WBD
Coverage of Warner Bros. Discovery.
Portfolio changes 18/09/25
Portfolio changes 23/07/25
Warner Bros. Discovery FY24 results and outlook
A year of excellent progress for DTC, offset by weaker studio performance, and continued network declines. Outlook for 2025 and 2026 is looking very promising.
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.