| PSKY |
Report |
DTC Adj. OIBDA (Q2 2026) |
BEAT |
pred ~$310M vs. cons $289M |
MEDIUM |
| PSKY |
Report |
ARPU - Paramount+ (Q2 2026) |
BEAT |
pred ~$8.72 vs. cons $8.63 |
MEDIUM |
| PSKY |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$6.82B vs. cons $6.865B |
MEDIUM |
| PSKY |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide $30.0B vs. cons $29.85B |
HIGH |
| PSKY |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
BETTER |
guide $3.8B vs. cons $3.54B |
HIGH |
| PSKY |
Guide |
Q3 2026 Revenue (Q3 2026) |
UNCHANGED |
guide mid ~$7.0B vs. cons $7.03B |
MEDIUM |
| PSKY |
Guide |
DTC Margin Tone (H2 2026) |
LOWER |
cautious reiteration of content cost pressure vs. no explicit quantification |
HIGH |
| PSKY |
Guide |
WBD Close Timing (Q3 2026) |
BETTER |
confirmed on track vs. market pricing residual risk |
HIGH |
| PSKY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| PSKY |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - FY EBITDA guide reaffirm at $3.8B vs. $3.54B consensus drives upward estimate revisions; WBD close confirmation compresses deal risk premium; partially offset by cautious DTC H2 tone |
MEDIUM |