David Ellison

“We joined the company last month as our co-CEO. Enon and I have been working side-by-side every day, and I couldn't ask for a better partner. It's five weeks since we launched the combined company, so these are early days.”

“A year ago, we set three priorities for the new Paramount, invest in storytelling, scale our direct-to-consumer business globally, and drive enterprise-wide efficiency.”

“As you've seen in our first quarter results and most recent shareholder letter, we're off to a strong start in our first full year at P-Sky.”

“As you saw in our Q4 results and in the most recent shareholder letter, we ended the fiscal year with a strong first full quarter under our leadership team and positive momentum heading into 2026, meeting or exceeding guidance for the quarter that we laid out in our Q3 letter.”

“Before we get to Q&A, I'd like to take a moment, since this is our first earnings call, to share some thoughts on what we've accomplished so far and where we're heading.”