Paramount Skydance (PSKY) Earnings Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
Paramount Skydance (PSKY) reported strong earnings as the company continues to focus on its Direct-to-Consumer (DTC) strategy, driven by the success of Paramount Plus and significant synergies. The firm submitted a revised $31 per share all-cash bid for Warner Brothers Discovery (WBD), signaling its intent to expand in the media sector. Revenue guidance for the year is set at $30 billion, a 4% increase, with DTC expected to be the primary growth driver. Paramount Plus achieved over 17% year-over-year streaming growth, highlighted by the record-breaking UFC 324 event, which reached 7 million households in the U.S. and Latin America. Additionally, DTC advertising revenue is projected to recover strongly in 2026, supported by robust ad demand for content like UFC and investments in advanced ad technology.
The company reaffirmed its adjusted EBITDA guidance of $3.8 billion, excluding stock-based compensation, and aims to achieve over $33 billion in synergies across its business segments. Content spending increased by $1.5 billion, reflecting a commitment to a robust film slate and original series, including the UFC partnership. However, challenges remain, particularly with Pluto TV, where non-Paramount Plus streaming saw a16% year-over-year decline due to monetization struggles despite rising engagement. The company’s long-standing NFL broadcasting relationship is also under negotiation, with management expressing confidence in renewing the deal.
Paramount Skydance emphasized its strategic focus on becoming a leading technologically enabled media company through AI and increased headcount investments in this area. Despite restructuring charges of $800 million impacting near-term cash flow, the firm remains committed to
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Originally published on The Motley Fool on 2/25/2026