Yehuda a écrit:
Il semblerait que Appolo surenchérisse en s'alliant avec Sony qui entre dans la partie
Si Paramount oublie Skydance en faveur de Sony ça permettrait à ces derniers de rattraper leur train de retard sur les trois autres Majors puisque en 2023 ils représentaient ensemble plus de 20% de part de marché versus 21.26% pour Disney, 21.77% pour Universal et "seulement" 15.73% pour Warner Bros.
darkhorizons a écrit:Shares of Warner Bros. Discovery slid 11% Wednesday to hit all-time lows in the wake of the company’s second-quarter earnings report earlier today.
That report revealed the conglomerate, which is heavily reliant on its pay-TV business, recorded a whopping $9.1 billion write-down dubbed a ‘goodwill impairment charge’.
The write-down comes not from scrapped content (ala “Batgirl”), but an asset reevaluation which saw the loss of value of several of its linear television networks including Discovery, CNN, TNT, TBS, Food Network, HGTV, and Cartoon Network/Adult Swim among others.
A poor U.S. linear ad market and uncertainty around affiliate and sports rights renewals (most notably the NBA) seem to be the main causes there. There was also a net loss of $2.1 billion on “pre-tax acquisition-related amortization of intangibles, content fair value step-up, and restructuring expenses”. The result is WBD recording a net loss for the quarter of $10 billion.
The one bit of good news? Subscribers for HBO, Max and Discovery+ are up by a further 3.6 million for the quarter to 103.3 million subscribers worldwide, the growth primarily spurred by international relaunches of Max.
Ad revenue growth in streaming has essentially doubled as compared to this time last year. Box-office revenue is up 19%, TV revenue is down 27% and games revenue is down a massive 41%.
As of close of trading on Wednesday, Warner Bros. Discovery’s market capitalization stands at $18.8 billion – down from over $50 billion just over two years ago when Discovery closed its acquisition of WarnerMedia in April 2022.
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