Blackwells Capital Activist Presentation Deck
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The merger of Discovery and Warner Media created¹:
The largest content library with ~200k hours of branded video
Leading scripted and unscripted content portfolio
▪ Available in 220+ countries and territories and 50 languages
Access to the high-quality production capabilities of Warner Brothers studio
▪ #1 TV studio by revenue and volume
Top 2 movie studio by box office 11 of the last 12 years
Premium sports rights in U.S., Europe and Latin America including
partnerships with NBA, MLB, NHL, professional tennis, college basketball,
professional golf, college basketball and Formula One
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POTENTIAL STRATEGIC ACQUIRERS
WARNER BROS. DISCOVERY / SIRIUSXM / LIBERTY CASE STUDY
Warner Bros. Discovery could leverage its unique collection and integrate with Peloton offerings
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Peloton could add to and complement this already impressive portfolio of TV,
movies, and sports with its best-in-class fitness content
Liberty also owns a significant stake in SiriusXM, another opportunity to
integrate other media offerings
BW BLACKWELLS CAPITAL
Source: Company filings and publicly available data.
(1) Source: "Discovery and WarnerMedia to Combine" Merger Deck, May 17, 2021.
WB WARNER BROS.DC
HBO
tbs
GOT
Sopranos
SUCCESSION
SEXICITY
Harry Potter
MATRIX
HBB
123
CK SNYDER S
RETLINN
KING
OF THEM
RINGS
X HBOmax
Discovery
discovery kids
SESAME STREET TLC
SCOOBY-DOO!
LOONEY TUNES
TNT
CN
CARTOON NETWORK
CANN
FIXER
HGTV
MARCH
food MADNESS
network
HBOMAX
tvn
90 DAY Fiancé
NHL
NBA
INVIO
GARROS
PARIS
LIBERTY
FF (SiriusXm))
Formula 1
GOLD RUSH
MYTHOUSTERS
OPERTY OTH
FOREVER HOME
HOPE
EUROSPORT
us open
discovery+
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