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Warner Bros Discovery (WBD US)
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Communication Services
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United States
Warner Bros. Discovery, Inc. operates as a media and entertainment company. The Company offers a complete portfolio of content, brands, and franchises across television, film, streaming, and gaming.
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bearish
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Netflix Inc
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21 Dec 2022 05:24
Netflix AVOD Not Chill
We think Netflix's lack of AVOD uptake is due to full saturation, and unless paired with cracking down on passwords, will not generate incremental...
Aaron Gabin
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533 Views
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bullish
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The Walt Disney Co
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22 Nov 2022 03:43
Disney: Could Iger Sell to Apple?
We think Iger will refocus investors on revenues/profits at Disney+ over subscribers, will efficiently spend on content through decentralizing...
Aaron Gabin
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446 Views
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bearish
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The Walt Disney Co
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10 Nov 2022 02:27
Disney 4Q2022: Cord Cutting Exacerbating DTC Losses
Disney shockingly weak profitability outlook for FY2023 is more a reflection of the return of cord cutting to being issue #1 denting the model,...
Aaron Gabin
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114 Views
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bearish
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Netflix Inc
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20 Oct 2022 01:40
Netflix 3Q22: Coast Is Clear?
Netflix's stock has outperformed by 25% over the past quarter on blind faith that the new advertising tier unlock incremental subs and margins. We...
Aaron Gabin
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158 Views
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bullish
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Meta Platforms (Facebook)
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15 Oct 2022 01:45
What Are the Prospects for a Meta Rebound?
Meta has seen its valuation converge with structurally impaired cable network / streamers with margins 50% lower. We think it can boost EPS through...
Aaron Gabin
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328 Views
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