WBD Warner Bros. Discovery, Inc. Loading...

From NFLX earnings calls
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16:45
Apr 16 ◎
Ted Sarandos Co-CEO, Netflix, Inc. NFLX Q1 FY26 call
Netflix is in active discussions to expand its NFL relationship, potentially adding more regular-season or playoff packages, which would intensify competition for premium sports rights. — Increased demand from Netflix for NFL rights could drive up prices for all bidders and shift the sports broadcasting landscape, impacting Disney (ESPN), Comcast (NBC Sports), and Warner Bros. Discovery (TNT Sports).
WBD
MED
13:45
Jan 20 ◎
Ted Sarandos Co-CEO, Netflix, Inc. NFLX Q4 FY25 call
Netflix is very positive on the acquisition, seeing it as a strategic accelerant and expecting regulatory approval.
WBD
HIGH
13:45
Oct 21 ◎
Spencer Wong VP of Finance, IR, and Corporate Development, Netflix, Inc. NFLX Q3 FY25 call
Netflix's content supply is highly diversified; no single external supplier accounts for a meaningful share of view hours. — Netflix is insulated from studio consolidation or licensing disputes, reducing risk of content loss and strengthening its negotiation leverage.
WBD
HIGH

About WBD Analyst Coverage

Buzzberg tracks WBD (Warner Bros. Discovery, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Ted Sarandos, Spencer Wong.