Over the past year, ViacomCBS has “bravely jumped into the streaming deep end,” notes MoffettNathanson Senior Analyst Michael Nathanson.
With its relaunch of CBS All Access as Paramount+, accelerating investment and revenue growth at Pluto and promoting Showtime OTT to help offset linear declines, Nathanson says ViacomCBS harbors a heightened focus on becoming “a scaled global competitor” in the business of streaming.
There’s just one question about ViacomCBS’s goals that’s vexing to him.