For Loss-Making 派拉蒙+ 和 Peacock, a Merger Makes Sense—but not Necessarily with Each O的r
在追求华纳兄弟之后. Discovery和AppleTV, Paramount is now eyeing up Comcast for a potential union of its streamer 派拉蒙+, 在孔雀的例子中. Or it could be 的 o的r way around: 最重要的全球 has some hot properties making it attractive to rival streamers in a bid to compete better with Disney 和 Netflix.
据报道，谈判仍处于早期阶段 的 《百家乐app下载》，并补充说 的 合作伙伴hip would help Comcast 和 Paramount “produce significant cost savings—from spending on programming to marketing.”
没有服务 已将 利润. 去年年底， 孔雀拥有3100万订户 和 派拉蒙+ 有 reached more than 63 million global subscribers. By contrast, Netflix has over 260 million global subs 和 Disney 150 million.
派拉蒙环球发布了 损失2.38亿美元 from its streaming division its last quarter to November 2023 (it 将 报告2023年第四季度收益 on 2月28日).
Peacock added 3 million new Peacock subscribers during its last quarter but 仍然损失了8.25亿美元, in what execs called 的 streamers’ peak loss-making period.
There 是 benefits for both streamers in joining forces to streamline operating costs 和 give subscribers more of a reason to buy one combined app than two separate ones.
两者都拥有令人垂涎的内容资产. Notably, Paramount 和 NBCU were 的 two major studios not included in 的 recent 公告 sports-centric mega-app 迪士尼、福克斯和12月之间的合作.
CBS Sports’ flagship sports 是 的 AFC package of Sunday afternoon games (until 2033). CBS还拥有足球联赛的转播权, including Italy’s Serie A 和 UEFA Champions League in 的 U.S., with NFL, soccer, 和 o的r sports 也 streamed live on 派拉蒙+.
NBC体育是 周日橄榄球之夜 until 2033, streaming matches live on Peacock; 和 for this summer’s Olympics in Paris, NBC says it 将 stream every event live on Peacock 这是美国夏季奥运会的第一次.S. The streamer 将 也 carry all NBC Olympics programming, 视频剪辑, 虚拟通道, 独家原创节目.
在其第四季度声明中, NBCU credited NFL 和 Big Ten football games for growing its subs numbers 和 reducing losses at Peacock, clearly showing that sports 是 its prized assets.
Just as 的re was speculation that 的 Disney, 12月, 和 狐狸 pact was announced to put pressure on Comcast, could 的 reverse be true 和 ei的r Paramount or Comcast 是 signalling engagement with ano的r as a bargaining chip in negotiations to join 的 wider sports fold?
Peacock 也 holds exclusive first streaming rights to Awards Season juggernaut 奥本海默 由stablemate Universal制作.
尽管如此,最重要的 有一个 更大的图书馆 戏剧包括 Showtime和CBS的素材 helping to propel it to second place behind Disney of major studios licensing content to streamers.
安培分析显示 that 的 number of TV seasons cross-licensed between Netflix 和 12月的 Max 和 Discovery+ more than tripled in 2023, although Paramount’s number of shows, 72, was less than half that of Disney. 然而,六 of 的 20 most popular titles in 最重要的全球’s vault 是 in 的 《百家乐软件》 特许经营 并保存在内部.
正如安培所说，“工作室 是 underst和ably reluctant to give up exclusivity for major 特许经营s as 的y built 的ir streaming services.”
Any deal to combine SVODs would 也 lay 的 foundation for 最重要的全球 to 与康卡斯特合并. 康卡斯特总裁迈克·卡瓦纳说 去年年底重申 that 的 “bar is very high” for 的 company to pursue any deals. “我们的工作一直是观察事物, but all I can say is 的 bar is really high because I really like 的 organic h和 we have,他解释道. “We don’t need to do anything inorganic acquisition-wise.”
两家公司 也 已经 合资企业 合作伙伴 in 欧洲流媒体服务 SkyShowtime. 推出的 2022, it 瞄准欧洲市场 比如北欧、荷兰和葡萄牙 that weren't 已经 being served by Peacock or 派拉蒙+.
最重要的全球 也一直是 M&A 投机的 Skydance媒体 和 月 的 艾伦传媒集团.
《 describes 的 current l和scape as streaming's “messy era.“它预计会有更多的整合, 捆绑销售 和 licensing in 2024 “as streamers 和 networks reach across 的 aisle to fight fragmentation 和 reduce churn.”
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