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2022-02-16

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ViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount<blockquote>维亚康姆哥伦比亚广播公司盈利看涨期权：大量内容推动派拉蒙转型</blockquote>

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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.<blockquote>“特许经营是我们的未来，”该公司在一份预言性说明中表示，随后公布了围绕其庞大知识产权库的大部分开发电影和电视剧的长期计划。这包括在第四条干线上拍摄星际迷航故事片将于今年晚些时候开拍，同时还有一部前传电视剧星际迷航：奇异的新世界。</blockquote>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.<blockquote>在儿童材料中，A爪子巡逻队电影续集将于2023年上映，Nickelodeon/Paramount+还将推出一部新的《爪子巡逻队》电视剧。新材料即将与海绵鲍勃方形和忍者神龟，还会有电影蓝色的线索特许经营以及小鲨鱼。公司正在带回探险家朵拉动画和真人形式。</blockquote>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.<blockquote>对于老年观众来说，该公司确认已订购第二季光环第七季数十亿。和衍生系列海军罪案调查处：悉尼把犯罪节目的公式降到下面。</blockquote>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).<blockquote>变形金刚：野兽崛起该公司表示，第七部《变形金刚》电影将于明年上映，并将是新的三部曲中的第一部（合作伙伴孩之宝（纳斯达克股票代码：HAS）、natch 将推出广泛的新玩具系列）。</blockquote>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.<blockquote>不出所料，该公司表示，从 2024 年开始，Paramount+ 将成为派拉蒙影业新影院上映的新付费电视窗口。它将把整个图书馆带回家南方公园和海狸和屁股头当他们目前的交易用完时。</blockquote>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.<blockquote>在其他变化中，派拉蒙+和Showtime OTT将合并为一个单一的流媒体产品，广告支持的产品起价为每月12美元。无广告版本将是15美元（和往常一样，在Showtime节目期间不会提供广告）。用户将能够在派拉蒙+应用程序中更改他们的订阅。Showtime将继续独立提供。</blockquote>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.<blockquote>首席财务官 Naveen Chopra 概述了将定义派拉蒙全球未来报告的新细分市场。该公司此前报告了电视娱乐、有线电视网络和电影娱乐的财务状况。</blockquote>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.<blockquote>这些现在将成为电视媒体，直接面向消费者和电影娱乐。电影娱乐将继续从电影制片厂派拉蒙电影公司和尼克国际儿童频道工作室获得业绩。</blockquote>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+.<blockquote>电视媒体现在包括哥伦比亚广播公司电视网、维亚康姆哥伦比亚广播公司国际网络、Showtime、Nickelodeon、MTV娱乐集团、BET和派拉蒙电视工作室。直接面向消费者的细分市场拥有派拉蒙+，以及Showtime OTT、Pluto TV、Noggin和BET+。</blockquote>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).<blockquote>乔普拉表示，重组中更透明的是流媒体带来的差异：电视媒体是高利润的细分市场（收入预计增长 8%，OIBDA 增长 1%），而直接面向消费者的是高增长（收入增长 83%，但 OIBDA 因投资资金而亏损 10 亿美元）。</blockquote>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.<blockquote>乔普拉还概述了在该公司迄今为止取得流媒体成功后，指导的广泛增加。该公司目前预计到 2024 年流媒体用户将超过 1 亿，高于之前 6500 万至 7500 万的目标，并将到 2024 年的 DTC 收入预测从之前的 60 亿美元提高到 90 亿美元。</blockquote>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). OIBDA losses will be greatest in 2023, and improving in 2024 as all that content hits, Chopra says.<blockquote>这也会带来更高的成本。派拉蒙目前预计 2024 年将在 DTC 内容上花费 60 亿美元，高于之前预测的 50 亿美元（大幅高于去年的 22 亿美元支出）。Chopra 表示，OIBDA 的损失将在 2023 年达到最大，并且随着所有内容的上线，2024 年还会有所改善。</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount<blockquote>维亚康姆哥伦比亚广播公司盈利看涨期权：大量内容推动派拉蒙转型</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nViacomCBS Earnings Call: a Flood of Content Feeding Transformation to Paramount<blockquote>维亚康姆哥伦比亚广播公司盈利看涨期权：大量内容推动派拉蒙转型</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nSeeking Alpha2022-02-16 08:42\n\n</h4>\n</header>\n<article>\n<html><head></head><body>ViacomCBS (VIAC,VIACA) - now becoming Paramount Global- kicked off an investor event following itsQ4 earnings with a voluminous load of content news, setting up the pipeline that will feed the new Paramount.<blockquote><html><head></head><body>维亚康姆哥伦比亚广播公司（VIAC，VIACA）——现已更名为派拉蒙全球公司——在第四季度财报公布后，以大量内容新闻拉开了投资者活动的序幕，为新派拉蒙的发展奠定了基础。</body></html></blockquote>&#34;Franchises are our future,&#34; the company said in a prophetic note before unveiling lengthy plans to develop movies and television series around much of its vast library of intellectual property. 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.<blockquote>“特许经营是我们的未来，”该公司在一份预言性说明中表示，随后公布了围绕其庞大知识产权库的大部分开发电影和电视剧的长期计划。这包括在第四条干线上拍摄星际迷航故事片将于今年晚些时候开拍，同时还有一部前传电视剧星际迷航：奇异的新世界。</blockquote>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.<blockquote>在儿童材料中，A爪子巡逻队电影续集将于2023年上映，Nickelodeon/Paramount+还将推出一部新的《爪子巡逻队》电视剧。新材料即将与海绵鲍勃方形和忍者神龟，还会有电影蓝色的线索特许经营以及小鲨鱼。公司正在带回探险家朵拉动画和真人形式。</blockquote>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.<blockquote>对于老年观众来说，该公司确认已订购第二季光环第七季数十亿。和衍生系列海军罪案调查处：悉尼把犯罪节目的公式降到下面。</blockquote>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).<blockquote>变形金刚：野兽崛起该公司表示，第七部《变形金刚》电影将于明年上映，并将是新的三部曲中的第一部（合作伙伴孩之宝（纳斯达克股票代码：HAS）、natch 将推出广泛的新玩具系列）。</blockquote>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.<blockquote>不出所料，该公司表示，从 2024 年开始，Paramount+ 将成为派拉蒙影业新影院上映的新付费电视窗口。它将把整个图书馆带回家南方公园和海狸和屁股头当他们目前的交易用完时。</blockquote>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.<blockquote>在其他变化中，派拉蒙+和Showtime OTT将合并为一个单一的流媒体产品，广告支持的产品起价为每月12美元。无广告版本将是15美元（和往常一样，在Showtime节目期间不会提供广告）。用户将能够在派拉蒙+应用程序中更改他们的订阅。Showtime将继续独立提供。</blockquote>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.<blockquote>首席财务官 Naveen Chopra 概述了将定义派拉蒙全球未来报告的新细分市场。该公司此前报告了电视娱乐、有线电视网络和电影娱乐的财务状况。</blockquote>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.<blockquote>这些现在将成为电视媒体，直接面向消费者和电影娱乐。电影娱乐将继续从电影制片厂派拉蒙电影公司和尼克国际儿童频道工作室获得业绩。</blockquote>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+.<blockquote>电视媒体现在包括哥伦比亚广播公司电视网、维亚康姆哥伦比亚广播公司国际网络、Showtime、Nickelodeon、MTV娱乐集团、BET和派拉蒙电视工作室。直接面向消费者的细分市场拥有派拉蒙+，以及Showtime OTT、Pluto TV、Noggin和BET+。</blockquote>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).<blockquote>乔普拉表示，重组中更透明的是流媒体带来的差异：电视媒体是高利润的细分市场（收入预计增长 8%，OIBDA 增长 1%），而直接面向消费者的是高增长（收入增长 83%，但 OIBDA 因投资资金而亏损 10 亿美元）。</blockquote>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.<blockquote>乔普拉还概述了在该公司迄今为止取得流媒体成功后，指导的广泛增加。该公司目前预计到 2024 年流媒体用户将超过 1 亿，高于之前 6500 万至 7500 万的目标，并将到 2024 年的 DTC 收入预测从之前的 60 亿美元提高到 90 亿美元。</blockquote>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). OIBDA losses will be greatest in 2023, and improving in 2024 as all that content hits, Chopra says.<blockquote>这也会带来更高的成本。派拉蒙目前预计 2024 年将在 DTC 内容上花费 60 亿美元，高于之前预测的 50 亿美元（大幅高于去年的 22 亿美元支出）。Chopra 表示，OIBDA 的损失将在 2023 年达到最大，并且随着所有内容的上线，2024 年还会有所改善。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3800509-viacomcbs-earnings-call-a-flood-of-content-feeding-transformation-to-paramount\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PARA":"Paramount Global"},"source_url":"https://seekingalpha.com/news/3800509-viacomcbs-earnings-call-a-flood-of-content-feeding-transformation-to-paramount","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177443908","content_text":"ViacomCBS (VIAC,VIACA) - now becoming Paramount Global- kicked off an investor event following itsQ4 earnings with a voluminous load of content news, setting up the pipeline that will feed the new Paramount.\"Franchises are our future,\" the company said in a prophetic note before unveiling lengthy plans to develop movies and television series around much of its vast library of intellectual property. 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). OIBDA losses will be greatest in 2023, and improving in 2024 as all that content hits, Chopra says.","news_type":1,"symbols_score_info":{"VIAC":0.9,"PARA":0.9}},"isVote":1,"tweetType":1,"viewCount":5119,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/638001036"}