Warner Bros. Discovery is splitting into two separate companies, creating a focused streaming powerhouse free from its cable business. This collection features companies positioned to ride the wave of intensified competition and growth across the streaming landscape.
Published on July 1
WBD's split is reshaping the streaming landscape, creating unique opportunities for companies across the entertainment ecosystem. This is like Netflix's pivot to streaming, but industry-wide.
As competition intensifies, billions in additional spending will flow to content creators, ad platforms, and technology providers. These companies are positioned at the receiving end of that value chain.
While everyone watches the major streamers, this collection includes under-the-radar companies that power the streaming revolution behind the scenes, from ad tech to content delivery networks.
Warner's split is creating ripple effects throughout streaming and entertainment. As the newly focused WBD streaming entity intensifies competition, all players must increase spending on content, advertising, and technology to maintain market share, benefiting the entire ecosystem.
This collection extends beyond direct streaming competitors to include crucial enablers like ad-tech platforms, content delivery networks, and independent studios. It offers broad exposure to digital entertainment as the industry evolution accelerates.
These companies were selected based on their strategic positioning to benefit from the WBD split. They represent various segments of the streaming value chain, from content creation and delivery to advertising technology and platform services.
This basket's total market capitalisation is $884.79B and is heavily anchored by a few very large-cap constituents, producing a generally stable profile.
ROKU: $14.36B
NFLX: $526.00B
TTD: $26.36B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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ROKU INC
ROKU
Current Price
$157.48
As a neutral streaming platform, Roku benefits as a more competitive WBD streaming service increases its ad spend and vies for prominent placement to ...
As a neutral streaming platform, Roku benefits as a more competitive WBD streaming service increases its ad spend and vies for prominent placement to attract subscribers.
NETFLIX INC
NFLX
Current Price
$80.62
While a direct competitor, the WBD split validates the pure-play streaming model and intensifies the content arms race, which can lift the entire sect...
While a direct competitor, the WBD split validates the pure-play streaming model and intensifies the content arms race, which can lift the entire sector and reinforce Netflix's market-leading position.
THE TRADE DESK INC
TTD
Current Price
$13.68
A more competitive streaming landscape, especially with ad-supported tiers, drives up demand for programmatic advertising, directly benefiting The Tra...
A more competitive streaming landscape, especially with ad-supported tiers, drives up demand for programmatic advertising, directly benefiting The Trade Desk's demand-side platform.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+205.65%
On average, analysts expect assets in this group to grow 205.65% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
