This was the February earnings call event with CEO David Ellison and Paramount Presidenf Jeff She’ll speaking to investors.

A few things stood out:

  • Paramount+ wasn’t mentioned in the article nor were the legacy IP franchises that the previous owners and management almost always stressed

  • The underperforming film side of the conglomerate was called out

  • Pluto is viewed as having been underdeveloped despite being an early free ad-supported streaming television leader and will be a priority

  • investors are concerned about upcoming major pro sport licence renewals

  • Despite being under investigation for allegations of providing insider trading information, Shell is still firmly in place as president of Paramount.