Paramount Skydance (PSKY)
NASDAQ:PSKY
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.46Same Quarter Last Year
Moderate Sell
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed considerable positive operational and financial momentum: double-digit streaming and studio revenue growth, meaningful subscriber gains (underlying adds ~2M), successful content and sports franchises (Scream 7, Landman, UFC), product and ad-tech progress, and notable financing/transaction milestones. Headwinds include a Q1 advertising decline (-3%), expected DTC margin pressure in H2 as the slate ramps, the removal of low-ARPU hard-bundles impacting headline adds, and one-time transaction-related accounting benefits that will step down. On balance, highlights substantially outweigh the lowlights, with the company pointing to execution on convergence, monetization improvements, and a clear plan for scaling content and tech.Company Guidance
Strong Paramount Plus Revenue Growth
Paramount Plus revenue grew 17% year-over-year in Q1, driven by a 14% ARPU increase following a January price rise and healthy subscriber mix improvements.
Subscriber Momentum
Underlying subscriber adds of nearly 2 million in the quarter (headline net adds ~700k), with the company exiting just over 1 million low-ARPU international hard-bundle subscribers (ARPU < $1) to improve economics.
Studio and Film Output Expansion
Studio revenue was up 11% in Q1. The company nearly doubled film output year-over-year (15 films on the calendar this year vs. 8 last year) and has committed to a 30-films-per-year theatrical cadence for the combined company.
Top Performing Content and Channels
Notable hits include Scream 7 (highest-grossing in franchise history), Landman (most-watched series in Paramount Plus history), and CBS having 13 of the top 20 primetime shows including all four top new series.
UFC Partnership Driving Engagement and Monetization
UFC performance: >10 million households watched, >100 million hours viewed on Paramount Plus, average UFC cards on CBS ~2.8M viewers (nearly 50% higher than ABC’s NBA primetime game that night). New UFC subscribers are ~15 years younger and engage more broadly on the platform.
Ad Tech and Monetization Progress
DTC ad revenue returned to growth and improved vs Q4; fill rates rose on Paramount Plus and Pluto. Precision Plus (AI-powered ad product) and format innovations generated positive early feedback from advertisers.
Technology and Productivity Gains
Approximately 80% of the engineering organization is using code-assisted technology, yielding meaningful productivity gains and cutting approval times by more than 50%. Platform convergence of multiple streaming services is on track for midyear.
Capital and Transaction Momentum
Progress on the Warner Bros. Discovery (WBD) transaction: U.S. HSR obligations satisfied, several international approvals secured, WBD shareholder approval obtained, $10B in permanent financing secured, and the remaining $49B bridge syndicated to banks/lenders.
Platform and Product Enhancements
New product features include short-form clips, AI-driven artwork and recommendations, enhanced mobile experiences, and live-sports features; Pluto shifting to more VOD (VOD usage up 60% per user).
PSKY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PSKY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $10.11 | $11.12 | +10.04% |
Sep 30, 2025 | $19.32 | $18.75 | -2.98% |
Jul 31, 2025 | $12.42 | $12.86 | +3.50% |
May 08, 2025 | $11.50 | $11.75 | +2.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Paramount Skydance (PSKY) report earnings?
Paramount Skydance (PSKY) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Paramount Skydance (PSKY) earnings time?
Paramount Skydance (PSKY) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PSKY EPS forecast?
PSKY EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.
