glorysk87 Posted February 25, 2020 Share Posted February 25, 2020 Probably that's just when I noticed the price movement/correlation in VIAC: when CMCSA announced that video sub losses were over 3% in 2019 versus...what 1.5% in 2018 and they were projecting more losses in 2020 if I recall and were delaying a price increase because they are getting their testes kicked in. Perhaps, if that is best in class (and continues for very long), we are all fkd. I take it you are an TMT analyst? That is an interesting observation about the relative performance. I am sort of reserving initial judgment on the VIAC combination until 2021-2022, i.e., after they get to go through negotiations with distributors applying the new scale and we see how they perform on the cost "synergies." Like I said, I would have liked to see like something in the streaming strategy besides "house of brands." Yes, TMT and a few other sectors. Fair enough on reserving judgment. Will be interesting to see how it plays out. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 5, 2020 Author Share Posted March 5, 2020 Yeesh. Hey, did you know Simon and Schuster is not a video asset? Thanks Bob. Link to comment Share on other sites More sharing options...
bizaro86 Posted March 5, 2020 Share Posted March 5, 2020 Yeesh. Hey, did you know Simon and Schuster is not a video asset? Thanks Bob. Lol. Won't someone think of the synergies!?!? Link to comment Share on other sites More sharing options...
CorpRaider Posted March 5, 2020 Author Share Posted March 5, 2020 "House of brands" and "it's not video." :o Link to comment Share on other sites More sharing options...
Foreign Tuffett Posted March 10, 2020 Share Posted March 10, 2020 So who could buy this, even if they wanted to? Not Comcast (NBC) Not Fox (Fox) Not Disney (ABC) AT&T would probably have anti trust issues as well I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway? OK, so maybe Sony? Link to comment Share on other sites More sharing options...
Broeb22 Posted March 10, 2020 Share Posted March 10, 2020 So who could buy this, even if they wanted to? Not Comcast (NBC) Not Fox (Fox) Not Disney (ABC) AT&T would probably have anti trust issues as well I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway? OK, so maybe Sony? Probably DISCA Link to comment Share on other sites More sharing options...
Jurgis Posted March 10, 2020 Share Posted March 10, 2020 So who could buy this, even if they wanted to? Not Comcast (NBC) Not Fox (Fox) Not Disney (ABC) AT&T would probably have anti trust issues as well I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway? OK, so maybe Sony? Theoretically: AMZN. MSFT. GOOGL, IBM (IBM bought WeatherChannel, so...). Out of these, AMZN might be the highest probability. But still probably all of them are low pro. Link to comment Share on other sites More sharing options...
Okonomen Posted March 31, 2020 Share Posted March 31, 2020 Regaridng all those sports events being cancelled etc I got a few thoughts: 1) CBS, FOX, ESPN etc has the rights to broadcast these events, but in this case where an exogen factor forces nation-wide cancellations, isn't there some sort of insurance/reimbursement deal in place? Or is it just bad luck? 2) Why don't they just play the games without live audience? I.e. playing the games and only showing it on TV? This would also be more fair to the companies like CBS, Fox etc who paid billions in sports rights.. It just sounds a little unfair if they have paid billions of USD and get nothing out of it? (I have also posted this comment in the Fox thread...) Link to comment Share on other sites More sharing options...
brker_guy Posted April 1, 2020 Share Posted April 1, 2020 So who could buy this, even if they wanted to? Not Comcast (NBC) Not Fox (Fox) Not Disney (ABC) AT&T would probably have anti trust issues as well I think Netflix has zero interest in owning cable networks. And how many acquisitions has Netflix ever done anyway? OK, so maybe Sony? Probably DISCA How about Apple or Amazon? Apple can surely use some really good streaming contents for the AppleTV+. Don't know if you guys know this app already, but checkout PlutoTV. Link to comment Share on other sites More sharing options...
winjitsu Posted April 1, 2020 Share Posted April 1, 2020 2) Why don't they just play the games without live audience? I.e. playing the games and only showing it on TV? This would also be more fair to the companies like CBS, Fox etc who paid billions in sports rights.. Except athletes are getting sick and should be observing social distancing too. Just look at the NBA ... reporters and players all coming down with cases. Link to comment Share on other sites More sharing options...
CorpRaider Posted September 15, 2020 Author Share Posted September 15, 2020 They announced their new "mid-tier" direct to consumer streaming offering will be "Paramount +." I suppose at least it is alliterative and isn't some cryptic quasi-reference to their brands like "peacock." Some boomer media executives will recognize that Paramount brand (I know they have that network, but c'mon). Link to comment Share on other sites More sharing options...
CorpRaider Posted January 25, 2021 Author Share Posted January 25, 2021 No one has posted on this name for a while. Paramount+ hype day coming soon. Service launches on March 4. I noticed they actually produced the recent NFL game for Amazon. They sure do seem to be able to get along nicely with the big boys (AMZN, NFLX, GOOG, AAPL). Apple has a neat Showtime + CBSAA bundle offering. I think they might drop Top Gun 2 direct to the P+ service. I like the Pluto TV product (for what it is). Noticed they had a "Narcos channel". I believe the Pluto guy is in charge of all streaming now. In retrospect, when they announced that they were able to "force feed" a bunch of channels to YouTube TV, I should have loaded the boat. haha. Link to comment Share on other sites More sharing options...
CorpRaider Posted February 17, 2021 Author Share Posted February 17, 2021 Lightening up here, has grown to like 20+% in my main active account that I track b/c up like 60% over last year (I also averaged down a bit, but didn't load up at $10 like a boss). I personally like traditional media cos here (but I would never pay up for that kind of stuff). Link to comment Share on other sites More sharing options...
hasilp89 Posted February 18, 2021 Share Posted February 18, 2021 Worth reading this if you hadn’t already (not sure if link works google bloomberg Viacom) https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjXoPe3qPLuAhV0F1kFHWWmBLgQFjADegQIBxAD&url=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2021-02-12%2Fviacomcbs-launches-paramount-without-many-top-shows&usg=AOvVaw0CgL2avRBWng2O95m7uRnr I haven’t followed closely but did look at it alongside disck a while back. I ended up going with disck. Who knows but my concern would be they sold of a bunch of content and have to spend to compete with streaming incumbents. I could be wrong though. To me disck was easier, they own the content, global, unscripted, cheap to produce, brands ppl love- etc option priced where it can fit with incumbent streaming. (Reread that and realized I sound like a zaslav puppet - sorry) Link to comment Share on other sites More sharing options...
CorpRaider Posted February 18, 2021 Author Share Posted February 18, 2021 Thanks. I saw that one. Didn't love it. I don't get the comparison of the equity for the scale of the business, and they don't even mention showtime subs (if you're trying to highlight lack of scale as a media company; no credit for theater, broadcast, or cable business...ok, but Tom Cruise can still use those dollars for donations to the Church of Scientology...Well at least count all the streaming channels?). VIAC is running 4th if you add showtime and CBSAA (without really trying all that hard yet) and growing a little above the rapidly growing market (picked up like a point over the least year), based on my casual follow of the data. That doesn't give any credit to pluto either (probably like 30 million subs now). I do get the criticism for licensing Yellowstone to peacock while launching a new streaming services, but it looks to me (based on media reports) like the Yellowstone prior season IP reverts in a year, maybe they can rent it to NFLX after that to drive more awareness and then just drop the spin off/prequel on the streaming service and older seasons after getting paid by everyone else, as yet another revenue source/distribution channel (one that should be more valuable than cable subs...with the data and D2C relationship). Maybe they can bring big bang theory and southpark back too, with a truckload of cash from $T. I don't hate the optionality with all these people blowing cash left and right. Link to comment Share on other sites More sharing options...
dwy000 Posted February 18, 2021 Share Posted February 18, 2021 They need to combine Paramount+ with Peacock, Discovey+ and Disney+. For about half the price price you've got.....add free cable. Link to comment Share on other sites More sharing options...
bizaro86 Posted February 18, 2021 Share Posted February 18, 2021 They need to combine Paramount+ with Peacock, Discovey+ and Disney+. For about half the price price you've got.....add free cable. No sports though, which is probably close to half the cost of a cable bundle. Link to comment Share on other sites More sharing options...
dwy000 Posted February 18, 2021 Share Posted February 18, 2021 They need to combine Paramount+ with Peacock, Discovey+ and Disney+. For about half the price price you've got.....add free cable. No sports though, which is probably close to half the cost of a cable bundle. True. Although even if you threw in ESPN+ with the Disney part of it you should still be much much cheaper. Now Peacock is ad supported so I guess it wouldn't all be ad free. Link to comment Share on other sites More sharing options...
hasilp89 Posted February 18, 2021 Share Posted February 18, 2021 Thanks. I saw that one. Didn't love it. I don't get the comparison of the equity for the scale of the business, and they don't even mention showtime subs (if you're trying to highlight lack of scale as a media company; no credit for theater, broadcast, or cable business...ok, but Tom Cruise can still use those dollars for donations to the Church of Scientology...Well at least count all the streaming channels?). VIAC is running 4th if you add showtime and CBSAA (without really trying all that hard yet) and growing a little above the rapidly growing market (picked up like a point over the least year), based on my casual follow of the data. That doesn't give any credit to pluto either (probably like 30 million subs now). I do get the criticism for licensing Yellowstone to peacock while launching a new streaming services, but it looks to me (based on media reports) like the Yellowstone prior season IP reverts in a year, maybe they can rent it to NFLX after that to drive more awareness and then just drop the spin off/prequel on the streaming service and older seasons after getting paid by everyone else, as yet another revenue source/distribution channel (one that should be more valuable than cable subs...with the data and D2C relationship). Maybe they can bring big bang theory and southpark back too, with a truckload of cash from $T. I don't hate the optionality with all these people blowing cash left and right. Fair points, tells you how lazy i am but i was looking at them both pre cbs merger so do agree CBS content/assets bring something more to the table. Yeah at such low price points people are going to subscribe to multiple and its always gonna be cheaper than cable ever was. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 9, 2021 Author Share Posted March 9, 2021 Lightening up here, has grown to like 20+% in my main active account that I track b/c up like 60% over last year (I also averaged down a bit, but didn't load up at $10 like a boss). I personally like traditional media cos here (but I would never pay up for that kind of stuff). Whelp... Link to comment Share on other sites More sharing options...
JRM Posted March 9, 2021 Share Posted March 9, 2021 ya, I sold at $40 like a genius. Link to comment Share on other sites More sharing options...
Lakesider Posted March 9, 2021 Share Posted March 9, 2021 I sold my $15 Jan 23 options at 50. 1000% gain but ... man. Link to comment Share on other sites More sharing options...
Longnose Posted March 9, 2021 Share Posted March 9, 2021 Klarman knew it was undervalued at $45. He added more when it dropped down to $15. I just put it in my too hard pile and passed and man I wish I hadn't :( Link to comment Share on other sites More sharing options...
Lakesider Posted March 9, 2021 Share Posted March 9, 2021 At $15 this was really a no brainer if i ever saw one. Link to comment Share on other sites More sharing options...
MVP444300 Posted March 9, 2021 Share Posted March 9, 2021 At $15 this was really a no brainer if i ever saw one. Agreed I thought it was a no brainer at $12 per share; I dollar cost averaged in from $27 down to $12 per share with overall average around $27 per share. Any thoughts on its future from here with streaming growing at such a high rate of growth? Link to comment Share on other sites More sharing options...
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