Robert Maltby's questions to CuriosityStream Inc (CURI) leadership • Q3 2024
Question
Robert Maltby of Singular Research inquired about the company's plans for its cash balance, the outlook for the dividend, the sustainability of its high gross margins, and the primary catalysts for future top-line growth, including partner expansion.
Answer
Executive Clint Stinchcomb stated that the best uses of cash include continuing the dividend and pursuing accretive acquisitions, particularly content libraries. Executive Phillip Hayden added that the dividend would, at a minimum, be maintained. Clint Stinchcomb explained that gross margins are sustainable, though large licensing deals may carry lower margins. Both executives identified content licensing as the biggest catalyst for top-line growth, supplemented by international pay-TV deals and FAST/AVOD expansion with 20-30 new partners expected across media and tech.