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- **D2C momentum**: 1.4M Q3 subs added, 24% revenue growth.
- **Content investment**: $1.5B allocated for 2026, including UFC and premium originals.
- **Tech transformation**: Unified streaming platform by mid-2026 to enhance UX and ad tech.
- **2026 targets**: $30B revenue, $3.5B OIBDA, $3B+ efficiency.
- **UFC deal**: Exclusive content to drive subs and engagement.

**【CEO Summary Section】**
- 96 days post-merger, significant progress made toward North Star priorities: growth businesses, D2C scaling, and efficiency.
- Q3 D2C subscribers reached 79 million, up 1.4 million, with revenue growing 24% YoY.
- $1.5 billion in 2026 content investments, including UFC, South Park, and Duffer Brothers collaborations.
- Film slate expansion to 15 releases/year (from 8) to drive theatrical output.
- Targeting $30 billion revenue and $3.5 billion OIBDA in 2026, with efficiency improvements of $3 billion+.

**【CFO Financial Commentary】**
- 2026 guidance: $30 billion revenue, $3.5 billion OIBDA, and $3 billion+ efficiency run rate.
- Content spend to increase by $1.5 billion in 2026, balanced for global scale.
- Free cash flow expected to improve as cost management enhances profitability.

**【Q&A Key Highlights】**
- D2C growth driven by content (e.g., UFC) and tech unification into one platform by mid-2026.
- UFC deal to boost engagement and subs via exclusive content on Paramount+.
- Global content strategy with $1.5 billion in 2026 investments, focusing on premium films, TV, sports, and news.
- Tech integration to enhance ad tech and recommendation engine for better monetization.
- Efficiency focus on core D2C and film businesses, with divestitures in non-core assets (e.g., Latin American O&O networks).

Paramount Skydance Corporation (PSKY) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

PSKY

PSKY fundamentals

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