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Paramount Global (PARA US)
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121
Analysis
Consumer Discretionary
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United States
Paramount Global operates as a media company. The Company produces and distributes entertainment content through studios, networks, streaming services, live events, and merchandise. Paramount Global serves customers worldwide.
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bearish
•
Netflix Inc
•
21 Apr 2022 00:02
Netflix 1Q22: Willfull Ignorance
Netflix management seemed unprepared for its current circumstances. Ramping competition and TAM saturation have been known for 2 years. Competitive...
Aaron Gabin
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417 Views
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bearish
•
Thematic (Sector/Industry)
•
30 Mar 2022 01:21
Streaming's New Hamster Wheel
New data shows US streaming subscription churn is 35% and over 50% for younger demographics. To compete, streamers will have to rely more on free...
Aaron Gabin
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228 Views
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bearish
•
The Walt Disney Co
•
10 Feb 2022 23:30
Disney 1Q2022: Knockin It Out of the Park
Despite a fantastic Parks quarter, which we think offers sustainably higher profits, the higher competitive intensity in streaming means the SoTP...
Aaron Gabin
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322 Views
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bearish
•
The Walt Disney Co
•
15 Aug 2021 16:16
Disney 3Q21: We’re Cautious on Streaming
After breaking out Disney+Hotstar's business and Hulu's advertising contribution, we have a valuation~20-25% lower than we used to ascribe to...
Aaron Gabin
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206 Views
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bullish
•
Netflix Inc
•
21 Jul 2021 08:09
Netflix 2Q21: Game On
We have turned bullish on Netflix recently because we see the pace of sub growth reaccelerating in the back half of 2021. The flattish AH reaction...
Aaron Gabin
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181 Views
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