A global media giant that owns CBS, Nickelodeon, MTV, and Paramount Pictures, producing and distributing TV shows, movies, and streaming content across the world.
Revenue comes from three divisions: TV Media (advertising and cable fees), Direct-to-Consumer (Paramount+ subscriptions), and Filmed Entertainment (box office and licensing). Gross margin is 28.75%, but net margin is -2.11%, meaning costs eat most revenue.
Owns iconic brands and libraries (CBS, Nickelodeon, Paramount) that competitors like Netflix, Disney, and Warner Bros. Discovery can't replicate easily. However, streaming losses and cord-cutting are eroding traditional cable profits, weakening the advantage.
Sell (sector percentile 14) — value B, growth C-, profitability D, momentum C+, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Market optimistic on settlement, spread tightening, DGA support
Multiple sources confirm earnings beat and streaming growth, with Amundi raising stake, reinforcing existing event
Federal judge sets merger challenge trial, extending timeline, legal overhang continues
Earnings call confirms streaming momentum and merger progress, reinforcing positive results
CFO sale for tax withholding, plus 12-state lawsuit, heightens merger uncertainty
Regulatory approval advances with conditions; Paramount ready to sell Universal Pictures JV to close deal.
Paramount Plus revenue up 17% year-over-year in Q1 2026, driven by 14% ARPU increase from January price increase and approximately 2 million underlying net subscriber additions
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