拟投资15亿美元扩大内容版图 Paramount Skydance(PSKY.US)涨超12%

Core Viewpoint - Paramount Skydance (PSKY.US) shares rose over 12% to $17.1 following the announcement of a $1.5 billion investment in content production and distribution over the next year [1] Group 1: Financial Performance and Projections - The report marks the first earnings report since the merger of Paramount Global and Skydance Media in August [1] - The company projects total revenue to reach $30 billion by 2026, driven by strong expansion in direct-to-consumer business and improved global profitability [1] - Paramount plans to increase annual film production to at least 15 films starting in 2026 [1] Group 2: Cost Management and Restructuring - The interim CFO Andrew Warren stated the goal is to achieve an investment-grade rating, focusing on deleveraging and high cash flow conversion rates post-initial investment cycle [1] - The company raised its cost-saving target from $2 billion to at least $3 billion [1] - As part of the restructuring plan, Paramount will redefine its business segments starting from the first quarter earnings report, including direct-to-consumer, television media, and production studio [1] Group 3: Acquisition Attempts - Market reports indicate that the company explored acquiring Warner Bros. Discovery (WBD.US) with an offer of $23 to $24 per share, which has been rejected [1]