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    Jay Peschak • Corsair Capital

    Jay Peschak is a Managing Director and analyst at Corsair Capital, focusing on deep fundamental research and investment analysis in the financial services, business services, and specialty finance sectors. He is known for his coverage of companies such as Synchrony Financial, LendingTree, and Ally Financial, providing actionable investment recommendations that have contributed to Corsair’s strong long-term portfolio performance. With a career spanning over 15 years, Peschak previously held positions at firms including Keefe, Bruyette & Woods and KBW before joining Corsair Capital in 2017. He holds FINRA Series 7, 63, and 79 licenses, underscoring his expertise in securities analysis and transaction advisory.

    Jay Peschak's questions to Cineverse Corp (CNVS) leadership

    Jay Peschak's questions to Cineverse Corp (CNVS) leadership • Q2 2025

    Question

    Jay Peschak asked about Cineverse's competitive advantage in the AI data licensing market, questioning why large AI firms would license content from Cineverse instead of major studios. He also sought clarification on whether significant capital would be required to prepare the company's content library for these AI licensing deals.

    Answer

    President and Chief Strategy Officer Erick Opeka explained that Cineverse's advantage lies in three areas: AI models require diverse, non-studio content which Cineverse has; major studios face complex guild and IP rights issues that independents do not; and most critically, Cineverse's Matchpoint platform can deliver content at the massive scale required by AI partners for a fraction of the cost of traditional methods. COO and CTO Tony Huidor added that because content is already processed through Matchpoint, the company can deliver to any AI partner's specifications at scale without significant new investment or manual effort, creating a key cost and technological advantage.

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