Warner Bros. Discovery is a media giant that makes movies and TV shows, runs cable channels like CNN and HGTV, and streams content through Max—think of it as a factory plus a network of stores for entertainment.
Money comes from three streams: selling films and shows to other platforms, advertising on its cable networks, and subscription fees from Max. Gross margin is 43.43%, but net margin is -8.77%, meaning costs eat profits—revenue is USD 37.30B annually, yet it's
Its deep library of iconic franchises (Batman, Harry Potter, Game of Thrones) and cable channel relationships are hard to replicate, but cord-cutting and streaming competition from Netflix, Disney, and Amazon are eroding that advantage.
Hold (sector percentile 59) — value C, growth D-, profitability C-, momentum A-, revisions A. Updated daily, sector-relative, identical for every user.
Key events, in time order
After Contravisory cut 77%, president and 2 insiders sold; unusual puts in Oct/Dec strikes
President exercises options at $11.02, sells at $27.05, cutting 52% of direct holdings; 2 other insiders also sold
Streaming growth and margin gains offset weakness in Studios and Global Linear Networks
Paramount Skydance merger delay cited as overhang; stock fell 1.9% to $25.28
Court extends pause to Aug. 17, with Aug. 3 hearing to decide on blocking; deal faces prolonged uncertainty.
Company announces Q2 earnings date, providing key financial update for investors.
HBO Max exceeded guidance with over 140 million total subscribers by end of Q1 2026, with expectation to finish the year with more than 150 million subscribers globally
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