Paramount Australia & New Zealand

Television Ten Network
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Kelly Day to discuss international streaming. Pluto is in UK, Germany, Latin America, Spain, and soon to France and Italy. Discusses 4 pronged attack - combination of Paramount brand, global and local content, lower prices across countries, and partnerships with telcos and MVPDs.

Showtime series to be available internationally via P+, and local versions to have localised content e.g. The Handmaid’s Tale in some markets.

Last Kings of The X mentioned! No Aussie price for P+, but will launch in Australia later in the year.

Financial results now on screen, they’re up, with Naveen Chopra. Affiliate revenue, subscription services growing. Q1 to be helped by return of college sport and new carriage deals. Aiming for $7B streaming revenue by 2024. 65-75M global streaming subscribers goal by 2024.

Another interesting tweet:

WIN to be screwed over by streaming again? :stuck_out_tongue:

P+ to launch with global sponsors - two bites of the cherry.

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So I’m guessing there is a possibility Paramount+ will be available through Foxtel and Fetch.

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Lots of ads lined up for that lower tier on Paramount+ in the US.

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And it will probably be impossible to skip them.

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How the tiers will work:

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now Stephen Colbert is on to finish off the event before the Q&A. Colbert plugging VIAC’s ability to create a ecosystem to combine everything from everywhere.

Bob, Naveen and Tom is back to answer questions. Big investors allowed to ask questions only.

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The orville is not a ripoff of star trek, its a parody.

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Highlights from Q&A:

  • VIAC to look for more inhouse deals. So if you deal with VIAC and you’re not Ten, looks like you’re losing your deals. Stan and Foxtel should be shitting themselves. Bruce should be waving the white flag and getting out whilst there is some value in the business.

  • They’re going all in on the ecosystem concept. Going from PlutoTV to P+ to premium OTT sounds like their strategy - interesting.

  • Still going on with the “Live Sports. Breaking News. A Mountain Of Entertainment” slogan whenever they can.

  • Looking for hybrid rights deals - CBS network AND P+. Possibility for Ten to shoot for?

  • Closing remarks from Bob - a year ago, they were aiming to unlock the value of the Viacom and CBS merger, and judging by what he has said, they are doing well in doing that. They’re betting the farm on streaming.

More chance of WIN being brought by Ten/VIAC than WIN becoming 9’s affiliate, if it’s at the right price for VIAC. VIAC looking to go inhouse where ever possible. If this is going to be the aim, then Bruce is better off selling out.

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could this mean that win will be 9s affiliate then??? otherwise I don’t get it

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I wonder???

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so is 10/viac wating to buy win ?? then relsease the price and dates for p+?

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I doubt it. I’d think they’d just go ahead with a localised version of P+ taking WIN into account, i.e. leaving them out.

They should buy WIN, if going inhouse is their thing, but I doubt they will.

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Right, had a shower and some lunch…

Brief summary for the tl;dr crowd:

Paramount+ will launch March 4 in the US with a two tier pricing system - $4.99 for ad-supported, $9.99 for premium and more live stuff. Australia to get Paramount+ later in the year, I suppose once they can work out what content they have the rights to at launch and what stuff can come across later. US will have access to live sport such as NFL, college, UEFA competitions, women’s football, CONCACAF and South American football, plus CBSN stuff, including local content from affiliates on the premium tier.

New stuff coming out largely based on existing properties, with some old favourites returning (Rugrats, Beavis and Butthead, Fraiser and Dexter being amongst them). Committed to theatrical release, with content going to Paramount+ between 30 and 90 days. Catalogue not just restricted to stuff from Paramount et. al, stuff from Miramax, Lionsgate and MGM will also feature (the last two through Epix).

No mention of Ten aside from Last King of The X being mentioned. No date for launch of Paramount+ or PlutoTV in Australia mentioned, nor any word on pricing. They’re going all in on streaming and a three lane system, free (PlutoTV), broad pay (Paramount+) and premium (Showtime/BET OTT)

And now for my overall thoughts:

Foxtel and Stan/Nine should be scared shitless. A large chunk of their content is about to go to Paramount+ if the intent is anything to go by. I can see them letting deals expire. That, or they go non-exclusive with priority to Paramount+.

If priced appropriately, with the right content at launch, Paramount+ could do very well. Aiming to go lower than Disney+ and Netflix is not a bad way to go. As it stands, Ten could be the first FTA network in Australia to go off air and go streaming only if ViacomCBS believes it can go streaming only. So WIN should also be shit scared, especially if there is no affiliation agreement lined up.

I always thought the studios would go direct to consumer with streaming shows and looks like I was right. Warner Bros, Disney, NBC Universal all have theirs. Now ViacomCBS has one. Seven and Nine should be looking to sell. Now.

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No cigar?

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Who do you think I am? Paul Murray? :stuck_out_tongue:

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That’s based on the book of the same name by John Ibrahim right? Seven has the mini-series Australian Gangster which is being held up by a court case, so I reckon Last King of the X could have its own legal issues.

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Is it though? Not all that much Showtime stuff on Stan these days. CBS still selling shows like Why Women Kill and The Stand to other streaming providers.

Clarice has ended up on Stan. CBS All Access in the US isn’t it?

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Correct. He was also mentioned by name. Should have been more specific as to what it was related to, but it was mentioned.

Over time, I can see ViacomCBS pulling back on selling to other services, and having more content on Paramount+. That sounded like that was their intent.

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Thanks. It’s unusual for ViacomCBS to mention a new Australian show in a presentation aimed at American shareholders and investors.
Feel free to start a new thread on the new series.

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Nostalgia, probably. Although I reckon that show should be left in the past.

While I’m aware that live action movies have been made for both, are either really the type of cartoon that would work as a live action series? Not sure about that myself.

Surely it’s only a matter of time before EndemolShine, Fremantle Media and the like (who our commercial FTA networks are heavily reliant on to produce their current primetime hits) decide to bypass the traditional broadcasters in favour of launching their own streaming services?

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They’ve made a live action Dora. Fairly Oddparents they’ll probably butcher.

I doubt they’ll go out on their own, you still have Netflix and Amazon Prime. They can go there.

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The little bit that surprised me was the MGM content.

Is ViacomCBS looking to buy/takeover MGM?

If not, I wonder the scope of the content licensing deal, and so how scared should Nine be (owner of Stan).

(I gather MGM went bust and, like happened with Ten, is currently owned by the creditors who were owed money at the time.)

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