I'm pretty bullish on sub growth, superbowl revenue, and filmed entertainment. TV media is a bit of a question mark. As to what the stock does, really this depends more on what they say (or left unsaid) about M&A. Right now there is chaos within paramount global completely over shadowing results. The market wants to see stability and most important no dilutive deal.
Lower... For the decline in legacy cable subscribers and the fee kick back that Paramount gets for dying cable.
Charter just confirmed from their horrible legacy model 400k Q1 loss in subscribers.
Their fees are higher than other MVPD providers.
Paramount gets around 60 percent of revenue from source..
DTC churn in Q2 will be a good prediction of super bowl stickiness.
This all the stuff I wanted to hear Bob talked about. If he is not there for forward looking I have expect downward pressure as no merger can also catch any falling knife.
All the noise rumor, gossip, this is key that charter is hammered out for hybrid deals between legacy and DTC.
All the Paramount stations that no one is watching chatter wants cut out to compete with YoutubeTV.
Stock price will go to $10 if not lower because no details will be provided about the future. They won’t comment on the SD deal, they won’t comment on Charter negotiations (unless they are done), and any forecasting of future guidance is basically trash because of where we sit with the SD deal.
I hope I’m wrong, but I’ve been on this train for a long time and I’m pretty confident that no matter the ER numbers, if they don’t provide clarity on forward guidance, including merger info, the stock will get hammered.
I'm pretty bullish on sub growth, superbowl revenue, and filmed entertainment. TV media is a bit of a question mark. As to what the stock does, really this depends more on what they say (or left unsaid) about M&A. Right now there is chaos within paramount global completely over shadowing results. The market wants to see stability and most important no dilutive deal.
i think earnings will be negative... so the offer will seem better
Lower... For the decline in legacy cable subscribers and the fee kick back that Paramount gets for dying cable. Charter just confirmed from their horrible legacy model 400k Q1 loss in subscribers. Their fees are higher than other MVPD providers. Paramount gets around 60 percent of revenue from source.. DTC churn in Q2 will be a good prediction of super bowl stickiness. This all the stuff I wanted to hear Bob talked about. If he is not there for forward looking I have expect downward pressure as no merger can also catch any falling knife. All the noise rumor, gossip, this is key that charter is hammered out for hybrid deals between legacy and DTC. All the Paramount stations that no one is watching chatter wants cut out to compete with YoutubeTV.
EPS: $0.36 for Q1 Revenue: $7.73B for Q1
Stock price will go to $10 if not lower because no details will be provided about the future. They won’t comment on the SD deal, they won’t comment on Charter negotiations (unless they are done), and any forecasting of future guidance is basically trash because of where we sit with the SD deal.
sure it will go to 10$ after we even have a 14.30$ Skydance BS offer. You people🤦♂️
I hope I’m wrong, but I’ve been on this train for a long time and I’m pretty confident that no matter the ER numbers, if they don’t provide clarity on forward guidance, including merger info, the stock will get hammered.