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21:00
Aug 04 ◎
Aug 04 ◎
AMZN
AAPL
DIS
SONY
LGF.A
▾
HIGH
Management views Amazon as a larger competitor in streaming, which justifies the need for the WBD merger.
"we'd be over 200 million basically gross subscribers at close. I think from a competitive standpoint, it's worth noting that that just puts us right around Disney, still obviously not at the scale of Amazon or Netflix."
AMZN WATCH
Management sees Apple as a key competitor in the streaming/entertainment space.
"creating a stronger, well-capitalized, creative-first company with a scale to compete alongside Netflix, Amazon, Apple, and others"
AAPL WATCH
The combined company would be at similar scale to Disney in streaming, framing the deal as pro-competitive.
"we'd be over 200 million basically gross subscribers at close. I think from a competitive standpoint, it's worth noting that that just puts us right around Disney"
DIS WATCH
Management lists Sony among competitors in the theatrical and studio space.
"competing against larger-scale global players like Netflix, Amazon, Apple, as well as other studios such as Sony, Disney, Lionsgate, and A24."
SONY WATCH
Management names Lionsgate as a competitor in the theatrical landscape.
"competing against larger-scale global players like Netflix, Amazon, Apple, as well as other studios such as Sony, Disney, Lionsgate, and A24."
LGF.A WATCH
Management cites Nielsen data to support the pro-competitive nature of the WBD merger.
"According to Nielsen. If you include YouTube, which is the industry standard, it represents 13.4% based on the most recent Nielsen data."
NLSN WATCH
UFC content on Paramount+ is driving record engagement, indicating strong performance for TKO's content distribution.
"UFC 250, which did, you know, 17 million viewers across the US and LATAM. And as TKO announced on their earnings call, you know, 45 million globally"
TKO WATCH
Charter is a key distribution partner, actively bundling Paramount+ with its video offerings.
"Charter has really cared about the video product. They've done a very good job in sort of packaging both as a bundle relative to our cable channel CBS and our P plus credentials"
CHTR WATCH
Management highlights YouTube's dominance in TV watch time, framing it as the primary competitor in the market share argument.
"If you include YouTube, which is the industry standard, it represents 13.4% based on the most recent Nielsen data."
GOOGL WATCH
Management raised adjusted EBITDA and free cash flow guidance for FY26, signaling strong operational execution and cost synergies despite revenue guidance held flat.
"Given this outperformance, we are raising our full-year adjusted EBITDA outlook are putting a range on it from $3.8 to $3.9 billion. We are increasing our free cash flow conversion to be at least 10% from previously 5%."
PSKY WATCH
Paramount expects to pay $190 million in incremental financing costs if the WBD deal closes in June rather than September, plus ticking fees of $650 million per quarter for WBD shareholders. — Prolonged regulatory approval creates significant merger costs for PSKY and cash flow uncertainty for WBD shareholders if the deal closes later.
"We're also continuing to advance our proposed combination for Warner Bros. Discovery, a deal that builds on the foundations we've established by creating a stronger, well-capitalized, creative-first company with a scale to compete"
WBD WATCH
Paramount's licensing library revenue is growing double digits, driven by licensing deals like 'Swaps' to Netflix which became a top 10 film. — Strong library licensing revenue signals a durable content asset base independent of theatrical performance, potentially boosting long-term profitability.
"which is that we'd be over 200 million basically gross subscribers at close. I think from a competitive standpoint, it's worth noting that that just puts us right around Disney, still obviously not at the scale of Amazon or Netflix."
NFLX WATCH
HIGH
20:45
May 04 ◎
May 04 ◎
PSKY
WBD
NFLX
AMZN
ORCL
▾
HIGH
Management sounds confident, highlighting strong early results like the performance of Scream 7 and Landman, while reiterating a growth strategy around content quality, tech investment, and the transformative WBD acquisition.
"we're off to a strong start in our first full year at P-SCI. The progress we've made in just nine months is a testament to the amazing team we've assembled."
PSKY WATCH
Management highlights progress on the pending acquisition, mentioning regulatory approvals secured, financing arranged, and shareholder vote passed, signaling the deal is on track for completion by September 2026.
"we remain on track for convergence. That obviously has significant benefits across personalizations and recommendations."
WBD WATCH
Management confirms licensing content to rival streaming platforms like Netflix, citing a case-by-case approach to maximize value and reach for its studio-driven content.
"we have... titles that we have in production that will be released on Netflix and on Prime Video."
NFLX WATCH
Management confirms licensing content to rival streaming platforms including Amazon's Prime Video, highlighting its strategy to monetize content across multiple platforms.
"we have... titles that we have in production that will be released on Netflix and on Prime Video."
AMZN WATCH
Paramount is mid-way through migrating its ERP to Oracle Fusion, signaling a large IT modernization deal with Oracle that will be a reference for future cost-saving integrations.
"we made a major milestone in the first quarter with the remainder of that transformation to the Oracle Fusion System for Paramount standalone by early 27."
ORCL WATCH
UFC subscribers on Paramount+ are 15 years younger than the average viewer, and the platform saw over 100 million viewing hours, indicating the deal is driving demographic shift and engagement. — This validates the value of UFC's younger audience to a new streaming platform and could make TKO's other sports properties more attractive to streamers.
"UFC subscribers are on average 15-year younger than the average B-plus viewer. And these subscribers are coming in for UFC and then engaging with our broader offering."
TKO WATCH
HIGH
21:45
Feb 25 ◎
Feb 25 ◎
FOXA
PSKY
WBD
PARA
TKO
▾
HIGH
PSKY signals strong confidence in renewing its NFL rights, which is crucial for both CBS's linear business and Paramount+, and indicates a shared strategy with Fox on how to maximize reach.
"We talk to the NFL almost daily. We have a great relationship with the NFL. We were the very first NFL broadcaster back when it started, and it's been nearly a century of relationship."
FOXA WATCH
Management's tone is confident and bullish, guiding to revenue growth and improved profitability across segments, including the strategically critical DTC business, driven by subscriber growth and cost synergies.
"overall we expect revenue this year of $30 billion, up 4% year-on-year. DTC is going to be the driver of that. We expect DTC to continue to accelerate growth year-on-year."
PSKY WATCH
PSKY has made an all-cash revised bid for WBD, indicating a significant M&A move that could reshape the competitive landscape and is a clear signal of management's growth ambitions.
"On Monday, we submitted a revised bid of $31 per share, all cash, and we look forward to continuing to engage with their leadership team and board."
WBD WATCH
The Paramount One marketing platform, activated around the UFC launch, delivered billions of impressions and led to the largest exclusive live event in Paramount+ history, demonstrating an effective cross-platform flywheel. — The success of the Paramount One initiative validates the strategy of leveraging the entirety of the CBS and Paramount linear assets to drive streaming engagement and advertiser demand.
"we really activated all of our linear channels, our direct-to-consumer platforms, and really the entire ecosystem to deliver billions of impressions which really helped drive that launch of UFC 324"
PARA WATCH
TKO WATCH
Pluto TV's revenue is down 16% year-on-year despite engagement (MAUs) being up, highlighting a monetization headwind that PSKY management is actively addressing. — The monetization gap at Pluto TV, a leader in FAST, suggests potential softness in the broader ad-supported streaming market, creating a window for competitors like Roku to exploit.
"Non-Paramount Plus was down 16%. As we call out, that's primarily driven by Pluto, and it's primarily driven by the monetization of Pluto."
ROKU WATCH
HIGH
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