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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Steve Cahall | Wells Fargo | 10 (10%) |
| Robert Fishman | MoffettNathanson | 9 (22%) |
| Rich Greenfield | LightShed Partners | 6 (17%) |
| Kutgun Maral | Evercore ISI | 6 (0%) |
| Mike Morris | Guggenheim | 5 (0%) |
| Ben Swinburne | Morgan Stanley | 4 (0%) |
| Jessica Reif Ehrlich | Bank of America | 3 (0%) |
| Peter Supino | Wolfe Research | 3 (0%) |
| John Hodulik | UBS | 3 (0%) |
| Ric Prentiss | Raymond James | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 1 | 10 (10%) |
| MoffettNathanson | 1 | 9 (22%) |
| Morgan Stanley | 2 | 6 (0%) |
| Evercore ISI | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.98B | +4.5% | $-0.33 | — | 3.9% | -2.8% | $56M |
| FY2025 Q1 | $7.19B | -6.4% | $0.22 | +125.3% | 8.3% | 2.1% | $123M |
| FY2025 Q2 | $6.85B | +0.5% | $0.08 | +101.0% | 5.8% | 0.8% |
| 6 (0%) |
| LightShed Partners | 1 | 6 (17%) |
| Guggenheim | 1 | 5 (0%) |
| Wolfe Research | 1 | 3 (0%) |
| Raymond James | 1 | 3 (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 |
| $114M |
| FY2025 Q3 | $6.70B | -0.4% | $-0.38 | — | 4.8% | -3.8% | $15M |
| FY2025 Q4 | $8.47B | +6.1% | $-0.52 | -57.6% | -81.8% | -6.8% | $71M |
| FY2026 Q1 | $7.35B | +2.2% | $0.15 | -31.8% | 8.4% | 2.3% | $96M |
| FY2026 Q2 | $6.91B | +0.9% | $0.04 | -52.3% | 6.9% | 0.6% | $258M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What PSKY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“when we look at the marketplace for streaming in our competitive set, Netflix, Prime video, YouTube, Paramount+, all of them are increasing their position in live sports.”
Disney names Paramount+ (Paramount Skydance) among streaming competitors expanding in live sports, a read-through to Paramount's sports streaming strategy.
“UFC's Paramount+ debut on January 24 set the bar, reaching more homes than any UFC events in nearly a decade”
UFC's new media-rights deal with Paramount drove its Paramount+ debut to the widest UFC reach in nearly a decade, a positive read-through for Paramount's sports-streaming engagement.
“We advised on the three largest deals so far this year—Paramount, McCormick, and EQT/AES—demonstrating how we are far better penetrating the C-suite.”
Citi advised on the Paramount transaction, one of the three largest M&A deals of the year, a read-through on Paramount's major M&A activity.
“We license shows like Watson and Mayor of Kingstown from Paramount.”
Netflix licenses shows (Watson, Mayor of Kingstown) from Paramount, a content-licensing supplier relationship.
“First, we provided a $19 billion bridge commitment in support of Paramount's acquisition of Warner Bros.”
Apollo provided a $19 billion bridge commitment financing Paramount's acquisition of Warner Bros., positioning Paramount as a large-scale M&A financing client.
“our reaching an agreement for Paramount Skydance to acquire WBD at a cash price of $31 per share”
Warner Bros. Discovery agreed to be acquired by Paramount Skydance for $31 per share in cash, a deal shareholders approved; management frames the combined streaming/studio assets as a benefit to Paramount.
“One more point on Oracle Fusion, our ERP system: we achieved a major milestone in the first quarter, with the remainder of the transformation to the Oracle Fusion system for Paramount Skydance Corporation Class B Common Stock standalone targeted by early 2027.”
Paramount Skydance is migrating its ERP onto Oracle Fusion, hitting a Q1 milestone with standalone completion targeted by early 2027.
“you noted several studio titles in production that will be released on Netflix and on Prime Video.”
Paramount licenses several studio titles to Amazon's Prime Video, giving Amazon's streaming service Paramount content while the two also compete.
“you noted several studio titles in production that will be released on Netflix and on Prime Video.”
Paramount licenses several of its studio titles to Netflix, making the streamer a content buyer even as the two compete for subscribers and engagement.
“we continue to make steady progress towards completing the Warner Bros. Discovery transaction, which we believe will accelerate our transformation, strengthen our competitive position, and enhance our ability to help shape the next era of entertainment.”
Paramount Skydance is progressing toward completing its pending acquisition of Warner Bros. Discovery, which it expects to close by September to form a combined global media company.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PSKY Paramount Skydance Corp | 6 | +2.2% | |
| DIS The Walt Disney Company | 6 | +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% | |
| ROKU Roku, Inc. | 9 | +22.4% | |
| TKO TKO Group Holdings | 7 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -1.0% |