Paramount ntiaj teb no (LUB NEEJ) tej zaum yuav pom kev vam meej nrog nws cov streaming platform, Paramount +, tab sis qhov ntawd tsis tau txhais hais tias lub tuam txhab tuaj yeem kov yeej ntau lub taub hau los tsoo nws cov lag luam qub qub - tsawg kawg raws li ib tus kws tshuaj ntsuam.
Robert Fishman, MoffettNathanson tus kws tshuaj ntsuam xyuas, hais rau Yahoo Finance Live, piav qhia tias "Peb xav tias txhua yam tau nce me ntsis ua ntej ntawm lawv tus kheej raws li qhov muaj txiaj ntsig ntawm no. cov tuam txhab raug nqi raws li cov nyiaj tau los. "
Paramount pom cov nyiaj khwv tau los ntawm ob sab saum toj thiab hauv qab kab hauv nws lub quarter kawg, uas tau tsav los ntawm kev ua tiav blockbuster zoo li "Top Phom: Maverick," nrog Paramount + ntxiv qhov zoo siab 4.9 lab tus neeg siv khoom.
Tseem, txawm tias Paramount + "loj hlob zoo heev," lub tuam txhab tag nrho yog nyob rau hauv "qhov chaw nyuaj" muab lub ntiaj teb headwinds ntsib cov tsoos xov xwm ecosystem, Fishman hais.
Tus kws tshuaj ntsuam xyuas, uas muaj qhov ntsuas tsis zoo ntawm cov khoom lag luam thiab tus nqi $ 18 lub hom phiaj, hais txog qhov nrawm ntawm txoj hlua txiav thiab tag nrho cov kev tshaj tawm qeeb raws li ob qho tseem ceeb ntawm kev txhawj xeeb, ntxiv rau hauv daim ntawv rau cov neeg siv khoom hais tias "cov nyiaj tau los qeeb yuav kawg siab Paramount rov mus xyuas. nws cov phiaj xwm kev siv nyiaj ncaj qha rau cov neeg siv khoom los pab txo cov kev poob yav tom ntej. "
Paramount's TV Media unit tau tshaj tawm 6% xyoo dhau ib xyoo poob hauv cov nyiaj tau los tshaj tawm tom qab 13% poob hauv thawj peb lub hlis twg nrog cov nyiaj tau los ua haujlwm kuj poob qis.
MoffettNathanson's Fishman tau sau tseg tias qhov kev poob qis loj dua pom thoob plaws hauv streaming sector kuj tseem yog qhov tseem ceeb hauv lub quarter tom ntej.
Raws li cov ntaub ntawv los ntawm cov neeg siv khoom ntsuas lub tuam txhab kav hlau txais xov, hais los ntawm Cov phab ntsa Street Journal, kwv yees li 19% ntawm cov neeg rau npe rau cov kev pabcuam hwm - uas suav nrog Netflix (NFLX), Hulu (DIS), Apple TV+ (AAPL), HBO Max (WBD), ntawm lwm tus - tau tso tseg peb lossis ntau qhov kev tso npe hauv ob xyoos txog rau Lub Rau Hli, piv rau tsuas yog 6% hauv ob xyoos dhau los mus txog rau Lub Rau Hli 2020.
Qhov kev sib tw nce ntxiv, ua ke nrog kev ncua kev loj hlob hauv kev lag luam hauv tsev, tau ua rau muaj kev poob loj hauv lub quarter tsis ntev los no nrog Netflix shedding ib whopping 1 lab subscribers hauv Q2, thaum Peacock subscriptions tseem nyob tiaj tus.
Txawm li cas los xij, streaming cov neeg saib tau dhau ob qho tib si cable thiab tshaj tawm TV hauv lub hli ntawm Lub Xya Hli thawj zaug, raws li cov ntaub ntawv tshiab los ntawm Nielsen.
Hauv Teb Chaws Asmeskas, streaming ntes 34.8% ntawm cov neeg saib nrog cov platforms xws li Netflix, Hulu thiab Amazon Prime Video (AMZN) pom qhov kev vam meej tshaj plaws. Cable suav txog 34.4%, thaum tshaj tawm thoob plaws peb sab saum toj ntawm 21.6%.
Cov ntsiab lus kev ua si 'tseem ceeb' rau cov tuam txhab xov xwm tsoos
Nrog rau cov neeg siv khoom tseem tuav lub streaming boom, media giants tau sib tw los ntes cov ntsiab lus zoo - cov ntsiab lus kis las, tshwj xeeb.
Amazon nyuam qhuav kaw hauv qhov tshwj xeeb 15-kev ua si "Thursday Night Football" pob nrog NFL. Daim ntawv cog lus 11-xyoo yuav raug nqi rau lub tuam txhab a qhia $1 billion ib xyoo.
Apple, lub sijhawm no, tshaj tawm kev sib koom tes nrog Major League Baseball (MLB) thiab Major League Soccer (MLS), thaum Paramount Global nyuam qhuav txuas nws txoj cai xov xwm hauv Teb Chaws Asmeskas rau huab cua Champions League kev sib tw ncaws pob hauv kev pom zoo muaj nqis ntau dua $ 1.5 nphom tshaj rau rau xyoo.
Fishman tau sau tseg tias "Nws tseem yog qhov tseem ceeb rau cov tuam txhab xov xwm niaj hnub no [kom siv dag zog] vim tias peb muaj kev ntseeg ruaj khov ntawm no tias kev ua kis las yog cov kua nplaum rau tag nrho cov xov xwm ecosystem," Fishman sau tseg.
Nws hais ntxiv, "Kev nce nqi ntawm cov kis las yuav txuas ntxiv mus ntxiv thiab nws yog qhov tseeb ntawm cov tuam txhab yuav ua li cas lawv faib cov peev txheej tag nrho cov peev txheej mus tom ntej."
Alexandra yog Senior Entertainment thiab Food Reporter ntawm Yahoo Finance. Ua raws nws ntawm Twitter @ alliecanal8193 thiab email rau nws [email tiv thaiv]
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/why-paramount-global-is-still-in-a-tough-spot-despite-streaming-momentum-analyst-191811085.html