Curated Guide to Research
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Search results for "warnermedia"
- MoffettNathanson Research estimates revenue from Warner Bros. Discovery's live, linear cable TV networks will decline 13% in 2024 to $20.1 billion, while AMC Networks will dip 21% lower to $2.4 billion.
- WBD is participating in assorted bundling partnerships and entertainment bundling. With all these deals, Zaslav believes WBD is at the forefront of where streaming is headed.
- Warner Bros. Discovery has struck a multiyear "sub-licensing" agreement with ESPN to secure some early-round games in the new expanded College Football Playoff series. WBD's TNT will get two first-round games starting this season and an additional two quarterfinal games in 2026 and 2028, which can be added to WBD's streaming Max platform.
- Former Canoe Ventures CEO David Porter has been hired as head of ad sales research, data, and insights of Warner Bros. Discovery.
- A WBD-Paramount Global merger would initially result in dominance in two legacy entertainment measures: Linear TV viewing time and theatrical box-office revenue. MoffettNathanson Research says the initial combination of the companies would result in a 35%-40% share of linear TV time depending on the season for viewers ages 2 and up.
- TV network groups with 15 to 20 channels might have good reason to be concerned about their next negotiations with legacy pay TV services.
- Guggenheim Securities estimates a 6.8% drop in revenue for Q4 after a 10.4% decline in Q3 - but media analyst Michael Morris says to "expect more meaningful improvement in the fourth quarter as the company benefits from the upfronts."
- His 20-year analysis shows the Big 4's share of global ad spending rising from 16% to 55%, but says there has been little practical change in options for individual advertisers.
- Three of the top spots for online engagement for this year's Super Bowl went to pure entertainment marketers. The ad for Warner Bros.' upcoming film "The Flash" led with a 2,373 engagement index, according to EDO Ad EnGage -- which means it was 24x more effective than the median Super Bowl LVII ad.
- The biggest moves will come with realignment as Jon Diament, Karen Grinthal and Greg Regis divide responsibilities among the company's more than 20 cable TV networks. Reports last month suggested the new Warner Bros. Discovery would cut around 30% of its ad force as part of the goal CEO David Zaslav outlined to investors, to achieve $3 billion in synergistic savings as a result of the merger.
- Linear TV networks under the new company including TNT, TBS, CNN and now Discovery Channel, HGTV, Food Network, and Investigation Discovery, now comprise an estimated 49% of company revenue, MoffettNathanson Research says, looking at the companies' combined 2021 financial data.
- Combined revenue for Warner Bros. Discovery is estimated to be $49.8 billion this year -- meaning it will slot in below Walt Disney's $67.4 billion and above Paramount Global's $28.6 billion. But revenues alone won't be enough to really compete with Netflix, analysts say, in terms of subscribers or viewing for the key growth business of streaming TV and video content from subscription CTV services.
- A merger will "instantly become the largest home of linear impressions, sourcing 28% of the 2020 U.S. viewing time and 24% of U.S. national advertising," MoffettNathanson Research says.
- WarnerMedia's movie release schedule in the near term will cater to both exclusive films for cinemas and simultaneous releases for streaming/theaters, says Jason Kilar, WarnerMedia CEO, speaking at a MoffettNathanson Research investor event Thursday.
