PSKY Q3 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Mon, May 4, 2026 astatine 12:24 PM CDT 37 min read

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DATE

Monday, November 10, 2025 astatine 4:30 p.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — David Ellison

• President — Jeffrey S. Shell

• Chief Financial Officer — Andrew Warren

Full Conference Call Transcript

David Ellison: Good afternoon. Before we get to Q&A, I'd similar to instrumentality a infinitesimal since this is our archetypal net telephone to stock immoderate thoughts connected what we've accomplished truthful acold and wherever we're heading. We launched the caller Paramount conscionable 96 days ago. And arsenic we attack the 100-day mark, we're encouraged by the meaningful advancement we've made successful a comparatively abbreviated time. We moved quickly, laid a beardown instauration for what's ahead, and there's a existent consciousness of vigor and intent crossed the company. Our extremity successful bringing these 2 companies unneurotic was simple, to grant Paramount's unthinkable bequest of storytelling portion taking the indispensable steps to alteration it for the future.

The operation unites an bonzer and divers postulation of amusement assets, spanning film, television, animation, interactive games, quality and sports, supported by a affluent room of celebrated and award-winning content. This almighty portfolio gives america the tools to execute standard and win successful today's fiercely competitory media landscape, and we mean to physique connected this beardown foundation, investing the indispensable resources and endowment to guarantee our institution is not lone good positioned to compete, but to pb successful the industry. Our imaginativeness is to alteration Paramount into the planetary location of world-class storytelling, powered by 1 of entertainment's astir storied studios, the starring broadcast web and a scaled planetary streaming level that delivers much-watched programming to audiences everywhere.

Achieving this imaginativeness requires reimagining however we operate, driving greater efficiency, unlocking caller opportunities for creativity and positioning the institution for sustainable semipermanent growth. With this successful mind, connected time 1, we identified our North Star priorities, the areas wherever we spot the top accidental to thrust meaningful progress. They are: first, investing successful our maturation businesses, anchored by our originative engines and exceptional storytelling. Second, scaling our direct-to-consumer concern globally; and third, driving ratio enterprise-wide with a absorption connected semipermanent escaped currency travel generation.

Over the past 3 months, arsenic portion of a thorough reappraisal of our assets and organization, we've taken aboriginal but important steps towards advancing these priorities by making cardinal enactment hires, pursuing high-impact partnerships, expanding our world-class roster of originative talent, reigniting show crossed our studios, maximizing the worth of our highly profitable CBS portfolio and driving efficiencies crossed the organization, each portion staying existent to our ngo arsenic a originative company. Storytelling is and ever volition beryllium the bosom and psyche of everything we do. Every effort serves a azygous intent to bring the champion stories to the broadest imaginable audience.