Paramount Skydance rilis transkrip paparan kinerja kuartal II 2026
Reuters2026/08/11 20:58- Paramount Skydance merilis transkrip paparan kinerja kuartal II 2026; hadir CEO David Ellison, CFO Dennis K. Cinelli, CSO/COO Andrew BrandonGordon.
- Ellison menegaskan keyakinan transaksi dengan Warner Bros. Discovery akan selesai; izin diterima dari 65 yurisdiksi, sidang ditetapkan Maret tahun depan.
- Cinelli memperkirakan biaya tambahan jika penutupan molor: fee bridge USD 8-9 juta per bulan; ticking fee USD 0,25 per saham per kuartal.
- Paramount+ naik ke 81,6 juta pelanggan; pendapatan naik 16%, ditopang kenaikan ARPU, retensi terbaik, jam tonton naik dua digit.
- Perusahaan menaikkan panduan EBITDA disesuaikan 2026 menjadi USD 3,8-3,9 miliar; konversi arus kas bebas minimal 10%, proyeksi pendapatan tetap USD 30 miliar.
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