Heading into last night’s ViacomCBS’ Streaming Investor Day, MoffettNathanson‘s clients had two basic questions:
- What could the company say to possibly surprise us?
- How can we justify the move in Viacom’s stock price this year?
“At least now we have some clarity around the first question,” Senior Analyst Michael Nathanson and Analyst Robert Fishman noted Thursday, following a three-hour affair that offered a detailed look at the soon-to-relaunch Paramount+ OTT platform, formerly CBS AllAccess.
