Shari Redstone-controlled Paramount is poised to settle a closely watched legal battle with President Trump over alleged deceptive editing of a controversial “60 Minutes” interview with Kamala Harris – but warring factions within the company have delayed the move, On The Money has learned.The media giant is said to be willing to spend up to $50 million to end the $20 billion lawsuit brought by Trump, thus lifting a legal black cloud that is that is hampering Redstone’s plans to sell Paramount, and its CBS N ...

NEW YORK, May 21, 2025 /PRNewswire/ -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating potential claims against: Paramount Group Inc. (NYSE: PGRE) Shareholders should email [email protected]; please contact only if shares acquired before 2022 The investigation concerns a Wall Street Journal article outing Chief Executive Albert Behler for tapping company coffers to the tune of $4,000,000.00 to fund his personal expenses and business interests and his wife's busin ...

分析师评级与目标价调整 - JPMorgan分析师David Karnovsky维持Paramount Global的Underweight评级 并将目标价从11美元下调至10美元 [1] - 分析师对Walt Disney Co维持Overweight评级 目标价130美元 [8] Paramount Global业务表现 - 第一季度OIBDA超预期达6 88亿美元 高于分析师预期的6 49亿美元 [4] - 2025年TV Media广告收入预期下调至6 91亿美元 同比降幅从-17 5%收窄至-15 6% [5] - 2025年TV Media OIBDA预期下调至34 6亿美元 同比降幅从-14 8%扩大至-20 5% [6] - DTC业务2025年广告收入预期下调至20 6亿美元 同比增幅从+8 3%转为-2 6% [7] - DTC订阅收入预期上调至64 6亿美元 同比增幅从+14 8%提升至+17 3% [7] 行业趋势与挑战 - 付费电视(PayTV)持续衰退构成重大阻力 直接面向消费者(DTC)业务预计将持续亏损至2026年 [2] - 电视媒体广告受体育赛事库存减少影响 第二季度预期下调至16 2亿美元 同比降幅从-5 0%扩大至-6 5% [4] - 第三/四季度广告衰退可能加剧 受政治周期和国际市场调整影响 [5] Disney业务亮点 - Disney+用户恢复增长 Hulu连续两季度新增用户超100万 [8] - 公司上调EPS指引 管理层确认长期双位数增长目标可基于更高基数实现 [8] - 体育广告表现强劲 体验业务运营收入指引上调至区间高端 [9] - 当前股价对应2026年EPS仅17 5倍 低于市场20倍平均水平 [9] 公司战略举措 - Paramount推进成本削减措施 聚焦DTC盈利能力和资产负债表改善 [3] - Disney平台改进和密码共享限制措施见效 推动流媒体用户增长 [8]

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Paramount Global is facing fresh heat from Capitol Hill over its talks to settle a $20 billion defamation lawsuit brought by President Trump against CBS News — with three left-leaning US senators warning that a deal could potentially violate US anti-bribery laws.In a letter sent Tuesday night to Paramount Chair Shari Redstone, Sens. Elizabeth Warren (D-Mass.), Ron Wyden (D-Ore.) and Bernie Sanders (I-Vt.) warned that Paramount “may be engaging in improper conduct involving the Trump administration in exchan ...

CBS News Chief Executive Officer Wendy McMahon announced Monday she is stepping down, the latest twist in a growing battle of wills between the company's news division and Paramount Global controlling shareholder Shari Redstone.Paramount Global co-CEO George Cheeks had a discussion with McMahon Saturday and asked for her resignation, according to people familiar with the matter. McMahon agreed to step down, and the Paramount Global board held a meeting Sunday at which members were made aware of the decision ...

I analyze oil and gas companies like Paramount Resources and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign ...

CBS News quietly slashed three high-level positions ahead of a major round of layoffs across parent company Paramount Global that is expected to kick off this summer, The Post has learned.The embattled Tiffany Network — which has seen ratings plunge at its morning show and evening news program, and is being sued by President Trump for $20 billion over the controversial “60 Minutes” interview with Kamala Harris — fired two CBS News bureau chiefs and a senior executive on Wednesday, sources said.Andre Rodrigu ...

财务表现 - 公司营收达71 9亿美元 超过分析师预期的70 4亿美元和共识预期的71亿美元 [1] - 调整后OIBDA为6 88亿美元 高于分析师预期的6 52亿美元和共识预期的6 66亿美元 [1] - 自由现金流1 23亿美元 远超分析师预期的6900万美元和1300万美元 [3] - 2025财年营收预期为287亿美元 调整后EPS预期为0 81美元 [7] 业务板块表现 - DTC业务营收20 4亿美元 低于共识预期的21亿美元和20 9亿美元 [4] - DTC业务OIBDA亏损1 09亿美元 优于分析师预期的1 28亿美元和共识预期的1 53亿美元 [4] - TV Media业务营收45 4亿美元 超过分析师预期的43 9亿美元和共识预期的44 3亿美元 [5] - TV Media业务OIBDA为9 22亿美元 高于分析师预期的9 04亿美元但低于共识预期的9 51亿美元 [5] - 影视娱乐业务营收6 27亿美元 超过分析师预期的5 75亿美元和共识预期的6 1亿美元 [5] - 影视娱乐业务OIBDA为2000万美元 优于分析师预期的1300万美元和共识预期的1700万美元 [5] 用户与增长 - Paramount+订阅用户增至7900万 超过分析师预期的7860万 [4] - 全球Paramount+收入同比增长16% 高于分析师预期的12% [4] - DTC广告收入同比下降1% 预计这一趋势将持续至2025年 [3] 行业趋势 - 电视媒体广告收入持平 受益于NCAA男篮锦标赛和NFL季后赛等体育节目 [2] - 广告表现优于预期 宏观经济不确定性影响有限 [2] - 行业AVOD供应增长(如亚马逊)将持续影响DTC广告收入 [3] 战略与展望 - 公司预计Skydance收购交易将在2025年上半年完成 [3] - 第二季度指引包括Paramount+用户因内容季节性和国际捆绑服务终止而下降 [6] - 重申2025年指引 OIBDA将小幅下降 自由现金流将增加 [7] - 预计Paramount+国内业务将实现盈利 [7]

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