Warner Bros. Discovery, Inc. Brand Licensing Contracts — Remaining performance obligations decreased by 1.7% to $3.95B in Q1 2026 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates strong demand for the company's intellectual property and a growing pipeline of future revenue, whereas a decrease may signal slowing licensing activity or contract completions.
This metric quantifies the total transaction price allocated to performance obligations that are unsatisfied or partiall...
Comparable to 'backlog' or 'deferred revenue' metrics in companies that monetize intellectual property through long-term licensing agreements.
wbd_segment_brand_licensing_remaining_performance_obligations| Q4 '23 | Q4 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|
| Value | $2.26B | $3.01B | $3.01B | $3.55B | $4.02B | $3.95B |
| QoQ Change | — | +32.8% | +0.2% | +17.8% | +13.4% | -1.7% |
| YoY Change | — | +32.8% | — | — | +33.8% | — |