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[๐Ÿ”ฅ Hot off the Feed] Paramountโ€™s New Era: Skydance Bets Big on Streaming and Tech

Legacy Hollywood meets Silicon Valley ambition

ํŒŒ๋ผ๋งˆ์šดํŠธ์˜ ์ƒˆ ์‹œ๋Œ€: ์Šค์นด์ด๋Œ„์Šค, ์ŠคํŠธ๋ฆฌ๋ฐ๊ณผ ๊ธฐ์ˆ ์— ์Šน๋ถ€์ˆ˜

์ „ํ†ต ํ• ๋ฆฌ์šฐ๋“œ, ์‹ค๋ฆฌ์ฝ˜๋ฐธ๋ฆฌ์˜ ์•ผ๋ง๊ณผ ๋งŒ๋‚˜๋‹ค

๐Ÿ˜Ž ์ง€๊ธˆ ์ฃผ์ œ๋กœ ๋‹ค๋ฅธ ์‚ฌ๋žŒ๋“ค๊ณผ ์–˜๊ธฐํ•˜๊ณ  ์‹ถ๋‹ค๋ฉด?

๐Ÿ‘‰ ์Šคํ„ฐ๋”” ์‹ ์ฒญ ๋งํฌ : https://forms.gle/6a6ou68a2YyLvnaMA

๐Ÿ‘‰ ์Šคํ„ฐ๋”” ๋ฌธ์˜ : https://open.kakao.com/me/insightsalon

๐Ÿ“Œ Context is King

Paramount, home to CBS, MTV, and the studios behind โ€œThe Godfatherโ€ and โ€œTop Gun,โ€ has officially merged with Skydance in an $8 billion deal, ending the Redstone familyโ€™s decades-long control. Led by David Ellison, son of Oracle founder Larry Ellison, the company now promises deep pockets, digital expertise, and a refreshed leadership team.
CBS, MTV, ๊ทธ๋ฆฌ๊ณ  โ€˜๋Œ€๋ถ€โ€™, โ€˜ํƒ‘๊ฑดโ€™์„ ๋งŒ๋“  ์˜ํ™”์‚ฌ๋ฅผ ๋ณด์œ ํ•œ ํŒŒ๋ผ๋งˆ์šดํŠธ๊ฐ€ 80์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ๋กœ ์Šค์นด์ด๋Œ„์Šค์™€ ๊ณต์‹ ํ•ฉ๋ณ‘ํ•˜๋ฉฐ, ์ˆ˜์‹ญ ๋…„๊ฐ„ ํšŒ์‚ฌ๋ฅผ ์ด๋Œ๋˜ ๋ ˆ๋“œ์Šคํ†ค ๊ฐ€๋ฌธ์˜ ์‹œ๋Œ€๋ฅผ ๋งˆ๋ฌด๋ฆฌํ–ˆ์Šต๋‹ˆ๋‹ค. ์˜ค๋ผํด ์ฐฝ์—…์ž ๋ž˜๋ฆฌ ์—˜๋ฆฌ์Šจ์˜ ์•„๋“ค ๋ฐ์ด๋น„๋“œ ์—˜๋ฆฌ์Šจ์ด ์ด๋„๋Š” ์ƒˆ ๊ฒฝ์˜์ง„์€ ๋ง‰๊ฐ•ํ•œ ์ž๋ณธ๋ ฅ๊ณผ ๋””์ง€ํ„ธ ์ „๋ฌธ์„ฑ, ๊ทธ๋ฆฌ๊ณ  ์ƒˆ ํ”ผ๋ฅผ ๊ณต๊ธ‰ํ•˜๊ฒ ๋‹ค๊ณ  ์•ฝ์†ํ–ˆ์Šต๋‹ˆ๋‹ค.

But challenges loom. Cable TV revenues are collapsing, Paramount+ lags far behind Netflixโ€™s 300+ million subscribers, and the company targets $2 billion in cost savings after years of job cuts. With AI disruption on the horizon, Ellison must scale streaming without alienating creative talent or losing NFL broadcast rightsโ€”both critical to the brandโ€™s future.
ํ•˜์ง€๋งŒ ๋„์ „ ๊ณผ์ œ๋„ ํฝ๋‹ˆ๋‹ค. ์ผ€์ด๋ธ” TV ์ˆ˜์ต์€ ๊ธ‰๋ฝ ์ค‘์ด๊ณ , ํŒŒ๋ผ๋งˆ์šดํŠธ+์˜ ๊ฐ€์ž…์ž ์ˆ˜๋Š” ๋„ทํ”Œ๋ฆญ์Šค(3์–ต+๋ช…)์— ํ•œ์ฐธ ๋ชป ๋ฏธ์น˜๋ฉฐ, ์ด๋ฏธ ์ˆ˜์ฐจ๋ก€ ์ธ๋ ฅ ๊ฐ์ถ•์„ ๊ฒช์€ ์ƒํƒœ์—์„œ 20์–ต ๋‹ฌ๋Ÿฌ ์ ˆ๊ฐ ๋ชฉํ‘œ๊นŒ์ง€ ์„ธ์› ์Šต๋‹ˆ๋‹ค. AI ํŒŒ๊ณ ๊ฐ€ ๋‹ค๊ฐ€์˜ค๋Š” ๊ฐ€์šด๋ฐ, ์—˜๋ฆฌ์Šจ์€ ์ฐฝ์ž‘ ์ธ๋ ฅ์„ ์žƒ์ง€ ์•Š๊ณ  NFL ์ค‘๊ณ„๊ถŒ๋„ ์ง€ํ‚ค๋ฉด์„œ ์ŠคํŠธ๋ฆฌ๋ฐ์„ ํ™•์žฅํ•ด์•ผ ํ•˜๋Š” ์ˆ™์ œ๋ฅผ ์•ˆ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿงฉ IYKYK(If you know, you know)

  1. Streaming Wars (์ŠคํŠธ๋ฆฌ๋ฐ ์ „์Ÿ)

    The fierce competition among digital platforms for subscribers, content, and market dominance.
    โ†’ ๊ฐ€์ž…์ž, ์ฝ˜ํ…์ธ , ์‹œ์žฅ ์ง€๋ฐฐ๋ ฅ์„ ๋†“๊ณ  ๋ฒŒ์ด๋Š” ๋””์ง€ํ„ธ ํ”Œ๋žซํผ ๊ฐ„ ์น˜์—ดํ•œ ๊ฒฝ์Ÿ.

  2. Content Is King (์ฝ˜ํ…์ธ ๊ฐ€ ์™•์ด๋‹ค)

    A media mantra emphasizing that quality content drives audience and revenue.
    โ†’ ์–‘์งˆ์˜ ์ฝ˜ํ…์ธ ๊ฐ€ ์‹œ์ฒญ์ž์™€ ์ˆ˜์ต์„ ์ขŒ์šฐํ•œ๋‹ค๋Š” ๋ฏธ๋””์–ด ์—…๊ณ„ ๊ฒฉ์–ธ.

  3. Peak TV Era (TV ํ™ฉ๊ธˆ๊ธฐ) 

    The recent boom period of unprecedented content production, now slowing sharply.
    โ†’ ์‚ฌ์ƒ ์ตœ๋Œ€ ๊ทœ๋ชจ์˜ ์ฝ˜ํ…์ธ  ์ œ์ž‘ ๋ถ์ด ์ผ์—ˆ๋˜ ์‹œ๊ธฐ, ํ˜„์žฌ๋Š” ๊ธ‰๊ฒฉํžˆ ๋‘”ํ™”.

๐Ÿง  In Focus

The merger signals a broader shift in Hollywood: legacy studios aligning with tech-backed players to survive the streaming economy. Ellisonโ€™s team, with veterans from NBCUniversal and Netflix, aims to integrate tech and storytelling, betting on AI-driven efficiencies and a more aggressive global content strategy.
์ด๋ฒˆ ํ•ฉ๋ณ‘์€ ์ŠคํŠธ๋ฆฌ๋ฐ ๊ฒฝ์ œ์—์„œ ์‚ด์•„๋‚จ๊ธฐ ์œ„ํ•ด ์ „ํ†ต ์ŠคํŠœ๋””์˜ค๋“ค์ด ๊ธฐ์ˆ  ์ž๋ณธ๊ณผ ์†์žก๋Š” ํ• ๋ฆฌ์šฐ๋“œ์˜ ํฐ ํ๋ฆ„์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค. NBC์œ ๋‹ˆ๋ฒ„์„ค๊ณผ ๋„ทํ”Œ๋ฆญ์Šค ์ถœ์‹  ๋ฒ ํ…Œ๋ž‘๋“ค๋กœ ๊ตฌ์„ฑ๋œ ์—˜๋ฆฌ์Šจ ํŒ€์€ ๊ธฐ์ˆ ๊ณผ ์Šคํ† ๋ฆฌํ…”๋ง์„ ๊ฒฐํ•ฉํ•ด AI ๊ธฐ๋ฐ˜ ํšจ์œจ์„ฑ๊ณผ ๊ณต๊ฒฉ์ ์ธ ๊ธ€๋กœ๋ฒŒ ์ฝ˜ํ…์ธ  ์ „๋žต์— ๋ฒ ํŒ…ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

Yet the risks are substantial. Paramountโ€™s legacy cable assets could become financial anchors, talent unrest may grow amid political controversies, and investor patience will hinge on Paramount+ growth. The outcome will test whether tech wealth can truly rejuvenate a century-old Hollywood institution.
๊ทธ๋Ÿฌ๋‚˜ ์œ„ํ—˜๋„ ๋งŒ๋งŒ์น˜ ์•Š์Šต๋‹ˆ๋‹ค. ๊ตฌ์‹œ๋Œ€ ์ผ€์ด๋ธ” ์ž์‚ฐ์€ ์žฌ์ • ๋ถ€๋‹ด์ด ๋  ์ˆ˜ ์žˆ๊ณ , ์ •์น˜์  ๋…ผ๋ž€ ์†์—์„œ ์ธ์žฌ ์ดํƒˆ์ด ๊ฐ€์†ํ™”๋  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ํˆฌ์ž์ž ์ธ๋‚ด์‹ฌ์€ ํŒŒ๋ผ๋งˆ์šดํŠธ+ ์„ฑ์žฅ์— ๋‹ฌ๋ ค ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ํ•ฉ๋ณ‘์€ ๊ธฐ์ˆ  ์ž๋ณธ์ด 100๋…„ ๋œ ํ• ๋ฆฌ์šฐ๋“œ ๋ช…๊ฐ€๋ฅผ ์ •๋ง๋กœ ๋˜์‚ด๋ฆด ์ˆ˜ ์žˆ๋Š”์ง€ ์‹œํ—˜๋Œ€๊ฐ€ ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค.

๐Ÿ—ฃ How They Talk About It

๐Ÿ“Œ merger mania(ํ•ฉ๋ณ‘ ์—ดํ’)

โ€œHollywood is entering another wave of merger mania, with tech money leading the charge.โ€

โ€œํ• ๋ฆฌ์šฐ๋“œ๋Š” ๊ธฐ์ˆ  ์ž๋ณธ์ด ์ฃผ๋„ํ•˜๋Š” ๋˜ ํ•œ ๋ฒˆ์˜ ํ•ฉ๋ณ‘ ์—ดํ’์— ๋“ค์–ด์„ฐ๋‹ค.โ€

๐Ÿ“Œ streaming lag(์ŠคํŠธ๋ฆฌ๋ฐ ๊ฒฉ์ฐจ)

โ€œParamount+ still suffers from a streaming lag behind Netflix and Disney+.โ€

โ€œํŒŒ๋ผ๋งˆ์šดํŠธ+๋Š” ์—ฌ์ „ํžˆ ๋„ทํ”Œ๋ฆญ์Šค์™€ ๋””์ฆˆ๋‹ˆ+์— ๋น„ํ•ด ์ŠคํŠธ๋ฆฌ๋ฐ ๊ฒฉ์ฐจ๋ฅผ ๊ฒช๊ณ  ์žˆ๋‹ค.โ€

๐Ÿ“Œ digital reinvention(๋””์ง€ํ„ธ ์žฌ์ฐฝ์กฐ)

โ€œThe Ellisons promise a digital reinvention of the iconic studio.โ€

โ€œ์—˜๋ฆฌ์Šจ ๊ฐ€๋ฌธ์€ ์ด ์ƒ์ง•์  ์ŠคํŠœ๋””์˜ค์˜ ๋””์ง€ํ„ธ ์žฌ์ฐฝ์กฐ๋ฅผ ์•ฝ์†ํ–ˆ๋‹ค.โ€

๐Ÿงญ Discourse Watch

๐Ÿ‡บ๐Ÿ‡ธ United States
U.S. trade media like Variety and Hollywood Reporter see the merger as a bold but risky bet, noting investor pressure for streaming profitability and speculation about further consolidation. Online forums debate whether tech leadership can respect Hollywoodโ€™s creative culture.
๋ฒ„๋ผ์ด์–ดํ‹ฐ, ํ• ๋ฆฌ์šฐ๋“œ ๋ฆฌํฌํ„ฐ ๋“ฑ ๋ฏธ๊ตญ ์—…๊ณ„ ๋งค์ฒด๋Š” ์ด๋ฒˆ ํ•ฉ๋ณ‘์„ ๋Œ€๋‹ดํ•˜์ง€๋งŒ ์œ„ํ—˜ํ•œ ์„ ํƒ์œผ๋กœ ๋ณด๋ฉฐ, ์ŠคํŠธ๋ฆฌ๋ฐ ์ˆ˜์ต์„ฑ์— ๋Œ€ํ•œ ํˆฌ์ž์ž ์••๋ฐ•๊ณผ ์ถ”๊ฐ€ ์ธ์ˆ˜ํ•ฉ๋ณ‘ ๊ฐ€๋Šฅ์„ฑ์„ ์–ธ๊ธ‰ํ•ฉ๋‹ˆ๋‹ค. ์˜จ๋ผ์ธ ํฌ๋Ÿผ์—์„œ๋Š” ๊ธฐ์ˆ  ์ค‘์‹ฌ ๋ฆฌ๋”์‹ญ์ด ํ• ๋ฆฌ์šฐ๋“œ์˜ ์ฐฝ์ž‘ ๋ฌธํ™”๋ฅผ ์กด์ค‘ํ•  ์ˆ˜ ์žˆ์„์ง€ ๋…ผ์Ÿ์ด ์ด์–ด์ง‘๋‹ˆ๋‹ค.

๐ŸŽฌ Outro

When a century-old studio joins forces with Silicon Valley wealth, the script is ambitiousโ€”but the ending is still unwritten.
100๋…„ ๋œ ์ŠคํŠœ๋””์˜ค๊ฐ€ ์‹ค๋ฆฌ์ฝ˜๋ฐธ๋ฆฌ ์ž๋ณธ๊ณผ ์†์žก์„ ๋•Œ, ์‹œ๋‚˜๋ฆฌ์˜ค๋Š” ์•ผ์‹ฌ์ฐจ์ง€๋งŒ ๊ฒฐ๋ง์€ ์•„์ง ์“ฐ์ด์ง€ ์•Š์•˜๋‹ค.

๐Ÿ“… 2019 โ€“ Viacom and CBS Re-Merge
The last major corporate shuffle at Paramountโ€™s parent preceded the streaming surgeโ€”this one arrives as the tide turns.
๐Ÿ“… 2019๋…„ โ€“ ๋ฐ”์ด์•„์ฝค๊ณผ CBS ์žฌํ•ฉ๋ณ‘
ํŒŒ๋ผ๋งˆ์šดํŠธ ๋ชจํšŒ์‚ฌ์˜ ๋งˆ์ง€๋ง‰ ๋Œ€๊ทœ๋ชจ ์žฌํŽธ์€ ์ŠคํŠธ๋ฆฌ๋ฐ ๊ธ‰์„ฑ์žฅ ์ง์ „์— ์žˆ์—ˆ๊ณ , ์ด๋ฒˆ ํ•ฉ๋ณ‘์€ ๊ทธ ๋ฌผ๊ฒฐ์ด ๊บพ์ด๋Š” ์‹œ์ ์— ์ฐพ์•„์™”๋‹ค.

๐Ÿงพ Sources

  • "Skydance Takes Over Paramount, and a New Era Begins" (The New York Times, 2025)

  • "Paramountโ€™s Future After the Skydance Deal" (Variety, 2025)

  • "Streaming Wars: The Next Chapter" (Hollywood Reporter, 2025)

  • "AI and the Future of Film Production" (MIT Technology Review, 2024)

๐Ÿ›ก๏ธ Copyright & Disclaimer | ์ €์ž‘๊ถŒ ๋ฐ ๋ฉด์ฑ… ์กฐํ•ญ

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๋ฉด์ฑ… ์กฐํ•ญ: ๋ณธ ๊ธฐ์‚ฌ๋Š” ๊ต์œก์ ยท์ •๋ณด ์ œ๊ณต์„ ๋ชฉ์ ์œผ๋กœ ์ž‘์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ์žฌ๋ฌดยท๋ฒ•๋ฅ  ๋“ฑ ์ „๋ฌธ์  ์กฐ์–ธ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๋ชจ๋“  ์ •๋ณด๋Š” ๊ณต๊ฐœ๋œ ์ž๋ฃŒ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ๊ตฌ์„ฑ๋˜์—ˆ์œผ๋ฉฐ, ์ฃผ๊ฐ€๋‚˜ ๊ฒฝ์˜ ์ „๋žต์„ ์˜ˆ์ธกํ•˜๋ ค๋Š” ๋ชฉ์ ์ด ์•„๋‹™๋‹ˆ๋‹ค.

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