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WBD’s Fundamentals Keep Sliding; Disney Emphasizes Streaming

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00:33:09
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WBD’s Q2 earnings further illustrate the company’s declining fundamentals, casting more doubt on the Paramount deal closing. Meanwhile, Disney+’s value proposition expands.

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00:01:30Clarification on the value of Oracle stock
00:02:45New trial date set for Paramount-WBD deal
00:05:00WBD’s Q2 2026 results were not good
00:14:30Paramount Global CEO publishes an Op-Ed in NYT
00:16:30Disney continues to circle wagons
00:17:50Disney’s TikTok deal
00:23:40Disney exploring entering the FAST market
00:27:40Aggregating competitor services and some sports within Disney+

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