NASDAQ$WBD

Warner Bros Discovery Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Warner Bros. Discovery reported a decrease in revenue and a significant net loss due to a goodwill impairment charge, while global DTC subscribers increased.

Warner Bros. Discovery's Q2 2024 results showed a decrease in total revenues and a significant net loss, which included a $9.1 billion non-cash goodwill impairment charge. However, the global DTC subscribers increased by 3.6 million, and Global DTC ARPU saw a 4% ex-FX increase.

  • Q2 total revenues decreased by 5% ex-FX compared to the prior year quarter, totaling $9.7 billion.
  • Net loss was $(10.0) billion, including a $9.1 billion non-cash goodwill impairment charge.
  • Global DTC subscribers increased to 103.3 million, with a 3.6 million subscriber increase vs. Q1.
  • Global DTC ARPU increased by 4% ex-FX to $8.00.

Headline financials

Total Revenue

$9.71B

Previous: $10.4B-6.2%
EPS

-$4.07

Previous: -$0.51-698.0%
Adjusted EBITDA

$1.8B

No prior period
Global Streaming Subscribers

103.3M

No prior period
Domestic Streaming ARPU

$12.08

No prior period
International Streaming ARPU

$3.85

No prior period
Global Streaming ARPU

$8.00

No prior period
Cash from Operations

$1.23B

No prior period
Capital Expenditures

-$447M

Previous: -$591M+24.4%
Free Cash Flow

-$10.4B

Previous: -$1.83B-469.8%
Net Income

-$9.99B

Previous: -$1.24B-705.3%
Operating Income

-$10.2B

Previous: -$906M-1026.7%
Gross Profit

-$6.24B

Previous: $3.72B-267.7%
Cash & Equivalents

$3.61B

Previous: $3.03B+19.4%
Total Assets

$108B

Previous: $129B-16.0%
Stock-Based Comp

$159M

Previous: $137M+16.1%

Revenue & EPS history

Warner Bros Discovery · Revenue · Quarterly

$9.71B

Q2 2024-6.2%vs Q2 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Warner Bros Discovery · $3.23B total across 1 segment · Q3 2023

  • Studios
    $3.23B+4.5%

Forward guidance

Warner Bros. Discovery may provide forward-looking commentary in connection with this earnings announcement on its quarterly earnings conference call.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-1.5%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-1.4%

Avg return

30 days after

37%

26 / 71 earnings

Positive

+11.6%

Q3 2019

Best reaction

-17.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-0.6%-3.6%
Q4 2025-0.4%-2.4%-6.3%
Q3 2025-1.5%+1.3%+14.6%
Q2 2025-8.0%+1.6%+2.1%
Q1 2025+5.3%+7.2%+14.7%
Q4 2024+4.8%+7.8%-1.2%
Q3 2024+9.5%+10.0%+27.2%
Q2 2024-7.3%-11.4%-4.6%
Q1 2024+4.5%+9.7%+6.0%
Q4 2023-10.6%-8.9%-11.7%
Q3 2023-17.0%-14.8%-1.2%
Q2 2023+11.3%+14.9%-7.9%
Q1 2023+9.2%+5.8%-4.7%
Q4 2022+0.8%+1.3%-9.2%
Q3 2022-17.7%-20.7%-8.9%
Q2 2022-12.7%-21.6%-21.8%
Q1 2022-12.4%-15.6%-16.4%
Q4 2021+0.1%-0.4%-3.0%
Q3 2021+3.7%+7.0%-2.3%
Q2 2021-2.6%-0.2%-0.5%
Q1 2021-2.7%-7.4%-17.7%
Q4 2020+4.3%+4.4%+22.0%
Q3 2020+1.9%+11.6%+38.7%
Q2 2020-1.7%-1.0%+3.6%
Q1 2020-3.4%-4.3%+16.6%
Q4 2019-2.9%-0.9%-28.1%
Q3 2019+11.6%+11.0%+15.7%
Q2 2019+2.3%+1.0%-6.1%
Q1 2019-5.0%-7.1%-11.8%
Q4 2018-2.0%-0.4%-7.9%
Q3 2018-0.3%-2.9%-12.5%
Q2 2018-4.7%-3.5%+2.6%
Q1 2018-4.7%+2.7%-2.7%
Q4 2017-3.4%-2.0%-14.9%
Q3 2017-13.8%-9.6%+1.6%
Q2 2017-9.0%-11.5%-17.2%
Q1 2017-4.2%-4.3%-4.3%
Q4 2016-1.9%-1.2%-3.0%
Q3 2016-3.5%-1.8%+4.0%
Q2 2016+8.3%+6.3%+3.7%
Q1 2016+6.4%
Q4 2015-5.1%
Q3 2015+0.8%
Q2 2015-9.1%
Q1 2015-4.1%
Q4 2014+0.1%
Q3 2014-3.4%
Q2 2014-0.5%
Q1 2014-6.5%
Q4 2013-2.5%
Q3 2013+4.1%
Q2 2013-5.5%
Q1 2013-2.6%
Q4 2012-1.7%
Q3 2012-4.5%
Q2 2012-3.2%
Q1 2012-6.7%
Q2 2011-0.7%
Q4 2011-0.7%
Q3 2011+5.1%
Q1 2011+3.5%
Q2 2010-0.9%
Q4 2010-0.9%
Q3 2010-4.1%
Q1 2009+4.9%
Q1 2010-1.3%
Q4 2008+0.2%
Q4 2007+0.2%
Q2 2009+0.2%
Q4 2009+0.2%
Q3 2009+4.4%

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