Warner Bros Discovery

WBD Q2 2025 Earnings

Reported Aug 7, 2025 at 7:06 AM ET · SEC Source

Q2 25 EPS

$0.63

BEAT +376.19%

Est. $-0.23

Q2 25 Revenue

$9.81B

MISS 0.21%

Est. $9.83B

vs S&P Since Q2 25

+112.1%

BEATING MARKET

WBD +126.1% vs S&P +14.0%

Market Reaction

Did WBD Beat Earnings? Q2 2025 Results

Warner Bros. Discovery delivered a striking earnings reversal in Q2 2025, posting adjusted EPS of $0.63 against a consensus estimate of negative $0.23, a beat of 376.19%, even as revenue of $9.81 billion came in fractionally below the $9.83 billion c… Read more Warner Bros. Discovery delivered a striking earnings reversal in Q2 2025, posting adjusted EPS of $0.63 against a consensus estimate of negative $0.23, a beat of 376.19%, even as revenue of $9.81 billion came in fractionally below the $9.83 billion consensus and rose just 1.0% year over year. The headline swing to profitability, anchored by a $2.96 billion pre-tax gain on debt extinguishment and a blockbuster theatrical slate that included A Minecraft Movie, Sinners, and Final Destination: Bloodlines, drove Studios segment revenue up 54% ex-FX to $3.80 billion and pushed Studios Adjusted EBITDA to $863 million from $210 million a year ago. Streaming added 3.4 million subscribers to reach 125.7 million globally, with management targeting more than 150 million by end of 2026 and at least $1.30 billion in full-year Streaming Adjusted EBITDA. The company also reiterated its planned separation into two independent entities by mid-2026, with gross debt standing at $35.60 billion and net leverage at 3.3x following significant debt retirement activity in the quarter.

Key Takeaways

  • Strong theatrical slate performance with A Minecraft Movie, Sinners, Final Destination: Bloodlines, and F1 generating over $2 billion in global box office
  • Streaming subscriber growth of 3.4 million in Q2 reaching 125.7 million globally
  • Successful HBO Max launch in Australia driving international subscriber additions
  • 10% ex-FX growth in subscriber-related revenues in Streaming segment
  • Studios Adjusted EBITDA increased by $653 million year-over-year
  • Streaming Adjusted EBITDA improved by $400 million year-over-year
  • $3.0 billion pre-tax gain on extinguishment of debt
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WBD YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

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WBD Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25