$WBD — what investors on X are saying

$WBDWarner Bros. Discovery, Inc. · Entertainment · $77.6B

$30.95

pre—

Event thread

Key events, in time order

20 items

2026-10-02 → 10-08Capital🔥Developing
WBD delisted from Nasdaq after Skydance merger completion
Paramount's takeover of WBD completed; combined entity Skydance trades on NYSE as $SKYD, WBD off Nasdaq
D1 +0.0% · since +0.0%
2 waves of this story
- 2026-10-02 Index changes confirmed, passive funds will reduce holdings, impacting price and liquidity
- 2026-10-08 Paramount's takeover of WBD completed; combined entity Skydance trades on NYSE as $SKYD, WBD off Nasdaq
2026-09-22 → 10-06Company🔥Developing
WBD-Paramount Merger Done; Paramount Prices $52B Debt
Paramount closed $52B debt offering to fund merger; 10Y Treasury at 5.24% raises financing cost
D1 +0.1% · +5d +0.1%
7 waves of this story
- 2026-09-22 Settlement with California et al. includes $1.5B production investment, advancing $81B deal
- 2026-09-22 Regulatory hurdles ease, deal closure expected sooner, impacting WBD's future
- 2026-09-23 Deal advances to financing stage; Musk's potential entry could ease cash crunch and sway deal terms
- 2026-09-25 Semafor reports execs weighing Musk in equity investor group; spread suggests low perceived risk
- 2026-10-01 Deal enters final week; related M&A bonds begin trading weak
- 2026-10-02 Merger brand finalized, new name confirmed, deal closing soon
- 2026-10-06 Paramount closed $52B debt offering to fund merger; 10Y Treasury at 5.24% raises financing cost

18 earlier events

2026-10-068-K filing
8-K: Item 1.01, Item 1.02, Item 2.01, Item 2.03
2026-10-05Trading halt
Halt: pending info request
D1 +0.0%
2026-09-29Analyst
Argus Research downgrades to Sell
D1 -0.2% · since +0.3%
2026-09-03Insider selling
Insider selling $15.3M (2)
D1 -0.1% · +5d -1.2%
2026-08-25Regulation
California cancels Paramount talks over Warner Bros deal
California cancels talks with Paramount on Warner Bros deal; Paramount pressures to strengthen position
D1 +0.7% · +5d -2.0%
2026-08-11 → 08-14CapitalBear
WBD Faces Continued Insider and Institutional Selling
After Contravisory cut 77%, president and 2 insiders sold; unusual puts in Oct/Dec strikes
D1 +0.7% · +5d +5.2%
2 waves of this story
- 2026-08-11 Institutional investor significantly reduced position in Q2, reflecting portfolio rebalancing
- 2026-08-14 After Contravisory cut 77%, president and 2 insiders sold; unusual puts in Oct/Dec strikes
2026-08-14CapitalBear
WBD President Sells $16M Stock After 146% Rally
President exercises options at $11.02, sells at $27.05, cutting 52% of direct holdings; 2 other insiders also sold
D1 +0.9% · +5d +2.0%
2026-08-13Insider selling
Insider selling $23.6M (2)
D1 +0.4% · +5d +1.7%
2026-08-10Insider selling
Insider selling $16.0M (1)
D1 +0.3% · +5d +3.9%
2026-08-06 → 08-10Earnings
WBD Q2 Earnings Beat, Revenue Miss on Studios Weakness
Streaming growth and margin gains offset weakness in Studios and Global Linear Networks
D1 +1.7% · +5d +5.1%
3 waves of this story
- 2026-08-06 Revenue $8.7B misses, but streaming revenue tops $3B, EBITDA beats
- 2026-08-10 Q2 earnings beat but revenue hit by Studios and linear weakness
- 2026-08-10 Streaming growth and margin gains offset weakness in Studios and Global Linear Networks
2026-08-068-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +1.7% · +5d +5.1%
2026-08-06Earnings
Earnings report
Q2 CNN线性收视同比增长24%，全平台分钟数增长19%；TNT Sports创下全国冠军篮球赛最高收视纪录，MLB常规赛收视增长超20%，NHL季后赛收视增长50%。
D1 +1.7% · +5d +5.1%
2026-07-27AnalystBear
Seaport Global downgrades to Neutral
D1 -1.9% · +5d +3.2%
2026-07-27AnalystBear
WBD Downgraded to Neutral by Seaport Research
Paramount Skydance merger delay cited as overhang; stock fell 1.9% to $25.28
D1 -1.9% · +5d +3.2%
2026-07-14 → 07-25RegulationBear
12 States Sue to Block Warner Bros. Discovery-Paramount Merger
Court extends pause to Aug. 17, with Aug. 3 hearing to decide on blocking; deal faces prolonged uncertainty.
D1 +1.4% · +5d -6.0%
4 waves of this story
- 2026-07-14 State AGs file antitrust lawsuit, adding regulatory uncertainty to the merger
- 2026-07-21 Coalition led by California wins 14-day pause on $110B deal
- 2026-07-23 European Commission clears deal with concessions including sale of stake in European film distribution JV; US states' legal challenge remains.
- 2026-07-25 Court extends pause to Aug. 17, with Aug. 3 hearing to decide on blocking; deal faces prolonged uncertainty.
2026-07-24Earnings
Warner Bros. Discovery to Report Q2 Results on Aug. 6
Company announces Q2 earnings date, providing key financial update for investors.
D1 -0.7% · +5d +2.1%
2026-07-13Insider sellingBear
Insider selling $59.5M (1)
D1 +1.9% · +5d -4.5%
2026-06-29AnalystBull
Seaport Global upgrades to Buy
D1 +1.5% · +5d -3.7%

Related — this ticker is not the subject

2026-10-07RelatedCompany
Paramount closes $110 billion WBD deal
The Skydance-era merger is now complete, and the company is already signaling post-deal layoffs.
2026-10-02RelatedMarkets
Twilio and Vylor join the S&P 500 as index reshuffle takes effect
S&P Dow Jones moves two names in and two out, setting up fresh passive-fund rebalancing
D1 +0.0% · since +0.0%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

20 items

2026-10-02 → 10-08Capital🔥Developing
WBD delisted from Nasdaq after Skydance merger completion
Paramount's takeover of WBD completed; combined entity Skydance trades on NYSE as $SKYD, WBD off Nasdaq
D1 +0.0% · since +0.0%
2 waves of this story
- 2026-10-02 Index changes confirmed, passive funds will reduce holdings, impacting price and liquidity
- 2026-10-08 Paramount's takeover of WBD completed; combined entity Skydance trades on NYSE as $SKYD, WBD off Nasdaq
2026-09-22 → 10-06Company🔥Developing
WBD-Paramount Merger Done; Paramount Prices $52B Debt
Paramount closed $52B debt offering to fund merger; 10Y Treasury at 5.24% raises financing cost
D1 +0.1% · +5d +0.1%
7 waves of this story
- 2026-09-22 Settlement with California et al. includes $1.5B production investment, advancing $81B deal
- 2026-09-22 Regulatory hurdles ease, deal closure expected sooner, impacting WBD's future
- 2026-09-23 Deal advances to financing stage; Musk's potential entry could ease cash crunch and sway deal terms
- 2026-09-25 Semafor reports execs weighing Musk in equity investor group; spread suggests low perceived risk
- 2026-10-01 Deal enters final week; related M&A bonds begin trading weak
- 2026-10-02 Merger brand finalized, new name confirmed, deal closing soon
- 2026-10-06 Paramount closed $52B debt offering to fund merger; 10Y Treasury at 5.24% raises financing cost
2026-10-068-K filing
8-K: Item 1.01, Item 1.02, Item 2.01, Item 2.03
2026-10-05Trading halt
Halt: pending info request
D1 +0.0%
2026-09-29Analyst
Argus Research downgrades to Sell
D1 -0.2% · since +0.3%

15 earlier events

2026-09-03Insider selling
Insider selling $15.3M (2)
D1 -0.1% · +5d -1.2%
2026-08-25Regulation
California cancels Paramount talks over Warner Bros deal
California cancels talks with Paramount on Warner Bros deal; Paramount pressures to strengthen position
D1 +0.7% · +5d -2.0%
2026-08-11 → 08-14CapitalBear
WBD Faces Continued Insider and Institutional Selling
After Contravisory cut 77%, president and 2 insiders sold; unusual puts in Oct/Dec strikes
D1 +0.7% · +5d +5.2%
2 waves of this story
- 2026-08-11 Institutional investor significantly reduced position in Q2, reflecting portfolio rebalancing
- 2026-08-14 After Contravisory cut 77%, president and 2 insiders sold; unusual puts in Oct/Dec strikes
2026-08-14CapitalBear
WBD President Sells $16M Stock After 146% Rally
President exercises options at $11.02, sells at $27.05, cutting 52% of direct holdings; 2 other insiders also sold
D1 +0.9% · +5d +2.0%
2026-08-13Insider selling
Insider selling $23.6M (2)
D1 +0.4% · +5d +1.7%
2026-08-10Insider selling
Insider selling $16.0M (1)
D1 +0.3% · +5d +3.9%
2026-08-06 → 08-10Earnings
WBD Q2 Earnings Beat, Revenue Miss on Studios Weakness
Streaming growth and margin gains offset weakness in Studios and Global Linear Networks
D1 +1.7% · +5d +5.1%
3 waves of this story
- 2026-08-06 Revenue $8.7B misses, but streaming revenue tops $3B, EBITDA beats
- 2026-08-10 Q2 earnings beat but revenue hit by Studios and linear weakness
- 2026-08-10 Streaming growth and margin gains offset weakness in Studios and Global Linear Networks
2026-08-068-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +1.7% · +5d +5.1%
2026-08-06Earnings
Earnings report
Q2 CNN线性收视同比增长24%，全平台分钟数增长19%；TNT Sports创下全国冠军篮球赛最高收视纪录，MLB常规赛收视增长超20%，NHL季后赛收视增长50%。
D1 +1.7% · +5d +5.1%
2026-07-27AnalystBear
Seaport Global downgrades to Neutral
D1 -1.9% · +5d +3.2%
2026-07-27AnalystBear
WBD Downgraded to Neutral by Seaport Research
Paramount Skydance merger delay cited as overhang; stock fell 1.9% to $25.28
D1 -1.9% · +5d +3.2%
2026-07-14 → 07-25RegulationBear
12 States Sue to Block Warner Bros. Discovery-Paramount Merger
Court extends pause to Aug. 17, with Aug. 3 hearing to decide on blocking; deal faces prolonged uncertainty.
D1 +1.4% · +5d -6.0%
4 waves of this story
- 2026-07-14 State AGs file antitrust lawsuit, adding regulatory uncertainty to the merger
- 2026-07-21 Coalition led by California wins 14-day pause on $110B deal
- 2026-07-23 European Commission clears deal with concessions including sale of stake in European film distribution JV; US states' legal challenge remains.
- 2026-07-25 Court extends pause to Aug. 17, with Aug. 3 hearing to decide on blocking; deal faces prolonged uncertainty.
2026-07-24Earnings
Warner Bros. Discovery to Report Q2 Results on Aug. 6
Company announces Q2 earnings date, providing key financial update for investors.
D1 -0.7% · +5d +2.1%
2026-07-13Insider sellingBear
Insider selling $59.5M (1)
D1 +1.9% · +5d -4.5%
2026-06-29AnalystBull
Seaport Global upgrades to Buy
D1 +1.5% · +5d -3.7%

Related — this ticker is not the subject

2026-10-07RelatedCompany
Paramount closes $110 billion WBD deal
The Skydance-era merger is now complete, and the company is already signaling post-deal layoffs.
2026-10-02RelatedMarkets
Twilio and Vylor join the S&P 500 as index reshuffle takes effect
S&P Dow Jones moves two names in and two out, setting up fresh passive-fund rebalancing
D1 +0.0% · since +0.0%

$WBD (Warner Bros. Discovery, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 30.5%)

Most active credible voices on $WBD

Recent headlines featuring $WBD

$WBD (Warner Bros. Discovery, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 30.5%)

Most active credible voices on $WBD

Recent headlines featuring $WBD

WBD delisted from Nasdaq after Skydance merger completion

WBD-Paramount Merger Done; Paramount Prices $52B Debt

8-K: Item 1.01, Item 1.02, Item 2.01, Item 2.03

Halt: pending info request

Argus Research downgrades to Sell

Insider selling $15.3M (2)

California cancels Paramount talks over Warner Bros deal

WBD Faces Continued Insider and Institutional Selling

WBD President Sells $16M Stock After 146% Rally

Insider selling $23.6M (2)

Insider selling $16.0M (1)

WBD Q2 Earnings Beat, Revenue Miss on Studios Weakness

8-K: Item 2.02, Item 7.01, Item 9.01

Earnings report

Seaport Global downgrades to Neutral

WBD Downgraded to Neutral by Seaport Research

12 States Sue to Block Warner Bros. Discovery-Paramount Merger

Warner Bros. Discovery to Report Q2 Results on Aug. 6

Insider selling $59.5M (1)

Seaport Global upgrades to Buy

Paramount closes $110 billion WBD deal

Twilio and Vylor join the S&P 500 as index reshuffle takes effect