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Discovery, Inc. (DISCA)

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30,79+0,65 (+2,16%)
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  • R
    Researcher
    $DISCK conversation
    My response to @steven on $DISCK $DISCA
    "@Steven Thanks. I see Discovery as a bird in the hand with great return possibility given the power of this monster merger creating the second biggest media entity in terms of annual revenue only after Disney. The attractive aspect is the above 60% FCF conversion. Guess that is made possible because both Discovery and WarnerMedia own so much IP and content they do not have to spend on licensing content and they can gain synergy out of what they produce for legacy cable/TV business but making them available on streaming also. Also together they will be spending $20B in content combined with a very strong existing content library giving entities Netflix a run for their money. That gives Discovery+WarnerMedia incredible bargaining as well as pricing power. Malone IMO is a very smart player & has done a coup in architecting this mega deal getting the crown jewel WarnerMedia assets including HBO to merge with Discovery! Under Discovery's CEO, David Zaslav, Warner Media will thrive with a better culture. Also I see the merger as some situation where the merged entity will be N times powerful with the incredible scale they achieve thus creating more revenues compared to if they operated individually. Discovery's strength in very high in demand unscripted programming combined and their binge watched libraries with stellar premium content from HBO MAX is a lethal combo in addition to Discovery's existing presence across the globe especially Europe enabling it to present the combined content and gain market share. The ad supported tier in Discovery+ has proven to be hugely popular as it is cheap but per customer ARPU is almost double due to higher priced ads of premium products, expensive cars etc targeting higher end customers (who will watch home improvement - ones with homes and cash to improve the house or similarly targeting people interested in watching shows on travel channel). Now T announced an Ad supported tier on HBO Max also mostly following the success at Discovery+ strategy. May be Zaslav's influence is there already. You are right in thinking that the combined entity may attract a third player. Such scenarios are possible."

    These are just opinions. Time will tell if I am right!
  • T
    TheRealJames
    $T conversation
    Elliot Management's statement on the AT&T $T and Discovery $DISCA news from today

    "today's announcement represents another impressive step in the Company's recent evolution. AT&T has now executed on its promise to streamline operations and re-focus on its core businesses"
  • t
    the_entitled
    Last week $T ceo, this week $DISCA cfo, first insider buys of this merger.
  • H
    HB
    $VIAC conversation
    $VIAC up more than $DISCA - On a percent (and absolute) basis. The way this is going, $DISCA might close red
  • C
    Clay
    $VIAC conversation
    The deal between $T and $DISCA means that other players may look to consolidate. An interesting match could be $CMCSA (250B mkt cap) buying $VIAC ($25B mkt cap). Internet services matched to a streaming giant. Makes sense.
  • M
    Manpreet
    AMC Entertainment Holdings, Inc.
    $bb $viac $disca
  • M
    Michael
    $CSLT conversation
    AT&T and Warner Media are long time and very happy customers of CSLT.

    $T and $DISCA are combining entertainment assists. When the combination closes, I expect CSLT solutions to be provided to DISCA employees, creating revenue for CSLT.
  • s
    stocktargetadvisor
    $DISCA conversation
    $DISCA
    Upgraded by Bank of America Underperform » Neutral USD 40
    Upgrades Wells Fargo Overweight USD 59
    Upgraded by UBS Sell » Neutral USD 46 » USD 38
  • R
    Ruben
    Comcast Corporation
    Mr.Roberts needs to make a decision buy $VIAC, $LGF or make a bid for $T Warnermedia or just make a bid for $DISCA or spin out NBCUniversal
  • W
    Wide Awake
    ViacomCBS Inc.
    $DISCA dropped 3.9% and $VIAC 3.2% today. Why people are linking it with Discovery? The bad ER of $DISC is shadowing $VIAC it appears?
  • H
    HB
    $VIAC conversation
    $DISCA not faring that well in regular session - $VIAC % gain getting close
  • D
    David W
    $VIAC conversation
    David Faber @davidfaber 3h
    CS not done yet. Selling 19m shares of $DISCA and 22m shares of $DISCK, according to traders.

    I think this explains a couple things...
    1) Big move in DISCA after hours (down 5%)
    2) It seems (purely speculation) that CS was not done selling VIAC after last Monday's block trade offer between $41 and $42.50

    On point number 2, look at the volumes. Back down to 32 million traded today for VIAC - essentially an average trading day and up almost 2%.

    Selling on VIAC seems like it's done or we'd be hearing about it...
  • s
    stocktargetadvisor
    $DISCA conversation
    $DISCA
    Target Raised by Deutsche Bank Buy USD 35 » USD 60
  • S
    Steve
    $TSLA conversation
    Take a look at $DISCA - a hedge fund who had 4x leveraged position on DISCA and margin call hit. Result? Stock plunged 35% in 2 days.

    With the recent TSLA price, there may be a large buyer who had margin calls on them imo.
  • d
    don
    $VIAC conversation
    Dougie Kass

    @DougKass
    Conclusions of my opener on @realmoney:
    Sell banks, short brokers.
    Buy $DISCA and $VIAC (trading long rentals)
  • s
    stocktargetadvisor
    $DISCA conversation
    $DISCA
    Downgraded by UBS Neutral » Sell USD 24 » USD 46
    Target Raised by Barclays Underweight USD 29 » USD 34
    Target Raised by Credit Suisse Outperform USD 41 » USD 61
    Target Raised by Wells Fargo Overweight USD 42 » USD 65
    Maintains Rosenblatt Securities Neutral USD 23 » USD 45
  • S
    Sadiq
    $DISCA conversation
    https://variety.com/2020/tv/news/cable-tv-decline-streaming-cord-cutting-1234710007/

    Discovery's passionate viewership and content library, along with obvious shortages of media inventory at Netflix, Amazon, Apple, and Walmart Plus, makes $DISCA a great buy.

    Streaming and options will pressure cable and scripted content, but not unscripted content, which Discovery dominates and maintains huge competitive advantages in.

    Financial pressures will put cable networks that were able to produce new shows during quarantine — TLC, Food Network — in even stronger positions. “They have this machine that looks pretty unstoppable right now; to be surging this much in this cluttered environment is remarkable.”

    Ironically, during cable’s height, niche channels without scripted shows — such as Food Network and HGTV — were out of favor. But now, the more specific, the better: “I think a big piece of this is, do you have a brand that is distinct?”

    Food Network saw ratings spike during the coronavirus quarantines and has been drawing its biggest audiences in years. “We’re in better shape than scripted and I also think we’re in better shape having such a well-defined brand and a very specific swim lane of food.”
    Earlier this year, people started noticing something peculiar about MTV’s schedule: The network had quietly morphed into an almost 24/7 offering of just one show. At one point in late June, “Ridicu…
    Earlier this year, people started noticing something peculiar about MTV’s schedule: The network had quietly morphed into an almost 24/7 offering of just one show. At one point in late June, “Ridicu…
    variety.com
  • m
    meanrevers
    $NXST conversation
    $SBGI $TGNA $AMCX $VIAC $DISCA $SSP

    Following trade press reports late last week, the WSJ says big advertisers are now set to exercise cancellations options for Q3 network ad spending. Kantar Media shows weekly ad spend was down ~40% y/y throughout April. We think the upfront process is unraveling, and as we reported yesterday scatter pricing is also down considerably and could put advertisers in a position to push for 2020-21 upfront pricing that's down y/y and/or below scatter. The WSJ says marketers remain concerned about the economy, and about future programming (likely including both entertainment and sports). The article says new ad contracts will include more flexibility around easily cutting spend if a new wave of coronavirus impacts economic activity.
  • H
    HB
    $VIAC conversation
    Many entertainment stocks are basking in the warm sun today: $VIAC, $DISCA, $FOXA, $LGF-A and some others to a lesser extent
  • s
    stocktargetadvisor
    $DISCA conversation
    $DISCA
    Target Raised by Barclays Underweight USD 29 » USD 34
    Target Raised by Credit Suisse Outperform USD 41 » USD 61
    Target Raised by Wells Fargo Overweight USD 42 » USD 65
    Maintains Rosenblatt Securities Neutral USD 23 » USD 45