| PSKY |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$6.92B vs. cons $6.88B |
MEDIUM |
| PSKY |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$0.98B vs. cons $0.95B |
MEDIUM |
| PSKY |
Report |
Q2 2026 Paramount+ subscribers |
IN-LINE |
pred ~79.7M vs. cons 79.5M |
LOW |
| PSKY |
Guide |
FY2026 revenue guidance |
UNCHANGED |
guide ~$30.0B vs. cons $30.0B (FY2026) |
HIGH |
| PSKY |
Guide |
FY2026 adjusted EBITDA guidance |
UNCHANGED |
guide ~$3.80B vs. cons $3.80B (FY2026) |
MEDIUM |
| PSKY |
Guide |
FY2026 transformation costs |
UNCHANGED |
guide ~$0.80B vs. cons $0.80B (FY2026) |
MEDIUM |
| PSKY |
Guide |
WBD transaction closing timing |
UNKNOWN |
guide ~Q2 2027 vs. cons Q2 2027 (transaction close) |
LOW |
| PSKY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| PSKY |
Return |
5-day cumulative residual |
+0.9% (FADE) |
A modest EBITDA beat can drive an initial relief rally, but unchanged $30.0B revenue and $3.80B EBITDA guidance implies limited upward estimate revisions. The required second-half execution, heavier content expense, weak cash conversion and unresolved WBD timing should pull the five-day residual back toward +0.9% after a +2.8% day-one move. |
MEDIUM |