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2022-02-16

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ViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount

ViacomCBS (VIAC,VIACA) - now becoming Paramount Global- kicked off an investor event following itsQ4

ViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount

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That includes filming on a fourth mainlineStar Trek feature film to start later this year, along with a prequel TV series Star Trek: Strange New Worlds.In children&#39;s material, A Paw Patrol film sequel is on the way in 2023, as well as a new Paw Patrol TV series for Nickelodeon/Paramount+. New material is coming tied to Sponge Bob SquarePantsandTeenage Mutant Ninja Turtles,and there will be movies from the Blue&#39;s Cluesfranchise as well as Baby Shark. And the company is bringing back Dora the Explorerboth in animated and live-action forms.In fare for older viewers, the company confirms it&#39;s ordered a second season ofHaloand a seventh season of Billions.And spin-off series NCIS: Sydney takes the crime show&#39;s formula Down Under.Transformers: Rise of the Beasts- the seventh Transformers film - comes next year, and will be the first of a new three-part outing, the company says (with broad new toy lines from partner Hasbro(NASDAQ:HAS), natch).Unsurprisingly, the company says Paramount+ will become the new Pay One television window for Paramount Pictures&#39; new theatrical releases, starting in 2024. And it will be bringing home the entire libraries ofSouth ParkandBeavis and Butt-Head when their current deals run out.Among other changes, Paramount+ and Showtime OTT will be combined in a single streaming offering that will start at $12/month for an ad-supported offering. An ad-free version will be $15 (and ads won&#39;t be served during Showtime programming, as always). Users will be able to change their subscription from within the Paramount+ app. Showtime will continue to be available on a stand-alone basis.Chief Financial Officer Naveen Chopra outlined the new segments that will define Paramount Global&#39;s reporting going forward. The company previously reported financials for TV Entertainment, Cable Networks, and Filmed Entertainment.Those will now become TV Media, Direct-to-Consumer, and Filmed Entertainment. Filmed Entertainment will continue to roll up results from the film studios Paramount Pictures and Nickelodeon Studio.TV Media now encapsulates the CBS TV network, ViacomCBS Networks International, Showtime, Nickelodeon, MTV Entertainment Group, BET and Paramount Television Studios. And the Direct-to-Consumer segment holds Paramount+, as well as Showtime OTT, Pluto TV, Noggin and BET+.What&#39;s more transparent in the realignment, Chopra says, are the differences streaming has wrought: TV Media is the highly profitable segment (revenues up 8% pro forma, OIBDA up 1%), while Direct-to-Consumer is high-growth (revenue up 83%, but an OIBDA loss of $1 billion as it funds investment).Chopra also outlined the broad increases in guidance after the streaming success the company has seen so far. It now expects more than 100 million streaming subscribers by 2024, up from a previous goal of 65 million-75 million, and has boosted its forecast DTC revenue by 2024 to $9 billion from a previous $6 billion.That&#39;s going to come with higher costs as well. Paramount now expects to spend $6 billion on DTC content in 2024, up from a previous forecast for $5 billion (and sharply higher than the $2.2 billion spend last year). 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That includes filming on a fourth mainlineStar Trek feature film to start later this year, along with a prequel TV series Star Trek: Strange New Worlds.In children's material, A Paw Patrol film sequel is on the way in 2023, as well as a new Paw Patrol TV series for Nickelodeon/Paramount+. New material is coming tied to Sponge Bob SquarePantsandTeenage Mutant Ninja Turtles,and there will be movies from the Blue's Cluesfranchise as well as Baby Shark. And the company is bringing back Dora the Explorerboth in animated and live-action forms.In fare for older viewers, the company confirms it's ordered a second season ofHaloand a seventh season of Billions.And spin-off series NCIS: Sydney takes the crime show's formula Down Under.Transformers: Rise of the Beasts- the seventh Transformers film - comes next year, and will be the first of a new three-part outing, the company says (with broad new toy lines from partner Hasbro(NASDAQ:HAS), natch).Unsurprisingly, the company says Paramount+ will become the new Pay One television window for Paramount Pictures' new theatrical releases, starting in 2024. And it will be bringing home the entire libraries ofSouth ParkandBeavis and Butt-Head when their current deals run out.Among other changes, Paramount+ and Showtime OTT will be combined in a single streaming offering that will start at $12/month for an ad-supported offering. An ad-free version will be $15 (and ads won't be served during Showtime programming, as always). Users will be able to change their subscription from within the Paramount+ app. Showtime will continue to be available on a stand-alone basis.Chief Financial Officer Naveen Chopra outlined the new segments that will define Paramount Global's reporting going forward. The company previously reported financials for TV Entertainment, Cable Networks, and Filmed Entertainment.Those will now become TV Media, Direct-to-Consumer, and Filmed Entertainment. Filmed Entertainment will continue to roll up results from the film studios Paramount Pictures and Nickelodeon Studio.TV Media now encapsulates the CBS TV network, ViacomCBS Networks International, Showtime, Nickelodeon, MTV Entertainment Group, BET and Paramount Television Studios. And the Direct-to-Consumer segment holds Paramount+, as well as Showtime OTT, Pluto TV, Noggin and BET+.What's more transparent in the realignment, Chopra says, are the differences streaming has wrought: TV Media is the highly profitable segment (revenues up 8% pro forma, OIBDA up 1%), while Direct-to-Consumer is high-growth (revenue up 83%, but an OIBDA loss of $1 billion as it funds investment).Chopra also outlined the broad increases in guidance after the streaming success the company has seen so far. It now expects more than 100 million streaming subscribers by 2024, up from a previous goal of 65 million-75 million, and has boosted its forecast DTC revenue by 2024 to $9 billion from a previous $6 billion.That's going to come with higher costs as well. Paramount now expects to spend $6 billion on DTC content in 2024, up from a previous forecast for $5 billion (and sharply higher than the $2.2 billion spend last year). 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ViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount

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