Other Than Buying Warner Bros. Discovery, Paramount Skydance's Priority Is Streaming Revenue Growth | AdExchanger

"It's been a productive six-plus months since the launch of the new Paramount, and we are pleased with the progress made in a relatively short period of time. On Monday, we submitted a revised bid of $31 per share, all cash, and we look forward to continuing to engage with their leadership team and board."

"We continue to see healthy subscriber growth accelerate in 2026, and this will result in better ARPU [average revenue per user] as we realize price increases in Q1. ARPU has long been a key factor in Wall Street's valuation of streaming media companies, and it typically rises sustainably when media companies have a healthy mix of subscription and advertising revenue."

Paramount Skydance achieved 10% year-over-year direct-to-consumer revenue growth in the previous quarter, with overall revenue reaching $8.15 billion, up 2% YoY. The company projects $30 billion total revenue for 2025, representing 4% growth driven primarily by streaming subscriptions. CEO David Ellison highlighted productive progress since the Paramount-Skydance merger closure last summer, though stock volatility persisted post-earnings. Paramount submitted a revised $31 per share all-cash bid for Warner Bros. Discovery. The company emphasized streaming expansion through subscriber growth acceleration and average revenue per user improvements, with price increases anticipated in Q1 2026 to enhance profitability.

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