TLDR
- Paramount Skydance (PSKY) announces Q4 fiscal 2025 financial results following market close February 25
- Wall Street projects revenue of $8.15 billion, representing 2.1% annual growth; adjusted loss estimate at $0.01 per share
- Shares of PSKY have declined 33–35% across three to six-month periods, currently hovering near $10.45
- An intense acquisition competition with Netflix over Warner Bros. Discovery continues, with shareholders voting March 20, 2026
- Analyst consensus leans toward Moderate Sell on PSKY, establishing average price target of $12.33
Paramount Skydance will unveil its fourth-quarter fiscal 2025 financial performance following today’s market close on February 25, though the earnings themselves may be overshadowed by the high-stakes corporate drama unfolding behind the scenes.
Paramount Skydance Corporation Class B Common Stock, PSKY
Wall Street consensus calls for revenue reaching $8.15 billion, climbing from the $7.98 billion recorded in the comparable quarter last year. The projected adjusted loss stands at $0.01 per share, marking significant progress from the prior year’s $0.11 per share deficit. Meanwhile, the net loss is anticipated to expand to $378 million compared with $224 million previously.
The company has surpassed earnings estimates in six out of its most recent eight quarterly reports, demonstrating consistent ability to exceed expectations — although this quarter’s true headline lies beyond the financial metrics.
Share prices have experienced substantial pressure. Over the trailing three to six months, PSKY has tumbled approximately 33–35%, with shares circulating around the $10.45 mark. Market participants remain apprehensive about the company’s aggressive pursuit of Warner Bros. Discovery and the potential implications for its financial leverage.
The WBD Bidding War
Paramount submitted an enhanced proposal to purchase Warner Bros. Discovery this week, marking the latest development in an aggressive competitive process against Netflix. Prior to this modification, PSKY had proposed $30 per share, elevated from its September opening bid of $19 per share.
Netflix had previously reached agreement to purchase Warner’s production studio and streaming operations for $27.75 per share. Warner subsequently resumed negotiations with Paramount following PSKY’s commitment to absorb the $2.8 billion termination fee owed to Netflix should that transaction fall through. Should Warner embrace Paramount’s updated proposal, Netflix maintains matching rights.
Needham analyst Laura Martin contended that a $34 per share proposal from PSKY could definitively conclude the competitive process. She observed that Netflix’s transaction economics demonstrate no earnings accretion beyond $30 per share under her base scenario, raising questions about whether Netflix will exit if Paramount escalates its offer.
Raymond James analyst Ric Prentiss recognizes PSKY gaining traction in its pursuit but highlighted concerns regarding substantial debt financing, with leverage ratios exceeding 6x. He indicated Paramount may need to increase its cash component by $2–$3 per share before presenting a “best and final” proposal ahead of the March 20 shareholder decision.
Political and Regulatory Wrinkles
The situation contains additional complexity. President Trump recently insisted that Netflix remove Susan Rice, former President Obama’s national security advisor, from its board of directors.
The Justice Department has simultaneously broadened its antitrust examination of the proposed Warner-Netflix transaction. Wedbush analysts interpret comments from Netflix co-CEO Ted Sarandos as suggesting the streaming giant may abandon its pursuit if Warner accepts Paramount’s modified proposal — potentially leaving PSKY to navigate regulatory challenges independently.
On operational matters, the organization continues managing integration following its August 2025 combination of Paramount Media and Skydance Corporation. The company established streaming and content collaborations with UFC and the creators of “South Park” throughout Q3.
Analyst sentiment regarding PSKY remains measured. The stock receives a Moderate Sell consensus rating on TipRanks — consisting of zero Buy recommendations, one Hold, and three Sell ratings. The average analyst price target registers at $12.33, suggesting approximately 18.7% potential appreciation from present levels.
Bernstein analyst Laurent Yoon maintains a Sell rating accompanied by a $12 price objective. Barrington analyst Patrick Sholl holds a Hold stance.
The shareholder ballot on the WBD transaction is scheduled for March 20, 2026.
