David Faber, a financial analyst, has indicated that Warner Bros. Discovery could be on the verge of a significant company split, based on insights from industry insiders. He predicts an announcement may come soon, suggesting that the linear cable networks are likely to be separated from the streaming platform Max and the studio operations. This view is supported by the company's recent earnings report that listed segment financials separately, a common indicator of pending structural changes. While hurdles such as debt allocation exist, Faber remains confident about the split occurring in the future.
"It's become relatively clear to me from the many conversations that I've had that we could get some sort of an announcement in the not-too-distant future that they are planning to try to split the company."
"Most likely, or almost definitely, it's the linear cable networks and then you have the studio coupled with Max."
"They've already done all of the reapportioning necessary. And I would note as well, in their earnings report, for the first time, they break out every segment in its own financials."
"It will take quite some time to actually happen, but I'm confident the company is moving towards a split."
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