Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Steve Cahall | Wells Fargo | 8 | 13% |
| Rob Fishman | MoffettNathanson | 7 | 29% |
| Kutgun Maral | Evercore ISI | 6 | 0% |
| Rich Greenfield | LightShed Partners | 5 | 20% |
| Ben Swinburne | Morgan Stanley | 4 | 0% |
| Mike Morris | Guggenheim | 4 | 0% |
| Jessica Cohen | Bank of America | 2 | 0% |
| Peter Supino | Wolfe Research | 2 | 0% |
| Ric Prentiss | Raymond James | 2 | 0% |
| Bryan Kraft | Deutsche Bank | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 8 | 13% |
| MoffettNathanson | 1 | 7 | 29% |
| Evercore ISI | 1 | 6 | 0% |
| Morgan Stanley | 2 |
| 5 |
| 0% |
| LightShed Partners | 1 | 5 | 20% |
| Guggenheim | 1 | 4 | 0% |
| Wolfe Research | 1 | 2 | 0% |
| Deutsche Bank | 1 | 2 | 0% |
Paramount Skydance started its first full year strongly with Paramount+ revenue growing 17% and over 10 million households watching more than 100 million hours of UFC programming. CBS maintained broadcast dominance while platform convergence remained on track. Management reaffirmed 2026 guidance including adjusted EBIT of $3.8 billion, as the WBD acquisition continued advancing.
Competitive Dynamics | Revenue Growth | Margin | Subscriber Growth | Capital Allocation | Capex Investment | M&A | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 4 | 2 | 4 | |||||
| 2024Q4 | 4 | 2 | 2 | 2 | 2 | 1 | ||
| 2025Q1 | 5 | 4 | 1 | 1 | 1 | 2 | ||
| 2025Q3 | 2 | 1 | 3 | 2 | 3 | 4 | 1 | 1 |
| 2025Q4 | 3 | 2 | 1 | 3 | 1 | 1 | 1 | |
| 2026Q1 | 2 | 2 | 1 | 2 | 1 | 1 | 1 | 2 |
| '24Q3 | '24Q4 | '25Q1 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 4 | 5 | 2 | 3 | 2 |
| Revenue Growth | 2 | 2 | 4 | 1 | 2 | 2 |
| Margin | 4 | 2 | 1 | 3 | 1 | 1 |
| Subscriber Growth | 2 | 1 | 2 | 3 | 2 | |
| Capital Allocation | 2 | 3 | 1 | 1 | ||
| Capex Investment | 1 | 1 | 4 | 1 | ||
| M&A | 2 | 1 | 1 | 1 | ||
| Innovation & R&D | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PSKY Paramount Skydance Corp | 6 | +2.2% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NFLX Netflix, Inc. | 8 | +16.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |