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关税大棒叠加影业低迷,好莱坞巨头们正在寻求哪些新出路?
声动活泼· 2025-04-09 06:12
后来,在美国法律的限制下,好莱坞大制片厂无法再继续垂直掌控电影的各个环节,于是他们开始进行横 向并购。经过几十年的发展,好莱坞的制片厂格局从当年的「5 大 3 小」,逐渐变成了由华纳兄弟、派拉 蒙、索尼、迪士尼和环球组成的好莱坞 5 大传统制片厂。除此之外, 随着流媒体的崛起,制片方式完全不 同的流媒体巨头奈飞,如今也被业内看作是好莱坞巨头之一。 2019 年,总部也设在好莱坞的奈飞,宣布正 式加入美国电影协会(MPAA),成为了协会里的第一位流媒体视频服务成员。 ▲ 好莱坞 5 大传统制片厂 | 图源:Backstage 可以说,在过去几十年里,好莱坞巨头们的命运一直紧密地联系在一起。而最近几年,他们也面临着同样 的挑战。2020 年,疫情重创全球电影产业。疫情结束后,2023 年又迎来了美国编剧工会和演员工会大罢 工,导致 2024 年的好莱坞新片供应不足。 在很多人心目中,好莱坞一直都被看作是美国乃至全球电影工业的代名词。甚至「好莱坞大片」也已经成 为了人们对于美国高水准、大制作电影的一种形容。但最初,好莱坞其实是美国加州的一个市,直到 1910 年,它和洛杉矶市合二为一,好莱坞也就因此成为了洛杉矶市的 ...
Circana, Paramount, and iSpot Announce Largest Deployment of Continuous CPG Measurement in TV Advertising
Newsfilter· 2025-03-31 13:05
Group 1 - Circana, Paramount, and iSpot announced a collaboration to provide "always-on" sales and conversion measurement for consumer packaged goods (CPG) advertisers starting in Q2 2025 [1][2] - This partnership aims to integrate real-time sales and conversion data across Paramount's portfolio, enhancing media transparency and precision for CPG advertisers [2][3] - Paramount becomes the first national television broadcaster to offer CPG advertisers insights into campaign effectiveness, including real-time household engagement and purchasing behaviors [2][3] Group 2 - The collaboration allows CPG advertisers to link in-store sales directly to their advertising investments across Paramount's broadcast, cable, and digital properties [3] - The integration of Circana's daily conversion data into iSpot's platform enables continuous performance data across campaigns, facilitating ongoing learning and optimization [2][3] - iSpot emphasizes that always-on attribution measurement at scale improves tracking and justifying investments, benefiting both buyers and sellers in the advertising ecosystem [3] Group 3 - Circana is recognized as a leading advisor on consumer behavior, providing insights that help brands and retailers unlock business growth [4] - iSpot is a trusted cross-platform TV measurement company that delivers real-time, actionable information for brands, networks, and agencies [5] - Paramount Global is a major media and entertainment company with a diverse portfolio, including CBS, Paramount Pictures, and streaming services like Paramount+ [6][7]
3 Media Stocks to Watch From a Challenging Industry
ZACKS· 2025-03-13 15:01
Industry Overview - The Zacks Media Conglomerates industry is facing challenges such as declining broadcast television ratings, reduced demand for home entertainment, and advertisers' cautious spending due to inflation and high interest rates [1][2] - Despite these challenges, there is a shift towards over-the-top (OTT) content, with major players investing in original content to attract younger audiences [1][2] Trends Impacting the Industry - Original content is driving growth as media companies adapt to consumer preferences for subscription services over traditional pay-TV [3] - The demand for high-speed internet is acting as a catalyst for growth, enhancing the consumption of high-quality videos and binge-watching trends [4] - The industry is experiencing a rapid evolution with the rise of streaming services, making it difficult for traditional media companies to retain viewers [5] Industry Performance Metrics - The Zacks Media Conglomerates industry ranks 179, placing it in the bottom 28% of over 245 Zacks industries, indicating dull prospects [6][8] - The industry has underperformed the broader Zacks Consumer Discretionary sector and the S&P 500, declining 6.2% over the past year compared to the sector's growth of 2.2% and the S&P 500's rise of 8.9% [10] Valuation Insights - The industry is currently trading at a trailing 12-month price-to-sales (P/S) ratio of 1.43X, significantly lower than the S&P 500's 4.83X and the sector's 1.68X [12] Company Highlights - **Pearson (PSO)**: Exhibited 3% underlying sales growth and 10% profit growth in 2024, with a focus on AI integration and strategic partnerships, projecting a strong outlook for 2025 [14][15][16] - **Paramount Global (PARA)**: Transitioning to a streaming-first model, added 5.6 million subscribers in Q4 2024, with a 16% revenue growth, and expects domestic profitability in 2025 [18][19] - **Reservoir Media (RSVR)**: Achieved 18% revenue growth in fiscal 2024, with a strong pipeline for future acquisitions, projecting revenues of $148-$152 million for fiscal 2025 [21][22]
NICKELODEON ANNOUNCES ALL-NEW ANIMATED SERIES WYLDE PAK, MOVING IN THIS SUMMER
Prnewswire· 2025-03-11 15:00
Official First Look of Original Series Revealed TodayClick HERE to embed the clip and HERE for the logo.Share it: @Nickelodeon @NickelodeonFamilyBURBANK, Calif., March 11, 2025 /PRNewswire/ -- Humor and heart await in Nickelodeon's all-new 2D-animated series Wylde Pak, which follows the daily life of a blended multigenerational Korean American family. Inspired by co-creators and executive producers Paul Watling and Kyle Marshall's family life, the 26-episode comedy series follows half siblings Lily and Jack ...
NICKELODEON AND SPIN MASTER ENTERTAINMENT PICK UP PAW PATROL® AND RUBBLE & CREW™ FOR NEW EPISODE ORDERS
Prnewswire· 2025-03-03 16:00
PAW Patrol's Rocky Visits Rubble in Special Rubble & Crew Crossover Episode, Premiering Monday, March 10, at 10:30 a.m. (ET/PT)Share it: @Nickelodeon @NickelodeonFamily #RubbleAndCrew #PAWPatrol Click HERE for assets and HERE to embed a clip. BURBANK, Calif., March 3, 2025 /PRNewswire/ -- Nickelodeon and Spin Master Entertainment will keep the PAW-ty going this spring with the renewal of the global preschool hit PAW Patrol and its hit spinoff Rubble & Crew for additional episode cycles, and a brand-new spec ...
Paramount (PARA) - 2024 Q4 - Earnings Call Transcript
2025-02-27 00:56
Start Time: 16:30 January 1, 0000 5:11 PM ET Paramount Global (NASDAQ:PARA) Q4 2024 Earnings Conference Call February 26, 2025, 09:00 AM ET Company Participants Jaime Morris - EVP of IR Brian Robbins - President and CEO Chris McCarthy - President and CEO George Cheeks - President and CEO Naveen Chopra - EVP and CFO Conference Call Participants Robert Fishman - MoffettNathanson Ben Swinburne - Morgan Stanley Michael Morris - Guggenheim Steven Cahall - Wells Fargo Kutgun Maral - Evercore ISI Operator Good aft ...
Paramount (PARA) - 2024 Q4 - Annual Report
2025-02-26 22:19
FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For fiscal year ended December 31, 2024 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-09553 Paramount Global (Exact name of registrant as specified in its charter) Delaware 04-2949533 (State or other jurisdiction of incorporation or org ...
Paramount (PARA) - 2024 Q4 - Annual Results
2025-02-26 21:12
Exhibit 99 PARAMOUNT REPORTS Q4 AND FULL YEAR 2024 EARNINGS RESULTS Strong Content Slate Drove Solid Top Line Results · Total Company Revenue Grew 5% for Q4 Continued Momentum in Streaming Strengthened Balance Sheet in 2024 In addition, Skydance transactions are expected to close in the first half of 2025 STATEMENT FROM GEORGE CHEEKS, CHRIS MCCARTHY & BRIAN ROBBINS, CO-CEOS We are proud of the transformative year we delivered since becoming Co-CEOs, which marks a significant turning point for Paramount as w ...
PARA to Post Q4 Earnings: Key Metrics and Expectations to Watch
ZACKS· 2025-02-24 18:00
Paramount Global (PARA) is scheduled to report its fourth-quarter 2024 results on Feb. 26.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 10 cents per share, indicating a 16.67% increase in the past 60 days. The figure indicates a 150% surge from the year-ago quarter’s reported figure.The consensus mark for revenues is pegged at $8.14 billion, indicating a 6.59% increase from the year-ago quarter’s reported figure.P ...
NICKELODEON UNVEILS FIRST ORIGINAL ANIMATED SERIES FOR YOUTUBE, KID COWBOY
Prnewswire· 2025-01-24 15:00
Created by Grammy and Golden Globe Nominated Songwriter Freddy Wexler, Kid Cowboy is Set to Debut Friday, Jan. 24Share it: @Nickelodeon @NickelodeonFamily Click HERE to download assets and HERE to embed the trailer.HOLLYWOOD, Calif., Jan. 24, 2025 /PRNewswire/ -- Preschoolers will saddle up for a wild ride as Nickelodeon unveils Kid Cowboy, its first original animated series for YouTube, centering on a guitar-playing kid hero who champions for justice in a futuristic world. Debuting Friday, Jan. 24, on Nick ...