NASDAQ$PSKY

Paramount Skydance Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Paramount's Q3 2023 earnings were released, showcasing revenue growth and subscriber gains.

Paramount reported a 3% increase in total company revenue, driven by growth in Direct-to-Consumer revenue and Paramount+ subscribers. The company narrowed DTC losses and now expects full-year DTC losses to be lower than in 2022. Paramount+ reached more than 63 million global subscribers, and the company anticipates significant total company earnings growth in 2024.

  • Paramount+ increased revenue by 61% and reached over 63 million global subscribers.
  • Global viewing hours across Paramount+ and Pluto TV grew by 46%.
  • DTC Adjusted OIBDA improved by 31%, and the company forecasts that DTC losses peaked in 2022.
  • Total affiliate and subscription revenue increased by 14%.

Headline financials

Total Revenue

$7.13B

Previous: $6.92B+3.1%
EPS (adj)

$0.30

Previous: $0.39-23.1%
Adjusted OIBDA

$716M

Previous: $786M-8.9%
Paramount+ Subscribers

63.0M

Previous: 46.0M+37.0%
Capital Expenditures

-$73M

Previous: $77M-194.8%
Free Cash Flow

$359M

Previous: -$342M+205.0%
Net Income

$261M

Previous: $231M+13.0%
Operating Income

$621M

Previous: $566M+9.7%
Gross Profit

$2.35B

Previous: $2.46B-4.4%
Cash & Equivalents

$1.8B

Previous: $3.38B-46.7%
Total Assets

$54.6B

Previous: $57.3B-4.6%
Stock-Based Comp

$43M

Previous: $50M-14.0%

Revenue & EPS history

Paramount · Revenue · Quarterly

$7.13B

Q3 2023+3.1%vs Q3 2022
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Paramount · $7.15B total across 3 segments · Q3 2023

  • TV Media
    $4.57B-7.7%
  • Direct-to-Consumer
    $1.69B+38.0%
  • Filmed Entertainment
    $891M+13.8%

Forward guidance

Paramount expects DTC losses in 2023 will be lower than in 2022, with DTC losses in Q4’23 similar to Q4’22, and remains on the path to achieving significant total company earnings growth in 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.8%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-2.7%

Avg return

30 days after

60%

24 / 40 earnings

Positive

+10.4%

Q3 2023

Best reaction

-28.4%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-0.1%-6.5%
Q4 2025+10.0%+22.5%-13.5%
Q3 2025-0.5%-2.4%+3.6%
Q2 2025-5.5%-11.7%+10.5%
Q1 2025+2.2%+1.1%+2.1%
Q4 2024+0.2%+2.3%+3.0%
Q3 2024-4.0%-3.2%-4.7%
Q2 2024-2.4%-1.6%-3.5%
Q1 2024+2.9%+8.2%-1.8%
Q4 2023-1.7%-8.4%+4.6%
Q3 2023+10.4%+18.9%+46.1%
Q2 2023+2.9%-2.3%-14.3%
Q1 2023-28.4%-27.8%-32.7%
Q4 2022-4.2%-6.6%-19.7%
Q3 2022-12.4%-14.6%+6.3%
Q2 2022+1.1%-1.4%-7.7%
Q1 2022-1.3%-7.8%+3.8%
Q4 2021+2.7%-19.0%+5.3%
Q3 2021-4.4%-5.5%-17.3%
Q2 2021+7.1%+5.1%+6.4%
Q1 2021-2.4%+1.0%+6.6%
Q4 2020+1.9%+4.3%-25.1%
Q3 2020-6.4%-3.5%+18.1%
Q2 2020+3.4%+2.0%+10.6%
Q1 2020+10.3%+22.6%+66.8%
Q4 2019-17.9%-28.9%-66.4%
Q2 2019-17.9%-28.9%-66.4%
Q3 2019-3.6%-1.6%-3.6%
Q1 2019-1.4%-5.2%-5.6%
Q4 2018+3.1%+4.3%-2.9%
Q2 2018+3.1%+4.3%-2.9%
Q3 2018+2.0%+0.8%-5.5%
Q1 2018+9.1%+5.5%+2.5%
Q4 2017+1.6%-0.5%-9.3%
Q2 2017+1.6%-0.5%-9.3%
Q3 2017+2.8%+2.4%+3.7%
Q1 2017+0.6%+0.2%-3.4%
Q2 2016+0.4%+2.6%+2.3%
Q4 2016+0.4%+2.6%+2.3%
Q3 2016+0.6%+4.7%+9.1%
Q1 2016
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Q4 2010
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Q4 2009
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Q3 2008
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Q4 2008
Q2 2008

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