New Street Research - WARNER BROS. DISCOVERY INC. (WBD) What Do Carr’s Comments Mean for WBD Deal?

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New Street Research

Blair Levin

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What Do Carr’s Comments Mean for WBD Deal?

FCC Chairman Carr has offered his view on potential competition problems with the NFLX/WBD deal. In this note, we analyze how investors should interpret those comments in projecting what the ultimate government decision will be.

27/01/2026 1 EN

Underlying

WARNER BROS. DISCOVERY INC.

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US9344231041 United States

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
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Pan European Telecom Services and Cable

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Analysts

Blair Levin

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What Do Carr’s Comments Mean for WBD Deal?

NXST/TGNA: How will Trump’s New Posts and the WBD Battle Affect the Deal Review?

An Investor Framework for analyzing the WBD Battle: Phases and Scenarios

Can CMCSA Buy CHTR After the Cox Deal is Done?

EM Tower Trends Q3 CY25 review: Solid quarter, especially in Africa

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