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Los Angeles Premiere Of HBO Original Series "The Last Of Us" Season 2 - Arrivals
Los Angeles Premiere of HBO Original Series "The Last of Us" Season 2 (Axelle/FilmMagic)

Warner Bros. Discovery is getting real serious about Max passwords — and subscriber growth

With buzzy IP like “The Last of Us” and “Euphoria,” the streamer is targeting 150 million subscribers by 2026.

Nia Warfield
4/23/25 4:06PM

Warner Bros’ streaming service Max is officially cracking down on password sharing, joining Netflix in the fight to convert freeloaders into paying viewers.

This week, Max rolled out a new feature called Extra Member Add-On, which lets users transfer profiles from outside their household into separate paid accounts — watch history, recommendations, and all.

The move, first floated in December, is part of a larger push to tighten account access and boost subscriber numbers. It also comes as streamers look to pad their bottom lines and turn direct-to-consumer platforms into profit powerhouses.

Max’s numbers are far behind Netflix’s towering 301 million. Netflix famously kicked off its own password crackdown in 2023, resulting in a surge of individual membership sign-ups and massive growth for its cheaper ad-supported tier.

“Extra Member Add-On and Profile Transfer are two key Max advancements, designed to help viewers enjoy our best-in-class content with more flexibility,” JB Perrette, CEO of global streaming and games at Warner Bros. Discovery, said in a statement Tuesday.

For now, Max users can add only one extra member per account.

This crackdown could be just the boost Max needs to hit its ambitious goal of 150 million subscribers by the end of 2026. The streamer is leaning hard on its hit originals: Euphoria,” The White Lotus,” and The Last of Us,” which is now Max’s most-watched series ever.

It’s also betting big on sports. With more than 1,700 live events streaming on the platform, Max has become a growing destination for fans. Last month, Bernstein analysts raised their price target on the stock to $11 from $9, noting Max’s growing reach abroad and the global launch of its upcoming Harry Potter” franchise.

Still, Warner Bros. Discovery shares are down 22% so far this year.

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Amazon is testing adding GM electric vans to its EV delivery fleet dominated by Rivian

Rivian may have some competition in its electric delivery van division: Bloomberg reports that Amazon is testing a small number of GM’s BrightDrop vans for its fleet.

According to Amazon, the test currently only includes a dozen of the vehicles. Amazon’s fleet also contains EVs from Ford, Stellantis, and Mercedes-Benz.

GM debuted BrightDrop in 2021, but the vehicles have struggled to sell and piled up on GM lots due to high prices and steep competition. GM began offering up to 40% rebates on the vehicles this year.

The test comes as Rivian struggles through tariffs and the end of EV tax credits. Earlier this year, it lowered its annual delivery outlook by about 13%. As of June, Amazon said it has more than 25,000 Rivian vans across the US. Earlier this week, Rivian CEO RJ Scaringe said the company is still on track to deliver 100,000 vans to Amazon by 2030 and is “thinking about what comes beyond” that initial target.

GM has sold 1,592 BrightDrop vans through the first half of the year, more than the full-year total it sold in 2024.

GM debuted BrightDrop in 2021, but the vehicles have struggled to sell and piled up on GM lots due to high prices and steep competition. GM began offering up to 40% rebates on the vehicles this year.

The test comes as Rivian struggles through tariffs and the end of EV tax credits. Earlier this year, it lowered its annual delivery outlook by about 13%. As of June, Amazon said it has more than 25,000 Rivian vans across the US. Earlier this week, Rivian CEO RJ Scaringe said the company is still on track to deliver 100,000 vans to Amazon by 2030 and is “thinking about what comes beyond” that initial target.

GM has sold 1,592 BrightDrop vans through the first half of the year, more than the full-year total it sold in 2024.

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Paramount Skydance reportedly preparing an Ellison-backed Warner Bros. Discovery takeover bid, sending shares soaring

Paramount Skydance is preparing a majority cash bid for Warner Bros. Discovery, The Wall Street Journal reported, sending shares of both companies surging. The Journal’s sources say the deal is backed by the Ellison family, led by David Ellison.

WBD shares were up 30% on the report, while Paramount Skydance jumped 8%.

The offer would cover WBD’s entire business — cable networks, movie studios, the whole enchilada. That comes after WBD announced plans last year to split into two divisions: one for streaming and studios, the other for its traditional cable and TV assets. A recent Wells Fargo note gave WBD a price target hike, primarily because the analysts viewed it as a prime takeover candidate.

If the deal goes through, it would bring together HBO, CNN, DC Studios, and Warner Bros.’ film library with Paramount+, Nickelodeon, and MTV, all under one umbrella.

The offer would cover WBD’s entire business — cable networks, movie studios, the whole enchilada. That comes after WBD announced plans last year to split into two divisions: one for streaming and studios, the other for its traditional cable and TV assets. A recent Wells Fargo note gave WBD a price target hike, primarily because the analysts viewed it as a prime takeover candidate.

If the deal goes through, it would bring together HBO, CNN, DC Studios, and Warner Bros.’ film library with Paramount+, Nickelodeon, and MTV, all under one umbrella.

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