Edward Schneider's questions to CuriosityStream Inc (CURI) leadership • Q1 2025
Question
Edward Schneider from Quan Technology requested more details on the pipeline for AI content licensing, including its size and the types of customers involved.
Answer
CEO Clint Stinchcomb described a broad and significant AI licensing pipeline that includes tech hyperscalers, other AI firms with specific data needs, and an emerging public sector marketplace. While not naming clients, he characterized the deals as large and meaningful, projecting gross margins in the 40% to 50% range for these agreements.