MoviePass Reimagined: Now a Prediction Market-Style Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 08 2025
0mins
Should l Buy WBD?
Source: SeekingAlpha
MoviePass Launches Mogul Platform: MoviePass has introduced the Mogul platform, allowing users to create movie teams and compete in contests based on box office results and critical ratings, resembling a fantasy sports experience in the film industry.
Unique Entertainment Proposition: The platform aims to redefine the moviegoing experience by leveraging audience sentiment and film performance, distinguishing itself from traditional prediction markets and sports betting.
Company's Evolution and History: After a tumultuous past, including a shutdown in 2019, MoviePass has achieved profitability in 2023 and is now backed by significant investments, marking a successful turnaround.
Industry Impact: The evolution of MoviePass and its new offerings could attract attention from major players in the film sector, potentially influencing the broader entertainment landscape.
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Analyst Views on WBD
Wall Street analysts forecast WBD stock price to fall
14 Analyst Rating
5 Buy
9 Hold
0 Sell
Moderate Buy
Current: 27.990
Low
14.75
Averages
24.98
High
30.00
Current: 27.990
Low
14.75
Averages
24.98
High
30.00
About WBD
Warner Bros. Discovery, Inc. is a global media and entertainment company that creates and distributes a portfolio of branded content across television, film, streaming and gaming. The Company's segments include Studios, Networks and DTC. Studios segment primarily consists of the production and release of feature films for initial exhibition in theaters, production and initial licensing of television programs to its networks/DTC services as well as third parties, distribution of its films and television programs to various third party and internal television and streaming services, distribution through the home entertainment market, and others. Networks segment primarily consists of its domestic and international television networks. DTC segment primarily consists of its premium pay-TV and streaming services. Its brands and products include Discovery Channel, Max, DC, TNT Sports, Eurosport, HBO, HGTV, Food Network, OWN, Investigation Discovery, TLC, Warner Bros., and Cartoon Network.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regulatory Scrutiny: The Netflix-WBD deal is under scrutiny from lawmakers concerned that it could harm competition in the streaming industry, reflecting the regulatory environment's impact on industry consolidation.
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Warner Bros. Discovery Stock Performance: Warner Bros. Discovery (WBD) is currently the most-watched stock on Wall Street, with shares hovering around $28, reflecting a recovery in the entertainment sector after a challenging two years.
Bidding War for Acquisition: A high-stakes bidding war is underway between Netflix and Paramount SkyDance for WBD, with Netflix offering $27.75 per share in an all-cash deal, while Paramount has launched a hostile tender offer at $30 per share.
Regulatory Concerns and Strategic Moves: The WBD board initially rejected Paramount's offer due to regulatory concerns but has since amended its stance, introducing financial incentives to address these issues and potentially shift the acquisition dynamics.
Investor Implications and Market Dynamics: The ongoing bidding war and the introduction of a "ticking fee" by Paramount create a complex landscape for investors, who must weigh the potential returns from either deal while navigating the regulatory environment and market volatility.
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- Withdrawal Context: Comcast made an offer for Warner Bros. last year but withdrew it in December, indicating a cautious approach to media consolidation that may affect future acquisition strategies.
- Regulatory Scrutiny: The Netflix-WBD deal is under scrutiny from lawmakers concerned that it could harm competition in the streaming industry, reflecting the regulatory environment's impact on industry consolidation.
- Asset Spin-off Impact: Comcast announced the spin-off of most of its cable-TV assets, including USA Network and CNBC, by late 2024, with the spin-off completed in January this year, which may affect its negotiating power in media discussions.
- Market Dynamics Shift: As Paramount upgraded its bid for Warner Bros., which WBD is currently reviewing, this intensifies market competition and may place Comcast at a disadvantage in future acquisition negotiations.
See More
Netflix Shares Hit New 52-Week Low Amid Bidding War
- Stock Price Plunge: Netflix shares fell to a new 52-week low of $75.23 on Thursday, reflecting pressure from a high-stakes bidding war while also underperforming in a broader Nasdaq decline of 1.79%.
- Activist Investor Opposition: Activist investor Ancora criticized Warner Bros. Discovery's board for not adequately considering Paramount's offer, which now includes a ticking fee of 25 cents per share for delays and a $2.8 billion termination fee to Netflix.
- Antitrust Investigation Pressure: The DOJ is investigating whether Netflix engaged in exclusionary conduct to maintain monopoly power, which, despite Netflix's attorney calling it a
See More
Netflix's $72 Billion Bid for Warner Bros. Discovery Faces Competition
- Acquisition Overview: Netflix's $72 billion acquisition deal with Warner Bros. Discovery, valued at nearly $83 billion on an enterprise basis, highlights the immense potential of both companies in the streaming and studio asset space, which could reshape the market landscape if successful.
- Competitor Dynamics: Losing bidder Paramount Skydance remains undeterred and continues to pursue all of Warner Bros. Discovery's assets, indicating the fierce competition in the streaming industry and the desire for market share.
- Regulatory Scrutiny Challenges: The U.S. Department of Justice and the Federal Trade Commission will closely examine the merger between Netflix and Warner Bros., which may impact the final outcome of the deal, particularly concerning consumer pricing and market power concerns.
- Market Reaction: Since Netflix emerged as a bidder, it has lost over $100 billion in market capitalization, reflecting investor concerns about the acquisition's prospects and highlighting the market's sensitivity to consolidation in the streaming industry.
See More
Analyzing Netflix's Future Growth Potential
- Historical Investment Returns: Since going public in 2002 at $15 per share, Netflix's stock has soared to over $11,000, showcasing the wealth generation potential for early investors and reflecting the company's strong performance in the streaming industry.
- New Business Expansion: Netflix plans to open a new experience venue in Las Vegas in 2027, leveraging its intellectual property to create real-world experiences aimed at attracting more consumers and enhancing brand influence, although financial results for this segment have yet to be disclosed.
- Podcast Market Opportunities: Netflix's podcast business generated $1.5 billion in revenue in 2025, with potential for further market expansion through new user acquisition and advertising revenue, especially when compared to YouTube's user base.
- Acquisition and Innovation: Despite facing pressure from an $82 billion acquisition of Warner Bros and pausing stock buybacks to raise capital, Netflix's innovations in experiences and podcasting indicate that the company still possesses long-term growth potential, which could create new millionaires for investors in 2026.
See More
Analyzing Potential Stocks Amid Market Volatility
- MercadoLibre's Challenges: Despite a 39% year-over-year revenue increase to $7.4 billion in Q3, MercadoLibre's stock has dropped over 20% from its July peak due to offering free shipping in Brazil, which has pressured its operating income growth.
- BYD's Market Share Decline: BYD's stock has fallen nearly 40% since May, with its share of China's EV market decreasing from 34% to 27% amid fierce competition from rivals like Geely and Chery, although its vehicle registrations in Europe surged by 269%.
- Netflix's Acquisition Risks: Netflix's stock has declined nearly 40% since late June, primarily due to its $83 billion bid for Warner Bros. Discovery, which many investors view as overpriced despite potential cost-saving synergies of $2 billion to $3 billion.
- Potential Market Rebound: Despite facing challenges, MercadoLibre, BYD, and Netflix are all near their 52-week lows, suggesting that if market sentiment improves, these stocks could experience a rebound, presenting potential value opportunities for investors.
See More
Paramount Implements Ticking Fee in Warner Bros. Acquisition Strategy
Warner Bros. Discovery Stock Performance: Warner Bros. Discovery (WBD) is currently the most-watched stock on Wall Street, with shares hovering around $28, reflecting a recovery in the entertainment sector after a challenging two years.
Bidding War for Acquisition: A high-stakes bidding war is underway between Netflix and Paramount SkyDance for WBD, with Netflix offering $27.75 per share in an all-cash deal, while Paramount has launched a hostile tender offer at $30 per share.
Regulatory Concerns and Strategic Moves: The WBD board initially rejected Paramount's offer due to regulatory concerns but has since amended its stance, introducing financial incentives to address these issues and potentially shift the acquisition dynamics.
Investor Implications and Market Dynamics: The ongoing bidding war and the introduction of a "ticking fee" by Paramount create a complex landscape for investors, who must weigh the potential returns from either deal while navigating the regulatory environment and market volatility.
See More
