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PSPSKY

Paramount Skydance Corporation Class B Common Stock

$PSKY·$12B·Entertainment·Communication Services
$10.60+2.1%YTD-20.9%1Y-39.3%
Price updated 6h ago·X counts updated 1d ago
PSPSKY
$PSKYParamount Skydance Corporation Class B Common Stock
$10.60+2.12%95 posts0.8×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PSKY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

95X posts · last 7 days
Aug 28Sep 10
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $PSKY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-11 · top-engagement diverged

Paramount Skydance is mixed on X — moves to protect against merger-delay costs as WBD close ready, $1M+ order on $11C 12/18. Bearish overhang: Supreme Court ordered 12 Dem State AGs to respond to Iowa/Montana antitrust briefs by 9/25; House Judiciary hearings planned if Dems take control.

Read what X is saying about $PSKY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PSKY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-10

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Paramount Skydance is ready to close WBD — California AG antitrust drama is the near-term timing risk.

Paramount Skydance is the recently-formed entity from Skydance's acquisition of Paramount Global, now pursuing the Warner Bros. Discovery merger. Down 19% YTD as the antitrust dance with state AGs plays out.

The read:

  • Q1 revenue grew 2% YoY to $7.35B with 34% gross margin — the standalone operational picture is stable, and Q2 EPS beat by 19% ($0.18 vs $0.15). The pattern of recent beats shows the Paramount Skydance combination is executing operationally while the merger drama runs in parallel.
  • The Sept 8 update — Paramount 'ready to close' WBD merger, California AG contesting bond arguments — is the specific near-term catalyst. If the CA AG settles quickly, close timing accelerates; if it goes to full trial, timeline slips by quarters.
  • The Sept 8 Paramount+ / T-Mobile Arena partnership (Paramount+ Plaza) is an operational signal that management is running the business normally rather than treating the merger as the only story — a positive tell that Paramount can operate independently if the merger delays.

Event-ahead at the 20th percentile of the 52-week range, near the 50-day but 7% below the 200-day, on 1.12x volume. What springs it: California AG settlement or backing off, or specific merger close-date announcement. What breaks it: full antitrust trial that pushes close into 2027, or a competing bid dropping the WBD acquisition value.

Agrees with X sentimentThe mixed political-legal framing is fair — Adam Laxalt's op-ed is a real signal from a former state AG that the antitrust case has weaknesses, and the House Judiciary post-midterm hearing threat is a real out-year risk. The core equity thesis on hold pending merger clarity is right.

What to watch: Any 8-K on merger close date or California AG settlement, plus the Nov 3 Q3 earnings for standalone operational commentary. Full antitrust trial calendar is the outside risk.

On the calendar: 2026-11-03 — Q3 earnings

merger pendingantitrust overhangpolitical risk

Read the AI verdict on $PSKY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global media and entertainment company operating CBS, Nickelodeon, Paramount+, and major film and TV production studios.

Industry overviewAI analysisGenerated by AI from underlying data

Where Entertainment sits in its cycle right now — and what that implies for $PSKY.

Entertainment · Communication Services

Streaming ARPU is improving as password-sharing crackdowns and ad-tier rollouts lift per-subscriber revenue; Netflix and Disney+ are the primary beneficiaries while legacy linear TV cord-cutting continues structurally. Sports rights remain the last durable moat — TKO's UFC/WWE live events and Fox's live sports distribution are the defensive anchors in a migrating audience landscape.

What this means for $PSKY

Partial — Paramount's CBS broadcast network and Paramount+ streaming face the same ARPU improvement thesis; sports rights (NFL on CBS) sustain the linear TV base while the Skydance merger integration is the near-term value unlock catalyst.

Industry benchmark

13-name peer basket
+15.3%YTD
+17.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-17.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-4.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.18$0.15+19.3%
Q1 2026May 4, 2026$0.23$0.15+53.3%
Q4 2025Feb 25, 2026$-0.12$-0.02-500.0%
Q3 2025Nov 10, 2025$-0.03$0.31-108.4%
Next earningsTue, Nov 3·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.3B+2.2%33.9%9.5%$0.25$96.0M
Q4 FY25$8.5B+6.1%37.0%-81.8%$-0.52$71.0M
Q3 FY25$6.7B-0.4%35.2%4.8%$-0.38$15.0M
Q2 FY25$6.8B+0.5%32.5%10.3%$0.08$114.0M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$29.9B$29.7B – $30.1B$0.50$0.05 – $0.9916
FY27$30.5B$29.5B – $31.7B$0.82$0.42 – $1.0516
FY28$31.8B$29.7B – $33.8B$1.09$0.46 – $1.7316
FY29$31.1B$30.0B – $32.0B$0.97$0.93 – $1.0114
FY30$31.1B$30.1B – $32.0B$1.20$1.15 – $1.2514

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.23%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 240.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 38 other (19 exempts · 11 awards · 8 inkinds) in window

See when $PSKY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 31S-3ASR
AI summary

Paramount Skydance Corporation (PSKY) filed an automatic shelf registration (S-3ASR) as a large accelerated filer covering potential offerings of debt securities, guarantees, preferred stock, Class B common stock, and warrants for both Paramount Skydance Corporation and Paramount Global. The filing permits either Paramount Skydance or selling security holders to offer these securities from time to time. This is a standard shelf registration enabling future capital market transactions and does not represent new dilution on its own.

8-KShareholder voteJul 238-K — Item 5.07: Shareholder vote
AI summary

PSKY filed an 8-K covering Item(s) 5.07. Item 5.07 Submission of Matters to a Vote of Security Holders. On July 20, 2026, holders of 31,500,087 shares of Paramount Skydance Corporation (the “Company”) Class A Common Stock, par value $0.001 (the “Stockholders”), representing 100.0% of the voting power of the Company’s outstanding capital stock, acted by written consent to elect the following individuals to the Company’s board of directors (the “Board”), effective as of July 21, 2026, to serve until the next annual election of directors . Investors should review the full filing for complete details.

8-KPress release / Reg FDJul 228-K — Item 7.01: Press release / Reg FD
AI summary

Paramount Skydance Corporation (PSKY) disclosed that the European Commission approved its pending merger with Warner Bros. Discovery (WBD) under EU Merger Regulation (Phase 1) on July 22, 2026; the EU Foreign Subsidies Regulation clearance followed July 14, and South Korea's FTC gave unconditional approval July 10. The merger agreement (signed February 27, 2026) still requires additional regulatory clearances in other jurisdictions. Each cleared jurisdiction reduces completion risk for the deal that would make WBD a wholly-owned PSKY subsidiary.

8-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD
AI summary

Paramount Skydance disclosed two additional antitrust approvals for the WBD/Paramount merger: the Kuwait Competition Protection Agency (June 28) and the Austrian Federal Competition Authority (June 30), both granted unconditionally. Regulatory progress reducing closing risk for the merger.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD
AI summary

Delaware 001-42791 99-3917985 furnished a Reg FD disclosure covering: egulation FD Disclosure. As previously disclosed, Warner Bros. Discovery, Inc., a Delaware corporation (“WBD”), Paramount Skydance Corporation, a Delaware corporation (“PSKY”), and Prince Sub Inc., a Delaware corporation and wholly owned subsidiary of PSKY (“Merger Sub”), entered into an Agreement and Plan of Merger on February 27, 2026, pursuant to which, and subject to the terms and conditions t.

8-KPress release / Reg FDJun 188-K — Item 7.01: Press release / Reg FD
AI summary

Paramount Skydance Corporation (PSKY) received unconditional antitrust clearance from China's Anti-Monopoly Enforcement Department on June 17, 2026 for its merger with Warner Bros. Discovery (WBD), under which WBD would merge into a PSKY subsidiary and become wholly owned by PSKY. The merger agreement was originally signed February 27, 2026, with Merger Sub merging into WBD. China clearance was a key regulatory milestone; unconditional approval advances this major media consolidation toward completion, with remaining closing conditions not specified in the excerpt.

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

Paramount Skydance Corporation (PSKY) disclosed that Australia's ACCC cleared the PSKY/WBD merger on June 9, 2026 subject to a 14-day waiting period expiring June 23, 2026, concluding the transaction is unlikely to substantially lessen competition in film supply. New Zealand's Commerce Commission also decided not to consider the merger further. Together with other recently received regulatory clearances, these approvals indicate the PSKY-WBD combination is progressing toward its expected closing.

8-KPress release / Reg FDMay 198-K — Item 7.01: Press release / Reg FD
AI summary

Paramount Skydance Corporation (PSKY) disclosed on May 19, 2026 that it had commenced tender offers for up to $2.4 billion in principal of WBD notes for cash and concurrent exchange offers for up to $12.8 billion in principal of WBD notes for newly issued PSKY notes, in connection with PSKY's proposed acquisition of Warner Bros. Discovery. The offers are restricted to qualified institutional buyers (Rule 144A) or non-U.S. persons (Regulation S). This debt exchange/tender process is a key integration step, replacing WBD's legacy notes with PSKY-issued obligations in the combined entity's capital structure.

+ 14 other (3 routine 8-Ks · 3 earnings 8-Ks · 3 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Paramount's CEO has ‘tricks up his sleeve' to get his Warner acquisition cleared in Californianypost.com·18h agoParamount says California AG contradicted bond arguments in TV interviewsreuters.com·3d agoParamount Skydance Moves to Protect Against Costs of Delay as WBD Merger Is Ready to Closeprnewswire.com·3d agoParamount+ and T-Mobile Arena Launch Paramount+ Plaza in New Multi-Year Partnershipbusinesswire.com·4d agoParamount Skydance Corporation Announces Extension of Expiration Dates of Previously Announced Exchange Offers and Tender Offersprnewswire.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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