Paramount Global's credit rating is under scrutiny as the studio transitions from linear TV to streaming, leading to concerns about weaker cash flows. CEO Bob Bakish leads the pivot to streaming as S&P Global considers a possible downgrade due to increased content spending, technology investments, and marketing costs.
Key Points
S&P Global is monitoring Paramount Global for a possible credit rating downgrade
Transition to streaming leads to increased content spending and higher costs
CEO Bob Bakish is leading the pivot to streaming
Market analysts anticipate potential mergers and divestitures in the entertainment sector
Pros
Pivoting to streaming can capture more consumers and advertisers
Potential for significant divestitures and mergers in the entertainment industry
Cons
Weaker cash flows due to lower margins from DTC streaming businesses
Potential credit rating downgrade may impact debt worthiness