Warner Bros. Discovery, Inc. Advertising — Remaining performance obligations decreased by 10.7% to $1.01B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 48.8%, from $676.00M to $1.01B. Over 2 years (FY 2023 to FY 2025), Advertising — Remaining performance obligations shows relatively stable performance with a 0.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase in remaining performance obligations generally signals strong future revenue growth and high demand for ad inventory, whereas a decline may suggest a weakening sales pipeline.
This metric represents the total transaction price allocated to advertising performance obligations that are unsatisfied...
Comparable to 'deferred revenue' or 'backlog' metrics in other industries, this is a standard GAAP disclosure for companies with long-term service or advertising contracts.
wbd_segment_advertising_remaining_performance_obligations| Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $595.00M | $569.00M | $646.00M | $763.00M | $921.00M | $817.00M | $892.00M | $787.00M | $613.00M | $631.00M | $757.00M | $676.00M | $648.00M | $943.00M | $1.13B | $1.01B |
| QoQ Change | — | -4.4% | +13.5% | +18.1% | +20.7% | -11.3% | +9.2% | -11.8% | -22.1% | +2.9% | +20.0% | -10.7% | -4.1% | +45.5% | +19.5% | -10.7% |
| YoY Change | — | — | — | — | +54.8% | +43.6% | +38.1% | +3.1% | -33.4% | -22.8% | -15.1% | -14.1% | +5.7% | +49.4% | +48.9% | +48.8% |