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PSPSKY

Paramount Skydance Corporation Class B Common Stock

Rising onWhy it's trendingX chatter picking upStrong bearish X conversationBacked by solid revenue growth
$PSKY·$8.9B·Entertainment·Communication Services
$8.04-0.4%YTD-39.8%1Y-39.1%
Mentions · last 7 days
2026-07-22: 68 posts2026-07-23: 104 posts2026-07-24: 88 posts2026-07-25: 31 posts2026-07-26: 31 posts2026-07-27: 56 posts2026-07-28: 45 posts429+8%
Price updated 12m ago·X counts updated 15h ago
PSPSKY
$PSKYParamount Skydance Corporation Class B Common Stock
$8.04-0.37%429 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PSKY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventSelling offAI verdict · as of 2026-07-28

Falling on heavy selling — points lower unless it turns around.

The other side of the frozen WBD merger — down 40% YTD with the closing pushed to potentially June 2027.

Paramount Skydance is what emerged from Ellison's Skydance acquisition of legacy Paramount, and its pending $110B merger with Warner Bros. Discovery was supposed to be the transformational closing chapter. That merger is now frozen by a state-AG-led federal judge injunction pending trial into 2027.

  • The merger freeze is the load-bearing overhang: the federal judge paused the $110B WBD combination with delay potentially to June 2027, and the deal spread has widened materially as arbs price in the delay risk — this is real deal uncertainty, not procedural.
  • The operating business is treading water: Q1 revenue grew 2% YoY to $7.35B at a 10% operating margin, with EPS beats of +53% and -500% in the last two quarters reflecting the noise of writedowns and one-timers — the underlying trajectory isn't strong enough to justify a premium multiple on its own.
  • The stock is genuinely broken on the tape: down 40% YTD and sitting at just 1.3% of its 52-week range, 18% below the 50-day and 33% below the 200-day — this is what happens when the deal thesis stalls and there's no standalone story to fall back on.
  • The insider signals are administrative: recent option exercises by directors Lansing and Byrne on July 23 look like routine grants and don't add directional information about the merger path.

The August 4 Q2 print is the near-term inflection — direct-to-consumer subscriber trajectory and any commentary on merger structural remedies matter more than the EPS number. What would break the setup: the state-AG injunction being upheld with mandated structural divestitures (cable-net spinoffs), since the pro-forma cash flow the deal spread is currently pricing depends on the assets combining as originally announced.

Agrees with X sentimentThe bearish framing around the merger freeze, the state-AG injunction, and the widened deal spread despite EU conditional approval matches the actual court docket and press coverage — this is genuinely a case where the sentiment tracks the deal-risk mechanics cleanly.

What to watch: The Aug 4 Q2 print — DTC subscriber trajectory and merger structural-remedy commentary matter more than the EPS. What would break the setup: the state-AG injunction upheld with mandated structural divestitures (cable-net spinoffs), since the pro-forma cash flow the deal spread is pricing assumes the assets combine as announced.

On the calendar: 2026-08-04 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment53 posts analyzed · as of 2026-07-28

Paramount Skydance's $110B Warner Bros Discovery merger has been paused until June 2027 or a court ruling, following a 12-state AG antitrust lawsuit that forced Paramount to delay closing to avoid a preliminary injunction loss. The EU conditionally approved the deal, but posters express skepticism about closure timing, with commentary highlighting delay costs of $7M/day past September, potential 70% dilution risk, and new 52-week lows near $8.50. Sentiment leans bearish given increasing deal-break odds and structural concessions likely required.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — NFLX's global TV network model (ad tier expansion, password sharing crackdown) has stabilized margins while box office has its best summer since pre-pandemic..

What this means for $PSKY

Partial — Global media and entertainment company operating CBS, Nickelodeon, Paramount+, and major film and TV production studios; partial earnings exposure to entertainment demand dynamics through its product portfolio.

Industry benchmark

9-name peer basket
+19.1%YTD
-2.6%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
Q1 2026May 4, 2026$0.23$0.15+53.3%
Q4 2025Feb 25, 2026$-0.12$-0.02-500.0%
Q3 2025Nov 10, 2025$0.49$0.13+276.9%
Q2 2025Jul 31, 2025$0.46$0.41+12.2%
Next earningsTue, Aug 4·consensus EPS $0.15

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 – $30.0B$0.62$0.48 – $0.8216
FY27$30.4B$29.6B – $31.5B$0.82$0.30 – $1.0714
FY28$31.7B$30.2B – $33.9B$1.15$0.71 – $1.8113
FY29$31.3B$30.4B – $32.2B$1.02$0.98 – $1.0612
FY30$32.2B$31.3B – $33.2B$1.28$1.23 – $1.336

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.1.6×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.2%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.-17.7%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.-32.2%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 today6.6% 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.β1.455-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.

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.

+ 45 other (21 exempts · 14 awards · 10 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

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.

8-KMaterial agreementApr 98-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
+ 41 other (16 DFAN14As · 9 SC TO-T/As · 4 8-Ks · 3 routine 8-Ks) in window

Recent news

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

Ari Emanuel Backs Paramount-WBD Deal In WSJ Op-Ed, Blasts States' Antitrust Lawsuit As “Trash”deadline.com·18h agoOpinion | The Paramount-Warner Merger Could Save Hollywoodwsj.com·21h agoDavid Ellison's Paramount agreeing to delay its WBD deal is actually a big flexbusinessinsider.com·2d agoParamount-Warner Bros. Judge Pauses Deal With ‘Serious' Concernsyoutube.com·2d agoParamount's Paused Merger Doesn't Ease Creators' Fears–But The ‘Obsession' And ‘Backrooms' Story Should.forbes.com·2d ago

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