| PSKY |
Report |
Revenue |
IN-LINE |
pred ~$6.880B vs. cons $6.865B |
MEDIUM |
| PSKY |
Report |
Adjusted OIBDA |
BEAT |
pred ~$900M vs. cons $875.7M |
MEDIUM |
| PSKY |
Report |
DTC Adjusted OIBDA |
BEAT |
pred ~$310M vs. cons $289.0M |
MEDIUM |
| PSKY |
Guide |
FY26 Revenue |
UNCHANGED |
guide ~$30.0B vs. cons $29.849B |
MEDIUM |
| PSKY |
Guide |
FY26 Adjusted EBITDA |
BETTER |
guide ~$3.8B vs. cons $3.538B Adjusted OIBDA; cross-definition UNVERIFIED |
LOW |
| PSKY |
Guide |
H2 advertising / DTC trajectory |
UNCHANGED |
reaffirm H2 ad growth and DTC profit improvement; numerical consensus UNVERIFIED |
LOW |
| PSKY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| PSKY |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY framework leaves forward revisions constrained |
LOW |