Financial Data and Key Metrics Changes - The company reported revenue of PLN 3,600,000,000, an increase of nearly 4% year over year [8][36] - Adjusted EBITDA remained strong at PLN 824,000,000, a slight decline of 2.4% compared to the previous year due to higher costs [36][38] - Net profit was PLN 113,000,000, reflecting a decrease due to one-off effects from the previous year [38] - Free cash flow for the last twelve months adjusted for CapEx in the green energy segment reached over PLN 1,000,000,000, indicating strong cash generation capacity [38][41] Business Line Data and Key Metrics Changes - In the media segment, audience share increased to 22.5%, with advertising revenues growing by 3.7% year over year [12][14] - The telecommunications segment saw a growth in multiplay customers to over 3,000,000, with ARPU per B2C customer increasing by 4.3% to PLN 84 [21][27] - The green energy segment reported a 41% increase in production, reaching 314 gigawatt hours in Q2 2025 [29][32] Market Data and Key Metrics Changes - The advertising market grew by 3.2% year over year, with the company outperforming this growth [12][14] - The company maintained a stable market share of 28.2% in the advertising market [12] - The B2B segment saw a 4% year-over-year increase in ARPU, reaching nearly PLN 1,550 per month [28] Company Strategy and Development Direction - The company is focused on a long-term strategy aimed at building customer value and driving ARPU growth through a new flexible multiplay offering [6][50] - The completion of the Dzhevo wind farm is a key strategic achievement, expected to double the company's wind capacity and support future EBITDA growth [32][50] - The company aims to monetize its investments in green energy and deliver promised EBITDA in upcoming periods [34][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging operating environment, citing strong customer satisfaction and loyalty reflected in a low churn rate of 7.1% [24][34] - The management highlighted the importance of the new multiplay offer in maintaining customer engagement and driving future growth [20][34] - The company anticipates interest savings in the second half of the year, although the overall cost of debt service remains high [42][46] Other Important Information - The company secured a bank loan of nearly PLN 1,000,000,000 for the Jejuvo project, indicating strong confidence from financial institutions [7][50] - The company is nearing the end of its intensive investment phase in green energy, setting the stage for stable returns [45] Q&A Session Summary Question: What is your view on the planned digital tax? - Management believes regulating digital tax in Poland is necessary for fair competition with global tech companies, but the impact depends on the specific formula of the tax [53] Question: Could you provide an outlook for equipment sales in 2025? - Management expects a slight improvement in equipment sales, but does not anticipate significant increases due to market saturation [54] Question: When is the company expected to reach the peak of its net debt to EBITDA? - Management estimates this will occur around the first quarter of 2025 [56]

Core Insights - Disney is launching a new ESPN flagship streaming app to provide customers with access to the full ESPN suite, coinciding with the football season [1][2] - The app aims to expand access for existing cable subscribers and sports fans outside traditional pay TV bundles, marking the first time all linear TV content is available via streaming [2] Subscription Plans - Current cable subscribers can access the ESPN streaming app, while new users can choose from various subscription options [4] - The unlimited plan costs $29.99 per month or $299.99 annually, covering over 47,000 live events annually [4] - A promotional bundle with Disney+ and Hulu is available for $29.99 per month for the first year, with options for ad-supported and ad-free plans [5] Additional Bundles and Offerings - A new bundle with Fox Corp's streaming service, Fox One, will be available starting October 2 for $39.99 per month [6] - ESPN is also introducing an ESPN select tier, which costs $11.99 per month or $119.99 annually, covering over 32,000 live events [7][8] - Existing ESPN+ customers will automatically transition to the ESPN select plan [9] Content Expansion - The ESPN streaming service will include live games, programming from ESPN2, SEC Network, and ESPN on ABC, along with fantasy products and documentaries [10] - ESPN has secured partnerships with WWE and the NFL to enhance its sports offerings, with the WWE deal costing an average of $325 million per year for five years [11][12]

NEW YORK, Aug. 20, 2025 /PRNewswire/ -- Warner Bros. Discovery, Inc. (Nasdaq: WBD) today announced that its President and CEO David Zaslav and its Chief Financial Officer Gunnar Wiedenfels will present at conferences during the month of September. About Warner Bros. Discovery: Warner Bros. Discovery is a leading global media and entertainment company that creates and distributes the world's most differentiated and complete portfolio of branded content across television, film, streaming and gaming. Warner Br ...

Core Insights - K Wave Media (KWM) is set to showcase its second-half premiere lineup, emphasizing its achievements in content production and a strategy focused on expanding a global revenue model centered on intellectual property (IP) [2][3] - The company aims to diversify revenue streams by moving beyond traditional advertising and broadcasting, leveraging IP through merchandise, NFTs, and localized products for international markets [4][5] Content Production and Releases - In the first half of 2025, KWM achieved significant milestones with productions like "Trigger," which ranked No. 1 in Netflix's global opening rankings, and "Mary Kills People," which topped domestic TV buzz rankings [3] - Upcoming projects include "If We Were," "Project Shin Sajang," and "The Season of You and Me," with a notable investment in "No Choice," directed by Park Chan-wook and starring Lee Byung-hun, set for release in September [3][7] Revenue Model and Distribution Strategy - KWM is focusing on a comprehensive production-to-distribution-to-monetization process, utilizing its global shareholder network and platform partnerships to maximize revenue across various channels, including OTT and merchandise sales [5] - The company is developing fusion long-form content that integrates K-POP, K-Drama, and K-Movie, aiming to create a fandom ecosystem that encourages active participation and consumption [6] Corporate Vision and Market Position - KWM's brand vision will be highlighted through a congratulatory advertisement during its listing event on Nasdaq, featuring messages from prominent figures in the Korean entertainment industry [7] - The company is pioneering a Bitcoin-backed corporate treasury model, aiming to redefine the intersection of entertainment, technology, and finance while supporting decentralized ownership and real-time creator monetization [9][10]

Disney seems worth a look after dipping this month. Even after reporting a quarter with great results for parks and streaming, Walt Disney (DIS 0.17%) is down 4% this week. Over the last few years, Disney has underwhelmed on top-line revenue growth. Subsequently, the stock has underperformed the broader market over the last five years. The company announced a lot of news in its most recent quarterly earnings results, but it's down after reporting a miss on revenue. So, is this the time to hop into the game? ...

Financial Performance - SGH's revenue increased by 1% to $10744 million[12] - EBIT increased by 8% to $1537 million[12] - NPAT increased by 9% to $924 million[12] - Operating cash flow increased significantly by 49% to $1951 million[12] - The company's final dividend increased by 17% to 62cps[22] Business Unit Performance - WesTrac's revenue increased by 4% to $6100 million[39] - Boral's revenue increased by 1% to $3603 million, with EBIT up by 26% to $468 million[57] - Coates' revenue decreased by 9% to $1041 million[76] - Beach Energy's revenue increased by 13% to $1997 million, with production up by 9% to 197 million barrels of oil equivalent (mmboe)[93] Safety and Sustainability - Lost Time Injury Frequency Rate (LTIFR) and Total Recordable Injury Frequency Rate (TRIFR) improved by 38% and 31% respectively[35] Capital Management - Adjusted Net Debt to EBITDA (Leverage) decreased by 10% year-over-year, falling below 2x[22]

Core Insights - Streann Media has launched an interactive multi-screen and vertical video streaming experience for the ASU 2025 Junior Pan American Games, featuring over 700 hours of live coverage from 28 sports and more than 4,000 athletes from 41 nations [1][2][10] Group 1: Streaming Experience - The event will be accessible through nine simultaneous feeds on various platforms including web, mobile, connected TV, and major social media platforms like YouTube and TikTok for the first time [2][8] - The Panam Sports Channel will provide an interactive multi-camera experience, allowing viewers to switch between different disciplines and camera angles [4] Group 2: Innovations and Features - Streann Media introduces vertical video highlights optimized for mobile and the Inside-Community™ feature for real-time interaction among athletes, fans, and federations [3][5] - The AI-powered platform enhances viewer experience through smart content recommendations and real-time optimization [5][11] Group 3: Global Reach - The ASU 2025 Games will be streamed via over 30 official broadcast partners across the Americas, ensuring extensive reach [8] - Streann Media operates in over 150 countries, empowering media companies and creators to deliver scalable, interactive video experiences [9][11]

Core Viewpoint - Walt Disney (DIS) is experiencing significant selling pressure, with a 6.2% decline over the past four weeks, but is positioned for a potential trend reversal as it enters oversold territory, supported by analysts predicting better earnings than previously expected [1] Technical Analysis - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with readings below 30 typically signaling this condition [2] - DIS has an RSI reading of 27.44, suggesting that the heavy selling may be exhausting itself, indicating a possible bounce back towards equilibrium in supply and demand [5] Fundamental Indicators - There is a strong consensus among sell-side analysts that DIS will see an increase in earnings estimates, with a 1.9% rise in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [6] - DIS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [7]

The company posted a quarterly loss of 42 cents per share, versus the analyst consensus estimate of a loss of 36 cents per share. The company reported quarterly sales of $772.00 million which beat the analyst consensus estimate of $765.15 million. Gray Media, Inc. GTN reported mixed results for the second quarter on Friday. Gray Media said it sees third-quarter sales of $735.00 million to $750.00 million, versus market estimates of $786.212 million. Gray Media shares rose 16% to trade at $4.7900 on Monday. ...

Paramount won't charge users any additional fees for access to the events, eliminating the pay-per-view model that ESPN+ has used for certain premium UFC events. Disney's ESPN had been paying an average of $500 million for five years of UFC rights. That deal expires at the end of 2025. RIYADH, SAUDI ARABIA - FEBRUARY 01: (R-L) Michael Page of England punches Shara Magomedov of Russia in a middleweight fight during the UFC Fight Night event at anb Arena on February 01, 2025 in Riyadh, Saudi Arabia. (Photo by ...