Core Viewpoint - The announcement by President Trump to impose tariffs of up to 100% on films produced overseas has sparked widespread criticism and concern regarding its potential impact on the U.S. film industry and its global competitiveness [1] Industry Impact - The proposed tariffs are expected to significantly increase production costs for major U.S. film companies, which could undermine their competitiveness in the global market [1] - Major Hollywood companies such as Netflix, Disney, Warner Bros, and Paramount experienced stock price declines of over 2% following the announcement, indicating immediate market reaction and concern [1] Expert Opinions - Industry experts argue that while the policy is framed as a measure to "protect American films," it may actually threaten the collaborative foundation that the U.S. film industry relies on for survival, potentially leading to job losses [1] - Multiple industry associations in the U.S. are jointly urging Congress to carefully assess the economic and legal implications of the proposed tariffs [1]

白宫称尚未就电影关税做出最终决定。 据央视新闻客户端消息，当地时间5月5日，白宫表示，尚未就电影关税做出"最终"决定。 白宫发言人库什·德赛表示，尽管尚未做出最终决定，但政府正在探索所有方案以履行特朗普的指示。 当地时间5月4日，美国总统特朗普在社交媒体上发文称，他授权美国商务部和美国贸易代表立即启动程序，对所有在外国制作并进入美国的电影征收100%的关税， 希望"再次拥有美国制作的电影"。特朗普称，美国电影业正在迅速消亡，好莱坞正在被美国电影人和电影公司赴海外工作的趋势"摧毁"，这对美国构成"国家安全威 胁"。 受此影响，当地时间5月5日，美股流媒体股全线大跌，奈飞、华纳兄弟探索一度跌超4%，收盘跌幅有所收窄，奈飞、华纳兄弟探索收跌近2%，派拉蒙全球收跌超 1.5%，迪士尼收跌约0.4%。 对于特朗普表示将对进口电影征100%关税，《纽约时报》4日报道指出，关税措施可能适得其反，伤害美国本土电影，因为许多美国大型电影公司为了降低成本或 获得税收优惠，常常在海外拍摄或进行后期制作。新关税政策将导致这些公司面临更高成本，可能损害它们的全球竞争力。 好莱坞行业媒体报道说，近年不少美国电影公司前往英国、澳大利亚、加 ...

Core Viewpoint - President Trump's threats of tariffs on foreign-produced movies could significantly impact the American movie industry, which he claims is "dying" due to incentives offered by other countries to filmmakers [2][4]. Industry Impact - Trump's comments have created uncertainty in the movie industry, particularly for major companies like Walt Disney Co, which generates billions at the box office annually [1][4]. - The movie sector's performance may contradict Trump's claims, as the box office is projected to increase by 15.8% year-over-year in 2025, potentially benefiting companies like AMC Entertainment and Cinemark Holdings [3]. - Tariffs could slow down the movie theater sector and affect stock prices of major studios such as Disney, Paramount Global, and Warner Bros. Discovery, as well as streaming services like Netflix, which produces many series outside the U.S. [4][5]. Tariff Details - Trump has authorized the Department of Commerce to begin the process of instituting a 100% tariff on movies produced in foreign lands, labeling it a "national security threat" [2][6]. - The vagueness of Trump's comments raises questions about how tariffs would apply to films with foreign filming locations but American production credits [7][9]. Examples and Concerns - The upcoming Paramount film "Mission: Impossible – The Final Reckoning," filmed primarily in the U.K., may serve as an early example of how tariffs could affect the industry [7][8]. - Industry veterans express concerns that such tariffs could harm the sector significantly, with some suggesting that it could lead to the collapse of independent distributors [10][11]. State Incentives - In contrast to Trump's tariff threats, California Governor Gavin Newsom is advocating for $750 million in annual incentives for content filmed in the state, aiming to support the local industry [10].

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 ...

Core Viewpoint - President Trump proposed a 100% tariff on movies produced overseas, causing a decline in shares of major Hollywood studios and streaming services [1][6]. Group 1: Impact on Companies - Shares of Netflix fell more than 5%, Disney down more than 3%, Warner Bros. Discovery (WBD) down more than 3%, Paramount down more than 2%, and Comcast down less than 1% following the tariff announcement [6]. - The proposed tariff is seen as a national security threat by Trump, who authorized the Department of Commerce to impose this levy on foreign films [1][2]. Group 2: Production and International Relations - Hollywood studios often film overseas for tax benefits and to utilize international locations, raising questions about how the tariff will be implemented and its potential targets [2][4]. - Concerns exist regarding the impact of these duties on international relationships, as Hollywood relies heavily on global box office sales to recover high production costs [4].

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 ...