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ViacomCBS Inc. (VIAC)
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This is bad news that Viacom cannot hold itself up with the disappointing news from Netflix. We talked about the growth of Viacom subscribers at the expense of Netflix, Disney.....etc. The result of Netflix's fall is the fall of Viacom stock price. The money sold on Netflix should have rotated into Viacom but in the end a selloff instead. Very bad results. Very scary situation for this company.
Netflix specifically noted the rise in competition (i.e. VIAC) as a reason for their slowdown in subscriptions. Netflix's earnings results are definitely pulling down VIAC right now but it's ironic because the strength of VIAC is part of why Netflix subscription growth didn't meet expectations. Huge buying opportunity👍🏽
Things that make you go hmmmmm 🤔
PE OF 6 vs 45 for Netflix! We should’ve been up 3$ today, not the other way around.
CNBC talking about Netflix, does not even mention Viacom, treating it like they are irrelevant.
Did you listen to Laura Martin from Needham on CNBC just now . She basically said that NFLX needs to get with the program and buy VIAC . She said they need get with program and be more like Peacock & Paramount Plus . VIAC owns Paramount Plus/CBS and only one available for sale . Comcast not giving up their golden egg NBC/Peacock and Disney not giving up ABC . Just keep adding dips on VIAC .
BTW. Does NFLX have 2 blockbuster movies scheduled for release this year that will generate billions in current and future revenue? Nope
Viaç taking customers away from Netflix
Netflix should wake up and buy Viacom for $110 per share. They should do this while their stock price is still in the $400 range to leverage the buy.
Somebody care to explain why Netflix, which has the same revenue as Viacom (~$28B), and a similar business profile but without the studio, trades at TEN TIMES the market cap of Viacom????
Netflix coming back down to earth. P/E should be 20 or less. Would hate to be holding going into tomorrow and rest of 2022. Meanwhile VIAC at 6 p/e has nowhere to go but up.
Some see the NFLX news as negative. I am an optimist and see it as a positive, You see ......the industry needs consolidation and M&A is really the only way to achieve it. So a major media company losing 30% of it's market cap in 3 weeks will only move the M&A activity forward at a faster rate. I certainly wouldn't be selling media assets (VIAC) when there is going to be consolidation in the industry.
VIAC taking NFLX customers
Maybe Paramount+ is responsible for the weakness of Netflix.
A double? Yes, but that's just the beginning. From the current fire sale price VIAC would be a double if it were Paramount studios, the CBS network and studios, and its top cable channels and studios - including MTV, Comedy Central, BET, and Showtime. Yet VIAC is much more than that. VIAC is the fastest percentage growth streamer, with subscription streaming from Paramount+, Showtime and other services on track to be, conservatively, a $24 billion revenue business within a few years. The sky is the limit.
At 70, consider the fine points about whether VIAC platforms will hit 100 million subscribers or 200 million subscribers, and whether revenue per will be $5, $10 or something in between. At these prices just buy it.
FEB 15-Investor Day- will be the near term catalyst for Viacom moreso than subscriber growth and earnings
BOFA Analyst Jessica Reif Ehrlich on Jan 17 raised her rating to Buy ad PT from 37-53
Monies that will be leaving Netflix will be positioning in Viacom Stock
yahoo news says nflx takes more shots on goal than anyone. how is that a good thing. 100 shows that no one watches or one show that everyone watches. u would think after queen gamit, chappelle and squid game they would learn but nope… more spending coming.
VIAC and Dis opposite approach. VIAC has #1 show yellowstone and soon 1883 will be #2 show or maybe even #1. brings me to tears. Can’t wait for Top Gun2
VIAC needs to come out with major news tomorrow to stop the bleeding. VIAC added another couple of MILLION SUBSCRIBERS would help.
Just a reminder that the S&P may be down 7% YTD and the Nasdaq may be down 10% YTD but VIAC is UP 10% YTD......wonder what happens when the market eventually recovers?
PE of 6 with over 2.76% dividend, good hedge for inflation, why so cheap ?
Pretty sure the Netflix miss will drag this down further tomorrow.
Should be a long term positive for VIAC as most their subs will be moving over to Paramount+.
They did themselves in by charging $19.99
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