Why $VIAC ViacomCBS Is Better Than $NFLX Netflix and $DIS Disney

Hey everyone, this DD is a continuation to these Great DDs I found here and here Let me start off with few basic things. ViacomCBS has had a great Q2 with some key highlights: Revenue: 6.56B (est 6.52B) Adj EPS: 0.97 (est 0.96) +6.5M streaming subscribers (42M total between P+, Showtime etc) +2.8M PlutoTV MAUs (52.3M total) +45% watch time per user (Roku's decreased) +24% ad revenue yoy +9% affiliate revenue yoy +92% (!) streaming revenue yoy. In comparison, $NFLX +19.4% stream revenue yoy (Revenue growth stagnating and is flattening out) Paramount+ launches in Australia and New Zealand on 11th August (in 3 days yey!!!!!) Paramount+ officially launches in Europe in 2022, expands in South America ViacomCBS Paramount+ is experiencing unprecedented subscriber growth in post-pandemic quarters Q1 and Q2 compared with slowing down subscriber growth in streaming industry, where net Adds in Q2 (6.5 million) exceeded Q1 (6.0 million), which I believe nobody expected even in their most bullish scenarios. Global Subscriber Count for major streaming giants (US + rest of the world combined) Key highlight is that Paramount Plus Quarter-over-Quarter growth is in 20% range in the first 2 quarters of 2021, while Netflix is experiencing a 1.3% subscriber growth, so basically becoming a value stock instead of being a growth stock. Also Disney's subscriber growth is slowing down dramatically as well to 7.67% average growth for the Q1 and Q2 2021 quarters. Diversity of Content and Subscription price Subscribers, Subscription price and Content Diversity In conclusion, ViacomCBS Paramount+ is expanding into more countries in 2022 with total of 60 countries including Europe, Australia, etc, and Paramount+ subscriber growth has not yet reached its peak as Yellowstone prequel and potentially Yellowstone itself including Season 4 is coming to Paramount+ later this year; Also recent $900 million deal with South Park creators with 14 South Park films in next 7 years streaming exclusively on Paramount Plus where 2 South Park movies coming later this year!!!! ALSO ALSO, Star trek new seasons and tv shows coming this year, as well as Avatar The Last Airbender new shows and new movies coming exclusively to P+, as original creators, Michael DiMartino and Bryan Konietzko, are joining Nickelodeon as co-chief creative officers of Avatar Studios. ALL OF THIS SHOWS ViacomCBS commitment to P+ and make it the TOP 3 or even Number 1 streaming platform globally Therefore $VIAC should actually be valued like a growth stock with P/E = 15-20 which equals to $80-$100, instead of 7.79 P/E currently. While $NFLX should be actually a Value stock or Shiittyy stock with P/E of 10, instead of P/E=53.9. Also Paramount+ is the cheapest in the industry with only 4.99$ and has huge amount of quality content (CBS, Nickelodeon, BET, SHOWTIME, Smithsonian, Paramount Network, MTV, Comedy Central) while the rest of streaming platforms subscription is like around 8$-10$ and does not have enough good content to justify it. Also who da faq still subscribed to NFLX? THere is like nothing to watch there... PROVE ME WRONG! Would love to hear your comments. My position in $VIAC. I backup what I say. on 8th of August 2021 DISCLAIMER: Not a financial advice!

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Original Post

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TallReplacement229

Aug 9, 2021

-0.89%

Change % Since Posting

40.57

Price When Posted

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Change Since Posting

VIAC

ViacomCBS Inc - Class B

40.21

-0.23
-0.57%
Current Price

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Why $VIAC ViacomCBS Is Better Than $NFLX Netflix and $DIS Disney | PROVE ME WRONG

bullish

Hey everyone, this DD is a continuation to these Great DDs I found here and here

Let me start off with few basic things. ViacomCBS has had a great Q2 with some key highlights:

  • Revenue: 6.56B (est 6.52B)
  • Adj EPS: 0.97 (est 0.96)
  • +6.5M streaming subscribers (42M total between P+, Showtime etc)
  • +2.8M PlutoTV MAUs (52.3M total)
  • +45% watch time per user (Roku's decreased)
  • +24% ad revenue yoy
  • +9% affiliate revenue yoy
  • +92% (!) streaming revenue yoy. In comparison, $NFLX +19.4% stream revenue yoy (Revenue growth stagnating and is flattening out)
  • Paramount+ launches in Australia and New Zealand on 11th August (in 3 days yey!!!!!)
  • Paramount+ officially launches in Europe in 2022, expands in South America

ViacomCBS Paramount+ is experiencing unprecedented subscriber growth in post-pandemic quarters Q1 and Q2 compared with slowing down subscriber growth in streaming industry, where net Adds in Q2 (6.5 million) exceeded Q1 (6.0 million), which I believe nobody expected even in their most bullish scenarios.


&auto=webp&s=9e480f224ef3a844b07e5363bab7c9ba17313372">Global Subscriber Count for major streaming giants (US + rest of the world combined)

Key highlight is that Paramount Plus Quarter-over-Quarter growth is in 20% range in the first 2 quarters of 2021, while Netflix is experiencing a 1.3% subscriber growth, so basically becoming a value stock instead of being a growth stock. Also Disney's subscriber growth is slowing down dramatically as well to 7.67% average growth for the Q1 and Q2 2021 quarters.

Diversity of Content and Subscription price


&auto=webp&s=bcd64f035639a3aeef99bae6059f2ac5ed09b64f">Subscribers, Subscription price and Content Diversity

In conclusion, ViacomCBS Paramount+ is expanding into more countries in 2022 with total of 60 countries including Europe, Australia, etc, and Paramount+ subscriber growth has not yet reached its peak as Yellowstone prequel and potentially Yellowstone itself including Season 4 is coming to Paramount+ later this year; Also recent $900 million deal with South Park creators with 14 South Park films in next 7 years streaming exclusively on Paramount Plus where 2 South Park movies coming later this year!!!! ALSO ALSO, Star trek new seasons and tv shows coming this year, as well as Avatar The Last Airbender new shows and new movies coming exclusively to P+, as original creators, Michael DiMartino and Bryan Konietzko, are joining Nickelodeon as co-chief creative officers of Avatar Studios. ALL OF THIS SHOWS ViacomCBS commitment to P+ and make it the TOP 3 or even Number 1 streaming platform globally

Therefore $VIAC should actually be valued like a growth stock with P/E = 15-20 which equals to $80-$100, instead of 7.79 P/E currently. While $NFLX should be actually a Value stock or Shiittyy stock with P/E of 10, instead of P/E=53.9.

Also Paramount+ is the cheapest in the industry with only 4.99$ and has huge amount of quality content (CBS, Nickelodeon, BET, SHOWTIME, Smithsonian, Paramount Network, MTV, Comedy Central) while the rest of streaming platforms subscription is like around 8$-10$ and does not have enough good content to justify it. Also who da faq still subscribed to NFLX? THere is like nothing to watch there...

PROVE ME WRONG! Would love to hear your comments.

My position in $VIAC. I backup what I say.


&auto=webp&s=a34d4b34c1a5b6a7ed7cfb3745fcf1d2f02dbd47">on 8th of August 2021

DISCLAIMER: Not a financial advice!

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read-time
3 min

50.00

Target Price

9/ 10

Confidence

2-6 Months

Timeframe
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Earnings Release
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