Core Viewpoint - President Trump has allowed government agencies to impose a 100% levy on movies made outside the U.S., significantly increasing costs for entertainment companies, leading to a decline in shares of Netflix, Disney, and Warner Bros Discovery [1] Company Summaries - **Netflix Inc (NFLX)**: Shares are down 2% to $1,132.96, ending an 11-day winning streak that peaked at $1,159.44 on May 2. The stock has a 95.1% year-over-year increase but is facing pressure after breaking above the $1,000 level [2] - **Walt Disney Co (DIS)**: Shares are down 0.3% to $92.19, extending a 17.3% year-to-date deficit. The stock is on track for its third loss in four sessions and remains below $96 since a bear gap last month, which pushed it to a 52-week low of $80.10 on April 7 [3] - **Warner Bros Discovery Inc (WBD)**: Shares are down 1% to $8.46, struggling with resistance at the $9 level. The stock has only slightly recovered from April lows and has already decreased by 20.3% in 2025 [3] Options Activity - There is significant put volume for NFLX and WBD, with NFLX's most active contract being the weekly 5/9 1,100-strike put, while WBD's is the weekly 5/9 9-strike call, indicating new positions being opened for both [4]

Analysts on Wall Street project that Warner Bros. Discovery (WBD) will announce quarterly loss of $0.14 per share in its forthcoming report, representing an increase of 65% year over year. Revenues are projected to reach $9.75 billion, declining 2.1% from the same quarter last year.The current level reflects an upward revision of 2.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projecti ...

Warner Bros. Discovery (NASDAQ: WBD ) will go through a transformation period over the next couple of years. The company is seeing a decline in its linear TV business, and it is trying to shift towards a more digital business model. TheMitko Atanasov holds an MA in Finance and has served as an equity analyst for one of the UK's largest asset management firms. His Personal stock market experience began in 2010 as a long-term investor. Since then, he has capitalized on opportunities for short- to medium-term ...

Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1 - Vladimir Dimitrov has worked with some of the largest global brands during his career in London [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Warner Bros. Discovery is taking a page out of Netflix's playbook.In an apparent move to crack down on password sharing outside the home, the company's streaming service Max has launched a new feature it's calling Extra Member Add-On. Like Netflix's paid sharing model, the new feature allows users to add an extra person who does not live in the same household as the primary account holder to their subscription for a monthly fee.Priced at $7.99 a month, the friend or family member of the account owner gets t ...

CNN boss Mark Thompson said he plans to roll out a slew of long-awaited digital subscription services to offset viewership declines at the struggling cable news outlet — but he continued to be vague on details.The digital strategy, which has been in the making since Thompson joined CNN as CEO 18 months ago, is expected to begin materializing with one streaming product debuting this year, and another in 2026, Thompson told The Financial Times Tuesday.“I don’t think this stuff is easy,” Thompson said of trans ...

Warner Bros Discovery will not be selling its Polish network TVN. Following a strategic review, WBD management has decided to keep the broadcaster in its ranks, according to a note sent today to staff from Kasia Kieli, Head of WBD Poland and CEO at TVN, and Gerhard Zeiler, President of International at WBD. “That review has been completed, and WBD has concluded that the best path forward is retaining ownership of TVN, continuing to support our business, our strategy and the incredible journalistic work of ...

Warner Bros. Discovery CEO David Zaslav saw his total compensation tick up to $51.9 million in 2024, from $49.7 million in 2023. The company released the figures in its annual proxy statement. Zaslav is by far the best-compensated of any of the company’s top execs. For years, especially when he led Discovery, he was among the highest paid CEOs in corporate America. J-B Perrette, head of streaming and games, saw his total pay decline slightly in 2024, to $19,7 million from $20.1 million. The other senior c ...

Core Points - Dr. John C. Malone will not seek re-election to the Board of Directors of Warner Bros. Discovery and will transition to the role of Chair Emeritus effective after the 2025 Annual Meeting of Stockholders [1] - As Chair Emeritus, Dr. Malone will continue to attend Board meetings and provide strategic counsel to the Board and management team [2] - David Zaslav, President and CEO, praised Dr. Malone's strategic insights and contributions to the company's growth and transformation [3] - The Board will nominate Anton Levy for election at the Annual Meeting, maintaining a total of 13 directors, with 12 being independent [3] Company Overview - Warner Bros. Discovery is a leading global media and entertainment company, creating and distributing a diverse portfolio of branded content across various platforms including television, film, streaming, and gaming [4] - The company operates in over 220 countries and territories, offering content in 50 languages through iconic brands such as Discovery Channel, Max, CNN, HBO, and many others [4]