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Future of WBD?

tall_guy1

tall_guy1

Is this company going to survive? While their streaming is profitable, the company as a whole is in the red. They are probably spinning off their cable channels, but if the money is not there, can they sustain any part of their business?
 
as discussed before, most likely, WBD will spin of the cable channels and the current debts WBD has that they go from AT&T when AT&T spun off WarnerMedia and sold it to Discovery to make the merger happen. that's what happens with struggling companies, they spin some troubled assets off with the debts to get rid of it.
 
The issues with WBD lay with the D. What valuable content does the Discovery side have. They don’t have sports or any worthy streaming content.
 
Don CT said:
The issues with WBD lay with the D. What valuable content does the Discovery side have. They don’t have sports or any worthy streaming content.
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Keep in mind that Discovery bought Warner, not the other way around. At the time, Discovery was a cash machine. The Discovery Networks were profitable on cable. They had a pretty good business model. Now maybe not so much. But conceptually, their channels are a lot better defined than the Warner or Turner channels at this point. What some of us expected from this merger was for Discovery to better define the TBS channels. That hasn't happened. Instead the combined company has been burdened from the debt of the merger. But Discovery is running the company, not Warner.

To rephrase: The issues with WBD lay with D, which is DEBT. That's where the problem is.
 
TheBigA said:
Keep in mind that Discovery bought Warner, not the other way around. At the time, Discovery was a cash machine. The Discovery Networks were profitable on cable. They had a pretty good business model. Now maybe not so much. But conceptually, their channels are a lot better defined than the Warner or Turner channels at this point. What some of us expected from this merger was for Discovery to better define the TBS channels. That hasn't happened. Instead the combined company has been burdened from the debt of the merger. But Discovery is running the company, not Warner.
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AOL was also running Time Warner and we all know how that turned out. The only thing holding the current company together is HBO Max and the HBO content.
 
Don CT said:
AOL was also running Time Warner and we all know how that turned out.
Click to expand...

Right, and Entercom was successful until they bought CBS Radio, and Cumulus was successful until it bought Citadel. On and on.

Here's what Jim Cramer says now about Zaslav:

“Here’s my feeling, all right, David Zaslav runs Warner Brothers Discovery. He’s done the first thing absolutely right. He has made that balance sheet to be palatable. Now he just has to break out of the hell that is Linear and be thinking about all the new exciting things that could be done. I want you to stay long on those couple hundred. I would even be tempted, dare I say…. I would actually buy the stock. That’s right. I would buy Warner Brothers Discovery. I’m willing to stick my head out and see what happens.”
Click to expand...

So spinning off cable seems like the right thing to do, then see what happens next.
 
TheBigA said:
Right, and Entercom was successful until they bought CBS Radio, and Cumulus was successful until it bought Citadel. On and on.

Here's what Jim Cramer says now about Zaslav:



So spinning off cable seems like the right thing to do, then see what happens next.
Click to expand...
Discovery got top heavy when they first bought the Hurst channels. Adding the Turner Networks never seemed to really fit.
 
Don CT said:
The issues with WBD lay with the D. What valuable content does the Discovery side have. They don’t have sports or any worthy streaming content.
Click to expand...
ID seems to be holding up pretty well (Quiet on Set) and a few shows like 90 Day Fiance and Sister Wives (whatever that is) I see are in the top 10 on Max.
 
tall_guy1 said:
ID seems to be holding up pretty well (Quiet on Set) and a few shows like 90 Day Fiance and Sister Wives (whatever that is) I see are in the top 10 on Max.
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The reality shows are just cheap throwaways. There is no real content there. People are not buying Max for the reality shows.
 
TheBigA said:
A lot depends on the success of Superman when it comes out in July. They've already started the pre-release hype. It has to be a winner.

ew.com

'Superman' 2025: What we know about James Gunn's take on the Man of Steel, including its release date, cast, and more

It's a bird, it's a plane, it's a new 'Superman' movie! Here's everything we know about James Gunn's take on the Man of Steel, including its release date, cast, and more.
ew.com ew.com
Click to expand...
All of the superhero movies need to win big.
 
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