Bloomberg Intelligence Warner Bros. Revenue Misses Estimates Amid Plans for Sale
Nov 6, 2025
Geetha Ranganathan, a U.S. media analyst, delves into Warner Bros. Discovery's disappointing revenue and the potential for major sales, highlighting the disparity between struggling TV networks and thriving streaming. Mandeep Singh, head of global tech research, analyzes the turbulence in ride-sharing, focusing on DoorDash's stock decline and Uber's expansion. Poonam Goyal, a retail analyst, discusses Under Armour's sales woes due to tariffs and stiff competition, while emphasizing the importance of innovation as the holiday shopping season approaches.
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Split Reflects Divergent Business Performance
- Warner Bros. Discovery's TV networks are structurally declining while studio and streaming are growing strongly.
- That divergence motivates separating low-growth TV assets from high-growth studio and streaming for better valuation.
Who Buys What Matters For Price
- Bidders may target either the whole company or only the studio and streaming assets.
- Selling streaming and studio could fetch roughly $75–$80 billion, requiring deep pockets from buyers.
Big Tech Could Be A Dark Horse Bidder
- Amazon and other big tech remain possible dark-horse bidders for Warner's assets.
- Geetha calls this a once-in-a-lifetime opportunity for anyone wanting to get big in media.