Pundit
David Zaslav
2 receipts • Tracked since Sep 2026
President and CEO of Warner Bros. Discovery since the 2022 WarnerMedia-Discovery merger; previously Discovery's CEO from 2007; a fixture on CNBC and in Reuters coverage of streaming economics.
Affiliations
No firm affiliations on record.
— Filed —
2 receipts
2025
2 predictions- Feb 27, 2025Story still evolving.“In this generational media disruption, only the global streamers will survive and prosper, and Max is just that.”
Evolving (active recheck). The consolidation wave he describes is real - Paramount sold to Skydance, regional streamers retreated - and WBD's own streaming segment turned profitable ($677M adjusted EBITDA in 2024, 116.9M subscribers). But WBD itself moved toward a split/sale in 2025, testing whether "Max is just that" survives as a standalone proposition. Recheck as the transactions settle.
- Feb 27, 2025Too early to tell.“The Q4 2024 shareholder letter forecast roughly $1.3 billion in 2025 streaming adjusted EBITDA - about double 2024's $677 million - and said WBD has a "clear path" to 150 million global streaming subscribers by the end of 2026.”
Too early - test window open through December 2026. Needs roughly 33 million net adds over eight quarters; WBD added 19 million in 2024. Recheck at each quarterly report.