$WBD mention timeline

Warner Bros. Discovery. Every tracked FinTwit mention of $WBD, newest first. 75 mentions since the first on Jul 21, 2025. See the price chart.

July 2026 · 1 mention

Jul 8
Shay Boloor — $AMZN AWS partners with $WBD on an agentic AI advertising platform and is named Fox’s preferred AI cloud. Warner Bros. Discovery plans to launch unified media planning on AWS in Q…↗

Jun 22
amit — $NFLX completely getting demolished cheapest it’s been in years, but every time I think of buying I remember… - no hit shows leading to massive growth like Squid Game for exampl…↗

Apr 27
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases $WBD: Apr 23, 2026 – Shareholders approve merger (99.1% of votes cast); regulatory approvals still pending. $DBRG: Apr 23, 2026 – Sha…↗
Apr 20
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases $ACLX: Apr 17, 2026 – All regulatory approvals obtained; tender offer extended to Apr 27. $CNTA: Apr 17, 2026 – Preliminary proxy fil…↗
Apr 13
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases $UHG: Apr 10, 2026 – Definitive consent and appraisal rights notice filed. $WBD: Apr 10, 2026 – PSKY syndicated its ~$47B PIPE commit…↗

Mar 31
Special Situation Investments — Weekly Updates on Active US Merger Arb Cases $JHG: Mar 24, 2026 – Trian/General Catalyst raise the offer to $52/share in cash plus a $1 quarterly ticking fee if delayed. Board rea…↗
Mar 27
Special Situation Investments — $WBD shareholders will vote on $PSKY offer on Apr 23. Spread is wide at 15%, but again, regulatory risk is real. Looking forward to the resolution of this saga.↗
Mar 11
Vulture trades 🦅 — ADDED HEAVY $WBD 28 Call 3/13 at 0.09 🚨↗
Mar 11
Vulture trades 🦅 — $WBD 28 Call 3/13 at 0.09 🚨 (full avg)

Feb 27
Special Situation Investments — $WBD board deems $PSKY's revised $31/sh bid a “Superior Proposal.” Netflix now has 4 business days to match. Clock is ticking but $NFLX deal remains in place for now.↗
Feb 27
The Future Investors — $WBD $PSKY $NFLX Paramount Skydance won the bidding war for Warner Bros Discovery with a $111bn offer after Netflix refused to raise its bid 📺 💰 If regulators approve, Paramount…↗
Feb 27
シバイヌおやびん（投資系VTuber） — $NFLX 、 $WBD 買収から撤退キター！株上がるんちゃう？🤣 https://t.co/NQTYfISETI↗
Feb 26
Shay Boloor — $NFLX up ~12% after hours after declining to raise its bid for $WBD effectively stepping aside and collecting the $2.8B breakup fee. $PARA now looks like the clear winning bidder.…

Jan 27
Raging Capital Ventures — Realizing I somehow neglected $WBD’s contributions in 2025!↗
Jan 20
Shay Boloor — $NFLX Q4 EARNINGS • Revenue $12.05B vs Est. $11.97B • EPS $0.56 vs Est. $0.55 • FCF $1.9B vs Est. $1.4B Q1 Guidance • Revenue $12.16B vs Est. $12.19B • EPS $0.76 vs Est. $0.81 •…↗
Jan 20
InvestmentGuru — $NFLX $WBD Netflix and Warner Bros. Discovery Amend Agreement to All-Cash Transaction↗
Jan 18
シバイヌおやびん（投資系VTuber） — "🇺🇸 トランプ大統領は、ストリーミング大手のワーナーのスタジオとHBO Maxのストリーミング事業を720億ドルで買収することに合意した直後の12月、Netflix $NFLX およびWarner Bros. Discovery $WBD の債券を最大200万ドル購入した - WSJ"

Dec 23
InvestmentGuru — Morning news : • FDA Approves Novo Nordisk's Wegovy Pill for Weight Loss Management $NVO • Tesla Highlights FSD Reliability During Waymo Outage $TSLA • Alibaba Considers Major A…↗
Dec 22
Shay Boloor — Polymarket has $NFLX as the clear favorite to acquire $WBD. If the deal happens, Netflix picks up a massive IP library it knows how to rebuild and monetize at global scale across…↗
Dec 22
InvestmentGuru — $NFLX $WBD Netflix Refinances Part of $59 Billion Loan for Warner Bros. Bid↗
Dec 16
Shay Boloor — $WBD is expected to urge shareholders to reject Paramount’s $30 per share cash offer. Instead the company plans to support the existing $NFLX deal valued at ~$28 per share in cash…

Nov 11
Alex Morris (TSOH Investment Research) — Since Q2 FY22, global ARPU for Paramount+ has increased ~39% $PARA Over the same period, global ARPU for HBO Max declined by ~12% $WBD https://t.co/f4oOdsyUff↗
Nov 6
Alex Morris (TSOH Investment Research) — $WBD DTC TTM Adjusted EBITDA Margins https://t.co/YcsFdpVBLW↗
Nov 6
Alex Morris (TSOH Investment Research) — $WBD TTM Global Networks EBITDA has fallen >30% since YE FY22 https://t.co/2q2m6pgoaW↗

Oct 31
The Future Investors — $NFLX $WBD Netflix is exploring a bid for Warner Bros Discovery’s movie and streaming business. 🍿📺 The deal would give Netflix access to massive franchises like Harry Potter, DC…↗
Oct 28
Raging Capital Ventures — A $CMCSA bid for $WBD could unlock value at Comcast by forcing a NBC/Peacock spin. These media assets deserve a big premium to $CMCSA’s ~5.5x EBITDA multiple, and synergies should…↗
Oct 4
Raging Capital Ventures — At my conference this coming Thursday, October 9th in NYC, along with our great speakers and networking, I will share 4-5 new investments ideas. Last year’s ideas ended up doing q…↗

Sep 11
Raging Capital Ventures — Sell $ORCL, buy $WBD!↗
Sep 11
Raging Capital Ventures — I no longer own the calls, but I own a bunch of $WBD stock. With $WBD around $16, I sold some stock, sold some stock against the box (by shorting against my LTCG position), and…↗

Aug 7
Alex Morris (TSOH Investment Research) — Trailing Three-Year UCAN DTC Revenue CAGR $WBD: +4% p.a. $DIS: +10% p.a. $NFLX: +12% p.a.↗
Aug 7
Alex Morris (TSOH Investment Research) — $WBD CEO David Zaslav, August 2021 - "People are going to look at what we have... it's going to be formidable. Disney and Netflix got across the lake, and we think that this will b…↗

Jul 21
Raging Capital Ventures — Has anyone done the work to calculate the exact amount of de-leveraging at $WBD due to their recent bond tenders?↗
Jul 7
Alex Morris (TSOH Investment Research) — "While a merger between $PARA, $CMCSA, and $WBD could in theory help narrow the scale gap with $NFLX, the real challenge lies in geographic redundancy and a lack of global diversif…↗

Jun 14
Colin King — $WBD Spinning off the declining (for now) cable networks business. Likely closer to $7bn EBITDA after 1/2 corp costs allocated and further decline in 2025. At 5-6x = $35-42bn. T…↗
Jun 9
Raging Capital Ventures — $WBD is moving forward with the break-up of its linear “Global Networks” and “Studio & Streaming” businesses, with a mid-2026 targeted completion date. I still think the Studio &…↗
Jun 9
Raging Capital Ventures — $WBD tendering for $14.6 billion of debt as part of its planned breakup, which will allow it to crystallize significant fair value discounts and accelerate de-leveraging https://…↗