Pulling SEC filings + quote and writing the call…

Paramount Skydance Corp
Next earnings Jul 29, 2026 (after close) · consensus $0.16 EPS, $7.01B rev
Deep-value media turnaround: below book, 0.2x sales, positive cash flow, and a freshly-capitalized Ellison/Skydance reset — worth the risk.
Price $9.86 · current
The headline numbers look ugly and the market is treating PSKY accordingly: at $9.86 the entire company is valued at $6.55B, or 0.2x FY revenue of $29.2B and roughly 0.56x the $11.7B of stockholders' equity. The FY2024 net loss of -$6.19B (EPS -$9.34, ROE -52.9%) is real but overwhelmingly non-cash — the same year generated $752M of operating cash flow against only $263M of capex, so the business threw off ~$489M of free cash while the P&L absorbed a large legacy-media impairment. Buying a still-cash-generative asset below book and at one-fifth of sales is the core of the bull case.
The filing marks a genuine reset, not just a bad year. The 10-K covers a successor entity born from the August 2025 Transactions: Paramount Global was delisted and PSKY began trading on Nasdaq on Aug 7, 2025 under new Chairman/CEO David Ellison, with PwC signing a clean audit and management asserting effective internal controls as of Dec 31, 2025. Fresh capital arrived — Class B shares were issued to sophisticated investors at $19.09 in Q4 2025 to fund an acquisition, nearly double today's price, and cash rose 23% to $3.27B. Current assets ($13.3B) comfortably cover current liabilities ($10.6B). The property footprint (Paramount lot, CBS Broadcast Center, a new Bayonne studio) is a deep IP-and-real-estate collection now under owner-operator control.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 30, 2026, 9:40 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY23 | FY24 |
|---|---|---|
| Revenue | $29.7B | $29.2B |
| Gross profit | — | — |
| Operating income | -$451M | -$5.27B |
| Net income | -$608M | -$6.19B |
| Diluted EPS | -$1.02 | -$9.34 |
| Net margin | -2.1% | -21.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Other-event disclosure with exhibits; corporate/legal update, no financials
Reg FD: investor/press communication released; no change to guidance
Reg FD: investor/press communication released; no change to guidance
Reg FD: investor/press communication released; no change to guidance
Reg FD disclosure with exhibit—investor presentation/update, no P&L impact
Q1'26: first full post-merger quarter; still loss-making, integration underway
Amends FY2025 10-K (typically Part III proxy data); no restatement
FY25 10-K: merger closed, PSKY listed; deep FY24 loss, equity -28%, div $.05
Sources: SEC EDGAR (CIK 0002041610, latest 10-Q filed 2026-05-04) · EODHD · Proprietary analysis · as of 7/1/2026, 1:40:02 AM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-06-04 | Byrne Barbara M Director | Award | 309.00 | |
| 2026-06-02 | Gill Charest Katherine EVP, Controller & CAO | Exercise | 7.97K | |
| 2026-06-02 | Gill Charest Katherine EVP, Controller & CAO | Tax | 4.07K @ $10.78 | $43.9K |
| 2026-05-08 | Byrne Barbara M Director | Award | 173.00 | |
| 2026-05-07 | Brandon-Gordon Andrew Mark Chief Strategy Officer and COO | Exercise | 200K | |
| 2026-05-07 | Brandon-Gordon Andrew Mark Chief Strategy Officer and COO | Tax | 102K @ $10.76 | $1.09M |
| 2026-05-07 | Ellison David Ferris Chief Executive Officer | Exercise | 250K | |
| 2026-05-07 | Ellison David Ferris Chief Executive Officer | Tax | 127K @ $10.76 | $1.37M |
| 2026-04-15 | Cinelli Dennis Chief Financial Officer | Exercise | 188K | |
| 2026-04-15 | Cinelli Dennis Chief Financial Officer | Tax | 89.0K @ $11.67 | $1.04M |
| 2026-04-06 | Delrahim Makan Chief Legal Officer | Exercise | 150K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1 buy · 1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.