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9月18日 - ** 媒体和娱乐公司华纳兄弟 股价上涨0.5%,报8.49美元。
** 德意志银行称,Charter Communications 与WBD提前续签 (link),这对媒体公司来说是积极的,因为市场担心失去NBA转播权 (link),会影响联营公司的定价。
** WBD成功降低了TNT联盟收入因失去NBA转播权而大幅下降的风险,并增加了其广告支持的Max流媒体服务的风险 - 经纪公司
** 我们估计华纳目前的 NBA 合同每年为其带来约 2.5 亿美元的息税折旧摊销前利润(EBITDA)"--经纪公司
** WBD 决定放弃续签当前的 NBA 合约是合理的;如果 WBD 签订相同的合约,2026 年的损失将达到约 5 亿美元。
** 券商称,这并不意味着康卡斯特 为NBA转播权 "支付了过高的价格",因为NBA转播权为其 "孔雀 "流媒体服务带来了价值,促进了用户获取并降低了用户流失率。
** 截至上次收盘,WBD 年内下跌约 26
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