WBD

Company Updates - WBD, TBLD

Highlights from WBD's Q4 and full-year earnings; and new game announcements from tinyBuild.

Company Updates - DSW, WBD

Trading update from DSW Capital; and some WBD updates, including the sale of All3Media.

Company Updates - WBD

WBD announces sports streaming joint venture with ESPN and Fox; and Suicide Squad: Kill the Justice League gets off to a modestly good start.

Firm Returns Weekly - Tom Cruise sets up shop at WB, and other news

Just a brief note this week as I've been travelling, but here are a few news items I've picked out for you. Warner Bros. Discovery Tom Cruise sets up shop at Warner Bros. Studios Tom Cruise's production company has entered into a strategic partnership

Firm Returns Weekly - 2023 box office figures, streaming ratings, and the UK financial services sector

A breakdown of the 2023 global box office figures; Young Sheldon tops the US streaming chart; and taking the temperature of the UK financial services sector.

Firm Returns Weekly - WBD acquires BluTV, and other news

WBD has acquired BluTV, and I take a look at how Wonka and Aquaman 2 are performing in theatres.

Firm Returns Weekly - TMI, WBD, TBLD

Factors impacting the dry bulk charter market; Paramount merger talk; and Verses Evil shut down.

Firm Returns Weekly - Newsletter overview, and updates on TMI, WBD, and TBLD

TMI's half-year report and trading update, WBD's podcast deal with Spotify and a strong start for Wonka, and a positive response for Deadside's v0.10.0 update (TBLD).

Firm Returns Weekly - Four Mile legal ruling upheld (ECOR), Max in Verizon bundle (WBD), Vessel sales (TMI)

A good result for ECOR in its legal dispute, Max bundling and new releases at WBD, and higher rates and vessel sales at TMI.

Firm Returns Weekly - Aviva to acquire Optiom, David Zaslav interview, Arkham trilogy switch release

Aviva to acquire Optiom On Monday (27 Nov), Aviva announced the acquisition of Optiom O2 Holdings Inc - a leading provider of vehicle replacement insurance in Canada - for total consideration of c.£100m (c.CAD$170m). This should bolster Aviva's existing Canadian operations, and move them closer

Firm Returns Weekly - tinyBuild (TBLD), Warner Bros Discovery (WBD), Aviva (AV), and Fuller, Smith & Turner (FSTA)

tinyBuild Broken Roads release delay Broken roads was scheduled to release on 14 November, but on the 8th they announced it would be delayed until early next year. There was still some confusion because they forgot to change the release date on Steam, which resulted in the game appearing in

Firm Returns Weekly - WBD Q3 earnings, SAG-AFTRA strike ends

Q3 earnings On Wednesday (8 Nov) WBD published their Q3 earnings, covering the period ending 30 September. Overall I came away pretty positive, but the market may have disagreed. There's been quite a lot of talk about fears of a weak advertising market in 2024, but as far

Firm Returns Weekly - AV, TMI, WBD

Aviva Takeover rumours Aviva has been subject to some takeover rumours that sent the share price up to over 420p earlier this month (the shares have since come back down to below 400p). The following excerpt from a Shares Magazine article lists some of the companies said to be considering

Firm Returns Weekly - AV, WBD, TMI, TBLD

Aviva Aviva is acquiring AIG's UK protection business for total consideration of £460m, in line with their strategy of pursuing capital light growth. AIG's UK protection business had 1.3m individual protection customers and 1.4m group protection customers as of 31 December 2022. Aviva to

Firm Returns Weekly - WBD, TBLD

Warner Bros. Discovery Mortal Kombat 1 Mortal Kombat 1 has got off to a strong start, achieving a peak concurrent player count of 38,129 on the day of launch - higher than the 35,147 achieved by MK11 - and holding firm with peaks in excess of 20k in

Firm Returns Weekly - WBD, TBLD, AV

Warner Bros. Discovery Webcasts There are a couple of new webcast recordings available on the WBD website, with commentary from both David Zaslav (CEO) and Gunnar Weidenfels (CFO). Warner Bros. Discovery - Events & PresentationsWarner Bros. Discovery, Inc. Logo The Nun II The Nun II made $32.6m in its

Firm Returns Weekly - TBLD, ECOR, AV, WBD

tinyBuild We're expecting tinyBuild's interim results soon, so there should be a fair amount to discuss when they're released. In the meantime, I wanted to share a couple of articles I read this week that could be useful for anyone trying to gauge a

Firm Returns Weekly - TBLD, WBD, TMI

tinyBuild Streets of Rogue 2 Streets of Rogue 2 has continued to gain momentum, with the game breaking into the top-100 most wishlisted upcoming games on Steam this week. Using the internal wishlist data we've been given for recent releases (see I Am Future article below), we can

Firm Returns Weekly - WBD, TBLD

Warner Bros. Discovery Blue Beetle Blue Beetle topped the US box office rankings in its opening weekend with domestic ticket sales of $25m, and is currently the widest release, showing in 3,871 theatres. Performance is looking comparable to Shazam! Fury of the Gods, which released earlier this year and

Firm Returns Weekly - WBD, TBLD, AV

Warner Bros. Discovery Films Barbie has continued its upward trajectory with another week at the top of the charts. Here in the UK it is still the film with the most showings in cinemas, and when I went to see the Meg 2 on Wednesday, there was a crowd of

Firm Returns Weekly - WBD, TBLD, FSTA, ECOR, AV

This week's newsletter is a little late because I was travelling to attend a wedding over the weekend, but there's quite a lot to discuss. Warner Bros. Discovery Barbie update Barbie continues to perform very well, and has now exceeded $1bn in worldwide box office revenue.

WBD Update

What follows is a brief update on Warner Bros. Discovery, covering the events that have taken place since I published the original write-up in February. Max Launch On 23 May, WBD released their new DTC product with the name and tag-line: Max - the one to watch. They announced and

Warner Bros. Discovery Research Report

Business overview Warner Bros. Discovery (WBD) is a leading global media and entertainment company with a portfolio of content and brands across film, television and streaming. It has a presence in over 220 countries and territories, and produces content in 50 different languages. An incomplete list of its iconic brands