Streaming is big for ViacomCBS https://deadline.com/2020/08/viacom...nue-rose-25-subscriptions-plutotv-1203005766/ Bolstered by Picard, subscription revenue was up 25%, and CBSAA is over 8 million subscribers. Streaming subs were up 74% year over year.
More detail from Barron's. https://www.barrons.com/articles/vi...treaming-news-earnings-fell-short-51596731034 CBSAA/Showtime predicts 18 million plus subscribers by the end of 2020 (roughly split 50%) . So far all of their predictions have been shattered. The last report during the ViacomCBS margin call had CBSAA at 6.75 million subscribers. RAMA
The latest: David Lawenda, executive vice president of digital sales and strategy of ViacomCBS, says that for its part CBS All Access has 50 million monthly uniques watch its full TV episodes in the month. This amounts to 100 billion impressions when Pluto TV, CBS All Access, Viacom, and other digital platforms are added. Lawenda says that adding in all social media platforms brings this number to 150 million uniques. One key growth area is the rise of connected TV digital media for its full TV episodes. Halley says 80% of ViacomCBS EyeQ consumption will happen on the TV ----------------------------------------------------------------------------------------------------------------- A detailed article with mention of Star Trek: "ViacomCBS: Getting It Right In Streaming With Paramount, Viacom got access rights to many things, but none was more important than the Star Trek franchise. The whole of the Star Trek franchise is now under ViacomCBS control, no longer needing to seek contracts for merchandise and access to the original Star Trek movies - which were controlled by Paramount. (Previously both companies produced Star Trek products, CBS having Star Trek: Discovery and Picard rights, while Paramount could produce any original series Kirk, Spock, or other figurines and materials at will.) The complete Star Trek rights allow for increased marketing, products, as well as control over characters and storyline - which is why CEO Bakish flaunted that they will use this model with the entire portfolio of brands. Soon after, was an announcement of Star Trek: Lower Decks (a Star Trek themed cartoon which brilliantly can use workers that are social distancing), Star Trek: Strange New Worlds (Using the popular Captain Pike, Spock, and Number One introduced in Star Trek: Discovery season 2), a new season of Star Trek: Picard as well as more Star Trek series' (including Star Trek: Prodigy - which appears to be a kid-themed CG-animated series for Nickelodeon) and feature films. Using iconic shows like The Twilight Zone, Mission Impossible and many more… it seems likely a business model that can be replicated for quite a while. ViacomCBS believes it can use this mold to expand streaming subscribers to 25 million or more within two years. Though not Netflix or Disney numbers, this would be a nearly 65% increase within two years and demonstrate some staying power." https://seekingalpha.com/article/43...tm_medium=social&utm_source=twitter_automated
That streaming is big for ViacomCBS is kinda the "no shit" statement of the year. Proof? Or are you pulling that out of your ass?
The fact that a "smaller" player is doing so well with incremental increases is not a "given", and flies in the face of a lot of mis-information out there. Just the facts here. RAMA
Yup, there can be no doubt that the bulk of the unique views are star trek driven, so it's possible there may be even more Trek viewers than we expected. It also supports the argument For these 8 new Trek shows that are in the works or planned. Discovery has really launched something here, and if we go by the data, DSC is still topping out over Picard, month-to-month on Parrot Analytics. I'll report on the data when I see the LDS info, I expect it in a week as there's an overlap. RAMA
Do I have proof that it's just PR marketing speak? No I don't have proof of an opinion funnily enough, but crowing about "unique watches" to make the numbers sound big says it all.
Honestly, I'm truly impressed at their performance right now. And, their realistic view that it probably isn't going to do Netflix numbers but still enough to be competitive. I think they are on the right track with the market.
It is PR fluff to give confidence to possible investors and people subscribing that it'll continue to be supported, but you also can't just flat out lie about this stuff cause I'm pretty sure its very illegal. I mean if they were making these press releases, wildly inflating the numbers and people were investing into the company off the back of it, wouldn't that be fraud?
Yes, it would. Companies don't get to make stuff up and report it, and have strict guidelines to abide by with SEC filings. In addition, the companies are beholden to boards and stock holders who are going to care very much about their bottom line.
Never said they were inventing or inflating numbers, just that it was PR fluff. You can spin any statistics any which way to make it sound impressive.
Everything's going the way of streaming. By the middle of the century (if not sooner), CBS and CBS All Access will be one and the same. We're still at the beginning of a seismic shift. When I first saw "The Neutral Zone" (TNG), I thought Data saying TV (in the way it was at the time) being dead by 2040 was preposterous. Now it's starting to look like the writers of that episode hit pretty close to the mark without even realizing it.
It makes me giddy with delight to see you spinning trying to rationalize things that don't align with your narrative. I'm also happy that Trek is obviously alive and well and we'll be getting more of this golden age "rebirth" as the years march on. It's already dead. My kids don't watch ANYTHING on TV. It's all streaming and YouTube. That doesn't bode well for the future.
I'm flattered, if a bit weirded out, that I've left such a big impression on you. I wish I could say that I knew anything about you in return, but sadly... Also, I'm not the one spinning, the CBS PR department is. "Uniques" "100 billion impressions"? Come on.