Q4 2025 Paramount Skydance Corp Earnings Call Transcript
Key Points
- Paramount Skydance Corp (PSKY) reported strong growth in its streaming service, Paramount Plus, with a 17% increase year-to-date.
- The partnership with UFC has exceeded expectations, reaching approximately 7 million households and becoming the platform's largest exclusive live event.
- PSKY has greenlit 11 original series in the past six months, indicating a strong commitment to expanding its content library.
- The company is focusing on long-term shareholder value by reinvigorating and building upon its core franchises and intellectual property.
- PSKY is committed to becoming the most technologically capable media company, with plans to significantly increase its investment in AI and technology.
- Theatrical revenue is expected to decline in 2026 due to a comparison with a strong previous year that included a major release, Mission Impossible.
- Pluto TV, part of the non-Paramount Plus segment, faced monetization headwinds, with a 16% decline in revenue despite increased user engagement.
- The company is in a rebuild phase for its studio business, with significant improvements in profitability not expected until 2027.
- There are concerns about the impact of exiting uneconomic hard bundles on subscriber growth, although these represented less than 2% of revenue in 2025.
- PSKY faces challenges in improving churn and customer acquisition costs (CAC) in its streaming business, which are critical for long-term economic success.
Good afternoon. My name is Nadia and I'll be the conference operator today.
I would like to welcome everyone to Paramount's Q4 2025 earnings conference call.
At this time, all lines have been muted to prevent any background noise. After the speaker's remarks, there will be a Q&A session.
If you would like to ask a question during this time, simply press fully by the number 1 on your telephone keypad. If you would like to withdraw your question, please press fully by 2.
I would now like to turn the call over to Kevin Prayton, Paramount's EVP of investor relations. You may now begin your.
Good afternoon and thank you for taking the time to join us for the Paramount Fourth quarter 2025 earnings call. I'm Kevin Creighton, EVP of corporate finance and Investor relations. Joining me today is our Chairman and Chief Executive Officer, David Ellison, our President, Jeff Schell, our Chief Financial Officer, Dennis Chanelli, and our chief strategy and operating Officer,
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