WBD

Elephant_Snacks

Fair, though it's not like DIS has been doing too great over the last few years. They still have an enormous amount of valuable IP to continue to put to work, but that's not a certain golden ticket (see Warner Bros WBD), & is likely priced into their stock price already.

RetardatusMaximus

Is this a legit strategy? Cos' I got some Puts on WBD expiring Friday

CaptainApeCommander

Fuck WBD this shits terrible 

WingWorried6176

WBD holders gonna get fleeced I predict $15/share 😂😂😂 look what happened to PARA holders

WingWorried6176

Make a crazy 16x bagger on 9/19 $17 calls, sold them because FOMC. They are gonna low ball WBD and still get it cause no one else really wants the burden of fixing WBD. It’ll be all cash, and PSKY market cap should be 50 bil+ which would be around $50/share. Have some deep ITM leaps in holding and planning to exercise.

Fatsaudi

If $WBD is real, $PSKY stock needs to be higher, and this is easy play for Larry to pass operations to $PSKY. You could stream movies and NFL football, UFC fights on TikTok via $PSKY. Adds 170M active users overnight. For a guy that just bought his son a $10B company, and now a $40B company in the works, you think he will leave him out of Tiktok.... I think David is going to control it.

jlarz56

PSKY, WBD and Tiktok? Wow

UnknownHuxley

This is a 30$ stock without WBD rumors simply cos of Ellison and the fundamentals. The only bear case was NAI and its ability to service Shari’s debt. Shari gone, Ellison in, PSKY will go back to $30.

Neel_Crashkari

#WBD💋💘

Nichtszuhaben

Cup and green dildo pattern forming on WBD?

AlfrescoDog

Godspeed. I'm not against your play, but you should consider: 1. How WBD CEO David Zaslav already had other intentions to separate the company. 2. The deal might be blocked by the White House. 3. If PSKY credit ratings are downgraded by either Fitch or Moody’s, that'll turn about $16 billion of debt into junk.

Instahgator

What happens to the WBD shares if the sale goes through?

blu6-

Still holding from part 1, 10 mins before the WBD bid

ThinkingOfTheOldDays

WBD probably in buy territory again

FluorescentCheddar

Today I finally realize Zaslav intentionally tanked WBD.

pogmushroom_

whats the move on PSKY / WBD

Ill_Recognition112

I find it suspect that TD Cowen downgrades WBD ro 14!!! Our they trying to get their buddy a better acquisition price!!! WTF

CaptainApeCommander

Damn theta really gonna make me jump out of these WBD callls

quan42069quan

so are the ellison's going to buy Tik Tok *and* WBD this week?

Rich-Past-6547

Oracle. Larry Ellison’s kid controls CBS and is installing conservatives and billionaire shills in leadership and editorial positions. He’s rumored to be going after WBD next which includes CNN. Tilting coverage towards Trump is an easy price to pay for the most ascendant social platform in the world.

NYSE_941_Gray

WBD and PSKY - just read everything I could about this and WBD seems like a screaming short, IE: total bullshit

IllBuyYourCar

Give me WBD deal at $25

Happy-Strength1996

PSKY leaps for me. They already have a contract between both. If PSKY gets access to TikTok, it’s TikTok TV, rivaling YouTube apart from already rivaling META/IG. That’s not including owning the WBD catalog.

Adrian_Mortem_

Can't wait for PSKY to get WBD and moon me into an early retirement.

d33p7r0ubl3

Guess who had WBD 15 calls and sold them months ago?

CaptainApeCommander

Come on WBD

UWMN

Volume is high af on the $WBD 09/19 $25C’s 🤔

CaptainApeCommander

Anyone picking up more WBD calls here

Das_oul

I cant find the original WBD post but who else bought June calls and gave up after they expired? If that merger happened before june 20 i would have made $60k. Instead im flipping burgers

Money-Gazelle3490

I think it’s likely to be a mix of people rather than a company. TikTok is too big to be acquired by a social media company, and too expensive for Oracle, especially since the Ellison are trying to by WBD

caeru1ean

The Ellis's are already buying WBD and Paramount lol

rcantu314

Where’s WBD headed today

rottenfence

WBD moving like something happened

rcantu314

WBD

IllBuyYourCar

I bought 10 $25c WBD for 10/24 Them bitches are 200% up I didn’t even realize

Pristine_Wind_5188

OPEN HIMS UNH WBD calls.

rcantu314

Relying more on WBD tbh specially if someone steps up and outbids paramount

Firm-Calendar7323

WBD

Careful_Claim_256

WBD 🤌🏼

dj_samuelitobx

I didn't really see the vision until he moved on WBD tbh. Hollywood consolidation is not creating a trust or monopoly, it's a defense mechanism against an invasion by Tech. Technically Larry is doing this with Oracle money, but regardless it's happening. the best sports, news, and movies are going to be on Paramount. Mark my words. this stock goes to $50 by EoY 2026

rcantu314

WBD going to 30 this week with a bidding war

rcantu314

WBD continuing to pump this week?

_TheDarkling_

WBD Paramount acquisition of Warner brothers.

Firm-Calendar7323

Can PSKY just buy WBD already

Previous_Cucumber325

WBD has announced plans to separate into two entities: * *Streaming & Studios* 🎬 – positioned for growth with Max, HBO, and Warner Bros. IP. * *Global Linear Networks* 📺 – a leaner operation that could stabilize earnings. Breakups often unlock hidden value because each piece can be valued higher than the combined company.

Some-Two9173

I bought a bunch of WBD calls last week when it was at $13, sold before the weekend and bought more with some of the profits. Sold again and still holding a few that expire in October.

WickedSensitiveCrew

It was about your comment that news and reality TV are good forms of live content. But the companies that already specialize in that — CBS, NBC, ABC, CNN — are all legacy media. They already have news, yet it doesn’t really move the needle for them. That’s what I meant when I said I had nothing to add. If CNN doesn’t help WBD, why would news help Netflix?

TAKINAS_INNOVATION

I’m gonna be biased because I own Netflix and alphabet. TBH out of the legacy media players. I think the only realistic threat is Disney. If they can actually get better management. Then I’d be bullish on Disney. Even if paramount and WBD combine. They still lag behind Disney and Amazon streaming wise. If you want to talk about media companies. I’d be down. I follow them and this is my realm. What is it specifically about them?

WickedSensitiveCrew

I messed up and mentioned Harry Potter. He didnt say that in article. It was "Lord of the Rings," "Game of Thrones," "Superman" and "Wonder Woman". But your point is clear. You prefer Netflix/YouTube. So yea I got nothing else to say since the companies that have News segments like Paramount, Disney, Comcast, WBD. You dont want to discuss them.

WickedSensitiveCrew

I messed up and mentioning Harry Potter. He didnt say that in article. It was "Lord of the Rings," "Game of Thrones," "Superman" and "Wonder Woman". The point was that he felt focusing on IP was more important than the NBA rights. He said other stuff but I imagine you didnt read the article. Which I get your focus is on YouTube and Netflix. Not what a CEO of WBD says.

Pristine_Wind_5188

I’d like to hear thoughts about WBD.

TAKINAS_INNOVATION

I don’t think WBD owns all the rights to Harry Potter. JK still owns the characters and some other rights. I think companies should just take all the IP rights. Even if it’s expensive, or build their own IP. I’m not a fan of the authors retaining the IP. It poses a problem in the future. Just buy them out so the company can maximise the full potential of the IP.

WickedSensitiveCrew

You basically saying a few of the talking points the [WBD CEO said after losing NBA](https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/3/warner-bros-discovery-ceo-sees-nba-rights-loss-paving-the-way-for-growth-87871988). It was better to invest in DC, Harry Potter, etc IPs. Since you are just renting sports rights. While they own those IPs completly. I think due to WBD having negative sentiment at the time those comments were dismissed as cope for losing the NBA as opposed to giving good guidance that the NBA money could be used to invest in the IPs they own.

Nakedputbuyer

$WBD $25

jlarz56

$PSKY calls and maybe $WBD, the rumors of the acquisition should keep driving up the stock for both, and maybe I'll buy some $PSKY shares as well. Might be the next Netflix, either way $19 is a good entry point when it could easily leap next year.

Godfather751

Is there any possibility that Elon will join in as a major investor for the PSKY & WBD Merger? After all, Larry Ellison helped Elon with the purchase of Twitter. Any thoughts?

SouthKen2020

1 - PARA was as "intense" as it was because its dual-class structure gave Shari Redstone veto rights over any deal. She had specific personal financial goals that had to be satisfied that were not inline with the economics of other shareholders and were borderline uneconomic. It's WBD has a single class of shares. Ellison doesn't even have to engage with WBD management if he doesn't want. He absolutely will, but if he chose to make a tender offer to shareholders, no one could block the deal. It may be a single detail, but it is everything in this case. 2 - WBD discussed various combinations with PARA at a high level, to say that they planned to acquire PARA is not accurate. The plan with WBD was always a sale. On the profitability point, WBD is less profitable now than it was a year, 2 years, or 3 years ago. Yes, the streaming business is profitable, but adjusted EBITDA has declined sequentially due to the ongoing weakness in its cable business. Also, I didn't say they'd sell themselves for $24, but that it'd be north of $24, which is higher than it has ever traded, and more than 3x its 52 week low 3 - Any WBD deal would have to largely be funded with personal cash from the Ellison family. Not sure what the price for Paramount has to do with anything, the $15 was already \~50% above its market value at the time of the deal. Shari was a forced seller, Ellison was the only buyer, he could dictate terms. If Ellison doesn't move now, he will likely not have the opportunity to buy the Studio / Streaming business without paying a massive premium for a long time. None of us know what the offer will be or what price Zaz is a seller at, but Zaz was quoted in the NYPost about a price in the $40s (which would be insane), the stock has already traded up above $19, and Faber has reported a price in the 20s, so any offer under $20 would likely be a waste of time.

pandagirl881

Just saw others people downvoting so I just hopped in :). I’m also in LDI, RZLV and WBD

Yo_Biff

You'd get no complaint out of me, make no mistake. A 300% return on my invest would be lovely. However, that would valuing the WBD near $100B, plus the $34-35B in long-term debt. I'm not sure it's worth quite that much.

WingWorried6176

Just a heads up to anyone thinking they are late. PSKY is still massively undervalued. Trading at 20 billion market cap. WBD assets rumored to be worth 30 billion without debt. 50 billion market cap puts PSKY shares at ~$50 a share.

Narrow-Letter-8156

I have a few questions, 1. PARA + Skydance was a pretty intense structure. What confidence we have that the PSKY + WBD merger will be any different? 2. WBD was planning to acquire PARA before and now they will sell themselves at $24 when they are actually paying down debt and will be profitable in coming years? 3. PARA is already leveraged pretty bad and with Elison family backing we think the stock will improve? Pretty wishful if you ask me as otherwise they would have tried to take most of the folks out with the $15 tender offer which was for 6/10 ratio IMO bid will be announced next weekend or later once the FED rate cut is announced and it will be disappointing. I expect WBD to go up and PSKY to go down as it usually is with some back and forth between the two companies before the final price is set. PS: Don't want to offend anyone but just sharing as shareholder of both WBD + PSKY through the PARA + Skydance and ATT + HBO + DISCA saga.

NeitherAd4748

$LDI $GPRO $RZLV and $WBD if ur sigma

Fishherr

Psky and WBD boutta fly soon I think

Mother-Chipmunk2778

Shoulda just got WBD calls on that news yesterday didn’t think it would moon again

snoughman

This is the problem. The FTC may block this merger. Keep a close eye on major insider selling while WBD is pumped up. Could be a play for an exec payday.

AfraidProcedure4606

WBD + Skydance = streaming powerhouse

Yo_Biff

Been holding WBD since the AT&T spin off. Accumulated more shares over time, and did tax loss harvest the most expensive lot I held. I've been convinced to a fair degree the IP was undervalued, although, I at times had to just close my eyes and breath. I have also appreciated the aggressive debt pay down schedule, which has made the company more attractive. The announced split in 2026 seemed like it was going to be the opportunity/event that would bring the market closer to my line of thought. The coming buyout offer just accelerated the curve. I'm thinking mid $20's/share, but I've heard some more optimistic numbers thrown around in the mid $30's and even $40. I think that's mostly wishful thinking, but the sentiment might be enough to drive up the premium.

Equivalent-Bid-5697

Wait if WBD and PSKY merge does that mean that their stock prices are gonna combine ?? how does that work im sorry im regardedly new to this

Ok-Association-4933

Agree , coincides with WBD rolling high !!!!

KeeLow300

!banbet WBD $25 7d

Punished_Choogis

Gotta wait for the bid next week. After WBD comes Tiktok. Hope you got leaps

chancepack

PSKY and WBD hitting 20 on Monday.

IllBuyYourCar

If yall put my WBD calls in the money at 25 that would actually be insane

tachyonvelocity

WBD close to my price target of $20, worth a trim now

BagRevolutionary8130

WBD up 19% 🚀🚀🚀 Next target $28

Pristine_Wind_5188

Congrats if you bought WBD calls.

Educational_Bag_1923

Sold $WBD at 16.10

DarkR124

Just bought a bunch of way OTM PSKY Leaps because why not? If WBD bid goes through it’ll be a fat pay day.

TAKINAS_INNOVATION

I mean yea but they’re late to the party. They should’ve done this 10 years ago when Netflix and YouTube were gaining steam. The future of streaming was coming and legacy media choose to ignore it. It was a mistake imo. Also I think having this discussion on this subreddit is fine. It allows others to see different opinions and perspectives. Congrats on your win on WBD!

WickedSensitiveCrew

Isn’t that kind of the point of WBD splitting cable from streaming? The split is meant to free the streaming business from legacy drag. I think the fear of a rerating for streaming is part of why Paramount/Skydance is moving to buy now. They’re thinking ahead — though I guess that nuance doesn’t get much traction on threads that disappear in 24 hours. I bought WBD at $8, and the reason I’m up over 100% is exactly because of anticipating the potential of a split which likely sparked takeover interest.

Medical-Analysis-554

No love on here for WBD rising close to 50% in 24 hours?

Medical-Analysis-554

As a long suffering WBD shareholder I expect it to be on the board when it finally goes almost 50% in 2 days

UWMN

Holy fuck WBD

Firm-Calendar7323

WBD/ PSKY deal going through? 🤔

Nick12d56

Soooo WBD calls on the bidding war from here?

WickedSensitiveCrew

Didn’t notice the indexes were down/flat my small caps and WBD were green enough to mask the broader market.

BagRevolutionary8130

WBD up 16% 🚀🚀🚀 NY Times expecting Bidding war.

WickedSensitiveCrew

You’re right — the CEO wanting $40 doesn’t mean he’ll get it. That said, unsolicited bids happen: WBD said it wasn’t for sale and planned a split in April, but reports say Paramount moved to make an offer before that split. If you don’t own the stock, fair but for holders, a higher all-cash bid matters. Looks like Paramount is trying to buy ahead of possible rate cuts or a rerating for streaming/studios.

Educational_Bag_1923

What will WBD take over price be?

Nakedputbuyer

WBD to 23 next week

WickedSensitiveCrew

I wasn’t saying Netflix wanted them, just that WBD’s CEO seemed to be pushing for a bidding war (Amazon and Apple were mentioned in the same breath). In sports, players do this all the time to drive up contract prices. Whether a PARA/WBD combo could ever challenge Netflix won’t be clear for years, so it’s really something time will tell. If you are right thread will be gone. If you are wrong thread will also be gone. What stays are just the upvoted/downvotes from whatever remarks you make today in this thread.

WickedSensitiveCrew

Im just repeating the news. I didnt say Netflix wanted them. Just that the WBD CEO wanted a bidding war Amazon and Apple were in the same sentence. In sports players often try to get into bidding wars to jack up the price before they sign contracts which is probably what WBD CEO attempting saying I will go to (insert companies) before I take Paramount offer. The answer to your question if a combined PARA/WBD will overtake Netflix wont be known for years. This isnt something that you get the answer within 24 hours of this thread. So honestly not sure why I even engaged this. Since the answer will be known when this thread long gone.

WickedSensitiveCrew

Im just reporting the news. I didnt say Netflix wanted them. Just that the WBD CEO wanted a bidding war Amazon and Apple were in the same sentence. In sports players often try to get into bidding wars to jack up the price before they sign contracts which is probably what WBD CEO attempting saying I will go to (insert companies) before I take Paramount offer. I bought WBD at $8. Im already up 100%. It seems like you bearish and nothing will change your opinion. Glad I bought at $8.

Yokeyoyo

Just bought WBD calls, sorry guys

Firm-Calendar7323

Still early for PSKY/ WBD. $24 for WBD by end of next week?

WickedSensitiveCrew

WBD has had hit after hit at the box office Sinners, Weapons, Superman, the new Conjuring film. With cartoons/animation this would be Nickelodeon + Cartoon Network combined. With sports they have a monopoly the NCAA basketball tournament. As just a couple examples of what them combined would mean. They would have AEW + UFC. A combined company puts them easily in Top 3. Maybe you missed the recent news but WBD CEO wants a bidding war and wants to hear big tech offers. So they might not even go to Paramount maybe Amazon, Apple, or Netflix buys them.

WickedSensitiveCrew

Maybe you slept through 2025 box office. WBD has had hit after hit at the box office Sinners, Weapons, Superman, the new Conjuring film. With cartoons/animation this would be Nickelodeon + Cartoon Network combined. With sports they have a monopoly the NCAA basketball tournament. As just a couple examples of what them combined would mean.

TAKINAS_INNOVATION

I don’t understand the threat of paramount and WBD merging together. If you add up their market shares for streaming from the Nielsen report. They’re still behind Amazon and Disney. They don’t even come close to Netflix which sits at 9 percent and YouTube at 13 percent. This would put them in the tier 2 status in the streaming realm. I just realistically don’t see anyone joining the tier 1 status in the streaming realm anytime soon. I could be wrong but I just don’t see it imo.

WickedSensitiveCrew

WBD CEO just said he wants at least $40 a share this is going to get interesting.

WickedSensitiveCrew

I messed up bringing up UNH. This comment was meant to be about WBD. I will make new comment so WBD can be the focus. Like I said people dont want to talk about WBD for some reason and bringing up other stocks drew away focus from such a major story going on with WBD.