time in our industry, Ro ...
Warner Bros. Discovery (WBD) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2024-06-15 06:50
Warner Bros. Discovery (WBD) closed the latest trading day at $7.24, indicating a -0.69% change from the previous session's end. This change lagged the S&P 500's 0.04% loss on the day. At the same time, the Dow lost 0.15%, and the tech-heavy Nasdaq gained 0.12%. Shares of the operator of cable TV channels such as TLC and Animal Planet witnessed a loss of 11.42% over the previous month, trailing the performance of the Consumer Discretionary sector with its loss of 0.13% and the S&P 500's gain of 4.15%. Marke ...
Warner Bros. Discovery Lands US Broadcast Rights to the French Open
Investopedia· 2024-06-12 05:00
文章核心观点 - 华纳兄弟发现公司(WBD)与法国网球联合会签订10年合约,从2025年开始在美国播放法网赛事[1][3] - 该交易每年价值约6500万美元,比之前的12年合约平均每年1200万美元有大幅提升[5] - WBD将通过其TNT、TBS、truTV频道以及Max流媒体服务播放法网赛事[2][4] - 这一举措是WBD拓展其在直播体育领域的版图[3] 根据目录分别总结 交易细节 - WBD将从NBC和网球频道手中接手法网在美国的转播权[6] - 这一交易将持续10年,从2025年开始[1][3] - 交易价值约6500万美元/年,大幅高于之前的1200万美元/年[5] WBD的战略 - 这一交易与WBD的全球体育战略和增加优质现场体育内容的承诺相吻合[7] - WBD此前已有35年与欧洲体育频道Eurosport合作播放法网的经验[7] - 这一交易还与WBD旗下TNT频道试图续约NBA转播权的动作相关[7] 市场反应 - WBD、辛克莱尔和康卡斯特股价在消息公布后均有小幅下跌[8] - 这三家公司今年股价均呈现负值,WBD跌幅最大达30%[8]