股惑仔79
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收益看涨期权：大量内容推动派拉蒙转型</blockquote>
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That includes filming on a fourth mainline<i>Star Trek</i> feature film to start later this year, along with a prequel TV series <i>Star Trek: Strange New Worlds.</i></p><p><blockquote>“特许经营是我们的未来，”该公司在一份预言性的报告中表示，然后公布了围绕其庞大的知识产权库开发电影和电视剧的长期计划。这包括拍摄第四条主线<i>星际迷航</i>故事片将于今年晚些时候开拍，还有一部前传电视剧<i>星际迷航：奇异的新世界。</i></blockquote></p><p>In children's material, A <i>Paw Patrol</i> 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 <i>Sponge</i> <i>Bob SquarePants</i>and<i>Teenage Mutant Ninja Turtles,</i>and there will be movies from the <i>Blue's Clues</i>franchise as well as Baby Shark. And the company is bringing back <i>Dora the Explorer</i>both in animated and live-action forms.</p><p><blockquote>在儿童材料中，一个<i>爪子巡逻</i>电影续集将于2023年上映，以及Nickelodeon/Paramount+的新Paw Patrol电视剧。新材料即将与<i>海绵</i><i>鲍勃·方裤</i>和<i>忍者神龟，</i>将会有来自<i>蓝色的线索</i>专营权以及小鲨鱼。公司正在带回<i>爱探险的朵拉</i>无论是动画还是真人形式。</blockquote></p><p>In fare for older viewers, the company confirms it's ordered a second season of<i>Halo</i>and a seventh season of <i>Billions.</i>And spin-off series <i>NCIS: Sydney</i> takes the crime show's formula Down Under.</p><p><blockquote>为了满足老年观众的需求，该公司确认已订购第二季<i>光环</i>还有第七季<i>数十亿。</i>和衍生系列<i>NCIS：悉尼</i>把犯罪节目的公式带到了澳大利亚。</blockquote></p><p><i>Transformers: Rise of the Beasts</i>- 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).</p><p><blockquote><i>《变形金刚：超能勇士崛起》</i>该公司表示，第七部《变形金刚》电影将于明年上映，并将是新三部曲中的第一部（当然还有合作伙伴孩之宝（纳斯达克：HAS）的广泛新玩具系列）。</blockquote></p><p>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 of<i>South Park</i>and<i>Beavis and Butt-Head</i> when their current deals run out.</p><p><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影片的新付费电视窗口。它将把整个图书馆带回家<i>南方公园</i>和<i>比维斯和烟屁股</i>当他们目前的交易结束时。</blockquote></p><p>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.</p><p><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12美元/月。无广告版本售价15美元（和往常一样，Showtime节目期间不会播放广告）。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></p><p>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.</p><p><blockquote>首席财务官纳文·乔普拉(Naveen Chopra)概述了将定义派拉蒙全球未来报告的新部门。该公司此前报告了电视娱乐、有线网络和电影娱乐的财务状况。</blockquote></p><p>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.</p><p><blockquote>这些现在将成为电视媒体、直接面向消费者和电影娱乐。Filmed Entertainment将继续汇总派拉蒙电影公司和尼克国际儿童频道工作室的成果。</blockquote></p><p>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+.</p><p><blockquote>电视媒体现在包括CBS电视网、ViacomCBS Networks International、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包括Paramount+，以及Showtime OTT、Pluto TV、Noggin和BET+。</blockquote></p><p>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).</p><p><blockquote>Chopra表示，重组中更明显的是流媒体带来的差异：电视媒体是高利润的细分市场（预计收入增长8%，OIBDA增长1%），而直接面向消费者的细分市场是高增长的（收入增长83%，但OIBDA因投资资金而损失10亿美元）。</blockquote></p><p>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.</p><p><blockquote>乔普拉还概述了该公司迄今为止在流媒体取得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，高于之前的6500万-7500万目标，并将到2024年的DTC收入预测从之前的60亿美元上调至90亿美元。</blockquote></p><p>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.</p><p><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（也大幅高于去年的22亿美元）。Chopra表示，OIBDA损失将在2023年最大，随着所有内容的冲击，损失将在2024年有所改善。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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收益看涨期权：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收益看涨期权：大量内容推动派拉蒙转型</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-16 08:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><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.</p><p><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——在第四季度财报发布后以大量内容新闻拉开了投资者活动的序幕，为新派拉蒙建立了渠道。</body></html></blockquote></p><p>"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 mainline<i>Star Trek</i> feature film to start later this year, along with a prequel TV series <i>Star Trek: Strange New Worlds.</i></p><p><blockquote>“特许经营是我们的未来，”该公司在一份预言性的报告中表示，然后公布了围绕其庞大的知识产权库开发电影和电视剧的长期计划。这包括拍摄第四条主线<i>星际迷航</i>故事片将于今年晚些时候开拍，还有一部前传电视剧<i>星际迷航：奇异的新世界。</i></blockquote></p><p>In children's material, A <i>Paw Patrol</i> 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 <i>Sponge</i> <i>Bob SquarePants</i>and<i>Teenage Mutant Ninja Turtles,</i>and there will be movies from the <i>Blue's Clues</i>franchise as well as Baby Shark. And the company is bringing back <i>Dora the Explorer</i>both in animated and live-action forms.</p><p><blockquote>在儿童材料中，一个<i>爪子巡逻</i>电影续集将于2023年上映，以及Nickelodeon/Paramount+的新Paw Patrol电视剧。新材料即将与<i>海绵</i><i>鲍勃·方裤</i>和<i>忍者神龟，</i>将会有来自<i>蓝色的线索</i>专营权以及小鲨鱼。公司正在带回<i>爱探险的朵拉</i>无论是动画还是真人形式。</blockquote></p><p>In fare for older viewers, the company confirms it's ordered a second season of<i>Halo</i>and a seventh season of <i>Billions.</i>And spin-off series <i>NCIS: Sydney</i> takes the crime show's formula Down Under.</p><p><blockquote>为了满足老年观众的需求，该公司确认已订购第二季<i>光环</i>还有第七季<i>数十亿。</i>和衍生系列<i>NCIS：悉尼</i>把犯罪节目的公式带到了澳大利亚。</blockquote></p><p><i>Transformers: Rise of the Beasts</i>- 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).</p><p><blockquote><i>《变形金刚：超能勇士崛起》</i>该公司表示，第七部《变形金刚》电影将于明年上映，并将是新三部曲中的第一部（当然还有合作伙伴孩之宝（纳斯达克：HAS）的广泛新玩具系列）。</blockquote></p><p>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 of<i>South Park</i>and<i>Beavis and Butt-Head</i> when their current deals run out.</p><p><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影片的新付费电视窗口。它将把整个图书馆带回家<i>南方公园</i>和<i>比维斯和烟屁股</i>当他们目前的交易结束时。</blockquote></p><p>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.</p><p><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12美元/月。无广告版本售价15美元（和往常一样，Showtime节目期间不会播放广告）。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></p><p>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.</p><p><blockquote>首席财务官纳文·乔普拉(Naveen Chopra)概述了将定义派拉蒙全球未来报告的新部门。该公司此前报告了电视娱乐、有线网络和电影娱乐的财务状况。</blockquote></p><p>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.</p><p><blockquote>这些现在将成为电视媒体、直接面向消费者和电影娱乐。Filmed Entertainment将继续汇总派拉蒙电影公司和尼克国际儿童频道工作室的成果。</blockquote></p><p>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+.</p><p><blockquote>电视媒体现在包括CBS电视网、ViacomCBS Networks International、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包括Paramount+，以及Showtime OTT、Pluto TV、Noggin和BET+。</blockquote></p><p>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).</p><p><blockquote>Chopra表示，重组中更明显的是流媒体带来的差异：电视媒体是高利润的细分市场（预计收入增长8%，OIBDA增长1%），而直接面向消费者的细分市场是高增长的（收入增长83%，但OIBDA因投资资金而损失10亿美元）。</blockquote></p><p>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.</p><p><blockquote>乔普拉还概述了该公司迄今为止在流媒体取得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，高于之前的6500万-7500万目标，并将到2024年的DTC收入预测从之前的60亿美元上调至90亿美元。</blockquote></p><p>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.</p><p><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（也大幅高于去年的22亿美元）。Chopra表示，OIBDA损失将在2023年最大，随着所有内容的冲击，损失将在2024年有所改善。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3800509-viacomcbs-earnings-call-a-flood-of-content-feeding-transformation-to-paramount\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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":4391,"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"}
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