Cineverse Corp (CNVS) Q4 2025 Earnings Call Highlights: Record Revenue Growth and Strategic ...
Q4 Revenue: $15.6 million, a 58% increase over the prior year.
Q4 Net Income: $858,000, a $15.5 million increase over the prior year.
Q4 Adjusted EBITDA: $4 million, a 158% increase over the prior year quarter.
Q4 Direct Operating Margin: 55%, above the target range of 45% to 50%.
Full-Year Revenue: $78.2 million, a 59% increase over the prior year.
Full-Year Net Income: $3.8 million.
Full-Year Adjusted EBITDA: $13.9 million, a 216% increase over the prior year.
SG&A Expenses: $5.4 million for the quarter, a decrease of $1.4 million from the prior year quarter.
Cash and Cash Equivalents: $13.9 million as of March 31, 2025.
Net Cash Provided by Operations: $18.5 million for the year, a $29.1 million improvement over the prior year.
Streaming Engagement: 3.2 billion minutes streamed in Q4, up 45% over the prior year.
Podcast Revenue Growth: 57% increase over the prior year.
c360 Revenue Growth: 290% year-over-year increase in Q4.
Warning! GuruFocus has detected 7 Warning Signs with CNVS.
Release Date: June 27, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Cineverse Corp (NASDAQ:CNVS) reported a 58% increase in total revenue for the fourth quarter, reaching $15.6 million, and a 59% increase for the full fiscal year, totaling $78.2 million.
The company achieved a significant improvement in net income, with a $15.5 million increase over the prior year, resulting in a net income of $858,000 for the quarter.
Adjusted EBITDA for the quarter was $4 million, marking a 158% increase over the prior year, showcasing strong financial performance.
Cineverse Corp (NASDAQ:CNVS) successfully launched new initiatives, including the reorganization of its technology business and the creation of a dedicated theatrical motion pictures division.
The company reported strong growth in its streaming and podcasting businesses, with podcast revenues up 57% over the prior year and streaming platforms delivering a 45% increase in minutes streamed.
The company faces challenges in the advertising environment, with a depressed direct and programmatic advertising market due to companies pulling back on discretionary advertising spend.
Despite strong financial performance, the company acknowledges the pressure on CPMs and fill rates for open market programmatic advertising due to a glut of supply in competitive channels.
Cineverse Corp (NASDAQ:CNVS) is still in the early stages of expanding its Matchpoint technology to major studios, with the need to prove its capabilities through pilots and commercial trials.
The company is navigating a competitive landscape in the podcasting space, requiring strategic investments in direct sales and content expansion to maintain growth momentum.
There is a reliance on the success of upcoming film releases to drive future revenue, with significant investments in new films like The Toxic Avenger and Silent Night, Deadly Night.
Q: Chris, with the upcoming wide releases, how much more are you willing to invest if you see early signs of success? Also, how do you view pay windows and licensing opportunities for the licenses you own? A: Christopher McGurk, Chairman and CEO: As we continue to fill out our slate, our objective is to set up a pay output deal, and we've started discussions in that regard. We'll be announcing more films similar to those in our current release slate and expanding into family films, fantasy, Black Cinema, and comedy. Once these pieces are in place, we'll get serious about negotiating a pay deal.
Q: How should investors think about cineSearch and Matchpoint in terms of pipeline opportunities and potential impact on results? A: Erick Opeka, President and Chief Strategy Officer: We're now focused on enterprise-level opportunities rather than smaller entities. Tony Huidor, President of Technology and Chief Product Officer, added that each major studio deal could be $5 million and up, depending on the scope. The current pilot with a major studio could expand significantly, and we expect a strong foothold in the business within a few years.
Q: Can you provide more details on the monetization of podcasting and the impact of direct sponsorships? A: Erick Opeka, President and Chief Strategy Officer: Podcasts offer premium content, leading to higher CPMs than CTV. We're focusing on shows with significant listener bases and have hired a direct sales team. Deals with larger brands can reach below six figures, and we expect to double our podcast revenue compared to last year, depending on macro conditions.
Q: How do you view the profitability and operating margins, especially with successful wide releases? A: Christopher McGurk, Chairman and CEO: We achieved a 55% operating margin last quarter, and we feel confident in meeting or exceeding our target of 45% to 50% going forward. Mark Lindsey, CFO, noted that the margin last quarter was 49%.
Q: What is the strategy for expanding the theatrical slate and securing output deals? A: Christopher McGurk, Chairman and CEO: We plan to announce more films similar to our current slate and expand into other genres. Once our release slate is complete, we'll focus on negotiating a pay output deal, leveraging our unique media assets and releasing formula.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
14 minutes ago
- Yahoo
Here's How You Can Build Up a $1 Million Portfolio Even if You Have $0 in Savings Right Now
By investing in growth stocks, you can generate market-beating returns. The Invesco QQQ Trust has produced returns in excess of 400% during the past 10 years. Investing a regular amount per month in the fund can help you build a portfolio worth more than $1 million. 10 stocks we like better than Invesco QQQ Trust › It's never too late or too early to start investing in the stock market. Even if you don't know much about stocks, there are easy ways to gain exposure to a wide range of companies through a single investment. By doing so, you can keep your risk relatively low while also setting yourself up to achieve some significant gains over the long term. If you don't have any money saved up today, you can still build up a portfolio of more than $1 million in the long run. As long as you have more than 30 investing years left and can afford to set aside $350 per month, you can set up a strategy for creating a portfolio worth more than $1 million. To maximize your gains over the years, you'll want to invest in growth stocks because they have the most upside in the long run. While it may seem challenging to track the best growth stocks, an easy way to accomplish this is by investing in an exchange-traded fund (ETF) that tracks them. The Invesco QQQ Trust (NASDAQ: QQQ) can be the ideal investment for this purpose. The Invesco ETF holds a portfolio of 100 stocks -- the largest non-financial stocks on the Nasdaq exchange. It will rebalance and adjust over time to ensure that its holdings are reflective of the most valuable stocks on the exchange. Some examples of the stocks you'll get access to through this ETF today are Apple, Netflix, and Tesla. The fund charges an expense ratio of 0.2%, which isn't terribly high, especially when you consider the impressive returns it has generated over the years; it has soundly outperformed the market. Investing $350 per month in the ETF can be a great way to slowly build up your position. At that rate, you would be investing about $4,200 per year. And if you can keep up that habit for the long haul, it can potentially make you a millionaire. Here's how your portfolio might increase in value over the years, at varying annual returns. The market has averaged a long-run return of 10% and in the table below, I've included that rate along with a scenario where the Invesco fund both does better and worse. Year 9% Growth 10% Growth 11% Growth 30 $645,566 $797,764 $990,580 31 $710,535 $885,735 $1,109,667 32 $781,599 $982,917 $1,242,536 33 $859,328 $1,090,276 $1,390,779 34 $944,350 $1,208,877 $1,556,177 35 $1,037,347 $1,339,897 $1,740,715 Calculations by author. If the fund averages a 10% return, it would take 33 years for your portfolio to be worth $1 million. This involves investing $350 per month throughout those years. If, however, the ETF's returns aren't that high and it averages a rate of 9% instead, it would take 35 years of regular monthly investing before your portfolio would reach $1 million. A lot hinges on that annual return. If it's lower than you expect it to be, then you can adjust by changing your expectations and planning to invest for longer, or by adding more money to your portfolio. This can be done by either increasing the amount of your monthly investment or by adding a large lump sum to boost your balance. The more money in your portfolio that's growing and benefiting from the effects of compounding, the quicker you can get to your goal of reaching $1 million. But even with no money in your portfolio today, you can still set yourself up on a path to build up a big nest egg by the time you retire. Before you buy stock in Invesco QQQ Trust, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Invesco QQQ Trust wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Netflix, and Tesla. The Motley Fool recommends Nasdaq. The Motley Fool has a disclosure policy. Here's How You Can Build Up a $1 Million Portfolio Even if You Have $0 in Savings Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14 minutes ago
- Yahoo
Red carpet event caps year for Soroptimist Club of Monroe County
Monroe County's chapter of Soroptimist International marked the close of its year with a red carpet–themed appreciation event that combined fun, food and philanthropy. The celebration, held June 17 at First Merchants Bank, featured the installation of new members, financial contributions to local nonprofits and some star-studded flair, according to a community announcement. The event welcomed four new members to the Soroptimist International of Monroe County: Danielle Bowman, Melissa Bomia, Nicole Ernst and Karissa Lomas. District III Director Gail Hutra conducted the installation ceremony. The evening also included the presentation of funding checks to organizations the club supports annually. This year's recipients included Paula's House, New Beginnings Mercy House, Holiday Camp and FCSS–Sunrise House, according to the announcement. To recognize the contributions of existing club members, organizers handed out customized 'Soro Awards' in an Academy Awards-style format. Guests and members enjoyed hors d'oeuvres and desserts during the event, which carried the theme 'Walk the Red Carpet — The Academy Awards of Soroptimist.' Among the honored guests were Midwestern Governor Audrey Jarvey and Governor-Elect Ruth Waggoner of Soroptimist International, as well as Jarvey's husband Don, all traveling from chapters outside Michigan. District III Secretary Pricilla Hutra formally welcomed them on behalf of Monroe Mayor Robert E. Clark, delivering a written greeting from the city. Soroptimist International of Monroe County is part of a global volunteer network committed to improving the lives of women and girls through access to education and training aimed at achieving economic empowerment. This story was created by David DeMille, ddemille@ with the assistance of Artificial Intelligence (AI). Journalists were involved in every step of the information gathering, review, editing and publishing process. Learn more at This article originally appeared on The Monroe News: Monroe Soroptimists celebrate year-end with new members, grants
Yahoo
15 minutes ago
- Yahoo
Credit card rewards are slowly becoming way less rewarding — what's behind that distressing trend
Credit cards are popular with Americans — and so are the points, rewards and perks that come with them. That's why some Americans devote time and energy (and spending) to optimize multiple rewards programs and claim rewards they wouldn't otherwise be able to afford, such as flying business class. The number of credit card accounts in the U.S. has increased steadily over the past 15 years; in 2023, 82% of adults had a credit card. About half of cardholders carry a balance and, in the first quarter of 2025, Americans were carrying a near-record total of $1.18 trillion in credit card balances. But economic uncertainty and pending legislation are about to change the rewards landscape — and not for the better. I'm 49 years old and have nothing saved for retirement — what should I do? Don't panic. Here are 6 of the easiest ways you can catch up (and fast) Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix freezers. Here's how Want an extra $1,300,000 when you retire? Dave Ramsey says this 7-step plan 'works every single time' to kill debt, get rich in America — and that 'anyone' can do it Rewards have played a part in the growth of credit cards (and debt) by helping credit card providers attract and retain customers. 'The reward point functions as an alternative currency with real economic value, yet it continues to carry aspirational and emotional significance,' So Yeon Chun, an associate professor of technology and operations management at INSEAD, recently told Business Insider. 'In other words,' he said, 'rewards have become a dual-purpose behavioral currency: A tool for economic relief and a channel for emotional and symbolic value.' Redeeming rewards 'can have an outsize effect on satisfaction' on cash-strapped consumers, according to Bain & Company. A few years ago, rewards redemption was a 'routine episode, or interaction that fulfills a need, unlikely to faze customers,' according to the global management consulting firm. 'But it has since become a 'moment of truth' — an episode with a high likelihood to delight or annoy, depending on how well the credit card provider executes the end-to-end process.' At the same time, rewards have economic value that consumers are using to make day-to-day purchases and cover necessities. 'Most consumers, including middle-income earners, now use rewards not just to manage spending, inflation or debt, but also to preserve lifestyle,' Chun told Business Insider. Consumers had amassed reward balances of more than $33 billion by the end of 2022, according to the Consumer Financial Protection Bureau (CFPB). And those rewards are 'incredibly popular,' according to the Ipsos Consumer Tracker, summing up the results of a 2024 poll. Seventy-one percent of Americans have a rewards or cashback credit card, and about one in five younger Americans (ages 18-34) use the rewards for experiences they 'couldn't afford otherwise.' But it also found that over a third of respondents said they wouldn't spend as much on their credit cards if rewards weren't offered. Read more: You don't have to be a millionaire to gain access to . In fact, you can get started with as little as $10 — here's how Despite their popularity, economic headwinds may cause a reduction or restructuring of rewards programs similar to what happened during the Great Recession, when 0% balance transfer programs were cut back dramatically. While economic prognosticators disagree as to how likely we are to enter a recession in the near term, continued near-record levels of economic policy uncertainty are having much the same effect on business decisions as a recession. For instance, airline reward programs have already started to lose value — and other perks may soon follow. 'In the more typical downturn, we are likely to see a different kind of shift. Issuers will preserve the appearance of program stability while quietly reducing average value,' Chun told Business Insider. 'Redemption thresholds may rise, expiration timelines may tighten, bonus categories may rotate more frequently, and access to high-value redemptions will become more conditional.' Even more concerning to consumers who've racked up rewards, those programs may disappear altogether in the U.S. — despite their popularity. Senator Dick Durbin, a Democrat from Illinois, and Sen. Roger Marshall, a Republican from Kansas, are driving efforts to move the Credit Card Competition Act through Congress. The bill would reduce interchange fees, which are the fees charged to merchants that allow them to accept credit cards. These fees are a source of revenue for credit card companies and help to fund rewards programs. Some major airlines have already warned that if the legislation passes, frequent flyer programs could disappear. At the same time, credit card providers can devalue your rewards at any time (which can also happen naturally with inflation) — so accumulating and hoarding points may not be in your best interest. This tiny hot Costco item has skyrocketed 74% in price in under 2 years — but now the retail giant is restricting purchases. Here's how to buy the coveted asset in bulk Robert Kiyosaki warns of a 'Greater Depression' coming to the US — with millions of Americans going poor. But he says these 2 'easy-money' assets will bring in 'great wealth'. How to get in now Rich, young Americans are ditching the stormy stock market — here are the alternative assets they're banking on instead Here are 5 'must have' items that Americans (almost) always overpay for — and very quickly regret. How many are hurting you? Stay in the know. Join 200,000+ readers and get the best of Moneywise sent straight to your inbox every week for free. This article provides information only and should not be construed as advice. It is provided without warranty of any kind. Sign in to access your portfolio
