Warner Bros. Discovery Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy WBD?
Source: seekingalpha
- Box Office Excellence: Warner Bros. Motion Picture Group achieved historic success in 2025 with 9 films debuting at #1, and 7 films opening over $40 million, showcasing the company's strong competitive position in the film market.
- Streaming Growth Momentum: HBO and HBO Max surpassed 130 million subscribers, with projections to exceed 140 million by the end of Q1 and a target of 150 million by year-end, indicating ongoing expansion potential in the streaming sector.
- Improving Advertising Trends: Sequential improvement in advertising trends during Q4 suggests a stable or slightly up international ad sales outlook, reflecting the company's resilience and growth capacity in the advertising market.
- Strategic Reorganization and Value Enhancement: Management noted a 63% increase in valuation from the initial offer received in September during the ongoing sales process, demonstrating a commitment to maximizing shareholder value.
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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: 27.490
Low
14.75
Averages
24.98
High
30.00
Current: 27.490
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 Streaming, Studios and Global Linear Networks. The streaming segment primarily consists of its premium pay-television and streaming services. The 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 third parties and its networks/streaming services, distribution of its films and television programs to various third party and internal television and streaming services, distribution through the home entertainment market (physical and digital), related consumer products and themed experience licensing, and interactive gaming. The Global Linear Networks segment primarily consists of its domestic and international television networks.
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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