WBD

21 atoms · 跨 7 天 · 首见 2026-05-06 · 最近 2026-07-06

三色: 🟦 fact 18 · 🟥 take 3 · stance ▲9/▼3/◆4

来源: X 7 · 卖 14

时态: fresh:19 · stale:2

标签: 好数字:13 · 好观点:4 · 好信源:4

叙事 (narrative) (1)

• 2026-06-12 · 行业地位
  Jessica was early to the call in 2024 and a key thought leader on WBD/PSKY/NFLX saga
  tags: 好观点 · → daily

立场 (position) (2)

事实 (fact) (18)

• 2026-06-12 · acquisition by Paramount approved
  DoJ approves Paramount's acquisition of Warner Bros
  tags: 好信源 · → daily
  value: date=2026-06-12
• 2026-07-06 · Midjourney 法律行动
  Midjourney has asked WBD to explain their AI usage in court
  tags: 好观点 · → daily
• 2026-07-06 · 合并审批
  PSKY承诺终止与环球的UIP合资企业，为WBD合并获得欧盟批准铺平道路
  tags: 好信源 · → daily
• 2026-06-29 · Paramount+ 用户渗透率
  Paramount+ penetration rose >200bps y/y to 28%
  tags: 好数字 · → daily
  value: qty=28%, +>200bps y/y
• 2026-06-29 · HBO Max 用户渗透率
  HBO Max rose >200bps y/y to 27%
  tags: 好数字 · → daily
  value: qty=27%, +>200bps y/y
• 2026-06-29 · HBO/Paramount+ 合并潜在用户重叠率
  Only ~10% of HBO/Paramount+ subs were unlikely to take a combined service, while ~40-50% of non-subs said they would sign on
  tags: 好数字 · → daily
  value: qty=~10% of current subs unlikely to take combined service; ~40-50% of non-subs would sign on
• 2026-06-29 · HBO Max年度订阅价格下调
  WBD / HBO Max cuts annual sub price -28% thru July 15 for new and returning subs with expired or canceled programs.
  tags: 好数字 · → daily
  value: qty=-28% · duration=至7月15日 · scope=新订户及已过期/已取消的老订户
• 2026-06-29 · box office performance
  Supergirl ranked 2nd with a gross of $38,000,000, playing in 3,602 theaters, with a total gross of $38,000,000 over 3 days.
  tags: 好数字 · → daily
  value: qty=$38,000,000 · date=2026-06-29
• 2026-06-25 · 被 Larry Ellison 儿子收购
  and his son's acquisition of WBD
  tags: 好信源 · → daily
• 2026-06-22 · 与Paramount合并交易获批
  US DOJ just approved the deal without any divestitures or other behavioral remedies, though state AGs (led by CA) still have power to challenge. Chinese regulators also cleared the deal
  tags: 好信源 · → daily
• 2026-06-22 · 合并导致的裁员规模预测
  Duplicative roles across both companies risk ~2.5k jobs in LA and 6k globally (corporate, tech, real estate)
  tags: 好数字 · → daily
  value: qty=~2.5k jobs in LA and 6k globally
• 2026-06-22 · 内容项目计划
  WBD House of the Dragon S3 / HBO Max / 06.21
  tags: 好数字 · → daily
  value: titulo=House of the Dragon S3 · fecha=2026-06-21 · plataforma=HBO Max
• 2026-06-22 · 电影上映计划
  WBD Dune: Part Three / theaters / 12.18
  tags: 好数字 · → daily
  value: titulo=Dune: Part Three · fecha=2026-12-18 · plataforma=theaters
• 2026-05-06 · EPS
  EPS -$1.17 vs Est. -$0.11
  tags: 好数字 · → daily
  value: qty=-$1.17 · date=Q1 2026
• 2026-05-06 · 营收
  Rev. $8.89B, est. $8.91B
  tags: 好数字 · → daily
  value: qty=$8.89B · date=Q1 2026
• 2026-05-06 · 流媒体营收
  Streaming rev. $2.89B, est. $2.9B
  tags: 好数字 · → daily
  value: qty=$2.89B · date=Q1 2026
• 2026-05-06 · 流媒体调整后EBITDA
  Streaming adj. EBITDA $438 M, +29% y/y
  tags: 好数字 · → daily
  value: qty=$438M · date=Q1 2026
• 2026-05-06 · 自由现金流
  Neg. FCF -$476M, vs. +$302M y/y
  tags: 好数字 · → daily
  value: qty=-$476M · date=Q1 2026

时间轴 (近 20)

• 2026-07-06 · fact · Midjourney 法律行动 · → daily
• 2026-07-06 · fact · 合并审批 · → daily
• 2026-06-29 · fact · Paramount+ 用户渗透率 · → daily
• 2026-06-29 · fact · HBO Max 用户渗透率 · → daily
• 2026-06-29 · fact · HBO/Paramount+ 合并潜在用户重叠率 · → daily
• 2026-06-29 · fact · HBO Max年度订阅价格下调 · → daily
• 2026-06-29 · fact · box office performance · → daily
• 2026-06-25 · fact · 被 Larry Ellison 儿子收购 · → daily
• 2026-06-22 · fact · 与Paramount合并交易获批 · → daily
• 2026-06-22 · fact · 合并导致的裁员规模预测 · → daily
• 2026-06-22 · fact · 内容项目计划 · → daily
• 2026-06-22 · fact · 电影上映计划 · → daily
• 2026-06-12 · narrative · 行业地位 · → daily
• 2026-06-12 · fact · acquisition by Paramount approved · → daily
• 2026-06-02 · position · 评级上调 · → daily
• 2026-06-02 · position · 评级上调 · → daily
• 2026-05-06 · fact · EPS · → daily
• 2026-05-06 · fact · 营收 · → daily
• 2026-05-06 · fact · 流媒体营收 · → daily
• 2026-05-06 · fact · 流媒体调整后EBITDA · → daily

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