Stock Markets March 2, 2026

Paramount Forecasts $69 Billion in Pro Forma Revenue for Fiscal 2026 After WBD Deal

Combined company projects $18 billion in adjusted EBITDA, $6 billion of synergies and mid-single-digit CAGR through 2030

By Sofia Navarro WBD
Paramount Forecasts $69 Billion in Pro Forma Revenue for Fiscal 2026 After WBD Deal
WBD

Paramount said that, on a pro forma basis reflecting its combination with Warner Bros. Discovery, the merged company is expected to generate $69 billion of revenue in fiscal 2026. Management outlined targets including $18 billion of adjusted EBITDA, $6 billion of merger synergies, mid-single-digit compound annual revenue growth from 2026-2030, an adjusted EBITDA margin in the mid-20% range by 2030 and roughly 50% free cash flow conversion during the forecast period.

Key Points

  • Pro forma revenue of $69 billion is expected for fiscal 2026 following the combination with Warner Bros. Discovery - impacts the media and entertainment sector and related capital markets.
  • The merged company is targeting $18 billion in adjusted EBITDA and $6 billion in merger synergies - relevant to corporate profitability and investor expectations.
  • Management forecasts mid-single-digit CAGR in revenue from 2026 through 2030, a mid-20% adjusted EBITDA margin by 2030, and roughly 50% free cash flow conversion during the forecast period - material to valuation and cash generation assessments.

Paramount reported projections for the business that would result from its combination with Warner Bros. Discovery, saying the merged entity is expected to deliver $69 billion in pro forma revenue in fiscal year 2026.

Alongside that revenue target, company projections set an adjusted EBITDA goal of $18 billion and forecast $6 billion of synergies stemming from the transaction. The projections were provided as forward-looking targets for the combined organization.

Looking farther ahead, the company laid out expectations for the five-year span from 2026 through 2030. Over that interval, management is forecasting revenue growth on a compound annual growth rate basis in the mid-single-digit percentage range. The plan also calls for the merged company to reach an adjusted EBITDA margin in the mid-20% range by 2030.

Free cash flow conversion is another metric included in the outlook. The company expects free cash flow conversion to be about 50% during the forecast period, indicating an anticipated ability to convert roughly half of adjusted EBITDA into free cash flow across the years covered by the plan.

These numerical targets - $69 billion of pro forma revenue in fiscal 2026, $18 billion of adjusted EBITDA, $6 billion of synergies, mid-single-digit CAGR for 2026-2030, a mid-20% adjusted EBITDA margin by 2030 and roughly 50% free cash flow conversion - form the core of the company's stated financial expectations for the combined business.

The company's presentation of these projections frames the combination as a means to create a larger pro forma revenue base in 2026 and establish multi-year targets for profitability and cash conversion through 2030.


Summary

Paramount, on a pro forma basis reflecting its combination with Warner Bros. Discovery, expects $69 billion of revenue in fiscal 2026. The merged company is targeting $18 billion of adjusted EBITDA and $6 billion of synergies, with revenue projected to grow at a mid-single-digit compound annual rate from 2026 through 2030, an adjusted EBITDA margin in the mid-20% range by 2030, and approximately 50% free cash flow conversion during the forecast period.

Risks

  • Achievement risk: The projections depend on realizing the targeted $6 billion in synergies from the merger - if synergies fall short, the combined financial targets may be harder to meet. This affects the media and entertainment sector and related corporate finance assessments.
  • Execution risk on margins and cash conversion: Reaching a mid-20% adjusted EBITDA margin by 2030 and converting about 50% of EBITDA into free cash flow are explicit targets; missing those could alter profitability and cash flow expectations for the merged company, affecting investors and lenders.
  • Growth uncertainty: The forecasted mid-single-digit compound annual revenue growth rate for 2026-2030 is a projection, and actual revenue growth could differ from this plan, influencing market and sector outlooks.

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