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16 handpicked stocks

Media's Great Unbundling: The WBD Split

Warner Bros. Discovery is splitting into two distinct companies, creating a focused streaming and studio entity and a separate global networks business. This strategic separation highlights an investment opportunity in specialized media firms poised to benefit from a landscape of more focused competitors.

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Han Tan | Market Analyst

Updated 2 days ago | Published at July 29

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

WBD

WARNER BROS DISCOVERY INC

WBD

Current price

$11.61

Warner Bros. Discovery is the central company in this theme, splitting into separate streaming/studio and linear networks entities by mid-2026.

NFLX

Netflix, Inc.

NFLX

Current price

$1,203.50

Netflix stands to benefit from the media unbundling trend as a focused streaming platform competing with newly separated entities.

ROKU

Roku, Inc.

ROKU

Current price

$89.53

Roku's streaming platform and advertising business could capitalize on partnerships with newly focused media companies.

About This Group of Stocks

1

Our Expert Thinking

The Warner Bros. Discovery split represents a major shift toward specialized media companies. This unbundling trend allows focused entities to pursue tailored growth strategies, potentially creating new partnership and competitive opportunities across the media landscape that other specialized firms can capitalize on.

2

What You Need to Know

This group includes companies across the entire media value chain - from streaming platforms and content producers to advertising firms and network operators. The split is expected by mid-2026, giving investors time to position themselves ahead of this significant industry restructuring.

3

Why These Stocks

These companies were handpicked by professional analysts based on their potential to benefit from the new competitive landscape created by more focused media giants. Each represents a different way to gain exposure to the evolving dynamics of the unbundling media sector.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+31.88%

Group Performance Snapshot

31.88%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 31.88% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎬

Historic Media Restructuring

The Warner Bros. Discovery split represents one of the largest media unbundling events in recent history. This creates ripple effects across the entire industry that specialized companies can capitalize on.

🚀

First-Mover Advantage

Companies positioned ahead of this 2026 split could secure valuable partnerships and competitive advantages as the media landscape reshapes itself around more focused entities.

💎

Unlock Hidden Value

The unbundling trend is designed to unlock shareholder value by allowing specialized businesses to pursue tailored growth strategies, potentially benefiting the entire media ecosystem.

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