cov khoom lag luam tawm no tsim nyog yuav txawm tias kev tshaj tawm qeeb

Media stocks tsis yog cov darlings uas lawv tau nyob rau hauv kev sib kis, tshwj xeeb tshaj yog tom qab Snap Inc tau lees paub nag hmo tias kev tshaj tawm yog qhov tseeb qeeb ntawm cov khoom siv.

Tseem, Cerity Partners 'Jim Lebenthal hais tias muaj ib lub npe uas tseem tsim nyog ua tus tswv, tshwj xeeb tshaj yog rau cov tub ua lag luam mus sij hawm ntev.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Lebenthal nyiam Paramount Tshuag

Qhov nws bullish rau yog Paramount Global (NASDAQ: PARA) - nyob rau hauv qhov tsis sib xws rau MoffettNathanson uas tau txo qis cov Tshuag hnub no. Piav vim li cas rau CNBC's "Halftime Report", nws hais tias:

Koj tau txais ib qho Tshuag ntawm no uas yog kev lag luam tsawg dua 12 npaug nyiaj khwv tau los, 70% ntawm phau ntawv tus nqi. Thiab peb lub hlis dhau los, lawv tau ntxiv 6.0 lab tus neeg rau npe rau Paramount Plus. Qhov no yog thaum Netflix tsis loj hlob.

Lub koom haum kev lom zem tau teeb tsa los tshaj tawm nws cov nyiaj khwv tau los tam sim no rau lub Yim Hli 4^th. Kev kwv yees yog rau lawv ntxiv lwm 3.0 lab tus neeg them nyiaj rau lub quarter no thiab Lebenthal txawm pom tias muaj kev saib xyuas.

Zaj dab neeg mus ntev yog tseem zoo

Cov khoom lag luam poob qis dua 30% los ntawm nws qhov siab tshaj xyoo dhau los, yog li nws zoo li ntxim nyiam ntawm kev nqis peev. Lebenthal pom zoo rau ntaus rau ad-spend yuav yog qhov kev sib tw ze rau Paramount Global, tab sis hais tias:

Kuv nyob hauv cov khoom lag luam no vim tias xyoo 2024, lawv tau ua haujlwm zoo kom dhau lawv lub hom phiaj ntawm 100 lab tus neeg siv khoom. Lawv tab tom loj hlob lawv txoj kev lag luam, lawv tau nqis peev yav tom ntej, lawv muaj nyiaj los ua nws. Lawv muaj qhov zoo nyiaj pub dawb.

Nws qhov "premium" subscription kuj raug nqi tsawg dua li qhov nyiam ntawm Netflix uas, theoretically, ua rau nws xaiv zoo dua rau kev lag luam poob qis. Lub lim tiam dhau los, Paramount CEO Bob Bakish kuj hais lub multinational tau zoo nyob rau hauv qhov kev pab cuam los ntawm "kev loj hlob sai" qhov chaw streaming.