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PARA 2023Q1 - Coggle Diagram

- - - - Weak international market & fewer NFL games
        
        In domestic market, good in pharmaceuticals, food & beverage, travel and auto; bad in insurance, web service and big techs
- - - - Price increase this summer
    - - Revenue 65% YoY
        
        Subscriber; ARPU; Domestic Market
      - Showtime bundle with
        
        Your honor, Yellowjackets(30% hour stream on Show Time)
        
        2023 Summer
        
        Chai of 6th season
      - Newly release: Tulsa King, Mayor of Kingstown, 1923, Teen Wolf, Top Gun, NCAA, UEFA
    - - CBS(281B minutes)
      - Total viewing hours 35% vs 20% in 2022
      - No.1 Fast(Free Ad-Supported Streaming Television)
    - - Tiers, Channels, Geography
      - ad ARPU increase
      - Ad rev $2/sub vs peers $9~10