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上影节观察|不谈电影谈IP 影视公司集体转向
万达升级空间爱奇艺建乐园 在万达电影的计划中,未来要做的事包括:将万达影院升级为超级娱乐空间,孵化新品牌"时光里",利 用影院空间引入策展、联名、文创等内容,把手中的电影IP进行前置衍生品开发,充分利用收购的潮玩 头部品牌52TOYS,打造自研零食……总结可概括为:延展影院大堂经济的商业想象,通过IP孵化及其 他手段驱动非票收入,借助潮玩、餐饮、展览等新消费业态吸引年轻人重返影院,在提升收入多元性的 同时,重塑院线业务的价值。 "基于场景优势和影时光之前的产品能力,我们集团提出了一个超级娱乐空间的理念,我们在这个理念 之下实际上就是为了孵化很火的超级IP和超级品牌,影时光在这里面会孵化一个空间商业品牌叫做时光 里。"万达电影集团影时光总经理李金蕾说,"我们做了沉浸式地IP体验模式的商业空间,从主题策展、 到用户手工作坊、以及各种各样相关联的二创行为都可以收纳到这个空间里。我们正在努力地在整个IP 运营周期里建立连续性的内容体验、丰富的商品以及用户的交互,我们其实是有了非常完整的想法。" 在每一年的上海国际电影节(以下简称"上影节")上,通过组委会对相关论坛与活动的设置、与会嘉宾 讨论的话题、相关公司关注的热点 ...
分拆重组释放价值,美银给予华纳兄弟探索(WBD.US)14美元目标价
智通财经网· 2025-06-18 09:47
美银还在研报中对 Streaming & Studios 和 Global Networks 的估值进行了详细分析。在一种假设情景 下,若 Global Networks 承担 4 倍杠杆,Streaming & Studios 将承担约 56.14 亿美元的净债务,对应 1.7 倍的净杠杆比率。基于此,假设 Global Networks 以 5 倍的 2026 年 EBITDA 估值,且其持有的 Streaming & Studios 20% 股权价值上限为 60 亿美元,可推导出对 WBD 股东而言 Global Networks 每股 隐含价值为 4.61 美元。 智通财经APP获悉,美国银行最新研报指出, 华纳兄弟探索(WBD.US)正通过结构性重组与战略调整, 试图在流媒体竞争加剧与行业整合浪潮中重塑估值逻辑。基于对公司分拆计划、资产价值释放路径及潜 在催化剂的剖析,美银维持华纳兄弟探索"买入"评级,并给予14美元目标价,较当前股价存在显著上行 空间。 据了解,6 月 9 日,华纳兄弟宣布将通过免税交易拆分为两家上市公司,即 Streaming & Studios(S&S)和 Global Net ...
HBO and CNN to Split
The Motley Fool· 2025-06-17 13:12
Warner Bros. Discovery is planning to break itself up into two distinct companies.In this podcast, Motley Fool Chief Investment Officer Andy Cross and contributor Jason Hall discuss:Warner Bros. Discovery's plans to split up.Reddit vs. Claude.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.A full transcript is below. This podcast was recorded on June 09, 2025.Andy Cross: Warner Brothers fil ...
Warner Bros. Discovery: Content Titan On Sale
Seeking Alpha· 2025-06-16 21:09
Warner Bros. Discovery (NASDAQ: WBD ) has fallen from investor grace since the 2021 peak, yet the operating picture has quietly improved. In the most recent quarter , the company generated $2.1 billion of adjusted EBITDA on $8.979 billion of revenue, while free"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I ...
Warner Bros Spin-Off Could Unlock Hidden Value As Ads Rebound, Streaming Gains Momentum: Analyst
Benzinga· 2025-06-16 16:38
BofA Securities analyst Jessica Reif Ehrlich maintained a Buy on Warner Bros. Discovery WBD with a price target of $14 on Monday.Ehrlich noted that Warner Bros has a compelling assortment of assets. The company’s upcoming catalysts included easing Studio comparisons, potential recovery in advertising, continued growth in DTC and execution of further strategic options to drive shareholder value.Also Read: Warner Bros’ Streaming Growth, Cost Cuts Highlighted, Analysts Stay CautiousOn June 9, Warner Bros annou ...
A Hollywood Giant Gives Up on Comeback Dreams
The Motley Fool· 2025-06-12 09:00
Warner Bros. Discovery is splitting up and it's an admission that bigger plans have been a failure.When Warner Bros. Discovery (WBD 5.04%) was formed, the idea was that the collection of assets would be more valuable than they were individually. Now, it's splitting again in a deal that will likely empower the biggest companies in streaming.*Stock prices used were end-of-day prices of June 10, 2025. The video was published on June 11, 2025. ...
Warner Bros. Discovery Splits: A New Netflix Rival?
ZACKS· 2025-06-11 16:01
Key Takeaways WBD shares made headlines following a recent business split announcement. WBD will be seperating its streaming services from its TV networks. The streaming space continues to be fiercely competitive, with NFLX, DIS, and AMZN all rivals. The streaming space has become incredibly competitive over recent years as companies attempt to capture viewers’ attention, with many streaming offerings emerging. We’ve got beloved Netflix (NFLX) , Disney with Disney+/Hulu, and Amazon (AMZN) with Prime Video ...
Will Warner Bros. Discovery's Split Produce Double the Upside?
MarketBeat· 2025-06-11 12:06
Warner Bros. Discovery TodayWBDWarner Bros. Discovery$10.01 +0.48 (+5.04%) 52-Week Range$6.64▼$12.70Price Target$12.17Add to WatchlistRecent volatility in Warner Bros. Discovery NASDAQ: WBD stock is tied directly to a landmark strategic pivot. Since its formation in April 2022, the entertainment sector giant has traded at what many analysts have called a conglomerate discount, where the combined company's stock is valued for less than the sum of its individual parts. In a decisive move to address this, the ...
We Like The Warner Bros. Discovery Split (Rating Upgrade)
Seeking Alpha· 2025-06-10 21:45
Group 1 - Warner Bros. Discovery, Inc. is a multinational media and entertainment conglomerate with a market capitalization of nearly $24 billion [2] - The company has faced challenges regarding its valuation since investment recommendations were made [2] - The Value Portfolio focuses on building retirement portfolios through a fact-based research strategy, which includes analyzing 10Ks, market reports, and investor presentations [2]
Warner Bros. Discovery Splits In Two: What To Look For Next
Forbes· 2025-06-10 16:25
Burbank, California, USA - January 9, 2024: Nestled in the heart of the studio, the 513 seat Steven ... More J. Ross Theater is the most elegant and technically advanced theatrical and screening venue at Warner Bros. Studios.gettyThe password is “separate.” Warner Bros. Discovery’s formal announcement of its anticipated separation into two distinct media companies follows the industry’s latest M&A trend. WBD joins Comcast and Lionsgate – and Fox of several years ago - in spinning off cable networks that sti ...