WBD

ShadowLiberal

WBD has a TON more debt then Netflix, which is definitely weighting the stock down. Long story short, Zaslav clearly overpaid for the WB assets from AT&T.

Th3rdLegger

Hopefully the momentum continues. I just don’t understand why Netflix is trading over $1000 a share and stocks like WBD or DIS are much cheaper. I know Netflix has more subscribers but even so should they at least be half of what Netflix is trading

Individual-Habit-438

What a reversal for WBD, which dumped 6% on this morning's ER, then shot to the moon Looks like we're weighting 5 million more Max subs over declining revenues from cable and ads

Individual-Habit-438

WBD making substantial moves upward after earnings and an initial dump That stock has been beaten up so badly by the tariff drop that barely affected it

Individual-Habit-438

Glad I closed my WBD short before it decided to rip instead

curious_skeptic

WBD. I'm just really impressed by the quality of HBO's programming. I think the stock has a bright future, as it pays off its massive debt-load and picks up new subscribers.

Ok_Application963

WBD. And it’s up for me!

cxr_cxr2

These Disney figures are quite reassuring for WBD as well, actually. It seems that streaming is starting to make up for the steady revenue decline from linear channels.

natalie_merchant_fan

Long WBD reports tomorrow

FawningDeer37

What are you making? A reality show? Sure that could work but you’d be better off trying some side office at WBD. Netflix won’t bite on that though.

Turbulent-Beauty

So, WBD, PARA, DIS, and NFLX could be affected by this. Any other stocks?

Ancient_Sun_2061

I did…Did you? You selectively picked a specific movie which was approved and you ignored the rest of the article which clearly says imports of Hollywood movies are being curbed. “It was not clear if China would approve the entry of other major releases this summer, such as Paramount’s (PARA.O), opens new tab “Mission Impossible — The Final Reckoning,” which may mark Tom Cruise’s last appearance in the long-running franchise, Warner Bros’ (WBD.O), opens new tab new “Superman” movie from “Guardians of the Galaxy” filmmaker James Gunn, and Marvel’s new take on “The Fantastic Four.”

gatovision

NFLX is so pumped right now, almost $500B mcap but i think their content is stagnant and one of the worst of all the streamers. Streaming is just so fragmented now, its so difficult just to sit down and find a decent movie/show to watch without scrolling through so much shit. Some studios need to combine and take on Netflix. WBD and PARA should merge, HBO with Paramount would be a good service.

Girth-Brooks_

WBD forgot its an American company 

icein2017

WBD gotta be the next move after 🥭tweet

Individual-Habit-438

how's it any different from WBD's business model, except for debt?

Girth-Brooks_

Please god tell me WBD makes their movies in America..

anywhoaroundhere

It can feel that way. My weekly CCs on WBD net $8-10, but that’s $400 annually which isn’t nothing. Consider it my penance for not selling these shares years ago.

derprondo

Puts on $WBD because they are fucking retards if they think I'm going to pay for a CNN subscription LMAO. I'll just stick with Reuters and APNews.

Salt_Yak_3866

valid concern for sure .I did a little research on that very topic amd they are leveraging streaming options now. for that matter, so are GTN ,,PARA and WBD etc. NFLX showed them how to make money, and now all are rushing to copy Netflix

blitzlurker

DCAing into AMD/WBD/WMT (yes I’m boring)

dont_downvote_SPECIL

Lol AEW advertising on CNBC now 🤣🤣🤣🤣 Puts on WBD Buy more TKO!! John Cena's retirement tour is recession & tariff proof!

Mithril1991

I now do buying stock leg, write put, write call, at near ATM, shirt term. Basically short strangle with stock. If assigned in put, next I write call X2. I am doing this only outside of core position in stock I believe in. E.g. I have 200 core in WBD, and do this strategy weekly. Just for money collection. If I have to buy more at lower price, I tax lot some positions, but I always try to sell above my bep.

WickedSensitiveCrew

SKYW is interesting. I would never personally would buy an airline. I been adding to WBD. I think some might feel the same about media companies avoid those. But for some reason things have gone silent on WBD at a time they have two hit movies in theathers and had another hit show in The Pitt.

natalie_merchant_fan

WBD 10 call May 16

ReallyGottaTakeAPiss

I’m long a tiny bit on WBD. They really need to cut debt and expenses more than they have been. They also need to rethink how they use their IP in an increasingly competitive video game industry and stop focusing on absurd MTX in an inflationary environment. MTX doesn’t work if the game goes offline (Multiversus….). They need to focus on user retention with quality and stop fucking around with mobile game MTX bullshit.

gatovision

NFLX valuation is really becoming a joke. content is stale, its geared for teens now. Couple of these other streamers need to merge and compete. WBD (HBO) and PARA would be a better service.

callsonreddit

Highlights * TV ads may collapse if recession hits, mirroring newspapers' decline * Ad spending could drop $45B; $12B hit to TV, $29B to digital * Meta, Snap, Trade Desk may drop 30%+ * Netflix, Alphabet better positioned * Roku, Paramount, Disney, Fox, WBD may see major earnings declines * Tariffs, trade uncertainty worsening outlook

ElectricalGene6146

So that makes Netflix worth 400B and WBD worth 20B? Max is a staple on most TVs these days.

ElectricalGene6146

That’s a very simplistic take. There’s room for multiple streaming services. It’s not a winner take all market, and the numbers do back up WBD being very successful once they restructure and get their finances more in line.

rpthrowah

WBD doesn't stand a chance against Netflix. Nothing will save the competition unless they strike some crazy deals among themselves.

eyepopp

$WBD has to go up with NFLX, I think …

ElectricalGene6146

I’m just hoping WBD follows…. Max has been crushing it and I barely know anyone without a sub these days…

Individual-Habit-438

I bought a bunch of calls on WBD because it's been crushed by the tariff crash even though it makes almost no physical products. From 11 down to 8. NFLX could cause a sympathy rise today if their report is good. I picked the 8.5 and 9c for May 9 expiry because it's a day after their ER. Last WBD earnings sent the stock ripping upward into the 14s until market turmoil dragged it down.

SometimesTea

Any other retards bullish on $WBD, or just me? I'm not thinking of options, but I kind of want to put it in my DCA at that price. Weren't they planning on selling IP?

Educational_Bag_1923

Is $WBD a buy at $8?

Individual-Habit-438

Seriously, calls on WBD. I follow the stock closely and it's been beaten up too much by the recent drop for a company that makes almost no physical products.

mcs5280

Look on the bright side guys at least we will get to watch Don Jr. Cocaine Hunter on Discover Channel. Calls on WBD.

gatovision

Also “were going double our revenue by 2030” and stock pumps $60. Yeah thats every company’s goal. Their content is stale. WBD (Max) and Paramount need to combine, would be a better service.

natalie_merchant_fan

buy WBD

usernamesarelame4eva

WBD

Intrepid_Doubt_6602

I'll admit I screwed up with EL but I'm in too deep at this point. BP's dividend yield is incredible, 6% plus. I'm definitely not doing Ford as a longterm play, just a short term to juice dividends. I thought it was worth taking a risk on WBD given their P/S ratio is something absurdly suppressed like 0.5.

dvdmovie1

LVMH is a great company but 31% imo is rather excessive. Would keep that at a smaller size, would keep BP given Elliott activist campaign, would keep Amazon. ASML is fine. Perhaps Apple but less and have to hope that everything going on works out perfectly. IMO: Definitely no to Ford, would not be interested in Comcast, WBD is not a good business (with an absurdly overpaid CEO.) DIS/EL are "well, they're not going away" but that doesn't mean they can't continue to be not great investments for the foreseeable future - I mean, EL's continued decline is almost impressive at this point. What is the catalyst within a reasonable time frame for these to really turn around? CMCSA has media/theme parks/broadband. Broadband is competing with 5g to the home, media is not in good shape. I mean, the cable channels used to be a decent business, now all of them are being spun out aside from Bravo while PARA and WBD take massive write-offs on the value of theirs. The movie business is looking less and less appealing, network TV is a melting ice cube, etc. At some point with theme parks (both DIS/CMCSA) you're starting to price out more and more of the population.

Individual-Habit-438

I keep a large and diverse watchlist of about 100 different instruments. By far the most aggressively sold off one is...WBD stock? A company that makes no notable physical products and has no physical supply chains exposed to any of this? I guess advertisers pay less in recession times. But otherwise Max and movies and cable are relatively cheap entertainment in tough times. This was happening before China said they might ban American movies.

Silent_Elk7515

Behold, the trade war farce! Trump’s ‘deal soon’ is his love letter to China’s weak movie jab. Tariffs? A bluff crumbling fast. SOXL and WBD are golden tickets in this chaos sale. Doomers can wail, but I’m riding this rollercoaster to profit town. Peace is nigh, buy now!

Sandvicheater

China severally banning Hollywood movies? Puts on DIS, WBD, PARA, Genshin impact, Marvel Rivals, League of legends.

Intrepid_Doubt_6602

LVMH (MC)-31.42% Disney (DIS)-17.03% Apple (AAPL)-15.23% ASML (ASML)- 8.65% Amazon (AMZN)-7.23% Ford (F)-5.13% Estee Lauder (EL)-4.98% Comcast (CMCSA)-3.60% BP (BP)-3.21% Shell (SHEL)-2.02% WBD (WBD)-1.50%

Individual-Habit-438

By far the most volatile stock on my tariff-era watchlist is WBD. Always the biggest faller on a deep red day out of a long and diverse list. Strange considering it makes no physical products in tariffed countries and is only exposed to people cutting expenses in a downturn.

Sandvicheater

Looked into WBD after the runaway hit with Minecraft movie. Holy shit how is this company still alive?

cruisin_urchin87

China just said they will ban all US movies. Short WBD?

TopherBrennan

Took my 7-year-old to see the Minecraft movie last night. Local AMC had five screens devoted to it. Crowd was cheering nonstop. Calls on... oh JFC, I can't do this, MSFT and WBD still going down with everything.

pseudo_rockstar

!banbet WBD +15% 4w

ShadowLiberal

I don't know about Newsmax, but WBD still has an absolutely insane amount of debt on their balance sheet bringing their valuation down.

Individual-Habit-438

NMAX is worth almost as much as FOXA, who has a ton of other media properties and a lock on #1 in the conservative media. It'a also closing in on WBD, which owns about half the networks on cable including CNN, which did $450M in 2024 profit and 2.5B in revenue, while NMAX lost 55M on 80M revenue in an election year. It's going down a lot. Just a matter of when.

quantymcquantface

NMAX going to be worth more than WBD by eod

Individual-Habit-438

As long as an extravagantly unprofitable niche cable network (in 2025!) can go on the biggest IPO run in 30 years, we're not even close to bottom. It's already at a MC higher than Paramount. If it doubles today it would be worth more than all of FOXA or WBD.

Individual-Habit-438

it would be worth more than all of FOXA or WBD by then

Various_Couple_764

They spun off WBD and they cut there dividned about 3 years ago to reduce expenses and pay down their debt. Its all woking. Money is now moving from speculative stocks to dividend stocks like AT&T.

Siks10

1. They spun off WBD and focus on their valuable core business 2. Money is rotating from less profitable growth stocks to value stocks (because where we are in the economic cycle) 3. It's long overdue

Individual-Habit-438

I made a bunch on WBD calls on Friday

Wide_Neighborhood_49

How close is the USA to only having state sponsored media at this point? Will WBD tank on Monday now that Mango has decided cnn is illegal?

Individual-Habit-438

WBD was my stock pick of the day for today and it's been a winner. Closing in on +4%

Individual-Habit-438

I trade WBD stock (Warner Bros Discovery) fairly actively in both directions and I think today's going to rip. I loaded the heaviest I've been in over a year in that stock. We'll see if I was right EOD.

Individual-Habit-438

One of the places to look are for companies that had great earnings in late Feb, then got caught up in the downdraft. When things pick back up they may be some of the first and fastest to rebound. WBD is my favorite play like this.

Individual-Habit-438

I bought a whole bunch of WBD at the close. It's at a nice support level and it had a lot of momentum after earnings Feb 28 until they got caught up in the bear trend.

markgriz

As far as individual stocks, started buying T in 2011, primarily because of the great dividend. A few $100 here and there. Over time and with DRIP have 100+ shares, but even with the WBD spinoff, I'm still in the red. I'll continue to hold for the div. Best investment ever was AAPL, started accumulating that in 2016. Sitting on 160 shares with an average cost of about $50. Holding that forever.

wmzula

Yes but WBD is down down

Asleep_Emphasis69

Picking this shitco off the ground and dusting it off at $11 when it's completely under-valued can change your mindset. I would wager that market cap should be similar to WBD at the least, especially if they can grow their subs faster and/or raise prices. But also, short squeezes tend to not really trade on fundamentals and will go as high as they can go like in 2021 when Bill Hwang yeeted price above $100 per share lmao. 5 cons is like $100 rn it's a moonshot lotto play. I'll fucking hold if we get a squeeze

JJdante

So is WBD, what's your point

drew-gen-x

Not very well. Peeps were BTD on $WBD and $PYPL .

themantwelve

why are my WBD leaps down 25% today while stock is even? tf lol

d33p7r0ubl3

I think it’s still possible. Barring any bad economic reports or Trump doing something, I think there will still be a shift to growth. I could see WBD taking off but it does require less uncertainty

plu5on3

Uhh WBD?

This-Caterpillar-861

PARA down 5% on earnings miss, WBD up 10% on earnings miss guess which I had calls for 

ProspectorHoward

Congrats to WBD holders

Consistent_Health_74

just need another 20% from WBD and my shares will finally breakeven

Fecal_Contamination

WBD the gift that keeps on giving

Fecal_Contamination

Looks like WBD earnings was all priced in by market and no surprises?

Consistent_Health_74

WBD so shit it doesn't even make the weekly summary anymore. Shares and Calls

motherfudgersob

That was due to a virus. We created a vaccine. Had we not, that wouldn't have ended as nicely, with only 1.1 million Americans dead. /s. Also it forced some technological/cultural adaptations that squeezed some greater efficiencies out of working (hell teleworking give many people several hours a week to work more or otherwise use it to their benefit). Finally it comes down to the quality of the stocks you're holding. Despite recessions most will keep on doing the laundry, eating, pooping, and taking showers. Also use of phones, internet, utilities etc will continue. Will you travel as much, spend in streaming services, buy new cars, (i.e. all discretionary spending) etc etc? Would I want all my money in Gamestop, Delta, or WBD? No. But will P&G, AT&T/Verizon/TMobile still be around in 4 years? Probably.

WickedSensitiveCrew

WBD up 3%. Im guessing market liked James Gunn update on DC.

Lost_Percentage_5663

It's another WBD + Theme parks. DIS's contents are good but variation matters. They can fulfill only scarce portion of viewers than NFLX. Cash is burning, it can't broaden its contents variation for 5 years, and just launched same contents "Cap America black version" and failed. DIS is going to supply its contents to NFLX in 10 years. It shd shut broadcasting and OTT down and become a contents provider and theme park business.

KRock1287

Don’t forget about WBD earnings on 2/27 - expect good news especially from a MAX perspective.

LFG530

So you're long on entertainement stocks? All in on WBD leaps for 2035.

WickedSensitiveCrew

WBD up 11% over last 5 days. Was there any news last week to have cause sentiment shift in the company? It was even green today with all the carnage in the market.

TacoInABag

WBD

Prestigious_Meet820

I'm familiar with this situation, own just over 20k shares. I'll copy and paste some additional data from an old post of mine so people become more aware of risks. Skydance at $4.75B has been in business for 18 years. Income was -$81m in 2021, $8m in 2022, -$56m in 2023, and -$40m for first half of 2024. Revenue was $768m on 2021, $966m in 2022, $991m in 2023, and $285m for the first half of 2024. Paramount's cap is 7B through the SD consortium. Income is $4.5B in 2021 and $1.1B in 2022. 2023 and 2024 incur large non-cash expenses but EBITDA is almost the cap of Skydance. Because of investment into DTC. It's revenue has been approximately $25-30B over those years, or 25-30x of Skydance annually. Private equity would not pay over 500m for it unless they plan a hostile takeover like this (like Redbird/KKR). Another media company wouldn't likely offer over $1B. Odd that 400m break-up fee is the same as the investment from PE into SD used to value the company Skydance offers Paramount NOTHING (1.5B is negligible and for SH after dilution it's horrible). All the other deals were better but Shari is scamming 90% of holders. https://ir.paramount.com/node/70811/html#toc813356_15 This is a long document but you can flip to financials, you can see Skydance makes the company objectively WORSE. The data I posted above is outdated and the updated stuff in that document. I'm tired of explaining this to all these posts so I mostly copy and pasted. SD proforma projections were also horribly off. SD pays off media outlets to push articles for them in an attempt to sway the narrative including WSJ, Bloomberg, and Puck. They also influenced to have their debt downgraded, the timing was crazy and not supported by financials. These guys and Shari are crooks. All other offers were superior but there was a fake independent committee who pushed out everyone against the deal and forced the company to take an inferior offer, including the CEO Bakish and over 50% of the board. They're being paid hush money even after their departure as advisors to the company. Their deal in reality is worth 1.5B (debt repayment) to the companys going concern, if the project rise deal is real they pay off 5B worth of debt. SD is nearly worthless, the only person getting money is Shari Redstone/NAI, otherwise there is dilution and a transfer of shares during the tender (neutral to company operations). Apollo has 170B cash on its balance sheet, Sony has billions, WBD merger would be better for WBD because of debt/equity structure then it is for Paramount (it's also pulling in billions of FCF). If project rise deal is real it's almost 10x better on paper if you value SD appropriately which is not an exaggeration.

Ancient_Barber_2330

I would suggest looking into $WBD (Warner Bros. Discovery). Discovery Inc merged with Warner Bros in 2022 at $24 and it's currently at $10.60. We saw a rock bottom of $8/share. They are spinning off their dying cable assets to offload significant amounts of debt which is a big catalyst and they are in the middle of a significant push to rollout their HBO Max streaming service to key markets such as Australia and Europe.

Educational_Bag_1923

Buy WBD instead! Looks good going into earnings 2/27

Educational_Bag_1923

$WBD 🚀🚀

KDingo2

WBD The Druckenmiller Effect. Let's go Stanley 💪

wildbill4693

I’m glad it worked out for you too. I rarely buy that amount of calls unless I have a lot conviction on a stock. Last buy I made like that was WBD last summer.

One-Committee-7294

Hello all, I am a 26 yo from the U.S with a moderate amount of investment knowledge, and I am looking for advice on how to better diversify my portfolio. I am employed full time, last year I grossed $61,000. I still live at home with my parents and I recently inherited stocks from family that I have added to my Schwab brokerage account, and I am curious as to what you guys think I should be doing going forward as I am concerned about the majority of my portfolio being in a single company. My main goal is to continue growing these investments. Since I am young I would like a fairly aggressive portfolio to expand as much as possible on what I have. Currently my only debt is my car loan at a 7.99% interest rate with a remaining balance of $21500, which I am working to pay off sooner rather than later. If I stay on track I can have it paid off within 24 months which is almost 2 years sooner than if I paid the minimums each month. Any extra income I receive I put towards the car loan as well. My brokerage account consists of 1) XOM 79.31% (Inherited) 2) T 15.91% (Inherited) 3) WBD 1.3% (Inherited) 4) SWPPX 0.58% 5) SWVXX 2.9% I am using SWVXX to put my savings in that I will need within the next 5 years. I also have a Roth IRA that I contribute to monthly and that is invested fully in SWYOX. I will receive a pension from my job when I retire so I do not have to rely solely on the Roth IRA but I do realize its importance. Any advice is appreciated, Thank you.

KDingo2

WBD$

ChampionshipNew696

Bought into WBD thinking they could beat Netflix and did not realise their legacy television business is dragging the whole company.

Hellmale

Do you guys remember WBD was $77 once upon a time?

Swish28

WBD and Netflix don’t have theme parks that are always at max capacity

ALLAHU-AKBARRRRR

WBD and NFLX are better stocks than this pos

McKoijion

Trump is the worst president in American history, but don't shortchange Biden too much. Lol I love how this sub has gone completely off the rails when it comes to talking politics. The mods tried to crackdown on it over the past few weeks, but it's now obvious nothing else is driving global markets as much as Trump. Calls on news outlets like NYT, WBD, FOXA because nothing drives up viewership/readership quite as much as Trump shenanigans.

Overlord1317

> Nothing you said is an unknown or a surprise to Wall Street. Tesla's financials aren't an unknown or a surprise to Wall Street, but it's valuation still makes no sense. I think the exact same thing about WBD. As for Disney Plus, it's losing money and horribly run ... basically a negative for Disney as a company. Is WBD's streaming service losing money?