Core Insights - Paramount Skydance Corporation (PSKY) is set to report its third-quarter 2025 results on November 10, with revenue expectations of $6.79 billion, reflecting a 0.83% year-over-year increase, and earnings per share (EPS) estimated at 49 cents, unchanged from the previous year [1][9] Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for PSKY's third-quarter revenues is currently pegged at $6.79 billion, indicating a 0.83% increase from the year-ago quarter's reported figure [1] - The consensus mark for earnings is pegged at 49 cents per share, the same as the figure reported in the year-ago quarter, with the estimate remaining unchanged over the past 30 days [1] Group 2: Recent Performance and Trends - PSKY surpassed the Zacks Consensus Estimate for earnings in three of the trailing four quarters, while missing once, with an average negative surprise of 21.56% [2] - The Direct-to-Consumer segment is expected to have continued its positive trajectory, supported by the domestic debut of South Park and the finale of Dexter: Resurrection, which attracted 3.1 million global viewers [4] - The TV Media segment is anticipated to have maintained CBS' leadership position as the most-watched U.S. broadcast network, aided by the NFL season kickoff and live sports coverage [5] Group 3: Challenges and Costs - Integration and restructuring costs related to the merger with Skydance Media likely impacted profitability as PSKY pursued its $2 billion synergy target [6] - Ongoing linear subscriber declines continued to pressure affiliate and advertising revenues, while the Filmed Entertainment segment may have experienced weaker year-over-year comparisons due to fewer major theatrical releases [6][9] Group 4: Earnings Model Insights - According to the Zacks model, PSKY currently has an Earnings ESP of 0.00% and a Zacks Rank 3, indicating that the odds of an earnings beat are not favorable [7]

Why Taylor Sheridan, the creator of hits like "Tulsa King" and "Landman," is leaving Paramount after tension with new CEO David Ellison’s leadership team https://t.co/oGISllWQ54 ...

Core Insights - The creator of popular shows such as "Tulsa King" and "Landman" is departing from the entertainment company due to tensions with the new Paramount CEO David Ellison's leadership team [1] Company Summary - The departure of the creator indicates potential shifts in the company's creative direction and management dynamics [1] - The tension with the new CEO's leadership team suggests possible challenges in aligning creative vision with corporate strategy [1] Industry Summary - The entertainment industry may see increased volatility as leadership changes occur, impacting content creation and project development [1] - The exit of key creative figures can lead to uncertainty regarding future programming and audience engagement [1]

Prolific movie and television producer Taylor Sheridan, known for hits including “Tulsa King” and “Landman,” has signed a deal to join NBCUniversal when his contract with Paramount expires https://t.co/2sGtY6Ziqv ...

Industry Trend - Prolific movie and television producer Taylor Sheridan is joining NBCUniversal after his contract with Paramount expires [1] Talent Acquisition - Taylor Sheridan, known for hits including "Tulsa King" and "Landman," has signed a deal with NBCUniversal [1]

Group 1 - Sheridan has produced successful shows for Paramount, including "Tulsa King" and "Landman" [1] - In addition to television, Sheridan will also be involved in movie production for NBCUniversal [1]

Core Insights - Paramount Global's co-CEO Chris McCarthy emphasized the company's strategic partnership with Taylor Sheridan's 101 Studios, highlighting that they are not seeking to acquire the studio but value the existing relationship [1][2][4] - The partnership with Sheridan has proven successful, with Paramount holding an exclusive agreement with him until 2028 and owning all intellectual property (IP) generated from their collaboration [3] - Paramount has implemented new creative models inspired by Sheridan's work, which have been effective in attracting new talent, such as Jez Butterworth, leading to successful projects like The Agency and MobLand [5] Financial Performance - Paramount reported solid quarterly earnings but is focusing on cash conservation amid a challenging macroeconomic environment, alongside significant cost reductions in preparation for a merger with Skydance [6] - The average production cost of Paramount Pictures' films has been reduced by 35% over the past 24 months, indicating a strategic shift towards more efficient production practices [6] Future Outlook - The company anticipates that its sale to Skydance will be finalized in the first half of the year, pending FCC approval [7]