| WBD |
Report |
Streaming EBITDA (Q2 2026) |
BEAT |
pred ~$420M vs cons $382M |
MEDIUM |
| WBD |
Report |
Streaming Revenue (Q2 2026) |
IN-LINE |
pred ~$3.05B vs cons $3.029B |
MEDIUM |
| WBD |
Report |
Total EBITDA (Q2 2026) |
BEAT |
pred ~$1.90B vs cons $1.843B |
MEDIUM |
| WBD |
Guide |
Global Subs (Q2 2026 end) |
BETTER |
guide ~149-150M vs cons 147M |
MEDIUM |
| WBD |
Guide |
FY2026 Subscriber Target |
BETTER |
raise to more than 155M vs cons 153.4M |
MEDIUM |
| WBD |
Guide |
Streaming EBITDA trajectory (FY2026) |
BETTER |
reaffirm/modest raise vs cons $1.874B |
MEDIUM |
| WBD |
Guide |
Total EBITDA (FY2026) |
UNCHANGED |
maintain trajectory vs cons $8.382B |
MEDIUM |
| WBD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.3% |
— |
MEDIUM |
| WBD |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — implied H2 EBITDA math pulls estimates lower post-print; deal ceiling at $31 limits re-rating; sell-side models the implicit cut over 5 days |
MEDIUM |